Author: Tom Nolle

It’s still earnings season and so we’re getting fewer product announcements and more financial ones.  You can still learn a lot from the numbers, obviously, so we’ll look today at the latest revelations and what they might mean. Facebook surprised the Street with a loss, due to employee stock compensation costs.  Revenue and profit ex…

Earnings reports always give you something, but they don’t always give you conclusive answers.  So it was yesterday with three tech companies, Apple, Netflix, and Juniper.  These three players epitomize the new network ecosystem and its confusion. Apple missed, no question about it, but there is a significant question on whether the miss really means…

Cisco says that they’re laying off another 1300 workers or about 2% of their employee base.  VMware says it’s buying Nicira.  Are these two things related?  I think they are. Nicira is a “network virtualization” player, a company who has built a connectivity layer on top of traditional networking and used that layer to offer…

As you all know, I like to read the earnings reports to spot critical trends, both with the companies themselves and for the markets they play in.  Microsoft and Google both reported earnings yesterday, and both gave the markets an upside surprise.  So what does that mean? Media coverage of Microsoft has missed the point. …

Intel reported its quarter, and the numbers were better than many had feared, though sales in the PC market grew only 4% while they grew by 15% in the data center.  In some ways, the picture is a bit of a poster-child for the cloud, and there were aspects of the earnings call that also…

We promised to let you know when material is available for our new video information service, and today is the day.  The website is live at http://www.ohnayitshay.com/ and we’ve posted our first video.  Our next step is to start doing hangouts, and we’re soliciting interest in doing a hangout (as a participant) on the topic…

Many of you know that we’ve done surveys of enterprises for thirty years now, and surveys of network operators for more than twenty.  In that time, we’ve seen a disturbing trend, a loss of strategic information readily available to early-stage planners to guide them in adopting new technology paradigms.  They used to get this from…

The mobile phenomena, our gadget-coupled love affair with ubiquitous broadband, is hitting the market in a variety of ways, some expected and some a bit strange.  There are likely stranger ones on tap, too, which is what you’d expect of a revolution.  And for sure, the big revolution of the decade is mobile broadband. One…

Telefonica today announced a research-network trial of a basic IP/DWDM technology combination that flattens networks to an agile IP/MPLS edge and an agile optical core built around GMPLS.  The project included Universal Edge routers from Juniper and Adva Optical DWDM core technology.  Everyone is happy about the resulting reduction in capex and opex, and in…

With Apple looking like it’s going to launch a 7-inch tablet, it’s hard not to see that form factor gaining a lot more traction.  My surveys tell me that enterprises prefer that layout for many of their mobile-worker applications because it’s easier to carry and because most of these apps involve displaying something for on-site…