Author: Tom Nolle

We’re starting off what will likely (but you never know these days!) be a quiet week in the markets.  Top of the news is the announcement by Oracle that it will be supporting at least some of its PeopleSoft and JD Edwards applications on Amazon’s EC2.  This seems a reversal for the company, who had…

There are renewed stories that NSN is looking to sell about a third of itself to a private equity consortium.  The stories aren’t indicating at this point how the share would be divided among the buyers, nor where it would come from in terms of Nokia and Siemens.  It’s a classic good news versus bad…

Enterprises are pushing through a set of complex political and project dynamics in 2011 according to our surveys.  The changes and their motivations offer us an interesting view on the cross-currents that really define what enterprises buy and how they buy it.  Thus, they offer a vision of what we could expect in terms of…

The holiday season is always dominated by consumerism, but it should be pretty clear to everyone that networking itself is increasingly dominated by the consumer.  I think that we’re headed very quickly for a time when the consumer essentially funds all public networking, creates the design paradigms and the economic trade-offs.  Along the way, though,…

Google’s let the industry have its first look at Chrome OS, which it sees as being the framework for a “cloud client” device and a platform that combines a Google desktop position with one in the smartphone space (Android) and a service-side position (Google’s cloud services) to create a new and complete (yes, and completely…

There continues to be a series of contrasts in the global recovery, and in several dimensions.  The fundamentals of consumption and production seem to be moving slowly positive worldwide, though the pace is slower in Europe.  In Asia, there’s more worry about things like inflation (China) or deflation (Japan), and in the US the big…

The FCC’s upcoming neutrality order, presuming that it goes forward, isn’t the only thing that the Commission has commented on that could change industry direction.  Chairman Genachowski has also indicated that: Our work has also demonstrated the importance of business innovation to promote network investment and efficient use of networks, including measures to match price…

The EU has opened an anti-trust inquiry into Google, not the first time the search giant has been in trouble with the EU but perhaps potentially the most serious inquiry yet.  Google’s market share in search and its potential for abusing that position have always been a concern, and in the EU you have to…