Author: Tom Nolle

We have posted the following on the proof-of-concept mailing list for the ETSI NFV ISG, offering our participation in the NFV body’s work in this area and offering integration with other NFV members.  We invite parties interested in integrating with us to review our preliminary guidelines on our website, http://www.cloudnfv.com/ and also to apply to…

Verizon’s comments about capex and generally better visibility from vendors has helped the telecom equipment space look a bit better, and of course that’s been our forecast since the spring.  My model shows general telecom spending will increase through 2015, with spending in all equipment areas showing some gain.  This represents the “last-gasp” modernization funded…

Cisco today announced one of their bigger acquisitions—security specialist firm Sourcefire.  The move is likely linked to the trends in security that I’ve seen in our surveys—most recently the spring survey published in Netwatcher just a few days ago.  It’s also likely to be another Cisco shot at Juniper, whose enterprise strategy is heavily linked…

The earnings reports from Microsoft and Google followed the pattern of other tech reports from this quarter—a revenue miss offset at least in part by cost reduction.  There’s been a tendency for the Street to look at these two misses and declare a common cause—that both Google and Microsoft have failed to come to terms…

Cyan’s Telesystem win in packet-optical for its Z-series and SDN technology is an interesting indicator of some major metro trends.  While it’s victory over TDM is hardly newsworthy, it does show that packet advantages over TDM can justify a technology change—and any time you can justify technology change the barrier to doing something revolutionary is…

What does AT&T’s decision to buy Leap Wireless, Cisco’s decision to do a cloud partnership with Microsoft, and Amazon at three hundred bucks a share have in common?  They’re symbols of a market in transition and a call for action to start gathering your troops for some coherent planning. Traditional communications services, which are services…

Those of you who follow me on LinkedIn may have caught my creation of a LinkedIn Group called “CloudNFV”.  Even though the group is currently invitation-only I’ve received many requests for membership, and a select few found the CloudNFV website and figured out a bit of what was going on.  Craig Matsumoto of SDNCentral was…

We all think that networking is changing, and most probably agree that 1) the cloud is the primary driver, and 2) SDN is the term we use to describe the new “connection architecture”.  I think that the point-three here is that NFV is the cloud-platform architecture that will describe how the hosted network elements are…

One of the challenges that wireline has faced (and it doesn’t need all that many challenges for gosh’s sakes!) is the “capacity gap”.  If anyone thinks broadband Internet is profitable enough, you need to read somebody else’s blog.  You need to deliver video, HD video, to make wireline work, and that’s a problem because traditional…

Well, we’ve seemed to finally get beyond the rumor phase with NSN.  Nokia has offered to buy Siemens out of the joint venture, one of several possible outcomes that I’d heard rumors on over the last several month.  The big question is whether this will matter to NSN or to Nokia, and that depends on…