Author: Tom Nolle

Cisco’s annual event kicked off, and while all these events aren’t necessarily a window into the strategic future of Cisco, this one might well be.  Cisco came out more strongly in favor of the notion of strategy and architecture than I’d ever heard them.  It’s too early to say that this change is going to…

It’s potpourri Monday, folks, and I’ve saved some items that didn’t make the topical cut last week for treatment.  Don’t look for too much of a theme today, other than that I’m looking for “news” that’s not being treated comprehensively. If you think you’ve heard everything try this one out; the UN’s ITU is proposing…

Big Switch, one of the most active and interesting of the OpenFlow players, has announced a number of new things that may help the market better understand the value of OpenFlow.  In particular, they help understand how OpenFlow might be used in conjunction with “normal” network protocols. To start with, it’s important to understand that…

Google’s augmented reality glasses have captivated people, but there are other aspects of blending of potentially live material with gaming and other experiences that may be realized faster.  There are other changes in the consumer space that appear to have some potential to create broad impact, and that’s what I propose to talk about today….

Guess what?  Optical companies are hot again.  Ciena reported better-than-expected earnings, Alcatel-Lucent says that people are pushing it for delivery of its new 400G stuff…it seems like the days of fiber transport slumps are gone.  They may be, and for two kind-of-orthogonal reasons. If you think about the comments I got from EU network operators,…

Cisco reported their results for the quarter, and while the current numbers were good (beating estimates and up year over year) the guidance was tepid.  As a result, Cisco’s stock took a major hit post-market that is off its lows this morning but still down about 7%.  Network equipment competitors also fell, and this is…

Not surprisingly, Interop looks like it’s going to be all about the cloud.  Not surprisingly, a lot of the noise is nothing more than that, but there are some things emerging that might be indicators of real market shifts.  While the cloud is the focus, I don’t expect there to be much in the way…

People seem to be catching on to the fact that SDNs are going to have an impact, but I think there is still a tendency to underestimate what that might be.  The Google announcement on their use of OpenFlow has prompted Light Reading to ask (rightfully) whether the fact that companies like Google are becoming…

The early indications suggest that RIM’s vision for its new OS and device line may fall short of revolution, and if that’s the case the company’s chances of recovery are slim.  The demonstrations of Blackberry 10 suggest that while they’ve changed the GUI and keyboard, there’s little or nothing new in the cloud-to-device relationship.  I’m…

Top news today is the announcement that Microsoft will invest in a new Barnes & Noble subsidiary for the Nook and ebooks.  This is a strange one, I think, for the obvious reason that the Nook is an Android device, and the only concession that’s obvious for Microsoft is one for a reader for Windows…