Pica8 Inc.10
Think of ODMs as companies that build things like iPods and servers, and they also build switches. Companies like Accton and Quanta are becoming the most well known
Calvin Chai
As a reference, here's a list of h/w partners for @pica8 http://www.pica8.com...
Rayno
Are these ODMs enthusiastic about #whiteboxes? I guess they think it can grow their market?
Pica8 Inc.
Yes of course they do -- without naming names, ODMs commonly tell us they see @Cisco's market as potential revenue for them, that is over $20B to take!
Pica8 Inc.
It is funny, customers like the idea of lower costs and more freedom. A vertically integrated company like @Cisco does not like this trending
Pica8 Inc.
Hey since Art is here from Dell, we can talk to Bright Boxes, another disruption that leverage the SW and HW disaggregation idea
Calvin Chai
agreed - welcome and good to see you here @afewell :-)
Pica8 Inc.
For Q2, the top use case is a classic top of rack switch, or Leaf switch -- the web giants proved this model out
Pica8 Inc.
We are seeing both large and small companies adopt the idea -- all with a dream to be more like Amazon from a services perspective