The Tech Trend for the Next Decade

There's a new buzz phrase out of technology that few understand but everyone will be talking about: software-defined networking. The field had time to shine last week, as VMware hosted its VMworld event and was able to talk about its recent $1.26 billion acquisition of Nicira, a leader in the software-defined networking space. 

Since the field threatens the status quo of existing networking giants, Cisco has seen sell-offs in the wake of VMware's acquisition of Nicira. Yet showing the coming complexity of the field, at VMworld, Cisco and VMware signed an expanded partnership between the two in software-defined networking. 

However, is VMware's an example of genuine partnership, or of keeping your future enemies close? As seen in the following video, Senior Technology Analyst Eric Bleeker notes there's a long way to go before we know what final form software-defined networking takes. However, as VMware doesn't have hardware of its own to be commoditized, that's the company he'd be most comfortable owning in the field. To see his full thoughts, watch the video.

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Eric Bleeker owns shares of Cisco Systems and EMC. The Motley Fool owns shares of EMC and VMware. Motley Fool newsletter services recommend VMware. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On September 02, 2012, at 1:06 PM, jg167 wrote:

    The technology trend for the next decade (not the next couple of years) will be the end of low cost labor markets for consumer electronics production as they are replaced by robotic assembly. This could have a huge impact on the economy of China and thus of the world.

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