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…
I doubt that anyone who’s read my blogs even somewhat regularly will know I’m very interested in the notion of “digital twins” in their broadest sense. Largely because of this, and at the same time feeding my interest, I’ve gotten many comments from enterprises and even vendors who share my interest. Even some LinkedIn comments…
How will the AI giants actually perform? The Street identifies nine companies as “giants” in the space, and of course they have their own view on who among these is most likely to tower above the rest. So do enterprises, and so do I. Let’s look at the companies and see if we can build…
I’ve often chided telcos for their IoT focus, not that they focus on IoT (they should) but on what aspect of IoT they choose. Talk to a telco about IoT revenue, I said, and you hear them talking about how much they could earn by selling cellular subscriptions to devices and not just to humans….
Chips matter. In fact, they likely matter more than anything else in hardware, and they may even matter more than software right now. At the very least, chips stand at the door of any major expansion in the scope of tech deployment, and that’s the door that has admitted all the past, legitimate, booms in…
Are we (gasp!) looking at a totally new and potentially revolutionary story of…convergence? Is the network and the data center becoming one and the same? If this is true, why? What will the impact be on IT/network spending, and on the vendors in both spaces? Let’s jump off from an SDxCentral story to try to…
Quantum computing is very likely the next technology destined to ride a hype wave, and in fact it may be even more likely to do that than 5G or AI, because the whole concept is based on what a famous physicist said was “spooky”. Artificial intelligence is “ponderable” but quantum stuff is imponderable, making it…
It’s hard to have a useful conversation about 6G. First, all the “G” successions have been the subject of merciless hype, which makes it hard to know even basic truths. Second, the 6G documents are engineering specifications (the 3GPP writes specs, which other groups must formally standardize) and not designed to be service descriptions associated…
Light Reading often has interesting stories, and one that fills that mold is on Ericsson, a company dating back to the year George Armstrong Custer fell at the Little Bighorn. Says the tagline of the piece, “As it celebrates its 150th anniversary, Ericsson must contend with an ongoing slump in customer spending, 6G and geopolitical…
A nice piece In Fierce Networks talks about the fact that while enterprise AI use is growing, more and more enterprises are finding AI cost overruns, not only versus expectations but versus any plausible return on the investment. I’ve dug through my enterprise comments over the last two years to get an idea of what…
Sometimes we don’t ask all the questions about an important issue, and so we miss ones that might be critical. IT always evolves, under various pressures. The direction it evolves in often depend on specific “forks in the road of possibilities” as one CIO described it. There’s such a fork coming into view now, as…