[f-nsp] Extreme Networks bought MLX/VDX/SLX - what about future ?

[Wilbur Smith]

Hay Guys,
More info should be coming out on how this will all work, but the MLX, VDX, & SLX will be continued to be developed by Extreme because frankly…it’s better that what they currently have. The SLX is basically the replacement for the MLX (based on MLX & VDX code) and Extreme needs that box. Both VDX & MLX have large install bases that generate revenue. Anyone acquiring those product lies wouldn’t kill them off because they need that revenue to pay down any debt used to finance the purchase; it doesn’t make financial sense.  All those products are also part of multi-year support contracts with the US Government (our largest customer), so Extreme or Arris couldn’t walk away from the products even if they wanted to. 

I know…not the answer you wanted to hear (no one in Brocade wanted to be purchased either), but your account teams should have more info over the next few weeks. 

Wilbur


On 3/31/17, 3:51 AM, "foundry-nsp on behalf of Jethro R Binks" <foundry-nsp-bounces at puck.nether.net on behalf of jethro.binks at strath.ac.uk> wrote:

    It is concerning that the edge has gone one way to Arris and the data 
    centre part to Extreme.  What's going to happen to the code which they 
    have been gradually unifiying over all these years?  Is it going to 
    fracture again?  Or, probably unlikely, is that spun off separately and 
    will sell to both units?  Or is there an agreement for one to maintain it 
    and the other to buy it in?  Can't see how that could work.  What branding 
    will be kept?  What will happen to those relationships you've built up 
    with account managers and technical support?
    
    Uncertain times, and I can't see a happy outcome with long-standing 
    Brocade/Foundry corporate customers who want both edge and core/dist/dc 
    equipment.
    
    Jethro.
    
    
    
    On Fri, 31 Mar 2017, Robert Hass wrote:
    
    > Hi
    > Just readed that Extreme Network bought MLX/VDX and SLX products from
    > Brocade/Broadcom:
    > 
    > https://urldefense.proofpoint.com/v2/url?u=https-3A__www.theregister.co.uk_2017_03_30_extreme-5Fnetworks-5Fto-5Fsplash-5F55m-5Fon-5Fbrocades-5Fdata-5Fcentre-5Fbiz_&d=DwICAg&c=IL_XqQWOjubgfqINi2jTzg&r=l86Fj-WC0GHHSCjQjuUvTzxOj0iW25AHL3VIC5Dog8o&m=LxPHGaJJz2a0asTjkuP6JoRl3HiltgsK1UokSVxBF6Y&s=Quv7QwdpoAUCH2BBkouOwRpgxEEWEHG4bgKZdW12cQI&e= 
    > 
    > I'm wondering what will be future for these products - especially as we
    > invested a lot of time and money to deploy them in our network.
    > 
    > I don't have any experiences with Extreme. Any thoughts ?
    > 
    > Rob
    > 
    
    .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .
    Jethro R Binks, Network Manager,
    Information Services Directorate, University Of Strathclyde, Glasgow, UK
    
    The University of Strathclyde is a charitable body, registered in
    Scotland, number SC015263.
    
    *** Please note I will be uncontactable 31st Mar to 18th Apr 2017 ***
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