Alcatel-Lucent released its quarterly numbers before the bell this morning, and their results illustrate the complexity of the business of networking these days. Do we look at things tactically, as current financial markets do? If we say “No!” to that, then can we agree on what a strategic look would offer us? Let’s see. Tactically…
The FCC is converging on a net neutrality order, bringing “clarity” to the broadband regulation process. In fact, the process has been murky since the Telecom Act, nothing in the current order (as we know of it from the FCC’s released “fact sheet”) un-murks much, and in any event this is something only the courts…
The cloud and NFV have a lot in common. Most NFV is expected to be hosted in the cloud, and many of the elements of NFV seem very “cloud-like”. These obvious similarities have been explored extensively, so I’m not going to bother with them. Are there any other cloud/NFV parallels, perhaps some very important one? …
I’ve noted before that the weak link in NFV is operations, or management if you prefer. A big part of the problem, IMHO, is the need for the ISG to contain its efforts to meet its schedule for completing its Phase One work. Another issue is the fact that the body didn’t approach NFV from…
I blogged earlier about policy management and its role, but since then I’ve had a number of interesting discussions with operators and users that bring more light to the topic. Some of the most interesting relate to the relationship between how you define a policy and what the specific utility of policy management would be. …
Friday tends to be my recapitulation day, in no small part because there’s typically not much news on Fridays. Today I’d like to touch on Apple’s results, VMware’s pact with Google on cloud features, and EMC’s overall pain and suffering. They continue to paint a picture of transition, something that’s always fun because it creates…
There’s probably no doubt in the minds of anyone that Wall Street and Main Street see things differently, particularly after the 2008 financial crisis. Every quarter we get a refresher course in why that is but sometimes the differences themselves are enough to blur the lesson. To make it clear again, let’s look at some…
I’ve been critical of the state of NFV in most of my posts, not because I’m opposed to it (I’m a big supporter) but because it’s deserved it. There is an avalanche of NFV hype and nonsense out there, so much so that it’s rare to be able to say anything that’s not a criticism. …
Out with the old, in with the new, as they say. The TMF has a new head, Peter Sany, and he’s making statements that sound on target (see this interview in the New IP). Ericsson struggled in revenues for the quarter as they’ve tried to contend with the capex trend in the carrier industry. Transformations…
One of the biggest issues I have with companies’ positioning is that they are postulating a totally revolutionary impact for something that differs in no significant sense from the status quo. If a new technology is going to change the world of networking, don’t you think it should do something significantly different? Perhaps the “revolutionary…