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…
Everyone who’s followed NFV knows that there is a relationship between NFV and the cloud. Logically there would have to be, because public cloud services host applications on a per-tenant basis with tenant isolation for security and performance stability. That’s what network features for individual customers need, so it would be totally illogical to assume…
A number of independent rumor sources say that Google is finally going to make the MVNO move, striking reseller deals with Sprint and T-Mobile to become a Mobile Virtual Network Operator (MVNO). This is what I thought Amazon should have done with its Fire phone, and what I still think would be a possible move…
IBM reported its numbers which, in terms of revenue and guidance at least, were not happy. I’ve talked about the opportunities IBM still has in some prior blogs, and speculated on some of the marketing factors and other decisions that may have led them to where they are. What I’d like to focus on today…
You’ve probably noticed by now my enthusiasm for the metro space. I think that enthusiasm is vindicated by the recent Street speculation on Verizon’s next-gen metro program, which the Street analysts say will go primarily to Ciena with a nod toward Cisco. The thing is, there are other fundamental numbers in play that have been…
It’s always interesting to listen to or read about what’s happening in the tech market. You get the impression that the industry is a vast river that’s dragging everyone to a common destination. We have systemic this and technology-trend that and it’s all pretty much relentless. There are obviously systemic trends, and I’ve certainly talked…
My blog recently on NFV performance has generated a long thread of comments (for which I thank everyone who’s participated), and from the thread I see a point emerging that’s really important to NFV. The point is one I’ll call scope of benefits. Operators build networks to sell services from. If you presume that the…