Ever hear of the game “Truth or Lie?” We’ll soften the concept a bit by calling this “Truth or Myth” with a focus on transformation for network operators, but the essential idea is the same. There are stories about what’s needed for transformation that are myth, and other stories not being told despite the fact…
Verizon and ATT had long marched to different strategic drummers, and nowhere is that as obvious as in their streaming video strategy. AT&T launched its DirecTV Now as a mobile and wireline live TV service, supplementing its DirecTV satellite acquisition, and Verizon stayed with linear FiOS TV. Now, Verizon has done a deal with (gasp!)…
In past blogs I’ve noted that Amazon’s biggest cloud customers weren’t enterprises at all. We now know, thanks to a story on CNBC, that Apple spends over $30 million per month on AWS, and they might not even be the biggest of the non-enterprise customers. This reflects the underlying opportunity and technology turmoil facing public…
Could there be more to cloud-based routing than hosting router instances? One company, DriveNets, thinks there might be, and Light Reading reports on how “disaggregated” architectures that run software instances on white boxes could create a whole new model of network routing. But is that really what’s happening here, and is there perhaps a different…
There are more signs that 5G hype has outrun reality, perhaps by a long shot. Light Reading summarizes their view HERE, and another alarming piece of news is that Intel won’t be making 5G chips. Light Reading ends its piece on an upbeat note, though, and many believe Intel’s decision came because of the Apple/Qualcomm…
The future of networking probably depends on defining a futuristic architecture for networking. Traditionally, standards bodies have driven progress in network technology and services, as the example of the 3GPP and 5G shows. When we talk about software-defined networks, software-driven services, and automated (even AI) operations, we’re in a different world, a world of software…
I mentioned yesterday that Google had a new slant on being a competitive cloud provider, one that focused on combining open-source tools to create a true hybrid cloud platform. The move is important, maybe even critical, to both public cloud competition and cloud vendors, but it’s still a bit of a work in progress. I…
Recently Wall Street has been on a kind of cloud blitz, looking at both providers of cloud services and vendors whose fortunes will likely be impacted or even determined by the cloud. It’s always interesting to look at these stories, because it’s important to remember that companies are accountable to their shareholders, and investors are…
We may be heading for a solid white-box architecture, which is good. We may have two distinctly different paths that could get us there, which is both good and bad. It does seem clear that we’re setting up for a bit of competition among open-source giants in networking overall, and for the white-box stuff we…
SD-WAN remains a very hot topic, and say the enterprises I’ve chatted with, a very confusing one. The biggest source of the confusion is the fact that we use the single term “SD-WAN” to describe what are actually three different architectural models. Not only do those three models differ in capabilities and focus, they can…