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--(company WIRE)--PMC-Sierra (Nasdaq:PMCS):WHO:
PMC-Sierra will divulge with HP in sales space #475 at HP find 2011, June 6-10, that includes PMC-Sierra’s SRC 8x6G 6Gb/s SAS RAID-on-Chip and SXP 36x6GSec SAS Expander, which enable current ranges of RAID efficiency and scalability throughout HP ProLiant storage solutions.
in response to the confirmed RoCstar™ architecture and multi-core processor subsystem, PMC’s RAID-on-Chip controllers convey the efficiency, reliability and power efficiency required to raise facts middle computing energy, networking bandwidth and advocate for virtualization purposes.
For greater counsel about HP find 2011, consult with www.hp.com/go/find.WHEN: June 6 – 10, 2011 where: Venetian inn, Las Vegas, NV
About PMC-Sierra’s Storage products
PMC-Sierra is a number one provider of commercial enterprise storage system options for networked (SAN/NAS) and server storage functions, with a big portfolio SAS/SATA and Fibre Channel protocol controllers, RAID controllers and SAS and FC disk interconnect items. PMC-Sierra’s Tachyon® protocol controllers, Fibre Channel loop switches, enclosure management controllers and maxSAS expander switches and multiplexers give the trade’s most finished respond for enterprise-type storage systems. collectively, these items are featuring end-to-conclusion semiconductor and application options to the trade’s leading storage OEMs and ODMs. For more tips, talk over with: http://www.pmc-sierra.com/storage.
PMC-Sierra®, the premier internet infrastructure semiconductor solution provider, presents its customers technical and earnings serve worldwide through a network of places of labor in North the united states, Europe, Israel and Asia. PMC-Sierra gives semiconductor solutions for commercial enterprise and Channel Storage, broad region community Infrastructure, Fiber To The home, and Laser Printer/business market segments. The trade is publicly traded on the NASDAQ stock Market below the PMCS image. For extra advice, talk over with www.pmc-sierra.com.
© Copyright PMC-Sierra, Inc. 2011. every rights reserved. PMC and PMC-Sierra are registered logos of PMC-Sierra, Inc. within the united states and other nations. PMCS and “Enabling connectivity. Empowering americans.” are logos of PMC-Sierra, Inc. other product and trade names mentioned herein can subsist logos of their respective house owners.
HP outlined its 3Com integration plans Monday, together with an facet-to-core networking portfolio with a unified facts hub material that executives pledge should subsist less expensive and greater vigour efficient than Cisco's, fueling the ongoing HP-Cisco battle. The question is still, youngsters, just how built-in the device will likewise be, given how cramped time HP has needed to labor with 3Com gadget.
HP's built-in portfolio, announced simply per week after the $2.7 billion HP-3Com acquisition closing, combines HP's ProCurve LAN side items with 3Com's enterprise safety, core switching and routing offerings. the current built-in portfolio could subsist bought under the identify HP Networking (both the ProCurve and 3Com brands might subsist retired). HP doesn't procedure to discontinue any 3Com product in the brief term -- even though it's not likely that 3Com switches that overlap with ProCurve might subsist around for lengthy. The built-in portfolio does not yet comprehend current expertise.
Waving the ever-familiar convergence flag, HP executives referred to during a media webcast that the purpose of the portfolio is to dispose of IT silos and unify networking, servers and storage in a sole cloth with one administration system. Taking aim at Cisco's strikingly an identical providing, executives promised open necessities and the capability for purchasers to transition their networks with out the should rip and change. The Cisco Unified Computing gadget (UCS) approach ultimately requires that users build from the floor up.
business customers are at the moment "working with delicate network infrastructure" in "administration environments which are difficult to manipulate, susceptible and elevated priced to keep," celebrated Marius Haas, senior vice president and common supervisor of HP networking. "With HP, customers could abide a network that's open, bendy and powerful," he referred to, and one with collapsed network layers to enable ease of automation and a springy pool of substances.
actual integration within the HP-3Com acquisition so rapidly?
on account that that Cisco spent years planning its u.s.and that the Juniper Stratus data middle procedure has been in the works for a lot of months and won't subsist available unless 2011, some find it challenging to believe that HP can actually abide a tightly integrated networking portfolio with a True unified textile involving 3Com's device.
Many accept as True with the HP-3Com acquisition turned into more a circulation to gain floor within the sizzling chinese language market, where 3Com's H3C brand is beating Cisco. in reality, most analysts believed it to subsist extra of an account manage spin than one that become principally tech savvy. With Cisco's launch into the server space, HP vital to hang ground in opposition t Cisco and the possibility that IBM would push again via improved partnerships with Juniper and Brocade or, even worse, rebuild its personal networking portfolio, in line with Tom Nolle, president of CIMI supplier.
"however the purchaser is never interested in income goals," Nolle referred to. "You should create some meaningful integration birthright here. This looks to subsist facile … that they'd abide every this done so directly."
significant integration doesn't always intimate just the usage of current open requisites and patching together administration systems across the product sets, he added.
David Yen, Juniper's govt vp of emerging technologies, talking to SearchNetworking.com on Monday from the Cloud Computing Expo in long island, likewise puzzled the speediness of HP Networking's built-in portfolio.
"Juniper has been engaged on this for 3 years," Yen pointed out, including that he assumes that HP is promising closely verified integration. "i am skeptical. once you remove the marketing façade, it cannot Come anywhere shut. Their first problem is making an attempt to combine both organizations' product traces, which abide giant overlap … after which making an attempt to combine both businesses collectively. Even for huge gamers with enough time and prioritization, it takes time to setaside together a effective set and Get consumers started on making an attempt them and giving comments."
For its half, HP stated the networking portfolio has already been deployed in just a few essential businesses, together with BMW. And HP drank its personal Kool-support, announcing Monday that it had opened its own "Cisco-free" statistics hub the employ of 34 3Com routers, four TippingPoint intrusion detection and insurance procedure instruments, and more than 300 ProCurve switches. the current structure saves the trade 50% in consumption stages, executives spoke of.
The HP Networking portfolio breakdown
above all, the HP Networking portfolio will likewise subsist damaged into 4 classes: a protection answer, and product units for the commercial enterprise, midmarket, and smaller corporations.
The A collection will focal point on the tremendous commercial enterprise data hub and is surely to proceed head-to-head with Cisco. It guarantees a virtual switching textile and includes a mingle of 3Com's H3C switches, routers and wireless device along with the ProCurve side 6600 switches and the 6120 blade switch. The E sequence focuses on the midsized market and contains wired and wireless LAN integration and instant access expertise, as well as 3Com's VoIP product set and a sequence of switches. The V sequence contains a instant firewall, safety and plug-and-play switches for corporations with cramped or no IT body of workers. at last, the S sequence contains TippingPoint safety products, together with intrusion detection and prevention programs.
HP executives mentioned the trade is currently setting up items that usher converged more suitable Ethernet and FCoE, however they didn't problematic. They likewise pointed out principal storage products would now not subsist added as a fraction of the portfolio.
HP's Marius Haas summed up the company's position asserting, "We dependence storage partnerships are how to go."
If Cisco systems Inc. signals that companies are failing to splurge on capital spending as the outlook on tariffs and the economic climate remains murky, it may intimate a tough 2019 for the networking huge and unfold greater worry across the tech spectrum.
When Cisco CSCO, +0.forty five% experiences fiscal 2d-quarter earnings after the market closes on Wednesday, executives will supply a closely watched forecast from an organization that is usually considered as a bellwether for tech and the economy. while investors applauded Cisco after its closing revenue report as executives said tariffs from the U.S.-China exchange struggle abide been now not recumbent to sluggish enlarge and that the conclude of headwinds from reminiscence-chip pricing changed into in sight, analysts appear less optimistic on commercial enterprise spending seven weeks into 2019.
On Tuesday, Morgan Stanley analyst James Faucette downgraded Cisco to equal-weight from overweight and decreased his fee target to $fifty one from $forty nine on the believe that Cisco’s security trade “is not likely to offset deceleration in the usual hardware cycle.” Even with the downgrade, Cisco shares abide been up 0.5% at $forty seven.eighty one eventually examine Tuesday.
additionally, Faucette said the recent departure of Sourcefire founder Martin Roesch, “who they consider has been crucial to the security roadmap and skill retention success, offers us further pause.” In 2013, Cisco acquired cybersecurity company Sourcefire for $2.7 billion. In late January, Roesch mentioned he changed into leaving Cisco.
Instinet analyst Jeffrey Kvaal, who downgraded Cisco to a impartial ranking in December and has a $fifty five expense goal on the inventory, wrote Friday that “2019 facts aspects abide extra sapped their self faith in sustained strength in both IT and repair company spending,” leaving cramped play for an uptick.
Piper Jaffray analyst James Fish, who has an obese ranking and a $50 price goal on Cisco, voiced concern that Cisco’s fiscal third-quarter outlook can subsist disappointing.
“Our discussions with companions this quarter betoken that there become some internet pull-in of demand regarding the tariffs, which took pipeline away from FQ3,” Fish wrote. “moreover, buyers were a generous deal more skeptical in recent weeks across the utility transition, as fewer details were provided by pass of the business.”
“We concern some caution on shares of Cisco into the print given the competencies guidance miss,” he warned.
If Cisco’s forecast comes in powerful, in particular on machine earnings, it might symptom that fresh fears from chip agencies’ forecasts became specific to those businesses, no longer the complete tech ecosystem. Analysts on usual at the moment expect Cisco to report $12.eighty four billion in the fiscal third quarter that just begun.What to are expecting
profits: Of the 27 analysts surveyed via FactSet, Cisco on common is expected to publish adjusted income of 72 cents a share for the 2nd quarter. Cisco forecast 71 cents to 73 cents a share. Estimize, a application platform that makes employ of crowdsourcing from hedge-fund executives, brokerages, purchase-facet analysts and others, calls for profits of 74 cents a share.
income: Wall road expects earnings of $12.42 billion from Cisco, based on 25 analysts polled by using FactSet. That’s down from $12.52 billion forecast at the beginning of the quarter. Cisco predicted revenue of $12.48 billion to $12.seventy two billion. Estimize expects earnings of $12.54 billion.
Analysts surveyed via FactSet call Cisco’s product profits to ascend 5.1% to $9.15 billion. Of that, analysts expect $7.07 billion in infrastructure platform revenue, $1.35 billion in applications salary, $629.2 million in security revenue and $96.2 million in income of “other products.” carrier earnings is anticipated to ascend 2.1% to $three.25 billion from a yr in the past.
stock move: on the grounds that Cisco’s earnings document in mid-November, shares abide won 7.9%, whereas the Dow Jones Industrial commonplace DJIA, +0.03% which counts Cisco as a part, has superior 1%. Over that point, the S&P 500 index SPX, +0.15% has received 6.1%, and the tech-heavy Nasdaq Composite Index COMP, +0.19% rose 7.3%.What analysts are saying
Kvaal changed into optimistic about Cisco’s leaven 9000 switch application, which contains a multiyear application subscription that gives the company a habitual profits movement, and the growing safety enterprise which has been bolstered via the acquisition of Duo safety.
“Cat9K and security power remain vibrant spots,” he wrote in a preview.
“The Cat9K has carried out ahead of Cisco’s inner expectations and noiseless has a protracted runway. protection has likewise maintained three consecutive quarters of robust double-digit boom. the mixing of Duo safety’s SaaS-based mostly options should noiseless additional bolster Cisco’s protection portfolio.”
Deutsche bank analyst Vijay Bhagavath is extra optimistic about Cisco’s outlook than Kvaal or Fish.
“while the headline optics — i.e. misses or beats to street expectations for top line and EPS — are vital report card metrics, the stock trades in particular on the direction and trend line of ‘Product Orders’ and ‘management Commentary’ on any directional alterations in conclude market and geo demand trends,” wrote Bhagavath, who has a purchase score and a $60 price goal on Cisco.
Given this, he expects a “seasonally potent April and July Quarter, and expertise for no significant downtick in management tone or commentary.”
Bhagavath backed this view noting a “more advantageous than expected” refresh on the leaven 9000 and that a majority of patrons favorite the premium versions of the company’s community software and protection facets.
Of the 30 analysts who cowl Cisco, 21 abide purchase or overweight rankings and nine abide hold ratings, with an middling expense target of $52.12.
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AIS aims to advocate more than 100 current tech start-ups this year, up sharply from 30 projects in 2012.
AIS assistant vice president for Wireless trade Marketing Prattana Leelapanang said that AIS Start-up is the bridge to the market. It is a programme to provide long-term advocate to Thai tech start-ups and their ecosystem. The AIS Startup Weekend activity started in 2011 with the objective of partnering and accelerating Thai tech start-ups by giving them market opportunities.
He said AIS Start-up provides assistance in three steps. First, it helps Thai tech start-ups, mostly software developers, to attain a market of 34 million to 35 million targeted customers in both consumer and corporate markets. The company has been working with 200 content providers who having footprints in AIS’s customer bases. “At this stage, AIS will enact co-marketing with the start-ups. They abide a market of 34 million to 35 million subscribers, of which more than 10 million are customers who usually employ applications and data services, which is a direct market opportunity for tech start-ups,” said Prattana.
At the co-marketing stage, the Thai tech start-ups will likewise abide opportunities to proceed abroad with Singtel’s 300 million subscribers in six countries.
In the next step, AIS will jointly develop with tech start-ups who abide potential applications, software, and services. The joint evolution is to assist the prototype to become a commercial product that can subsist marketed successfully.
The third step is to bring the potential start-ups to meet the investor community, both in Thailand and overseas. In Thailand, InVent, the investment arm of Intouch, is the priority investor. Overseas, InnoVenture, an investment unit of Singtel and joint venture between Singtel and Softbank, plays the key role in supporting the potential start-up at the regional level. AIS likewise has a network of individual investment community available for tech start-ups to pitch their ideas.
“In the past, they had 200 content providers, now they abide more than 200 content providers from the AIS Start-up programme during 2011 and 2012. They likewise abide 400 partners. They aim to abide 300 more partners and a total of about 700 content providers by the conclude of this year,” said Prattana.
AIS likewise has a platform to divide apps to its subscribers – the AIS App Store was set up a pair of years ago. Currently, there are about 2 million users actively accessing AIS App Store. At the store, there are 50,000 applications available, which together contribute about 1 million to 1.5 million downloads per month. Less than 5 per cent of the 50,000 total apps are Thai apps. Most of them are free applications, while only 5 per cent are paid applications.
He said there are two key success factors for tech start-ups: First, they necessity to abide gregarious network enabled functions. Secondly, they should Come up with a payment system, both for in-app purchase and paid applications.
“Under AIS, apart from credit card, users can pay for apps via AIS MPay and phone bill payment that is an easier pass for users to buy apps. Tech start-ups should subsist able to subsist monetised.” said Prattana.
He said normally there are three key models for marketing applications – free app, free-mium app and paid app.
“We abide the platforms to advocate every kinds of app types. Singtel has Amobee, an advertising network that can assist developers to monetise their applications. WEW aims to serve local developers to subsist successful in the local market, and then they will cheer them to proceed regional,” said Prattana.
AIS aims to accomplish at least 10 per cent of total start-up projects commercial this year.
“Tech start-ups are in a growth era in Thailand and in the region. Thailand has generous infrastructure in both the Internet and 3G network as well as smart phone and tablet devices. The market is opening up and offering more opportunity,” said Prattana.
Organizations are adopting private cloud with powerful gusto. According to recent benchmark studies conducted by Nemertes Research, 35% of companies in 2012 will adopt the technology -- a 75% year-over-year enlarge from 2011. But pile a private cloud means offering a total current model for service delivery from the data hub based on virtualization, orchestration, multi-tenancy, provisioning, etc. That will beofvalue learning current techniques that can appear hostile to the physical network as they know it.
At this point, most IT planners are focusing on private Infrastructure as a Service (IaaS) -- or the delivery of dynamic compute, storage and networking to application evolution teams and trade units.
IT professionals abide scholarly that dynamism is the cognomen of the game in private cloud IaaS. To really subsist beneficial, the private cloud must offer elastic, self-provisioned, on-demand, multi-tenant pools of shared compute, storage and networking. It is censorious to reserve these in intellect since they apply to every levels of the cloud stack.
Why physical networks don't sever it for the private cloud
The problem is that in today’s data center, some aspects of networking are fundamentally hostile to these private cloud computing concepts. Specifically, the majority of network architectures assume a fixed relationship between device identification and physical address.
Previously, it was uncommon for virtualization servers and storage to spin around the data center. Now virtual machines spin for a number of reasons, including load balancing, power management, maintenance and disaster recovery/avoidance. But the underlying network is noiseless very much mired in the ID/location relationship. Just as we’ve broken ID from location in the wireless network, we’ll necessity to enact the identical in the data center.
Addressing multi-tenancy in the private cloud
A key characteristic of the cloud is multi-tenancy. In a private data hub this means creating discrete virtual networks over a physical network so that human resources and finance, for example, share the identical server, storage and network resources. We necessity controls in region to insulate one tenant from another. This is necessary for business, security and compliance reasons. Most IT shops today depend on the virtual LAN (VLAN) as the core control to provide logic and multi-tenancy in the private cloud. VLANs (802.1q) are effective for multi-tenancy by isolating one department’s virtual servers from another.
The cloud VLAN challenge
There are a few issues with VLANs, however. First, the maximum number of VLANs is 4,094 -- 4,096 technically. This is probably not an issue for a miniature data center, but a big data hub with thousands of servers will sprint up against this restrict quickly. Second, different hypervisors abide limitations on how many hosts may subsist supported in positive configurations -- elevated availability, for case -- which drives up the number of VLANs significantly. Third, VLAN management can subsist intricate for network and virtualization admins, particularly in a cloud environment, at scale.
VLANs exist in the physical realm on physical switches and in the virtual realm on virtual switches and they necessity to match up...exactly. This usually requires nigh coordination between network and server admins, and often the process of tying a virtual VLAN to a physical VLAN is a manual process. Network administrators vow managing more than 100 VLANs is a significant challenge for them.
The bottom line is that VLANs abide served us well, but they necessity more than the VLAN to advocate the private cloud. This is because of the limitations listed above as well as the VLAN being too limiting for wide-scale virtual machine motion.
About the author: Ted Ritter is a senior research analyst with Nemertes Research, where he conducts research, advises clients, and delivers strategic seminars. A Certified Information Systems Security Professional (CISSP), Ritter leads Nemertes' research on information stewardship, which includes compliance and the management, access, storage and backup of data.
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