Author: Tom Nolle

It’s the last workday of 2011 and everyone seems to be doing a retrospective, but I’m not going to do that!  What’s the point of blogging if you rake up the past anyway? There are more stories today about both Apple’s and Google’s possible plans in the TV space.  One of the popular ones (for…

With a record number of activations for iOS and Android devices, it’s pretty clear that the mobile appliance is here to stay.  Given that Microsoft has been little more than a kid with nose pressed to the candy store window in the holiday race, I think it’s also likely that the giant software firm has…

Akamai has won a reputed battle with AT&T and Juniper over mobile-content-optimizer Cotendo, a company that gets described as a “cloud” player by the media in keeping with the current notion that anything that’s not cloud is not newsworthy.  This is interesting, not for the “cloud” aspect but for the fact that it speaks volumes…

Tech giant Oracle reported, and it wasn’t pretty.  For the first time in a very long time, Oracle disappointed in both performance and guidance.  Pretty much every aspect of its business was weaker than the Street expected, but the hardware guidance (off next year 4% to 14%) was considered dreadful by many.  This is one…

IBM is telling Barron’s that analytics is the next big thing, and they’ve got enough historicity in the “correct” column of the tech ledger that we have to take them seriously.  IBM and Northwestern are even going to have an academic program focused on analytics. The only problem I have with the statement is that…

RIM turned in a truly ugly quarter and announced its new handset family would be late.  The company is a poster child for the biggest challenge in technology, which is how a company that’s very successful under a given market paradigm can confront a major paradigm shift.  RIM was king of the smartphone when the…

Adtran is going to buy NSN’s wireline broadband business, a move that I think shows a lot about the space overall.  Obviously you don’t make a compelling offer to sell a business that’s got nowhere to go but up, and even outside the US wireline broadband is in trouble.  I wonder if Adtran isn’t admitting…

We at CIMI Corporation want to wish you a very Happy Holiday and a prosperous and safe New Year.  Please accept this card as our holiday greeting to you all! Tom Nolle

I’ve talked about the profit problems of network operators for years now, simply because they’ve talked to me about those problems for years.  In rough terms, revenue per bit has declined by 50% per year for five and a half years running, and this decline means that profits on infrastructure have dropped sharply even though…

It’s a kind of day of change in technology, particularly if you believe some of the speculation that’s floating around.  Certainly 2011 has been a challenging year for vendors, and it may be that the challenges will be only more formidable in 2012.  Given that, it wouldn’t be surprising if we saw some dramatic market…