Nemertes Impact Analysis: April 25, 2008
Nemertes Impact Analysis: April 25, 2008
Nemertes Impact Analysis
Expert Insight On How Recent News Affects You
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Expanded Telepresence: AT&T Throws Weight Behind Service
AT&T (NASDAQ: T), in partnership with Cisco (NASDAQ: CSCO), plans to
offer a fully managed telepresence service to 23 countries later this year. It
includes AT&T-owned, Cisco telepresence equipment, installation, full
monitoring and management of the application, network provisioning (including
AT&T VPN transport), remote help desk service, and on-site equipment
maintenance and repair.
Other leased telepresence services exist, including the hosted service from
Nortel and Teliris, the AT&T offering is the first hosted service enabling
inter-company connections using Cisco telepresence.
More than half the organizations in Nemertes' Building The Successful
Virtual Workplace benchmark were evaluating or planning to deploy
high-definition videoconferencing and telepresence. Cost is cited most often as
the reason enterprises are not considering. Although AT&T has not released
rates, we expect to see interest in the service if the price is right.
Impacts:
Enterprises: Companies can leverage Cisco telepresence over AT&T's MPLS
network without the large up-front capital expense. Further, businesses can hold
multi-company conferences via telepresence.
Vendors/carriers: Take advantage of the push to "go green." Enterprises are
looking for ways to cut down on travel, while at the same time maintaining a
more intimate connection than what they can achieve with a web or traditional
video conferences.
Investors: Expect to see more large service providers jumping on board with
both Cisco and their competitors to offer telepresence as a fully managed
service.
Katherine Trost, research analyst
Channeling Secure Optimization: BlueCoat Acquires Packeteer
BlueCoat (NASDAQ:BCSI), maker of security and performance-optimization
appliances, bought Packeteer (NASDAQ:PKTR) for $268 million. BlueCoat will add
Packeteer's broad portfolio of intellectual property to its own line of
application acceleration and security products, as well as adding Packeteer's
10,000 customers and 1,400 channel partners to its own.
Nemertes' Advanced Communications Services benchmark describes a
landscape where 56% of organizations offer all applications from their
centralized data centers, 90% of employees do not work at headquarters, and the
median speed of a WAN link is still T1. Such organizations need
application-sensitive optimization of those links to avoid or postpone massive
upgrades.
Impacts:
Enterprises: Customers of either company should see benefits from this
acquisition if BlueCoat follows through with integrating Packeteer technologies
quickly and robustly into its existing gear, and clearly defines the timetables
and roadmaps for rationalizing the overlaps in the product sets. Non-customers
should evaluate BlueCoat's newly expanded offerings as a part of developing
their next branch and remote-access strategy.
Vendors: Consolidations in the optimization space will continue in the face
of increasing pressure from big networking vendors like Cisco and Juniper to
provide highly integrated or all-in-one solutions to branch-office networking
and optimization. Optimization vendors should acquire technologies or companies
in order to create broader functionality in integrated packages.
Investors: With consolidation unavoidable, successful smaller optimization
vendors, such as privately held Expand Networks and Silver Peak, will be
attractive acquisition targets or may be looking to acquire even smaller
companies in network security, routing, or VOIP control.
John Burke, principal analyst
http://www.bluecoat.com/news/pr/1527
IBM's Diligent About Data Deduplication
IBM (NYSE:IBM) announced the acquisition of Diligent Technologies, a
developer of inline data deduplication. Reducing storage requirements is a high
priority for IT. In Nemertes' The New Data Center benchmark, storage
grows at a median annual rate of 22%, with some organizations seeing 132% annual
growth. Storage demands continue to rise and data deduplication can reduce
backup storage by up to 20-fold.
Impacts:
Enterprises: Data deduplication offers great promise, yet it's still a
technology tied to archive and tape storage. Diligent's inline approach is
attractive because of its compatibility with any storage infrastructure.
Vendors: This technology has become a core component of comprehensive storage
lifecycle management solutions. To be a player, you need an integrated
deduplication solution.
Investors: This is IBM's third storage-related acquisition this year. EMC
(NYSE:EMC) and Quantum Corporation (NYSE:QTM) also have acquired deduplication
solutions. Look for additional deduplication in the marketplace. Likely targets
include privately held Exagrid and Sepaton.
Ted Ritter, Research Analyst
http://www-03.ibm.com/press/us/en/pressrelease/23929.wss
http://www.nemertes.com/data_centers/new_data_center_complete_volumes
Roam the Friendly Skies?
The European Union has proposed standards for the use of wireless devices in
airlines. The plan would have a wireless network within each plane connected via
satellite to carrier networks. Airlines will, of course, charge a premium for
this service.
Mobile wireless is now a significant business enabler, with 91% of
organizations using wireless broadband or planning to do so within three years,
according to Nemertes' Advanced Communications Services benchmark.
Companies deploy wireless primarily to let mobile workers access email and for
voice communications. However, for true road warriors, travel time has been
problematic since in-flight access has been limited to nonexistent. In-flight
access will help transform down time into productive work time.
Impacts:
Enterprises: In-flight access will help mobile workers connect during travel.
However, the connection will come at a substantial cost. Expect charges to be
two to three times those of on-ground roaming. Establish policies for the use of
in-flight access to contain wireless costs.
Vendors: Airlines can now be carriers too, providing service to travelers for
significant amounts of time. Now would be a good time to discuss partnerships
with major airlines for service branding and provisioning.
Investors: In-flight access will add an incremental amount of revenue to the
airlines, but won't necessarily be a major money maker, especially considering
airlines must invest in capital.
Mike Jude, Senior Analyst
http://www.wirelessweek.com/article.aspx?id=158896
http://www.nemertes.com/benchmarks/nemertes_benchmark_acs_nextgeneration_wireless?#
Web, Wireless, both start with W. Coincidence?
IBM (NYSE: IBM) announced it is launching a mobile Web research initiative
that will develop technology to enable Web browsing for those whose primary
browser is a mobile phone. The goal is to expand Internet access to parts of the
world where landline access is limited.
Nemertes' groundbreaking research on Internet capacity and demand, The
Internet Singularity: Delayed, showed wireless is poised to both introduce
new loads on the Internet, as well as provide a significant new medium for
access. IBM's new research efforts will go a long way to enabling both dynamics.
Impacts:
Enterprises: Access to the Internet will continue to be an issue. Although
wireless will help consumers access the Web, it is likely that IBM's efforts
will be less useful enabling business access. Now is the time to plan for
alternative access, such as high speed connections to the Internet core.
Vendors: Are you ready? IBM's efforts, if successful, will drive up demand
for mobile data access. Consumers will abandon networks that cannot accommodate
this demand.
Investors: Carrier networks must be reinforced to handle new Web surfing
demands. Vendors of back haul technology will likely gain substantially from
carrier infrastructure needs. Invest in companies such as Juniper (NASDAQ:
JNPR), Nortel (NYSE: NT), and Cisco ( NASDAQ: CSCO) to ride this wave.
Mike Jude: Senior Analyst
http://www.wirelessweek.com/article.aspx?id=159376
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