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

Robert Hass robhass at gmail.com
Fri Mar 31 13:04:23 EDT 2017


The way how Broadcom deal with Brocade IP Business was most ungentle as we
can imagine.
My through about VDX - they will not do anything good with that equipment
as it's Brocade ASIC not Broadcom. Extreme have 0% of wisdom regarding
creating ASICs. There will be no new VDX.

SLX ? Broadcom based. They (Extreme) will expand that product line. BUT SLX
is not VDX. It's IP Fabric, more than few vendors have IP Fabric. SLX
doesn't have anything unique. Just another switch.

Rob

On Fri, Mar 31, 2017 at 5:49 PM, Wilbur Smith <wsmith at brocade.com> wrote:

> 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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