Comments
clrmoney
6/27/2017 3:14:57 PM User Rank Platinum
SD-WAN GTT Deal
I didn't know GTT SD-WAN has a stock yet alone a deal but thats great to be invested in a lot of things so that it will be more valuable as times goes on.
dcawrey
6/27/2017 3:42:20 PM User Rank Platinum
Re: SD-WAN GTT Deal
All this hype for SD-WAN is expected. But yes, I do think there are going to be growing pains along the way.
Let's see how some of these deployments go.
DHagar
6/27/2017 4:25:31 PM User Rank Platinum
Re: SD-WAN GTT Deal
@dcawrey, good points. Yes it does need more development, but the ability, as pointed out in this post where you are adding agility should advance the SD-WAN solutions. The ability to accelerate and deliver scalable solutions should help with the advancement.
Re: SD-WAN GTT Deal
The security aspect was also brought up in Joe's most recent SD-WAN story with Level 3. From what I hear, businesses really get SD-WAN but, as we have been reading this month, it's not the end-game. The 451 report also said that MPLS wasn't going anywhere soon, which we've heard several times in the other SD-WAN stories this month. I agree, DHagar, being able to dynamically pick the best access route at a given moment is pretty attractive to businesses.
DHagar
6/27/2017 6:54:48 PM User Rank Platinum
Re: SD-WAN GTT Deal
@Mike, excellent focus. Yes, the key now is to solve real problems through these new capabilities and capacities, as opposed to pushing the technology as the solution. The deliverable needs to be the focus. When we take that approach busines "gets it" and views this as more of a true capacity, rather than a cost for purchasing technology. It puts it in a different category.
In actuality, I believe that SD-WAN can be driven more by the business user than it will be by the IT experts. The real value is when the technology (IT/Communications) begins to more closely work with business users to solve problems through technology.
I think that is where the companies, AT&T, etc., are making inroads with platforms that add value and/or solve the business issues.
Re: SD-WAN GTT Deal
@Mike: Yes, the consensus largely seems to be that MPLS and SD-WAN are not enemies, and that they are meant to coexist.
...or that's just the marketing narrative for SD-WAN to keep from scaring off current MPLS customers. ;)
Re: SD-WAN GTT Deal
Here's another SD-WAN deployment from today.
@Joe, You might have a point about service providers not wanting to talk about the impact of SD-WAN on their MPLS businesses. I've asked that question numerous times and never heard one say it has. But I guess it doesn't matter since they need both going forward. MPLS is there if someone needs it vs DSL, cable, etc.
Re: SD-WAN GTT Deal
@Mike: Yeah, it's all basically the networking industry equivalent of: "Sure, I got new clothes, a better haircut, I'm working out, and I've started to see other people, but you're still my number one."
But that's not all there is to it. I remember an interview Carol Wilson did for Light Reading with a Verizon exec about SD-WAN -- and the executive went on to report that since VZ's SD-WAN release, VZ's MPLS business had grown. I suspect this is similar to the notorious Harvard Business School project where they had students work with Wendy's to innovate how to sell more double cheeseburgers -- and the solution (which worked beautifully) was: by introducing a triple cheeseburger.
Why it worked: People would go into Wendy's and think: "Well, I'm hungry, but I don't know if want to go as far as the biggest option -- a double cheeseburger." By introducing a yet bigger option, that impacted people's expectations as well as their self-assessments of their own hunger. Likewise, enterprise networking customers who are relative newcomers to these technologies may not want to invest in the latest and greatest, but they don't want to feel like they're way behind the times.
Just as OTT is sort of a loss leader for companies like Sky Italia (see Part 2 of my recent Q&A w/ Sky Italia's Davide Gandino), perhaps SD-WAN -- for all of its glory -- is starting out as a bit of a loss leader for some organizations to attract business to their networking menu in the first place.
dcawrey
6/28/2017 4:20:32 PM User Rank Platinum
Re: SD-WAN GTT Deal
@DHagar Doesn't seem scalable solutions are available quite yet.
Here's hoping that happens in the near future!
DHagar
6/28/2017 7:07:00 PM User Rank Platinum
Re: SD-WAN GTT Deal
@dcawrey, well certainly they are not the "norm" and the new solutions are one-on-ones, but as the expanded capabilities and markets are developed, and a viable alternative created, I believe that will supersede and outperform the incremental solutions.
I am with you, at lest we can hope for that.
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