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Brockmann and Company researches the business user experience. We write about what IT decision makers are planning and doing. We write about the business impact of communications technologies.

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LANs & WANs
Ethernet won the LAN wars of the 1990s and is gaining momentum in the WAN. Here, I write about acceleration, services and management.

Why Did Huawei Walk? PDF Print E-mail
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Saturday, 08 March 2008

brockmann-3com-tippingpointOn the Wall Street Journal , Heidi Moore asks about the dead deal.

Frankly, the reason I think the 3Com-Huawei-Bain deal died is because Huawei didn’t want to sit in a US congressional hearing and have their ownership, strategy or money questioned. That’s why the deal fell apart.

The public or worse ‘foreign’ review process made them very uncomfortable. They thought this was a contract and a trivial regulatory review and weren’t prepared to play the Beltway cards. I’m sure that they didn’t feel that they deserved the scrutiny or attention and were willing to walk to avoid the humiliation. No doubt they really don’t understand how this kind of ‘review’ process fits in the scheme of buying and selling. 

Fear of failure after protracted public embarrassment (remember Cnooc's failed acquisition of Unocal) is something the Chinese executives at the top of Huawei cannot tolerate. In this case it was easier to walk than to hang in there.

 
3Com Private Equity Deal Sours PDF Print E-mail
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Thursday, 21 February 2008

Amazing as it may sound, the acquisition of 3Com by Bain Capital and Huawei is dead.

I've written about the deal here , and here's the (login required) Take Action Memo.

Citing the inability to reach a 'mitigation agreement' with the Committee on Foreign Investment in the US (CFIUS), Edgar Masri, 3Com CEO comments that he was 'disappointed' and promises to continue to build a 'global networking leader.'

The Wall Street Journal explained that the Democrat-led House Energy and Commerce committee planned to do a protracted 'investigation' into the deal, which would work to embarrass the Chinese and provide 'fodder' for the anti-business sentiment that the presidential nomination contest is fomenting.

 
Juniper (Finally) Enters the Switching Market and Enterasys Says... PDF Print E-mail
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Monday, 11 February 2008

This is no way to start a market consolidation!

3Com is going private.

Juniper introduces new EX-series LAN switches that work with its router operating system JUNOS. Carrier-class. Stackable, 'virtual' and modular offerings. Interesting that the website speaks of the EX 3200, the EX 4200 and the EX 8200 (must be the modular one) but only offers literature and specifications on the EX 3200 and EX 4200 models. This is a yawner announcement.

Now Enterasys (which has been private and generates ~ $250 million in switching and NAC systems) says they plan to buy revenue sources to get them to $1 billion in revenue. Is this a mouse that roared?

Lots of vendors are getting jazzed about the recognition that switching products purchased in 1999 are old, and need to be upgraded to support the latest applications - VoIP, IP Video which will place demands for PoE and other great innovations like QoS prioritization.

Why wouldn't a customer choose Cisco?

That's the question that these competitors will have to think about. The LAN switching market really is all about Cisco and the seven dwarfs... Someone needs to put together a valid business plan backed with big money to dry up this market capacity and collapse some of the legacy brands into a rollup. Is that Nortel's? or 3Com's plan? Enterasys says they want to, but plan to focus on security... which isn't the same as plain old switching.

 

 
Great Geek Video PDF Print E-mail
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Monday, 14 January 2008

I was busy snooping around youtube over the weekend and came across this really neat video that is both creative and well performed by Gary Feldman, a participant in the RIPE Community. To get a sense of the power of the song check out this statement on the depletion of IPv4 addressing. RIPE is an international association responsible for managing the Internet infrastructures in Europe, Middle East and Central Asia.

Now check this video out, The day the routers died.

 

 
3Com Goes Private PDF Print E-mail
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Tuesday, 02 October 2007

brockmann-3com-tippingpointThe Marlborough MA LAN switching (and a little enterprise VoIP) company agreed to be acquired by Bain Capital and Huawei, the Chinese telecom equipment company for $2.2 billion.


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Ciprico brings Software-based Data Protection to China PDF Print E-mail
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Thursday, 02 August 2007

I spent an hour on the phone with Andy Mills, SVP Marketing and Development, Ciprico, the other day to discuss their latest announcement of a software OEM deal with H3C Technologies, the Chinese subsidiary of 3Com. 

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FileCatalyst for Massive, Rapid File Transfer PDF Print E-mail
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Friday, 08 June 2007

In a post-Interop-related briefing, I spent an hour with Chris Bailey, the co-founder and CEO of Unlimi-tech, the Canadian file transfer specialists. This company was founded by a pair of Canadian federal government developers in 2000 as a hobby to accelerate TCP-based file transmissions. What they started with was mechanism to integrate FTP applet into a clients' website as a plugin.

 But the big idea behind the venture is the FileCatalyst product, which uses UDP to transfer data. You might recall that the very common FTP relies on the error protection features of the Transmission Control Protocol. Together, it is a connection-oriented protocol that includes congestion-avoidance strategies such as window sizing limitations, checksum for error correction and the assumption that if acknowledgement isn't received in the determined timeframe from the receiver, it must have been discarded along the way and the data is retransmitted.

FileCatalyst is different. It uses the connectionless User Datagram Protocol instead of TCP. This approach supports the same errorchecking mechanism that TCP does, but enables other transmission strategies to improve the rate of transmission. There's no reliability built in, no throttling features that assume congestion, and dynamic retransmission of missing packets.

Clearly, the humble file transfer protocol was engineered in a day when packet errors and low bandwidth circuits were the norm. Today, this is increasingly not the case, so the standard protocol introduces delays while the endpoint waits to receive the acknowledgment, or worse, retransmits data that it mistaken assumes was discarded. In the modern Internet environment, this is not a fair assumption. Broadband, wicked fast and low bit error rates are increasingly the norm.

Actual results are often distance dependent (propagation delays tend to exacerbate the TCP problem), making UDP and FileCatalyst look great on the satellite link Antarctica - Denver file transfer, delivering massive files in half or one-third the time using FTP. AES adds the required privacy for Internet-based enterprise file transfers.

With 10 employees, well known channel partners and over 600 customers, Unlimi-tech is well positioned to accelerate its' growth as well. The model of unlimited client rights (clients require a Java 1.4+ virtual machine and are supported on Windows, Mac OS, Solaris, Linux) with license fees on a per server basis (2nd+ year maintenance is 20%/year), is easily understood by the purchaser. Key markets addressed are military, government, pharmaceutical, entertainment, media, engineering and mining companies where gobs of data are often transmitted from remote locations over satellite or other delay-intensive circuits.

brockmann-f1 Chris explains that the company also has 2 Formula 1 racing teams as customers. They transmit vehicle telemetry data to their base of operations in the UK for real-time processing and advice on engine tuning dynamics.

Which perhaps explains why Unlimi-tech makes cars and file transfers go vroooom! 

 
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