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…
Are Cloud Providers Getting into Networks?
There has, for years, been a potential for the cloud providers’ networks to create competition for enterprise networks based on MPLS VPNs. I noted in an earlier blog that enterprises were seriously looking at reducing their WAN costs by using SD-WAN and/or SASE. This obviously generated an opportunity for cloud providers to offer WAN services,…
What Operators and Vendors Hope 6G Will Offer
In my blog yesterday about the future of operator network services and infrastructure, I mentioned the possibility (well, maybe “hope” would be more accurate) that the 6G initiatives might address some issues in a useful way. Since we’re at least five years from a solid idea of what 6G is going to do (we might…
Can We See Two Decades into Telecom’s Future?
I went back over some of my own writing a decade or two ago, and it made me wonder how much we could hope to uncover about the future of network infrastructure for service providers a decade or more from now. Everyone loves transformations; they generate interest for us and clicks for publications and advertisers….
The Enterprise View of the Network of the Future
What network models are enterprises looking at for the future? How might the network of 2028 differ from that of 2025? I got some information from 294 enterprises that offer some answers to these questions, but they also point out that there are many different drivers operating on networks over the next three years, and…
The Evolution of “Non-Transactional” Flows and Applications
One of the biggest, and yet least-recognized, challenges enterprises face in software deployment these days is addressing non-transactional models of application workflow. We’ve spent decades understanding and populizing online transaction processing (OLTP), in large part because for decades that’s the only kind of application you found at the core of businesses. That’s changing today, in…
Is It Time to Rethink Netops?
Enterprises have always managed their networks, but just how that’s done has always had its own twists and turns. The common thinking is expressed by the FCAPS acronym, meaning fault, configuration, accounting, performance and security, and this is what we could call the “prescriptive” thinking. But enterprises themselves seem to recognize some higher-level issues, mostly…
Impacts of the HPE Deal for Juniper: Up or Down?
We’re still waiting for movement by someone on DoJ’s opposition to the HPE/Juniper deal. Meanwhile, the two companies, their customers, and their competitors are all gaming out the results of the possible outcomes. That’s difficult because we can’t be sure why HPE or Juniper wanted the deal in the first place. The general view in…
Is There a Way to Fight Telco Commoditization?
Here’s a seemingly obvious truth for you; there’s no such thing as an infinite TAM. Any market can be saturated, and as saturation approaches all markets can expect to see a slowdown in growth rate. So it is with wireline broadband in general, and cable broadband in the US in particular, according to a Light…
Politics, Tariffs, and Telecom
There’s a lot of comment these days that everything has changed, that there’s a new global order that cuts across economics and politics. It’s all likely true, though how profoundly it will change things is still a bit uncertain. Light Reading certainly has it correct when they say that “Nokia’s new boss must tackle Trump…
Why Do Operators Always Seem to Get Openness Wrong?
I’d bet you that if technology buyers were asked for a single word to describe what they’re looking for in tech these days, the word would be “open”. Why, then, do we keep hearing that network operators are disappointed in the progress of things like Open RAN? Why do enterprises, in contrast, seem to adopt…