Author: Tom Nolle

Oracle is one of the more interesting tech companies, if you’re looking for an indicator of where markets might be heading overall.  They have a broad exposure across hardware and software and also a nice combination of “offensive” and “defensive” products, meaning those that do well when confidence is high and those that are more…

I mentioned in a blog last week that there was some important progress being made in the fusion of cloud development and deployment—what the industry calls “DevOps”.  There are also important developments in the area of cloud networking, another topic I’ve blogged about recently.  One indication of a unified approach to these critical problems was…

Amazon has cut a deal with Discovery to stream its programming, and the announcement has spawned a serious question about the future of TV in general, and of TV Everywhere in particular.  Like just about everything else in video, this is complicated. Let’s start off with some data.  The largest segment of viewing that flees…

DT  has become what’s possibly the first major carrier to show us what the network of the future is going to look like, though the description is still a bit cryptic and not always being picked up correctly in stories.  All of the factors I’ve been blogging about for the last week, both the demand-side…

The pressure to create new profit sources for network operators is starting to generate some momentum in the network technology and architecture space, but it’s too early to call a trend in part because there are still a lot of profit options being pursued.  Not only that, even those who might see the same profit…

Well, Apple has finally quashed (most of) the rumors and announced its “new iPad”.  It has the quad-core A5X processor, Retina display with photorealistic resolution, and is much faster on cellular wireless—21Mbps HSPA+, DC-HSDPA at 42Mbps, and LTE at 73Mbps.  However, the notion of a fully software-define radio capable of supporting anyone’s service isn’t in…

One of the kingpins in Juniper’s financial future, according to the Street at least, is the success of its PTX strategy.  PTX is an optical-core evolution that responds to network operator pressure for some way to build IP cores other than with humungous gigarouters.  We noted at the time that we believed that the PTX…

AT&T surprised nobody and angered everybody (or at least almost everybody) when they announced that they were now imposing metered usage on all unlimited-data plans at specific cap rates per month.  The announcement comes just as the MWC show ends, a show that seemed more interested in promoting new things to do with cheap bandwidth…

Cisco followed up on Chambers’ vague comments about small-cell support with an announcement of its own Hotspot 2.0 WiFi roaming products, particularly a gateway designed to manage small-cell connection into a mobile network.  The move comes as network equipment vendors work hard to address the changes in networking being driven by the increased emphasis on…

MWC kicks off this week, a show working to transition itself to relevance in a market that’s trying to do the same.  The questions are first whether either of the two transitions are possible, and second whether there’s a single direction that accomplishes both. For the show, relevance means embracing social networks, handsets, developer programs,…