HP and Cisco: Virtual Networking [VDC] Battle Royale!
There’s a nice write-up at the New York Times site today about HP using their ProCurve line to go after Cisco in the data center. It’s a nice follow-up to the piece posted last week on Cisco’s play in the virtual server space. This is definitely an interesting tug of war to watch, I’ve got my popcorn ready.
What’s most interesting to me is the way each of these companies is coming at this based on where they’re coming from. Here’s what I mean, and where I think each stands in this virtual fisticuffs:
- Cisco: They obviously bring the networking heavyweight to this rumble. No question they know L2/L4 backbone gear – speeds and feeds – better than anyone. And they have a vested monetary interest in VMware and are driven to bring these two technologies together; everybody wins in that scenario. The concern I have is that today, networking and virtualization (in the scope of virtual platforms and VMs) really are night and day. In fact, they’re not even the same ballpark, game, or sport. So this is a leap into new territory for Cisco. I’m not saying that can’t make it work or be successful, it’s just going to take a lot of work in both becoming proficient in virtual technologies and then delivering compelling solutions that integrate that newly created expertise into their networking arm. Cisco is also extremely divested already from a product stand-point, so will the market accept yet another non-core solution from them? What will it take for the Cisco name to be synonymous with application servers in the data center?
- HP: On the flipside, HP knows servers, and they know hardware management for virtual platforms extremely well. They’ve been working closely with VMware in the data center for years supplying solid, stable, and beefy hardware for products such as ESX. I think HP is a trusted name in the hardware server space for virtual platforms. But beyond that they also have ProCurve and a solid history of networking. They have resource virtualization experience with blades and chassis, they have WAN experience, they have management experience, and they have it (mostly) under one umbrella product line. So they bring a bit more to the ring than Cisco in that they have good experience and a name in both networking and virtualization.
So to sum, this challenge feels like a topic for the debate team on the colonial formation of the United States in the 18th century: both sides know their history, but one team also has the war buff who knows how war impacted the formation of the US. It feels like one side is stacked.
Now how this plays out in 12 months when the economy (hopefully) opens up and IT departments start looking at how all these siloed technologies in the data center can work together to provide new services while saving money…well, that remains to be seen. But in my view, the winner will be the company that figures out how map virtual platforms and virtual networking into a solution that makes sense, not a solution where these two disparate pieces are cobbled together. You can’t do virtualization in the data center without networking, but you can do networking without virtualization. Which giant walks out a winner depends on which one can marry those two into one solution that makes sense, that works, and that tells IT departments everywhere that they can’t use the cloud until they deploy this gear.
