Nokia reported a starkly negative quarter, citing slowing sales in wireless in particular as the reason. OK, that’s true, but it should hardly have been a surprise to Nokia or anyone else in the network equipment business. For half a decade, operators have been showing their version of the same slide, with revenue per bit…
Juniper turned in a nice quarter, a quarter whose success was largely due to the cloud and its impact on switching and the data center. Since Juniper is a small-ish player in the networking space, a successful focus on something emerging like the cloud could have a disproportionate impact on its numbers. That could mean,…
No matter how stupid a notion is, it’s never too stupid to be hyped. The corollary point is that proof, even successive waves of further proof, of a notion’s stupidity won’t drive the hype away. We’re seeing proof of that with the recent DDoS attack, launched from what would be called IoT. You all know…
In the last couple weeks, we’ve heard from three tech companies who could define how IT is done. Ericsson represents the service-centric view of transformation, though in the network space. HPE represents the agile side of the IT incumbent picture, and IBM the entrenched (some would say, ossified) side. It’s worth looking at the picture…
The deal between AT&T and Time Warner hasn’t yet to be approved but it seems pretty likely to happen. In any event, just the attempt is big news for the industry. Many see this as a new age for media companies, but there are many questions of whether a conglomerate like this is the answer…
When I blogged about the Google federated layers model I had a request from a LinkedIn contact to blog about applying the approach to NFV. I said I’d blog more on the topic next week, but it’s important enough to slot in for today. It is indeed possible to view NFV’s coordinated orchestration or decomposition…
I have already blogged on aspects of Google Andromeda and a network-centric vision of the cloud. SDxCentral did an article on Google’s overall vision, based on a presentation Google gave at SDN World Congress, and I think the vision merits some additional review. One of the key points in the Google approach is that it…
The truth will out they say, and that includes truth about the cloud. According to a report in Business Insider, both Google and Amazon are now looking at their own premises cloud strategies, an acknowledgement that Microsoft and IBM may be onto something in just how far public cloud services can go. And, perhaps most…
Transformation of a trillion-dollar infrastructure base isn’t going to be easy, and that’s what network operators are facing. Some don’t think it’s even possible, and a Light Reading story outlines Telecom Italia’s thinking on the matter. We seem to be hearing other viewpoints from other operators, so what’s really going on here? There’s always been…
I am just as excited about the potential of 5G as anyone, but I’m also a little worried that we might fall prey to some of the same issues that have hurt SDN, NFV, and IoT. We have a lot of time to get this done right, but we do have to be sure to…