I’m not surprised that the SD-WAN space is shifting, but I’m a bit surprised at how fast the shift is happening. I’m very surprised that the implications of the shift are being missed by so many, including most of the SD-WAN vendors themselves. The force most likely to bring a focus to the market is…
Verizon has admitted that its purchases of Yahoo and AOL have resulted in…nothing much. The company is taking a massive $4.6 billion write-down on its Oath media unit, the repository for its AOL and Yahoo units, admitting that the residual value is only $200 million. The decline is largely the drop in brand (in financial…
There is obviously a quiet revolution going on in virtualization. Quiet is good in one sense; the hype on many tech topics is so overwhelming that it’s impossible to get any legitimate issues over the visibility horizon. In another sense, too much quiet can end up submerging those same issues in silence. Let’s take a…
Google is another cloud or OTT company that’s done a lot of exciting things. In fact, Google’s infrastructure is a bit of a poster child for what the future telco cloud or Internet should look like. According to a recent SDxCentral piece, Google is both pleased and worried, and since Google is arguably the global…
I mentioned the recent Amazon cloud event in my last blog, and one area where the event introduced a lot of very leading-edge stuff was AI. My premise in that earlier blog was that Amazon was working to a master strategy aimed at the future, where telcos and ONAP were mired in a box-networking vision…
You know I love to do blogs that contrast old and new, and today what I want to do is look at the Linux Foundation ONAP Casablanca release and contrast that with Amazon’s re:invent event. This, of course, is a bit of a proxy for the contrasting of the network operator versus cloud giant mindsets,…
Juniper has not been a strategic or positioning giant, in my view. That makes its recent decision to acquire HTBASE harder to read, because HTBASE just might be a very strategic company. Does Juniper see the reality behind HTBASE or is it just floundering around for something to boost its revenue and market position? HTBASE…
Sometimes the new things you learn are things you should have known all along. That was the case last week with two critical announcements. First, Ericsson (a major 5G advocate) came out and told operators they wouldn’t be getting a big revenue windfall from cellular connection of IoT devices. Second, Amazon (who had no real…
The TM Forum is a body that almost defines the love/hate concept. I’ve been associated with it for well over a decade, been a member twice and dropped it (or was dropped) twice. It’s done good things and it’s also been incredibly obtuse, difficult, and parochial. Now, according to a Fierce Telecom piece, it’s got…
I’ve gotten a lot of recent questions from operators and others (even some on LinkedIn) about deploying service features (VNFs or otherwise) in carrier cloud or on “universal or virtual CPE”. This is a concern that dates back almost to the beginning of the NFV ISG work, and the tension between the two options has…