Cisco's Nexus 9000 honcho slams famous CCIE Emeritus over Application Centric Infrastructure (ACI)
"For the amount of time Cisco has invested in you to help you understand what ACI is and isn't, you forever get it wrong... Final comments - I realize after writing this that I am the fool for validating this comic book of pseudo-networking BS."
"The big question around ACI is that of customer acceptance. Customers that are holding back on Cisco are reluctant to speak publicly, but internal sources talk about significant pushback against ACI on the basis of proprietary technology, complexity, and high pricing.
"Many organizations perceive that deploying ACI will create a dependency on Cisco technology, not just for routing and switching, but also for UCS servers, firewalls and IDS, and Invicta storage."
So when Greg Ferro published his most recent ACI perspective, D'Agostino let loose the following diatribe:
Greg,
For the amount of time Cisco has invested in you to help you understand what ACI is and isn't, you forever get it wrong. Cisco is not catching up to anyone with ACI, nor SDN for that matter. You financial information is wrong, your technical information is wrong, and your marketing info is what, wrong.
I genuinely enjoy talking to you and like our exchanges, but I know the outcome is always a negative slant to get headlines.
My recommendation is to go get a balanced view, by someone who also has a reputation of being tough on Cisco, Jim Duffy at Network World, who posted a very balanced view in the article below.
Being technical is no excuse for puposefully misinforming people. You want to be tough, be tough that is fair. I also know the difference between technical people and journalist having built data centers and networks for more than 25 years and with a CCIE and various other certs.
Greg and I have had direct exchanges on this and BS is BS. Journalist or rocket scientist, it all smells the same.
Final comments - I realize after writing this that I am the fool for validating this comic book of pseudo-networking BS.
BS#1 -ACI is catching up to competing strategies from than VMware NSX and HP VAN.
Response -ACI is providiing far more than NSX will ever be able to do and a 7 year old company that cannot show 20 customers with full features at scale, they are incomplete also as you have to plug it into something and buy hw gateways for vxlan and cannot do network virtualization for any platform, nor can they even do it for VSS, VDS, or any other edge other than the NSX vswitch. Greg knows better
BS#2 - Customers that are holding back on Cisco are reluctant to speak publicly, but internal sources talk about significant pushback against ACI on the basis of proprietary technology, complexity, and high pricing.
Response - This is pure BS, Greg has no idea on pricing, how open the platform is and the fact that we can not only existing on existing infrastructure but ACI can be extended over competitive infrastructure. Greg do your homework...
BS#3 - Many organizations perceive that deploying ACI will create a dependency on Cisco technology, not just for routing and switching, but also for UCS servers, firewalls and IDS, and Invicta storage.
Response - Customers can run python scripting, puppet, chef, openflow, and ACI, with NXOS mode or ACI mode. There is no dependency as Greg states - just another shovel full.
BS#4 - Some critics make the point that Cisco has been promoting ACI to customers since mid—2013. Cisco has 75% market share, which makes these numbers seem low compared to the total number of addressable customers.
Response - This is a clear indication to me that the author knows nothing about taking a product to market. Maybe we should be a 7 year old, agile software company, who cannot produce 20 referenceable customers at full features and scale. Amazingly poor understanding of a market.
BS#5 - On the other hand, slow uptake is to be expected because ACI is an early-stage technology, highly disruptive to IT operations, and the product is not yet shipping.
Response - Complete mis-information. Greg has no idea what customers we have in production, it is not highly disruptive - maybe I should put a SDN LAN emulation model in place that forces me to have a bunch of x86 appliances recreating ATM LAN Emulation on x86, terrible traffic flows, having to build a separate network for management, vmotion - live migration, controllers, and have low scale, force a bunch of NAT domains, and oh, by the way, force to rip out ever vswitch, upgrade every vswitch from the new system to fix lousy performance of OVS, and not be able to accomodate any other platform because VMware is locking everyone out of the kernel.
BS#6 - The early-adopter model is well entrenched at Cisco to seed deployments for companies willing to take risks so that deployments are ready at launch. Cisco executives will, of course, assure you that they are pleased with the uptake and customer interest to date. The early marketing program has been as vigorous and comprehensive as Cisco can make it, and many customers are looking forward to ACI.
Response - Not sure what to say here other than your writer needs to put on an orange wig, red nose, and floppy shoes.
BS#7 - One final concern is purchase price. VMware NSX pricing has been widely criticized in recent months. This is in part because of its emphasis on rental licensing, but mostly because it is simply expensive and perceived as overpriced. Cisco is already known for high product pricing, but until actual ACI/APIC pricing is available, a proper evaluation cannot be made. Customers are looking to reduce their overall IT spend, and any attempt to increase top-line spending is likely to meet significant resistance.
Response - Do your homework Greg, others have and you clearly have not.
BS#8 - Cisco has had a few quarters of poor business with mixed outcomes in different business units. In the last two quarters alone, profits and revenue have dropped by 5% or more, with the gross profit margin now reduced to slightly more than 60%. Most financial news suggests that Cisco's share price has remained flat due to huge buybacks of shares. Cisco has announced a $10 billion share buyback, funded by debt raising in the US and backed by $30 billion net cash in offshore funds.
Response - Not only do you mis-reprsent technical data, you have no clear idea on how to do financial analyst.
It is easier to hide behind.... "the customer said" any bad journalist can say that. Good journalists have validation - not conjecture that can be present on any slide or bad blog message.
Customers know best how to take a product to market - they have to install it... If customers are your source, and an engineer is writing the blog who is not an expert at go to market - then how credible is your opinion. In my view 0. Leveraging a big name like network computing as a platform makes it all the more important to be credible. In other words, if you don't know - don't FUD.
This is my last blog post here and my recommendation moving forward to customers, resources, and internal, is to drop this platform to a lower tier from credibility to variable rhetoric.
The last thing I am going to do is send customers here. Good luck.
I was also formerly the VP of WW Technical Operations at Nicira Networks and left prior to the acquisition of Nicira by VMware because I knew ACI was going to go far beyond where SDN LAN Emulation - this decade's version of ATM LAN Emulation on x86, was going to end up.
Not trying to hide my profile, just try to spend as little time on worthless blogs as possible, except when the company makes significant investments trying to educate someone who puposefully twists information and misinforms the public community.
I realized I also lied, I said I wouldn't be back on this website.