AT&T has joined Verizon in spinning off some rural phone lines/customers that didn’t present a profit/revenue profile that matched their future requirements. This trend, and others, is what has motivated the FCC to take up the issue of “transition”, and the outcome of the FCC’s review could have major impacts. I noted the FCC’s intentions…
Juniper announced it was buying its long-time network monitoring and planning partner, Wandl. Obviously this could indicate a strategic shift on Juniper’s part, particularly when you marry it with the departure of the “Microsoft camp” (CEO Kevin Johnson and software head Bob Muglia). It could also mean nothing much, and it’s too soon to call…
I’m happy to report that the CloudNFV project’s Proof-of-Concept application to the ETSI NFV ISG has been approved. We were the first group to make formal application, the first to be approved (as of today, we’re the only ones in either category, but I expect much more through the first quarter). It’s a validation of…
I know I’ve blogged a lot this week about industry conditions, but there’ve been a lot of developments in that space and we’re all in this together, industry-wise, in any case. Cisco’s analyst event offers more fodder for the discussion and also I think some clarity on the choices that face us. At one level,…
Citi has just initiated research coverage of the networking space, and I think it’s useful to look at what they say and compare it with what my own surveys and modeling suggest. Wall Street, after all, makes money for people by guessing right on stock trends. The big “however” here is that sometimes it makes…
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We’ve surveyed buyers since 1982 for enterprises and 1991 for network operators, both to find out what they’re planning to do and to find out what they think of vendors. I’ve been sharing some of the findings on plans and attitudes, and this seems a good time to share some on vendor influence. You’ll see…
One of the comments that was posted on one of my blogs (on LinkedIn) was that it was surprising that the IT vendors were not heard from much regarding SDN/NFV. I agree at one level; IT is the obvious beneficiary of this whole software-defined-stuff initiative set. However, there are IT vendors involved in the process…
With news that Intel is announcing a platform (“Highland Forest”) for hosting network functions for SDN and NFV and an HP exec is taking the role of chairing the ONF’s “northbound API” group, it would seem that our world of “software-defined-everything” is taking on new life. I hope so, but there’s still a question of…
Well, it’s catch-up Friday today, and there are a number of items that cropped up this week but didn’t make the cut for dedicating a blog entry. If you put them together you can see some forces acting to create industry change—not in a giant push but in nibbles. There’s a report that FCC Chairman…