当国内还沉浸在“羊羊”得意的春节气氛中难以自拔的时候,在大洋的彼端,两家IT豪门思科和惠普却针锋相对的上演了一场SDN的口水大战。国外知名的IT类网站CRN为这场口水战搭建了平台,CRN的报道形式也颇有“挑事”的味道。思科说惠普如何如何,口水一滩,惠普说思科如何如何,口水又一滩;互相都指着对方的软肋开炮。
遗憾是,小编第一时间错过了这场被CRN称为“泰坦之战”的叫板。只能回过头重温一下。总体感觉,这样的口水,太水,更像是共谋的一场SDN秀,为2015年各自的SDN布局开篇。更像是思科CEO钱伯斯对于其“已经远远将SDN竞争对手甩在后面”论调的延续,也像是惠普针对其白盒交换机推出的造势。接下来就听听这二位“泰坦”是怎么为对方釜底抽薪的吧。
思科对惠普说:惠普缺乏创新和信心
原文:"HP's news brings into question a lack of confidence, traction and innovation with the ProCurve/H3C switching portfolio," said Cisco in an email statement to CRN. "White box" or merchant silicon-based switching is not a new phenomenon ... Cisco seems to be delivering [SDN] solutions at the right time."
思科在回复CRN的邮件中表示,惠普推出新的白盒交换机表现为对其原来的ProCurve和H3C系列交换机产品缺乏信心、牵引力和创新。而且白盒交换机并不是奇迹,并调侃到,“思科似乎是在正确的时间交付了SDN解决方案。”当然本章节还用相同笔墨介绍了惠普新的枝干和叶节点白牌数据中心交换机。
惠普对思科说:思科拥抱SDN有点晚
原文:HP, however, said Cisco was late to the game while HP was innovating.
"Cisco was seven years late in embracing SDN and often slammed it as irrelevant," said HP in an email statement to CRN. "Cisco was also years late embracing the benefits of merchant silicon while HP led innovation ... HP continues to lead the innovation curve in SDN, merchant silicon and software licensing and we intend to do the same with the solutions we announced
惠普在回复CRN的邮件中提及,思科拥抱SDN姗姗来迟,而且还时不时的对SDN进行诟病,然而惠普一直在引领创新,在SDN、商用和软件许可方面,而且一直在兑现承诺。
思科对惠普说:我们拥有市场份额,而不是你
原文:"HP has been touting cheap switches for many years -- so if price was the most important point, HP would have 70 percent of the market today," said Cisco. "Eight of the 10 largest Internet companies in the world are Cisco customers."
思科又在调侃惠普了,惠普在交换机市场的低价策略已经多年了,如果价格是最重要的诉求点,那么惠普恐怕今天已经拥有了70%的市场份额,而现在全球最大的8家互联网公司都是思科的用户。
在原文中还谈及了思科在交换机市场的领导地位,根据NPD Group的调研显示,思科66.2% VS 惠普12.4%。思科的2015年第二季度财报显示ACI正在攻城略地,新增加580位客户。
惠普对思科说:思科不倾听客户声音
原文:"In contrast to Cisco, HP is listening to our customers and investing in the future," said HP. "In the face of Cisco's new Cisco ONE [software] licensing scheme, which only aims to solve a Cisco created problem, HP again innovated and delivered full capability with no license needed," HP said.
惠普并不示弱,与思科相比,惠普一直在倾听客户的声音并投资未来,思科的cisco one授权机制,仅仅是为了解决思科以前创造的问题,而惠普没有授权的羁绊就交付用户完整的能力,惠普依然在创新。这点无疑是针对cisco one的软件许可有点复杂,并给客户带来了额外的捆绑投入。
思科对惠普说:思科是SDN和开源的创新者
原文:"Cisco understands and values open standards and open source, and has been a leader in that arena," said Cisco.
思科解释道,思科理解并深知开放标准和开源的价值,而且已经成为了SDN竞技场上的领导者。思科认为自己的下一代交换机是开放标准的平台,并能够带来诸多优势,比如供应链的灵活性,服务和全球支持。
惠普说思科:思科的ACI与产业背道而驰
原文:"Cisco has managed to position its custom and closed ACI approach directly against the industry momentum behind the disaggregation of the network and the adoption of open and standard white box networking solutions," said HP. "[HP] represents a continued recognition of the transition from a custom and closed environment to a new business model that is initially focusing on the web scale market segment. This model demands a true disaggregation of the network, and requires a standard and open switch interface to allow our customers to integrate innovative software defined applications as well as participate in a Dev Ops ecosystem."
惠普认为思科正设法将用户置于封闭的ACI中,而这与SDN产业的发展背道而驰,并推迟了用户对网络进行拆分,以及采纳开放和标准的白盒网络解决方案的发展势头。
而惠普表现出了持续的关注用户从封闭环境向新模式转型的重视,新的模式将最初聚焦在规模型的细分市场中。而且这种新模式需要对网络进行分解,需要标准的、开放的交换机接口让用户能够集成创新的,软件定义的应用程序,以及参与到一个Dev Ops生态系统中去。
合作伙伴对思科、惠普交换机的看法
CRN也对思科和惠普的合作伙伴进行了采访,希望听听他们的观点。一些解决方案供应商已经在期待惠普的白牌交换机;而另外一些则不希望在不久的将来看到给思科带来的竞争。
一位同时代理思科和惠普的解决方案供应商的高层表示,惠普将给思科的渠道带来严重挑战;会惠普而言,将带来渠道机会,比如Facebook和Amazon正在寻求思科的替代品来降低成本,从开源角度惠普将与他们的CIO和CEO展开新的对话。
而有的解决方案供应商,惠普的白牌产品并不会给思科马上带来影响,而是在客户准备替换掉旧的设备和更新换代的时机,才会去考虑采购开源和软件定义的网络,不置可否的是白牌交换机已经让思科感受到了压力。
快评:
思科与惠普如此争锋相对的互相揭短,要追溯到思科推出UCS统一计算系统的时候了。思科和惠普也曾经是同一阵营的伙伴,但随着思科进入刀片市场,使得二者反目,这也直接促成了惠普决心要在网络市场有所作为,花大价钱将3COM全资收购,也将3COM的核心资产H3C收入囊中,也使其坐稳了全球网络设备市场第二名的位置,也起到了蚕食思科整体市场份额的效果,但惠普不甘心于此,总是在寻找一个契机大打翻身仗;而思科也同样感觉到了这样的压力,当然不仅仅是惠普的影子,所以思科进行了战略调整,让业务更加聚焦在数据中心、IP网络市场中。Openflow和SDN的兴起,给久居思科之下的惠普等诸神坐不住了,要抓住这次机会更进一步。而思科确实也在开放这个角度犯了“晕招”,应对上让竞争者们抓住了把柄。
所以纵观这次口水仗,整体来看难分伯仲;如果说惠普推的白牌交换机立竿见影的给思科带来什么麻烦,小编还真看不出来,因为早有供应商的白牌开卖了,惠普也是晚到者,为这戴尔还调侃了惠普一通;而思科在这次对话中,显然对ACI目前的进展很乐观,要不钱伯斯也不敢放那样的豪言,不过如果没有强大市场份额的惯性,思科还敢这么自信吗?开放和白盒似乎已经到了临界点,已经能够明显看到如惠普、Junier、博科等已经将战略中心向软件和开放上倾斜,留给思科犹豫的时间还多吗?