We’re different. Remember that. We’re insightful, and remember that too, and remember that a big reason why we’re insightful is that we’re different. Andover Intel is based on a simple principle, which is that to understand tech, you have to understand what tech buyers are doing, expecting, justifying. We’ve established a user contact program that…
How “Universal” Should Broadband Be, and How Do We Get There?
One of the pressing questions of the Internet age is whether broadband Internet access is a service so essential that it must be made available to everyone. Should there be truly “universal service” in broadband? At what price? There have been many programs and laws passed on this, but in the last year or so…
Why We Need to Rethink the Way We Do IT Projects
As I noted in my blog yesterday, transformational changes in technology buying by enterprises depends on the launching of new tech projects that unlock new benefits, unleashing new sources of funding. For two decades, the contribution of new benefits to IT budgets has fallen, to the point where today it makes up less than a…
A Shot at Modeling Buyer Behavior for 2025 and 2026
In my early days as an industry analyst, I did what most did and issued market forecasts. It didn’t take me long to find out that there was minimal correlation with what enterprises or operators said they would be doing in the future, and what they actually did. To get around that, I built a…
Did NVIDIA Make a Business Case at It’s GTC Conference?
You’ve got to admire somebody who’s willing to say that AI is “underhyped”, which is what Fierce Network’s story on the NVIDIA GTC Conference says is the view of CEO Jensen Huang. Is it even possible to have something underhyped these days? I wonder, but the comment gives us a reason to look at the…
What Enterprises Think an AI Transformation Looks Like
As everyone who reads my blogs surely knows, I’m trying to get a line on a vision of AI that enterprises believe could really transform their operation. One major challenge is that enterprises are themselves unsure of what the optimal AI solution would look like, and thus often can’t offer me much in the way…
AI Might End Up a Casualty of Bubble-Think
I’m now seeing comments about the “AI bubble” and its “bursting” even beyond the tech media. We certainly had a major tech dump in stocks last week, so it’s fair to ask whether the problem is, as Axios said, that the AI bubble had burst. I guess you know by now that I’m going to…
To My Telco Friends
I just want to note that, while many of you realize they’re free to take advantage of Andover Intel’s offer to technology users (see that page on this site for details), some tell me they didn’t realize that they were both “users” and “providers”. In the former role, as consumers of technology, telcos are of…
What Does IBM/Juniper Cooperation Mean to the HPE/Juniper Deal?
Those who follow networking likely know that the long-in-process merger between HP Enterprise (HPE) and Juniper Networks is being challenged by the DoJ. Then, (both issued the same press release on February 28) we heard that Juniper and IBM were cooperating to simplify netops, and the deal would include “joint sales, marketing and product integration…
The Factors Driving Enterprise AI Planning
Enterprises, like telcos, face a world dominated by AI and other hype, while their own technical reality is still pretty pedestrian. There are some points of congruence between hype areas and real planning focus, but even in those areas the influences driving enterprise network and IT planning are more complicated than responding to a new…
Telco Comments on MWC
OK, MWC is over, and most operators say that it didn’t have answers for them on how to increase their profits. “We had a lot of vendors telling us the same old things,” one told me. Is there no new thing? Must operators, to achieve their goals, finally start doing things they’ve been told they…