SDN is a new approach on network product and service. It is one of the key enabler for the feasibility of BYOD (Bring You Own Device) and Data Cloud.
It is a trend no network product and service provider is afford to ignore IMO.
(19-06-2013, 10:33 PM)Wildreamz Wrote: [ -> ]News announcement like this makes me doubt if I knew the industry well enough to invest in the company. (vested)
your question is whether the competitive edge have shifted or that you don't understand neratel's edge in the first place?
i think the satellite transmission and networking equipment market undergoes shifts within a few years.
i am also in the midst of trying to figure out whether it is for the better or worse.
(20-06-2013, 10:07 AM)CityFarmer Wrote: [ -> ]SDN is a new approach on network product and service. It is one of the key enabler for the feasibility of BYOD (Bring You Own Device) and Data Cloud.
It is a trend no network product and service provider is afford to ignore IMO.
Noob question.
Does SDN require data centres?
(20-06-2013, 10:50 AM)Dividend Warrior Wrote: [ -> ] (20-06-2013, 10:07 AM)CityFarmer Wrote: [ -> ]SDN is a new approach on network product and service. It is one of the key enabler for the feasibility of BYOD (Bring You Own Device) and Data Cloud.
It is a trend no network product and service provider is afford to ignore IMO.
Noob question.
Does SDN require data centres?
SDN is a new approach to deal with network configuration and management, with the help from network product and service providers.
It is a virtual tool, rather a physical product.
i think the biggest driver is the movement to private cloud. but neratel's domain is more towards telecommunication and we wonder if there is an inertia against investment in SDN and Openflow for telecoms.
Neratel have always partner with Juniper so this could only be Juniper's push to sell SDN solutions (not just to telecom but other infocomm customers). my thoughts are that you need a really big upside to move to SDN and Openflow.From what i heard it is still fragmented.
The push for private cloud is more sanguine because in singapore i am seeing that happening on the ground and the networks need to be compliant to it.
How big the pie for Neratel is unknown. I guess they only work mostly with telcos only.
from what I read its just a convenient way of controlling networking by software remotely without need of manually configuring the hardware.
Not exactly a must have software upgrade if you already have a good hardware networking infrastructure.
wouldn't worry too much about understanding neratel's technology. They are basically just a reseller so any new tech from partners like Juniper networks they just adapt to and resell. Doesn't seem like they have R&D going. So they will not be outdated or outcompeted.
I liken it to the handphone shop. The boss dun care what new phone is out, he will never be outdated coz he just get the new stuff from supplier and resell to you loh. Neratel engineers are like those worker in the back of the shop who can help you repair when your phone hang or screen crack or you want something fancy installed.
So wait for good price and yield, maybe 8-10%+ then whack in loh...
Value wise dun forget already much above NAV, what else can give you margin of safety in the case of recession? the cash stash currently less than 20% market cap...
A good 20 page readup of the SDN market
Some extracts from the article..
The basic definition of SDN, as defined in a 2012 GigaOM Pro report, is:
1. Separation of control and data plane. This is when the intelligence of the switch or router is split from the packet-forwarding engine. Typically control will be handled centrally while data transport will be distributed.
2. Programmability, or the ability to centrally change traffic flows, partition the networks, provide application level quality of service (QoS), and improve network flexibility.
Leading SDN use cases in the enterprise- Public Cloud
- Private cloud
- Wide-are networks (enterprise)
- Network management
- Network security
- Networking slicing
- Ultra-low-latency networks
Opportunities for SDN services fall into two buckets: professional services and support services. Professional services are offered to enterprise customers to plan, build, migrate, and operate SDN technologies either in a greenfield installation or for the migration of an existing traditional network. Support services are services offered to manage and maintain an SDN product.
As with most new technologies, SDNs come with significant barriers to adoption.The IT community faces the following challenges to SDN adoption:
Immature standards
Lack of interoperability
Lack of tools
Need for training
Legacy migration
Impact of the channel on the forecast
SDN technology suppliers can make initial SDN sales to large cloud hosting providers, financial institutions, and other leading-edge enterprises. However, to reach the other 80 percent of the market, vendors must enable their channel partners to sell SDN to small and mid-size enterprise organizations.The effectiveness of the channel to sell SDN to a broad market audience is a key factor in determining the size of the SDN market in the upcoming three-to-five-year period.
Doyle Research and GigaOM Research predict that the enterprise SDN market (as defined by this report) will reach
$320 million in 2014 and grow to $2.45 billion by 2018
(20-06-2013, 10:38 AM)Drizzt Wrote: [ -> ] (19-06-2013, 10:33 PM)Wildreamz Wrote: [ -> ]News announcement like this makes me doubt if I knew the industry well enough to invest in the company. (vested)
your question is whether the competitive edge have shifted or that you don't understand neratel's edge in the first place?
i think the satellite transmission and networking equipment market undergoes shifts within a few years.
i am also in the midst of trying to figure out whether it is for the better or worse.
I mean report like this makes me realize that my knowledge of the business is limited. Warren Buffett always cautioned investors to only invest in what they know.
I struggled to understand half of what the report says.
(20-06-2013, 11:59 AM)BlueKelah Wrote: [ -> ]from what I read its just a convenient way of controlling networking by software remotely without need of manually configuring the hardware.
Not exactly a must have software upgrade if you already have a good hardware networking infrastructure.
wouldn't worry too much about understanding neratel's technology. They are basically just a reseller so any new tech from partners like Juniper networks they just adapt to and resell. Doesn't seem like they have R&D going. So they will not be outdated or outcompeted.
I liken it to the handphone shop. The boss dun care what new phone is out, he will never be outdated coz he just get the new stuff from supplier and resell to you loh. Neratel engineers are like those worker in the back of the shop who can help you repair when your phone hang or screen crack or you want something fancy installed.
So wait for good price and yield, maybe 8-10%+ then whack in loh...
Value wise dun forget already much above NAV, what else can give you margin of safety in the case of recession? the cash stash currently less than 20% market cap...
if you understand the shifts better you can perhaps detect improve sales if equipments are more perishable or that selling one will last 10 years.
this would affect order based business.
the terms may change the profile to more recurring nature like what the managemnt say
(20-06-2013, 12:07 PM)yawnyawn Wrote: [ -> ]A good 20 page readup of the SDN market
Some extracts from the article..
The basic definition of SDN, as defined in a 2012 GigaOM Pro report, is:
1. Separation of control and data plane. This is when the intelligence of the switch or router is split from the packet-forwarding engine. Typically control will be handled centrally while data transport will be distributed.
2. Programmability, or the ability to centrally change traffic flows, partition the networks, provide application level quality of service (QoS), and improve network flexibility.
Leading SDN use cases in the enterprise- Public Cloud
- Private cloud
- Wide-are networks (enterprise)
- Network management
- Network security
- Networking slicing
- Ultra-low-latency networks
Opportunities for SDN services fall into two buckets: professional services and support services. Professional services are offered to enterprise customers to plan, build, migrate, and operate SDN technologies either in a greenfield installation or for the migration of an existing traditional network. Support services are services offered to manage and maintain an SDN product.
As with most new technologies, SDNs come with significant barriers to adoption.The IT community faces the following challenges to SDN adoption:
Immature standards
Lack of interoperability
Lack of tools
Need for training
Legacy migration
Impact of the channel on the forecast
SDN technology suppliers can make initial SDN sales to large cloud hosting providers, financial institutions, and other leading-edge enterprises. However, to reach the other 80 percent of the market, vendors must enable their channel partners to sell SDN to small and mid-size enterprise organizations.The effectiveness of the channel to sell SDN to a broad market audience is a key factor in determining the size of the SDN market in the upcoming three-to-five-year period.
Doyle Research and GigaOM Research predict that the enterprise SDN market (as defined by this report) will reach $320 million in 2014 and grow to $2.45 billion by 2018
thanks for the report. but we wont have much report ptertaining to SDN for telecoms. i guess it is to make network more dynamic for telcos in light of LTE and fibre broadband to offer better solutions.
still see this as a one time profit business
