2012 Huawei Global Analyst Summit: Consumer Device Strategy Will Indirectly Benefit Core Business

Katyayan Gupta

Huawei hosted about 160 industry and financial analysts at its ninth annual analyst summit in Shenzhen, China in April 2012. The main takeaway for its consumer devices business was that consumer devices complete the end-to-end pitch for Huawei. Huawei showcased its growing capabilities across the wireless industry value chain. Most notably, Huawei made a foray into the smart devices domain with its own brand of smartphones and tablets. In 2011, Huawei shipped 20 million smartphones and 60 million mobile broadband devices like dongles. The smartphone market is already overcrowded with heavyweights such as Apple, Samsung, Nokia, and Motorola; thus, it might seem that Huawei may not be able to make a very profitable business from selling these devices. However, we believe that this move will bring indirect benefits to Huawei’s core Carrier Network division in the following two ways:

  • It spurs the uptake of smart mobile devices. Among all companies, Huawei is best suited to leverage manufacturing capabilities in its homeland, China, to mass-produce smart devices. Moreover, as it can manufacture processors in-house through its HiSilicon subsidiary, it can control and reduce the overall price of these devices. As price is a major buying criterion for consumers in regions like China, India, and the Southeast Asian countries, Huawei will be able to expedite the uptake of devices in these countries. Subsequently, the demand for data will increase and telecom operators in these countries will need to upgrade or roll out new technologies and networks (HSPA+, TD-LTE, FDD-LTE, dual-mode networks, etc.). This is where Huawei will benefit, as it will be able to position itself as an end-to-end supplier for telecom operators including hardware, professional and managed services, security solutions, servers, and storage.
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2012 Huawei Global Analyst Summit: Carrier Networks' Business Is Shifting From Hardware To Software

Katyayan Gupta

Huawei hosted about 160 industry and financial analysts at its ninth annual analyst summit in Shenzhen, China in April 2012. The event showed us that Huawei’s carrier network activities are becoming increasingly software-focused. Huawei is building up its network software and professional services capabilities. This drive is reflected in its SoftCom solution, driven by the cloud computing delivery model in the network space. Huawei is well aware of the role software will play for future distributed and virtualized network infrastructure and network-centric solutions, where the data center is effectively becoming the phone switch for ICT solutions. In fact, Huawei goes as far as to say that hardware will be fairly commoditized and that differentiation will be based on software. Huawei is a member of more than 130 industry standard-defining bodies; as such, it influences the development of industry standards. Huawei maintains its own silicon chip fabrication capabilities (HiSilicon), which help deliver opex reductions and greater energy efficiency as part of its networking solutions for wired and wireless (WiFi, WiMAX, and LTE) environments. Huawei has been designing and assembling servers for a decade and offers blade and rack configurations designed to support cloud and virtualization environments. Huawei’s security solutions, greatly enhanced by Huawei buying the remaining 49% stake in its Huawei Symantec joint venture recently, include firewall, VPNs, intrusion detection, application gateways, and unified threat management. Huawei also works with other leading ICT vendors to deliver solutions according to customer requirements. Huawei’s GalaX Cloud operating system delivers large scale virtualization capability for compute and storage resources in a cloud deployment. Huawei assists carriers and enterprise customers with design implementation and operation of deployments through its SmartCare Services solution, which monitors and ensures the

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ARM Arrives – Calxeda Shows Real Hardware Running Linux

Richard Fichera

I said last year that this would happen sometime in the first half of this year, but for some reason my colleagues and clients have kept asking me exactly when we would see a real ARM server running a real OS. How about now?

 To copy from Calxeda’s most recent blog post:

“This week, Calxeda is showing a live Calxeda cluster running Ubuntu 12.04 LTS on real EnergyCore hardware at the Ubuntu Developer and Cloud Summit events in Oakland, CA. … This is the real deal; quad-core, w/ 4MB cache, secure management engine, and Calxeda’s fabric all up and running.”

This is a significant milestone for many reasons. It proves that Calxeda can indeed deliver a working server based on its scalable fabric architecture, although having HP signing up as a partner meant that this was essentially a non-issue, but still, proof is good. It also establishes that at least one Linux distribution provider, in this case Ubuntu, is willing to provide a real supported distribution. My guess is that Red Hat and Centos will jump on the bus fairly soon as well.

Most importantly, we can get on with the important work of characterizing real benchmarks on real systems with real OS support. HP’s discovery centers will certainly play a part in this process as well, and I am willing to bet that by the end of the summer we will have some compelling data on whether the ARM server will deliver on its performance and energy efficiency promises. It’s not a slam dunk guaranteed win – Intel has been steadily ratcheting up its energy efficiency, and the latest generation of x86 server from HP, IBM, Dell, and others show promise of much better throughput per watt than their predecessors. Add to that the demonstration of a Xeon-based system by Sea Micro (ironically now owned by AMD) that delivered Xeon CPUs at a 10 W per CPU power overhead, an unheard of efficiency.

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Telcos And SIs Are Best Suited To Capitalize On The Growing Indian Enterprise Mobility Market

Katyayan Gupta

I have recently published a report on enterprise mobility in India. Improving mobility infrastructure, including networks and devices, and business and workforce demand are fueling the growth of mobility within organizations. Mobility is being used not only to connect with customers, but also to connect with suppliers, partners, and employees. A few key takeaways from the report are that:

  • Interest in advanced mobile-enabled applications is increasing. There is a great impetus among enterprises in India to move beyond only mobile-enabling basic applications such as email, IM, contacts, and calendar. Twenty percent of enterprises plan to mobile-enable advanced applications like location-based services in the coming 12 to 24 months, while 37% of enterprises want to mobile-enable customer relationship management.
  • Mobility is among the top enterprise priorities for 2012 and investment is set to rise. For business decision-makers at enterprises and SMBs in India, provisioning mobility is one of the top three priorities in 2012. As a result, investment in all aspects of mobility — such as mobile devices, applications, middleware, and services — will increase.
  • The workforce wants employers to support mobility at work. The consumerization of smart mobility devices like smartphones and tablets is beginning to have an impact on the enterprise front. More than 60% of employees want to use smartphones at work.
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IBM Rounds Out Its Linux Offerings With Power Linux

Richard Fichera

In the latest evolution of its Linux push, IBM has added to its non-x86 Linux server line with the introduction of new dedicated Power 7 rack and blade servers that only run Linux. “Hah!” you say. “Power already runs Linux, and quite well according to IBM.” This is indeed true, but when you look at the price/performance of Linux on standard Power, the picture is not quite as advantageous, with the higher cost of Power servers compared to x86 servers offsetting much if not all of the performance advantage.

Enter the new Flex System p24L (Linux) Compute Node blade for the new PureFlex system and the IBM PowerLinuxTM 7R2 rack server. Both are dedicated Linux-only systems with 2 Power 7 6/8 core, 4 threads/core processors, and are shipped with unlimited licenses for IBM’s PowerVM hypervisor. Most importantly, these systems, in exchange for the limitation that they will run only Linux, are priced competitively with similarly configured x86 systems from major competitors, and IBM is betting on the improvement in performance, shown by IBM-supplied benchmarks, to overcome any resistance to running Linux on a non-x86 system. Note that this is a different proposition than Linux running on an IFL in a zSeries, since the mainframe is usually not the entry for the customer — IBM typically sells to customers with existing mainframe, whereas with Power Linux they will also be attempting to sell to net new customers as well as established accounts.

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IBM Raises The Bar On Converged Infrastructure With PureFlex And PureApplication Integrated Offerings

Richard Fichera

IBM Jumps On CI With Both Feet

Over the last couple of years, IBM, despite having a rich internal technology ecosystem and a number of competitive blade and CI offerings, has not had a comprehensive integrated offering to challenge HP’s CloudSystem Matrix and Cisco’s UCS. This past week IBM effectively silenced its critics and jumped to the head of the CI queue with the announcement of two products, PureFlex and PureApplication, the results of a massive multi-year engineering investment in blade hardware, systems management, networking, and storage integration. Based on a new modular blade architecture and new management architecture, the two products are really more of a continuum of a product defined by the level of software rather than two separate technology offerings.

PureFlex is the base product, consisting of the new hardware (which despite having the same number of blades as the existing HS blade products, is in fact a totally new piece of hardware), which integrates both BNT-based networking as well as a new object-based management architecture which can manage up to four chassis and provide a powerful setoff optimization, installation, and self-diagnostic functions for the hardware and software stack up to and including the OS images and VMs. In addition IBM appears to have integrated the complete suite of Open Fabric Manager and Virtual Fabric for remapping MAC/WWN UIDs and managing VM networking connections, and storage integration via the embedded V7000 storage unit, which serves as both a storage pool and an aggregation point for virtualizing external storage. The laundry list of features and functions is too long to itemize here, but PureFlex, especially with its hypervisor-neutrality and IBM’s Cloud FastStart option, is a complete platform for an enterprise private cloud or a horizontal VM compute farm, however you choose to label a shared VM utility.

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UPDATED: The TD-LTE Standard Will Drive Positive Changes In The LTE Industry

Katyayan Gupta

Airtel launched India’s first 4G LTE services in Kolkata yesterday. Airtel delivers the service using TDD technology, making it one of the few operators globally to launch a TD-LTE network. The majority of commercial LTE launches are still based on FDD technology, which begs the question: What impact will TDD have on the LTE landscape? Will TD-LTE get support from equipment manufacturers, or will it suffer a fate similar to that of WiMAX? What does it mean for operators? I believe that TDD will affect the entire mobile ecosystem. Here’s how:

  • Price parity between paired and unpaired spectra. Both paired and unpaired spectra will be viewed as media that deliver wireless service irrespective of the underlying technology; this will drive price parity between the spectra. The dichotomy between the FDD spectrum (used primarily for coverage) and the TDD spectrum (mainly for capacity) will disappear as technological advancements make it possible to achieve similar capacity and coverage on both spectra. Consequently, the “spectrum crunch” may diminish, as any spectrum will be satisfactory for the deployment of mobile broadband services.
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Employees Are Shelling Out Big Bucks To Ditch IT

David Johnson

The term "individual contributor" covers a lot of ground -- from brain surgeon to the shipping and receiving clerk at your local Wal-Mart. I'm not sure which of these two is a better fit for a virtual desktop, or which one has a Mac at home, but I do know that the individual contributors who spent their own money on technology last year to do their jobs, shelled out $1,252.60 on hardware alone, and another $556.90 on software. That's a heap o' cash.

When we asked them why they spent the money, 42% said it was something they use in their personal lives that they wanted to use for work. Another 27% said their own equipment is better than what their companies provide (presumably CT scanners, portable defibrillators and Sony PSPs can be ruled out). How do their companies feel about them using their own devices and software? 48% said their firms would either not approve, or make them stop using it.

Of course we know the usual reasons why: Security and company policy, and the "benefits" of centralized IT and shared services, among others. I don't know about you, but I always found "shared services" to be a bit of a sham. You know how it works: the VP with the biggest, high-profile project gets all of the services, and the rest of the plebes get to "share" the table scraps. Want a copy of Microsoft Project or a new laptop for that customer service rep who starts next week? Sorry…Steve's program is using all of the Project licenses, and all we have left in the closet is Pentium II desktops…but they have ergonomic keyboards!

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Dell Gets Thin: Words to the Wyse

David Johnson

On the night of his 18th birthday, Gregg Allman drew a bull's-eye on his shoe, then shot himself in the foot to avoid the draft. If next week, Forrester's IT department declared that I should be expecting a box with a thin client PC at my desk, and I would be expected to use it instead of my MacBook Air for work, I'd be drawing a bull's-eye but not on my shoe. It would be on the box.

I suspect most road warriors and office workers alike would feel the same way. Ever try to go to a meeting in a conference room with a thin client? It's bolted to your desk. As long as all of the information you ever need for meetings is crammed between your eustachian tubes, you're good to go. If however you're like the rest of us, there are benefits to taking your computer (and applications and data) with you, like showing more than one other person what you've been working on.

That's where client virtualization (as opposed to simply VDI) comes in, and it's in this context that Dell's acquisition of Wyse makes some sense. Wyse makes thin and zero clients, as most of us hopefully know, and surely not by pure coincidence…so does HP. But thin clients as a standalone tool for most of us, is a non-starter. But as part of a mosaic of virtualization technologies that taken together offer me my work environment no matter where I am, have potential.

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Are Macs Vulnerable? Wrong Question.

David Johnson

The misinformation and rhetoric surrounding the recent discovery of the Flashback trojan for Macs is vehement, and says more about the historically stable state of Mac security, and the irrational way many think about it than it reveals about its weaknesses. Even long-time industry observers, who should know better, are jumping into the fray to say: See! I told you so! The Mac is vulnerable! Well…duh…that's not exactly news, folks.

Of course the Mac is vulnerable. EVERY internet connected device is vulnerable. What matters is probability, frequency and potential impact. So the correct question then, is whether or not your prevention, detection and recovery mechanisms are effective. For example, I'm not convinced that traditional anti-virus approaches are right for the Mac. The track record of these tools in the Windows world is abysmal in my view. They're among the most intrusive technologies  to the user - hogging system resources and making even basic tasks impossible as they inspect every file, every day, often several times a day. And…they're reactive. Think: death by a thousand papercuts over a period of years, only to be interrupted by a rare strain of encephalitis, followed by a partial lobotomy and organ transplant to get the patient breathing again, and you're in the ballpark. Application whitelisting will hopefully come to be seen as a better approach.

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