Really Late Company Christmas Shopping

I’m headed out to Cisco Live Europe today, so I’m trying to get everything packed before I head to the airport. I also realize I need to go buy a few things for my suitcase. Which must be the same thing that a bunch of companies thought this week as they went on a buying spree! Seriously:

I don’t think we’re quite done yet, either. An oblique tweet from a friend with some inside sources leads me to believe that the reason why this is happening right now is because some of the venture funds are getting antsy and are calling in their markers. Maybe they need the funds to cash out investors? Maybe they’re looking to reduce their exposure to other things? Maybe they’re ready to jump on a plane to an uncharted island somewhere?

This is one of the challenges when you’re beholden to investors. Sure, not all of us are independently wealthy and capable of bootstrapping our own startup. We need some kind of funding to make that happen. But as soon as we do we are going to find ourselves at the mercy of their decisions and be forced to play by their rules.

If it’s time for them to get out of the position they have in a company, you’d better have the money. And if you don’t, they’re going to get it. I don’t know for sure what the situation is in both of those cases, but no one had really been talking publicly about buying Nyansa or Big Switch in the last few months. I had always figured that Nyansa would go to a bigger company, much like Aruba buying Rasa Networks in 2016. VMware is an interesting fit for them and a much better enterprise use of the technology in the long term.

Big Switch is puzzling for sure. From what I’ve heard they were profitable last quarter and bullish on the entire outlook for 2020. Did something change? Did the investors decide they wanted out? Or did some other market force push Big Switch to find a new home? When you look at the list of companies that were interested in buying them it’s not surprising. Dell Technologies would have been my first guess given their close working relationship. VMware would have been the second. Juniper and Extreme were interesting options but I’m not quite sure where the fit would be with them. And Cisco would have purchased as a purely defensive measure. So Arista is an interesting fit. I’m still waiting to hear some more details given how fresh this story is.

We’re into Q1 for most companies now. Or at least the ones that don’t have an odd FY schedule. So they’re realizing they either need to catch up on some R&D or that they have enough cash or equity lying around to go shopping. And if some of the companies on the market are selling at lower prices, it only makes sense to snap them up. Even if the integration pieces are going to take a while. Nyansa has great analytics, but it’s focused on the endpoint side. It’s going to take some work to make it all play nice with the other analytics pieces of VMware. That’s not cheap, but if the price of doing it through acquisition is cheaper than doing it through in-house efforts then buying your way in looks better in the long run. And if some venture fund is looking for cash at the same time, it could be a match made in heaven.


Tom’s Take

I’m a tech person. Even through the stuff I’ve done with Tech Field Day where I’ve had to learn more about financing and such I still consider myself a tech grunt first and foremost. When the talk turns to preferred share options and funding rounds and other such stuff I tend to look back at technology and figure out where that stuff is going. People that work with money for a living have a much different opinion of technology than tech people do. If that weren’t the case, we’d be talking about Betamax and HD-DVD more than we do now. But, money is still the way that tech gets done. And sometimes you need to do a little shopping to get the tech you need to keep building.

It’s Probably Not The Wi-Fi

After finishing up Mobility Field Day last week, I got a chance to reflect on a lot of the information that was shared with the delegates. Much of the work in wireless now is focused on analytics. Companies like Cape Networks and Nyansa are trying to provide a holistic look at every part of the network infrastructure to help professionals figure out why their might be issues occurring for users. And over and over again, the resound cry that I heard was “It’s Not The Wi-Fi”

Building A Better Access Layer

Most of wireless is focused on the design of the physical layer. If you talk to any professional and ask them to show your their tool kit, they will likely pull out a whole array of mobile testing devices, USB network adapters, and diagramming software that would make AutoCAD jealous. All of these tools focus on the most important part of the equation for wireless professionals – the air. When the physical radio spectrum isn’t working users will complain about it. Wireless pros leap into action with their tools to figure out where the fault is. Either that, or they are very focused on providing the right design from the beginning with the tools validating that access point placement is correct and coverage overlap provides redundancy without interference.

These aren’t easy problems to solve. That’s why wireless folks get paid the big bucks to build it right or fix it after it was built wrong. Wired networkers don’t need to worry about microwave ovens or water pipes. Aside from the errant fluorescent light or overly aggressive pair of cable pliers, wired networks are generally free from the kinds of problems that can plague a wire-free access layer.

However, the better question that should be asked is how the users know it’s the wireless network that’s behind the faults? To the users, the system is in one of three states: perfect, horribly broken, or slow. I think we can all agree that the first state of perfection almost never actually exists in reality. It might exist shortly after installation when user load is low and actual application use is negligible. However, users are usually living in one of the latter states. Either the wireless is “slow” or it’s horribly broken. Why?

No-Service Station

As it turns out, thanks to some of the reporting from companies like Cape and Nyansa, it turns out that a large majority of the so-called wireless issues are in fact not wireless related at all. Those designs that wireless pros spend so much time fretting over are removed from the equation. Instead, the issues are with services.

Yes, those pesky network services. The ones like DNS or DHCP that seem invisible until they break. Or those services that we pay hefty sums to every month like Amazon or Microsoft Azure. The same issues that plague wired networking exist in the wireless world as well and seem to escape blame.

DNS is invisible to the majority of users. I’ve tried to explain it many times with middling to poor results. The idea that computers on the internet don’t understand words and must rely on services to translate them to numbers never seems to click. And when you add in the reliance on this system and how it can be knocked out with DDoS attacks or hijacking, it always comes back to being about the wireless.

It’s not hard to imagine why. The wireless is the first thing users see when they start having issues. It’s the new firewall. Or the new virus. Or the new popup. It’s a thing they can point to as the single source of problems. And if there is an issue at any point along the way, it must be the fault of the wireless. It can’t possibly be DNS or routing issues or a DDoS on AWS. Instead, the wireless is down.

And so wireless pros find themselves defending their designs and configurations without knowing that there is an issue somewhere else down the line. That’s why the analytics platforms of the future are so important. By giving wireless pros visibility into systems beyond the spectrum, they can reliably state that the wireless isn’t at fault. They can also engage other teams to find out why the DNS servers are down or why the default gateway for the branch office has been changed or is offline. That’s the kind of info that can turn a user away from blaming the wireless for all the problems and finding out what’s actually wrong.


Tom’s Take

If I had a nickel for every problem that was blamed on the wireless network or the firewall or some errant virus when that actually wasn’t the case, I could retire and buy my own evil overlord island next to Larry Ellison. Alas, these are issues that are never going to go away. Instead, the only real hope that we have is speeding the time to diagnose and resolve them by involving professionals that manage the systems that are actually down. And perhaps having some pictures of the monitoring systems goes a long way to tell users that they should make sure that the issue is indeed the wireless before proclaiming that it is. Because, to be honest, it probably isn’t the Wi-Fi.