Many telecom industry observers believe Google will have a hard time making the transition from search engine giant to network operator. Could the transition to equipment maker be any easier? Nyquist Capital analyst Andrew Schmitt thinks Google is doing just that, using off-the-shelf chips to build 10 Gbps Ethernet switches because commercial options available allegedly didn't fit its needs.
If that's true, it could shake up the market for 10 Gig E gear, or at least give equipment makers in that market a good scare. It could also give everyone questioning Google's telecom moxie further food for thought. Maybe Google is ready to take the telecom leap.
For more:
- here's Schmitt's posting at Nyquist Capital
- read further analysis at ZDNet
- Light Reading tells which vendors could be affected