Enterprise Stack or Enterprise Handcuffs?
There has been a lot of discussion about the Enterprise Stack and if any one vendor will ever own the whole thing. While that is a grand vision for any of the companies named below (and sure to bring applause from their shareholders on “analyst” day), I simply don’t see customers ever allowing it to become reality. Customers don’t want to be locked in. In my opinion, the virtual enterprise stack is what will win, but there will be lots of different vendor choices up and down that stack….and by the way, it probably won’t actually be hosted in the Enterprise DC (but that is another discussion).

Via: What is the Enterprise Stack?
For the first part of this year, customers are voting with their wallets and they are choosing…..drum role…..everyone (see How Much Integration Is Too Much in the Cloud?). Unlike the Internet bubble burst back in 2000/2001 where companies like Cisco stole market and revenue share from the rest of the networking industry during the recovering, this recovery looks like it might be shaping up to be a little different. Back in 2001, the technology didn’t really evolve very much between the time of the burst to the point where the recovery really kicked in. Sure, it got faster and cheaper, but architectures fundamentally stayed the same (they just got some new bells and whistles). Blade servers started to emerge and networks saw a lot of movement from 100M to 1G at the access layer but virtualization hadn’t really kicked in yet. Since November of 2008, customers have had a lot of time to reevaluate their entire IT stack AND a lot of new architectural solutions have emerged. Amazon’s EC2 and Rackspace’s Cloud Hosting have given customers direct access to more cost effective data center resources that they can access on demand. Google Apps have given companies big and small complete business solutions (email, docs, spreasheets, sites, etc) that can be spun up and online the same hour the company opens it’s doors. VMware’s vNetwork Distributed Swith/Cisco’s Nexus 1000V, OpenFlow & Open vSwitch, HP’s Virtual Connect, Palo Alto Networks NG Enterprise Firewalls, Cisco’s Nexus 5000/2000 combination (foundational to Cisco UCS) and Arista’s 7×00 w/ vEOS are all examples of fundamentally new capabilities introduced since the downturn which customers can now leverage to harness their increasingly complex and highly virtualized data centers.
The point is that customers today are faced with much greater IT challenges than they were in 2008 and the technologies are dramatically different…not necessarily all of them better, but definitely different. And, there are a lot of new IT solutions warming up their engines to go out on track for the first time and see what types of lap times they can turn in. Should be fun!
