While the failure of 5G to generate the hoped-for incremental revenue for operators has been largely accepted, as I noted yesterday, there’s another broader tech transformation that may still be balancing between realization and disappointment, the “open network” model of telco infrastructure. TelecomTV ran their Open Telco Infra Summit on this topic, and the story…
Suppose that we did see networks evolve into my theoretically inexhaustible pool of capacity. Suppose access networks could deliver very high volumes, and that latency in the experience and access networks was low. Suppose costs were contained to be little changed from today. What kind of experience future might be created for us? There seem…
Routers, switches, and other appliances are under commoditization pressure, and I’ve noted in past blogs. What about fiber and wireless access? What I’ve called “experience networks” are threatening the core and even the data center, but access is access, and no matter how commoditized experience-network devices are, they still need to blast photons over glass….
There is no love for 5G at this point, at least no realistic love; that much is clear. That doesn’t mean that the investment wasn’t necessary, but it’s not meaningless either. Thus, what we need to do now is extract the real meaning, and attempt to map out what needs to be done. To do…
The Broadcom acquisition of VMware was one of the major M&A events of 2023, and anyone who’s read my blogs knows that I think there is an enormous strategic symbiosis in play there. The question has always been whether Broadcom sees that too, and if they do whether they actually care enough to take the…
AI is one of the few technologies that get ink both in the technical and popular press. One example of the latter is this piece from NBC News. It’s interesting because it captures so many of the contradictions of AI, and that of course makes it a nice topic to use as a framework for…
The news that AT&T was dropping Nokia in favor of Ericsson was enough to move both companies’ stocks in opposite but predictable directions. The news that the decision was based on AT&T’s goal of Open RAN, given Nokia’s initial leadership in that space, was perhaps the major surprise. The question now is just what this…
Financial presentations, the things that companies give to Wall Street analysts at conferences, can represent a very useful way of gathering insight on companies and markets. Unlike earnings calls, which have to follow a pathway that’s heavily influenced by regulatory oversight, conferences can be free-form and often more revealing of current thinking and future directions….
Progressions are always interesting things to look at. That’s particularly true when they represent a change in thinking about a topic that’s important to both buyers and sellers of technology. It’s perhaps even more true when the progression we’re considering isn’t really recognized, and so its value and future importance isn’t recognized either. That’s the…
The Broadcom deal with VMware has finally closed, which ends one element of confusion swirling around the companies. It doesn’t end all the elements, though. In fact, I think the finalization of the deal raises a lot of questions, not only for Broadcom and VMware, but also for the tech space overall. The big question?…