Papers/analysis on network equipment pricing since pandemic/banning foreign competition

Fri Jul 15 17:57:24 UTC 2022

Has anyone seen any interesting write ups or analysis on what has been happening with network equipment pricing and availability in the United States over the last couple of years?

Everyone (or at least I did) knew by March 2020 that what manufacturers were doing wasn't really going to work anymore going forward and yet it's 2 1/3 years later and we're still looking at a 1+ year lead time on basic products.

Not to be glib but I am pretty sure I could've devised a process to build ethernet switches by hand with a soldering iron by now.

Not to mention how many additional supply chains could've been established since then.

Did Huawei actually serve an important purpose in the market?

Did we put too many eggs in the Broadcom basket?

Did the industry come together and "agree" that the time is nigh to charge $16,000 for a Dell S4148T but also that it would take 9 months to get it at that price?

I think it would be fascinating to learn more about what is happening in this market.

Please share any resources on or off-list.

Thanks and have a great weekend!
-Drew

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