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…
What do MWC and COBOL have in common? Two things, one obvious and one not. The obvious link is AI, which is the dominant conversation at MWC. The not-obvious one is that the so-called obvious is covering up the important and real stuff. Let’s start with COBOL, which is an acronym for “Common Business-Oriented Language”….
When I blogged last week about Nvidia’s telecom report, I got a lot of questions about the issues related to survey accuracy. Some related to why the problems existed, and some wondered whether the same sort of issues might influence the stories we get from users themselves, and many wondered what the impact of the…
There are a lot of questions being asked about 6G, despite the fact that (or perhaps because) it’s likely half-a-decade away. One of the questions is how it should treat the RAN, whether “open RAN” should be mandated in 6G. Telcos I chat with favor that position by 2:1, but interestingly even those who do…
My blog last week on occupation statistics and project targets generated immediate comments from enterprises, 208 in total as of yesterday. Based on these, I want to make some additional points, not only on the value of using occupation data to target projects, but on selecting targets optimally based on that data. It was this…
Nvidia, no surprise, is very interested in AI adoption by telcos, and they’ve just released a 2026 survey on it. Let’s take a look, exploring the conclusions and also how the results compare with what I hear from the 88 telcos I’ve chatted with in the last 6 months. Most of those who follow my…
The goal of productivity enhancement is going to produce value, justification, only if you either generate more business or fulfill existing business opportunity at a lower cost. The former demands an elastic market for the product/service, and I don’t have enough information to assess how likely that’s the case in the US or global economies,…
Cisco’s announcement of its G300 chip was positioned to address AI workloads, but these days about the only thing we’re not claiming is driven by AI is politics, and I’m not sure about that either. In any event, anything that’s positioned relative to AI has to be examined in two ways. First, does it actually…
AT&T has cut a collaboration deal with Amazon. Is it a step forward for both companies, or is AT&T inviting the wolf into the fold? We’ll try to outline the case for both, then pick the one we think is on the mark. It’s pretty clear what Amazon gets out of this. They get a…
Last week should prove out a point I’ve made many times, which is that hedge fund behavior manipulates the stock market and investors in general. It should also prove another point, which is that the hype that comes out of a click-here world contributes to this, and a third, which is that the combination of…
There’s been a major shift in networking over the past three decades, one that has created many of the challenges we see today. There have also been attempts to address some of the fallout of the shift, none of which have been successful. Today, there may be another such attempt emerging, which has some interesting…