Alcatel-Lucent did its own ballyhoo this week, with the announcement that the company had promised would make the Internet faster. I’m not big on ballyhoo, and I have to admit that I have mixed feelings on the Alcatel-Lucent announcement. I want to be fair, and so I want to start with the perspective I bring…
Author: Tom Nolle
Google, Monetization, and Carrier Clouds
Google looks like it’s facing more anti-trust angst; the FTC is reported to be launching an investigation into Google’s advertising and search business, and former and current CEOs Schmidt and Page have decided they don’t want to appear before a Senate Committee hearing on roughly the same topic. All of this comes as Google, the…
Caps, Content, and Clouds
Verizon is now rumored to be preparing to move to tiered pricing for mobile data in early July, and there’s a growing conviction among operators that everyone will be charging for usage on mobile networks by the end of this year and that everyone will be charging for wireline usage by the end of 2012. …
The Reality Quadralateral of Bridgewater, Level 3, Ciena, and RIM
We have an interesting potpourri of tech events today, and in combination they might be telling us something about the business future of tech in general and the networking space in particular. Let’s look at Amdocs’ acquisition of Bridgewater, Level 3’s expanded content services, Ciena’s financial trends, and RIM’s disaster. Wasn’t it only this week…
How Will Ericsson/Telcordia Change the OSS/BSS Space?
There was probably joy in finance-land when Ericsson made their move to acquire Telcordia. The company, formerly Bell Communications Research or Bellcore, was at the same time the “labs” of the RBOCs and the foundation for the support of and evolution of the classic vision of OSS/BSS. For years it’s struggled with its conservative roots…
Alcatel-Lucent’s New Content Story
Alcatel-Lucent has finally integrated its video story with a partnership with thePlatform to create a broad, multi-screen and multi-service, streaming video system. The move is likely in response to the rapid development of video project determination we’ve seen in our surveys of network operators. The “trial marriage” is logical for both parties. Alcatel-Lucent has a…
The Market Sands: Shifting or Hiding Ostriches?
We have an interesting counterpoint today in the evolution of technology. HP’s user conference has been a not-unexpected cloud love-fest, with the company pushing itself as a leading cloud architect and even provider. And Wall Street is trashing Ciena because they’re not holding onto revenue and profit growth. At one level, this stuff seems pretty…
Apple’s WWDC Doesn’t Shine
Well, Apple had its WWDC and Steve Jobs was there, and for the Apple aficionados it was pure love. For those less indoctrinated, it was a bit of a yawn. The iCloud does offer some new things, the most notable of which is an optional system to match on-system music to the cloud’s (better-quality) copy…
Groupon Rushes IPO, Appliance Vendors Prepare for MVNO
Groupon filed with the SEC for an IPO, a move that suggests the company wants to quickly execute on the potential social-networking Wall Street Love Wave that LinkedIn showed us. There’s always a question of whether the bullish view on social will sustain itself, though. One might even argue that Groupon thinks it won’t, and…
Virtualization, Social Collaboration, and Operator CDNs
VMware is buying enterprise social/collaboration player Socialcast, and the move is demonstrating a lot of interesting things about the future—of collaboration, virtualization, and of course VMware. We may be on the cusp of some interesting changes. “Collaboration” is the term we apply to communication between workers aimed at reaching some collective decision or combined work…
