Author: Tom Nolle

Dell has used a couple of software conferences as bully pulpits for some of its own cloud announcements.  The company is making a major cloud move, one that they obviously hope will elevate them to the status of a “real” computer company (they rank number three in our surveys as what users think is a…

The ever-changing focus of the consumer electronics folks is now shifting from Google/MMI to the upcoming Amazon tablet, which could be introduced in as little as a month.  The details of the technology aren’t known, but they’re probably less important than the price point.  If Amazon brings out an iPad-sized unit for under $300 they…

Verizon has taken what may be a very important and evocative step toward maturing its enterprise cloud strategy with the purchase of privately held CloudSwitch.  The significance of the move is hard to appreciate without an understanding of just what the heck CloudSwitch is, so I propose to start with that. The classic vision of…

Sprint’s shares were up yesterday (well, so were a lot of shares) on reports that it would be offering the iPhone 5, and there were also rumors that analysis of app logs for that phone showed it was compatible with both GSM and CDMA networks.  I wonder now if that’s a further indication that Apple…

It looks as though there may be some hope for Clearwire; Sprint is said to be seeking cable partners to help fund a buyout of the firm.  There’s some logic to this move, I think, because with mobile becoming the hottest spot in all of networking, the cable MSOs are generally without a mobile property. …

NetApp, like so many this quarter, turned in OK numbers and somewhat weak guidance, which was enough for the Street to send the stock down by 15% in after-hours trading.  Coming after Dell and a downgrade of HP pre-earnings, the NetApp news was seen as a reinforcement of the challenges tech stocks face.  In yesterday’s…

A day after the big announcement that Google would buy Motorola Mobility, we’re seeing a lot of reaction in the technology and financial media.  When I blogged on this yesterday I focused on what I thought would be the really significant and non-obvious ramifications of the deal.  Today I want to look at some of…

Those who hope to find fiber broadband snaking through their neighborhoods will be unhappy when they read a Reuters interview with Verizon’s CFO.  Those who have followed my research on the subject of broadband profitability won’t be surprised, though.  What Shammo said was that FiOS won’t be as profitable to Verizon as wireline had been,…

Data for the last quarter shows that cable and satellite TV providers lost a significant number of customers, and while the media is declaring this to be a victory for OTT video I think that’s an oversimplification.  There are major changes in video consumption, some driven by technology, some by economics, and some by population…

With Brocade’s cut in guidance on its earnings call, the company joined what seemed a parade of network equipment vendors who’ve called the future of network spending into question.  Most Wall Street analysts have suggested that Ethernet is coming under pressure and that corporate IT spending is likely to be weak.  Both are likely true,…