Nemertes Impact Analysis

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Nemertes Impact Analysis: Cisco and VMware Coordinate on Data Center Virtualization

Cisco (NASDAQ:CSCO) announced the Nexus 1000V distributed virtual software
switch and VN-Link, both developed with VMware (NYSE:VMW. The Nexus 1000V
extends Cisco's data-center class networking into the virtual realm. Planned for
integration into VMware's vNetwork Distributed Switch framework, VN-Link will be
the secret services sauce for coordination of control across the network.

The need for such solutions is underscored in Nemertes' forthcoming
Virtualization benchmark, where participants say they already feel the
pain associated with coordinating services across physical/virtual and
network/application domains.

Impacts:

Enterprises: The network is a common link between physical, virtual,
application and cloud. Push your networking vendors now to understand their
virtualization plans.

Vendors: This is an aggressive move by Cisco. Microsoft (NASDAQ:MSFT), Citrix
(NASDAQ:CTXS) and Sun (NASDAQ:JAVA) are still green field opportunities for
Cisco competitors.

Investors: This announcement could stall decisions on data center solutions
from Juniper (NASDAQ:JNPR), Nortel (NYSE:NT) and Foundry (NASDAQ:FDRY) while
companies wait for Cisco/VMWare to deliver.

Ted Ritter, Research Analyst

http://www.nemertes.com/ongoing_research

http://www.eweek.com/c/a/Virtualization/VMware-Cisco-Team-to-Enhance-Data-Center-Virtualization/?kc=rss