Superfast networking gear maker Arista files to go public

Structure 2011: Jayshree Ullal – President and CEO, Arista Networks

Structure 2011: Jayshree Ullal – President and CEO, Arista Networks

It’s about time. On Monday Arista, the company behind a generation of superfast and scalable networking gear, filed to raise up to $200 million via an initial public offering. For Arista’s history and goals check out Om Malik’s epic profile on the company. Unfortunately, as software defined networking has exploded, Arista had been caught with a proprietary operating system that ran counter to the trends we’re seeing with open source code and merchant silicon boxes. Yet, Arista had sales of $361.2 million — up 87 percent from 2012 — and net income of $42.5 million, about double from the year before. Not too shabby compared to many tech IPO hopefuls that are all revenue and no profits.

SDN is not OpenFlow, but OpenFlow is a real disruption

With all the excitement around software-defined networking, most people forget that OpenFlow, which helped jump start that conversation, is more than just virtualization. It’s the creation of a common hardware platform that will commoditize the router.

2012: The year software-defined networking sold out

Companies spent roughly $1.6 billion buying networking startups in 2012 with one deal being responsible for the lion’s share of that total. Yet, even if VMware hadn’t purchased Nicira for $1.26 billion, networking deals and software-defined networking deals in particular, were red hot in 2012.

Need network processing? Solarflare puts it on the card.

Solarflare, the former maker of 10 gigabit Ethernet silicon, has transitioned from making chips to making network adapter cards to speed up the networking capabilities of servers. Now it wants to take that further by doing real-time processing as data comes in from the network.

Bechtolsheim: AWS, open source rewrite rules for startups

Inexpensive rented data center capacity and cheap but powerful open-source toolsets have completely changed the game for tech entrepreneurs, says Silicon Valley legend Andy Bechtolsheim. In short, you would have to be nuts to build, rather than rent, a data center.