Archive for October, 2012

Two thirds of the world’s datacenters are going to Cloud

Monday, October 29th, 2012

Two pieces of interesting news today.

First, Riverbed announced that they are acquiring OPNET for close to $1bn. We congratulate both companies on this move; it seemed as though OPNET’s business growth had slowed to about 6% license revenue growth in recent times (appears to be slower than the overall market?), but I’m sure Riverbed will be hoping to kick that up again as a result of bundling with their other products.

It’s a clear indication to everyone, that the sourcing and analyzing of the “flow” data is of strategic importance for many different use cases.

What was also interesting was the following article http://www.forbes.com/sites/joemckendrick/2012/10/28/two-thirds-of-the-worlds-data-centers-going-to-cloud-cisco – headlined as “two thirds of the world’s datacenters are going to Cloud : Cisco” – and at the same time global datacenter traffic will grow fourfold over the next four years.

All of this appears to be good news for Boundary’s strategy.

We believe that we are the only company that is able to collect and analyze the flow data from hybrid IT environments (cloud) as though they were a single homogenous environment; we think that the dataset that Boundary is collecting and exposing is the greatest machine generated dataset that has yet to be fully explored and eventually will surpass all other datasets for determining application performance and security.

Riverbed shows us a billion reasons why they believe that data is important and Cisco is telling us that by 2014 the majority of the workloads will be in the cloud.

Kinda stupid but good

Sunday, October 28th, 2012

I’ve been on this weight-loss kick for a little while, being somewhat successful but still a long way to go. My target is 200 lbs or thereabouts by thxgiving. Lost about 12-14 so far and another 18 to go.

Anyhow, decided this morning to see if I could run on the treadmill for the entire Chelsea-Man Utd game. I started about 10 mins ahead of time and I ran (with occasional walking) for 2 hours.

I actually did 10.5 miles – I was wanting to keep going at the end (but I had to go and pick my son up) so that I could get to 13 miles – I figured that would be cool to do the equivalent of a half marathon.

Now, anyone that knows me knows that (a) I’m overweight, currently around 218 lbs (15 1/2 stone) (b) I don’t run very often (c) I have done absolutely no training.

Must admit my legs are aching like anything the rest of the day (advil!) and I am not looking forward to tomorrow morning but I’m happy. Really wish I had had the time available to keep going….reckon I’d have done my 1/2 marathon in about 2 1/2 hours.

Next weekend – I’m going to go for 13 miles. The key for me is to not get bored….watching football enables me to do so.

A tale of 2 emails

Friday, October 26th, 2012

In my inbox this morning. The emails started:

1. CA reported disappointing F2Q13 results as both the macro environment and factors specific to CA contributed to the underperformance for the second consecutive period.

2. SWI (SolarWinds) easily exceeded 3Q expectations

Just one data point among many of course, but it’s pretty clear to me.

New wave IT mgmt vendors are growing like crazy: SolarWinds, Service-Now, Splunk, New Relic, AppDynamics. Incumbents are actually shrinking.

The shift to new IT infrastructures is causing the incumbents to be rendered legacy. They need to acquire and then get out of the way and let the new vendors run/grow their own business.

Two problems though:

First, the traditional methods that the incumbents use to value companies for acquisitions need to go out the window. They have to realize that they are in a death match and fighting for future relevance. How many spreadsheets did Facebook run when it acquired Instagram (OK, maybe an extreme example but you get my point) – maybe VMWare/Nicira is a better example.

Second, for some reason, they find it really difficult to leave the acquired companies alone.

e.g. take a read of this article published today http://www.cxotoday.com/story/cultural-integration-is-key-to-our-successful-acquisitions/ and in particular this paragraph….

Acquisitions bring along challenges such as culture clash. How has CA been able to address these issues inspite of its acquisition spree?
This is something CA has continued to better over the years. I myself joined CA, when it had acquired Netegrity. What CA has learned to do is to provide a little autonomy to the acquired organizations and give them time to get used to CA’s culture. For example, couple of years ago when we acquired Nimsoft, we ran it as an autonomous unit and only now have we merged it with proper CA. During the last two years, we worked together and closer with the Nimsoft team and also enabled Nimsoft to leverage the assets of CA and the relationship with CA without losing the integrity of Nimsoft’s spirit.

Another reason we are successful at acquisitions is because we integrate the culture of the new organizations. However, this is not easy and neither it works all the time. We also lose a few individuals in the process but we still manage to retain a major chunk of our human resource.

Uh oh, pinocchio.

The shift is on….

Seriously – when are we going to learn? Are we really just lemmings

Wednesday, October 24th, 2012

Blog post from Molly last night….http://boundary.com/blog/2012/10/23/boundarys-observations-during-the-amazon-degradation-yesterday/

I simply do not understand anyone that hosts business critical applications in any cloud and does not invest the time and relatively small $$ to monitor the service that is being delivered.

Yeah I know we all read “The Big Switch” and we all have this vision that computing is as ubiquitous as electricity but guess what…..it is nowhere near as reliable.

This is not an Amazon problem; I would hazard a guess that they are probably one of the best run compute environments on the planet.  But, it’s a fundamental reality of IT that is not going away any time soon.

IT is advancing at a rapid pace and will continue to do. Therefore we should expect that in an environment of constant change and innovation, reliability will not be 100%.

Now, you could say that Amazon could and should have posted details of the outage a little sooner than 2 hours after it occurred (are you kidding me….2 hours is a lifetime for a business that depends on AWS), and could and should have resolved the problem much sooner (I’m sure they did their best) but, the reality of the situation is….

Why would you risk your business on the ability of someone else to deliver and not even monitor their performance?

EVERY company that has business critical applications in ANY cloud provider needs their own monitoring. Otherwise…well, caveat emptor.

Shameless plug…Boundary has a free offering that makes it really easy for most EC2 customers to monitor their applications for no cost. So, there is no excuse.

Goodbye sweet Nimsoft, I knew thee well

Thursday, October 4th, 2012

Another month in the books for @boundary

Monday, October 1st, 2012

And yes, it was a new record. Multiple new customers welcomed and a new largest customer (although that record should be broken quickly).

For some reason (blame me), we managed to schedule our board meeting on the last day of the month – last time that will happen – trying to close deals while talking to the board is not the best.

We are looking for several folks to join this amazing team:

Super Techie SE – customer facing

C Developers for our agent

and 2 new execs, VP Product and VP Engineering.

—-

What about that Ryder Cup comeback? wow.