Muddu Sudhakar34
Which startup companies will be BIGGEST losers from DELL & EMC deal? Nutanix, Mirantis, Cumulus networks, who else??
Brian Gracely
Nutanix has the biggest exposure. SolidFire has some exposure.
Keith Townsend - Light will overcome darkness
@bgracely where do you think solid fire is exposed.
Keith Townsend - Light will overcome darkness
we haven't even mentioned any of the other HCI players such as Simplivity
Brian Gracely
@CTOAdvisor reseller of SF - http://www.theregist...
Keith Townsend - Light will overcome darkness
@bgracely I wonder how many of these DELL OEM/Reseller deals are sitting out there.
Girish Gurudutt
thought nutanix is working with msft >
Girish Gurudutt
they will only get more traction >>
Tom Hollingsworth
How do you see Cumulus losing here? EMC brings no networking to the table and Dell can continue existing partnerships with Cumulus / Big Switch.
Muddu Sudhakar
Vmware NSX will kill Cumulus and Big switch partnerships.
Muddu Sudhakar
DELL will adopt VMware/NSX based SDN in short term
Tom Hollingsworth
Cumulus stands to win here. NSX still needs to run on *something*. Plus, it's aimed at high-end overlays. DC plumbing still needs ports.
Jordi Benet
Agree, Cumulus wins here. #Dell white box switches run Cumulus. IMO the loser is #AristaNetworks
Muddu Sudhakar
Cumulus concept of white box switches has not going well for last 1 year - if you look at growth and revenue
Muddu Sudhakar
May be NSX + Cumulus can be joined together to create value for SDN+white box switches