Do we need 100Gbps IPS?
Was reading an article on Computer Business Review today about 3Com. It mentioned many of the new initiatives undertaken since Edgar Masri took over as CEO. One seems to be that the 3Com security division (the former Tipping Point), is in talks with several silicon vendors to obtain a chip that will allow it to perform deep packet inspection at 100Gbps speeds (the article calls it 100Mbps, but Masri's comments clearly indicate Gbps. I don't think anyone is going to get excited about 100Mbps IPS at this point.).
To me this is just a classic case of my marbles are bigger than your marbles. This boys and their toys mentality may be great for NASCAR racing, but this kind of folly will I think continue to drag down the bottom line over at 3Com. Who are they going to sell a 100Gbps IPS to and how many can they buy. I disagree with Masri that 100Gbps is at the core of enterprise networks. I can understand being out in front of a market, but when you haven't been profitable for 6 years and as the article points out because of the financial structure involved in the H3C partnership buyout, allocations of expenses make it harder to show profitability, can you afford to chase white elephants.
I think the recent SMB moves with wired/wireless switching and such will serve them well. Even their recent low cost acquisition and move into the NAC market (OK, I think their NAC product leaves a lot to be desired, but at least it is a start) is a good one. We are starting to see them in enterprise switching deals as well, though how successful they will be in that market against Cisco and the rest of the switch vendors remains to be seen. If I were a shareholder in 3Com (and I am not), I would want them to stay away from developing bigger and badder IPS that no one needs and concentrate on the things which will move it from red to black.



Comments