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.
The amount of data we store every year is growing by a mind-boggling 60% annually! To makes sense of this trend and pick out a winner, The Motley Fool has compiled a new report called "The Only Stock You Need to Profit From the NEW Technology Revolution." The report highlights a company that has gained 300% since first recommended by Fool analysts but still has plenty of room left to run. Thousands have requested access to this special free report, and now you can access it today at no cost. To get instant access to the names of this company transforming the IT industry, click here -- it's free.
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.