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"... The cloud computing is a $180B industry by 2014 where Cisco, Alcatel, Juniper, HP, etc. are all fighting for their marker share which I predict only one or two will dominate in the end. I believe ALU will be the industry leader in this field where Bell Labs has been focusing on cloud network architecture for some time. ...."
Well, these days everyone provides cloud services - it's an airy hype term we should rather ignore if we truly want to know the potential of ALU to succeed.
This is not hype. It is real and it’s happening. In the past, large companies have been building their own large scale networks to support their enterprise server-farms and application pools. But, in early 2000 large coporations started to outsource their IT department as a cost cutting measure (restructuring) to the likes of IBM and HP Manages Services and thus the concept of shared resource pool (tenant) was developed where customers shared network and server hardware with others by renting spaces directly from the industry.
Since every company has its own unique requirement and needs (i.e. security and transaction bandwidth) it became evident that virtualization was needed for housing to protect networks and servers and to customize individual needs. This was the birth of Cloud Computing Access and Virtualization.
Today, this Cloud concept has been expanded to all company sizes and to almost every industry including entertainment and retail (i.e. Apple and Amazon) and more will follow. There are many advantages in renting spaces (network and server) as oppose to managing your own and carrying the overhead.
The Cloud Computing is here to stay and it is not a hype. The Cloud Computing industry will surpass $500B worldwide by 2016 and ALU will capitalize in this endeavor by providing multi-tenants secured access into the Cloud Computing through its SDN and innovated network approaches from its Bell Labs Research.
"... This is not hype. It is real and it’s happening. ..."
Yes and no. The notion of "cloud computing" is certainly real, but these days everyone is an equipment or service provider for the cloud. This is a list of some cloud services taken from wikipedia ... the notion of cloud is so "cloudy" it contains everything ...
There are many types of public cloud computing:
Infrastructure as a service (IaaS)
Platform as a service (PaaS)
Software as a service (SaaS)
Network as a service (NaaS)
Storage as a service (STaaS)
Security as a service (SECaaS)
Data as a service (DaaS)
Database as a service (DBaaS)
Test environment as a service (TEaaS)
API as a service (APIaaS)
Backend as a service (BaaS)
So, while Alcatel is an equipment and service provider for the cloud, the size of its "addressable market" will be a fraction of these $180 Billion (that you stated), IMO.
I am following the Kodak bankruptcy. There are lots of folks on this forum who wish so hard that their common shares survive that they post over and over again Kodak's potential in the $300 Billion packaging market, which Kodak entered more recently. But, when you research Kodak's "addressable market size" in packaging, you'll find out about a number in the tune of ~$2.3 Billion ... and Kodak's market share will be a fraction of that .... IMO, the same happens with ALU in the cloud.
".. You don’t seem to understand the Cloud poses an immense prospect for ALU. ..."
I seem to understand that the industry has invented this wonderful umbrella term "Cloud", to which they can assign a beautiful number, like $500 Billion, and then everyone can make it their own and proclaim they are a leader in the cloud ... but on a deeper analysis, everyone will be just a competitor in certain areas of the cloud ... there is no one or two dominating players in the cloud ... the cloud is nothing more than an "umbrella term" ... to understand ALU's potential in the "cloud", we better narrow our talk down to what ALU can offer in support of virtualization, data center routers, application server frameworks, etc. ... then, we can better see the massive competitive environment in each of these areas.
"... The Cloud tenants share the same physical access yet insulated from each other through virtualization that provides customized guarantee delivery and different class of services with bandwidth reservation.. ... You can have hundreds of components comprising the Cloud but there is only one single most important primary component which is the network. The Cloud network is expected to provide high degree of resilience, redundancy, and virtualization therefore it requires to be software driven (SDN) to guarantee quality of service. ..."
I also understand that VMWare has been the leader in virtualization technologies, and that by now every major company provides virtualization products and services, which certainly includes ALU. But, this is a far cry from stating that ALU will be one of a few companies that will be leading "cloud computing" ... everything what we are doing will be part of the so-called cloud ... every company will offer virtualized products and services ... every network equipment provider will claim that their products are meant for the cloud ...
When you talk about the "cloud network" as the backbone of the "cloud", you talk about ALU products related to LTE, LightRadio, core routers, data center routers, software, services, etc. Well, we all know about these product offerings of ALU, but now we put everyting into the "cloud" to help the marketing dudes promote this stuff. In the end, every area of the "cloud" has its own dynamics and thousands of major and minor competitors.
Y0ur m0st recent resp0nse apparently fell victim t0 Yah00's "cl0ud-based" spam dedecti0n s0ftware. It might be related t0 the level 0f attitude in that p0st... Interesting is that Yah00 submits cancelled p0sts thr0ugh the n0tificati0n t00l.
"... If y0u think Cisc0 is in the same league as 3-C0M, D-Link, Netgear, 0r Extreme in the Cl0ud techn0l0gy then y0ur general understanding 0f netw0rk is very limited. ..."
Well, actually that's what YOUR 0riginal statement insinuated. Y0u were talking ab0ut "cl0ud c0mputing" with a market size 0f $180 Billi0n, which w0uld increase t0 $500 Billi0n in 2016, and it all s0unded like ALU c0uld address that market. IMO, the size 0f the addressable market f0r ALU will be a fracti0n 0f that ... that's exactly why I referred t0 the n0ti0n 0f the "cl0ud" as a hype term these days ... these numbers are meaningless as regards Alcatel-Lucent.
"... VMware has n0thing t0 d0 with netw0rk 0r SDN. Vmware virtualizati0n is in the server architecture (multiple virtual machines) ..."
I am alm0st certain y0ur $180 Billi0n include VMWare's data center virtualizati0n. L00k at VMWare's h0mepage t0 find 0ut that their vCl0ud pr0duct 0fferings g0 quite bey0nd their virtual machines.
G00d y0u talk ab0ut SDN as an example 0f a market area 0f cl0ud c0mputing, which puts the $180 t0 $500 Billi0n int0 perspective. SDN is in its infancy and acc0rding t0 MaM will gr0w t0 a market size 0f $2.1 Billi0n in 2017.
Fr0m a recent research rep0rt 0f MarketsandMarkets:
"... The gl0bal S0ftware Defined Netw0rking market is estimated t0 gr0w fr0m $198 milli0n in 2012 t0 $2.1 billi0n in 2017. This represents a c0mp0und annual gr0wth rate (CAGR) 0f 60.43% fr0m 2012 t0 2017. N0rth America is estimated t0 be the biggest market f0r SDN s0luti0ns. H0wever, 0ver the next five years, the Asia-Pacific (APAC) regi0n is expected t0 witness increased market tracti0n, t0 bec0me the m0st lucrative SDN market gl0bally. The rep0rt segments SDN s0luti0ns based 0n Switching, C0ntr0llers, Cl0ud Virtualizati0n Applicati0ns, and Netw0rk Virtualizati0n Security; Switching c0mprising maj0rity 0f the market size currently. ..."