Earnings are probably a dull topic to many who read my blog, but they are vitally important in understanding tech revolutions and evolutions. Nothing happens in tech unless someone with credibility sells a product to a buyer, and earnings are a good measure of how that’s going for the key players. Today I want to…
One of the imponderables about the future of networking is how it’s going to be paid for. Nobody is going to invest in a network without ample return, which in financial terms means an ROI that’s at least equal to the investor’s current internal rate of return. There’s a lot of pressure to “boost benefits”…
I’m very pleased to report that I’ve been notified by the TM Forum that the CloudNFV Catalyst proposal we submitted for the June Nice conference has been approved. This Catalyst is aimed at demonstrating that TMF principles (GB922 and GB942) can be used to guide not only the deployment of virtual functions but also their…
As we advance toward IBM’s earnings call on January 21st, and with additional news now out that IBM is again trying to sell off its x86 server business, it’s clear that we’re heading for one of those watershed moments. I’ve been associated with IBM products in some way for almost fifty years now, and watched…
We never get much tech news on a Friday, but we do sometimes get business news about tech and today’s no exception. We have Intel’s earnings report, IBM’s new cloud investment, and also a comment by Juniper’s new CEO on the company’s directions. Let’s take a look at each and see what (if anything) we…
There seem to be a lot of forces battering the enterprise networking space this year, and we’re only halfway through January. What makes things difficult is that many of these forces are kind of under the radar, at least in terms of the extent to which their impacts are obvious. They’re also embryonic; there are…
We have some additional news on a couple of topics I’ve been blogging on, one of which could have a significant impact on the state of the networking market and the other which could be a signpost of progress in network technology evolution. A Court of Appeals has overturned the FCC’s neutrality order, and Juniper…
We’re all familiar with the notion of “layered networks” but one of the things that’s sometimes overlooked when considering these age-old concepts is that multiple layers often begat multiple connection topologies, service policies, and so forth. In today’s world we’re not thinking of layers as much in terms of protocol layers as in terms of service…
We’re all familiar with the notion of “layered networks” but one of the things that’s sometimes overlooked when considering these age-old concepts is that multiple layers often begat multiple connection topologies, service policies, and so forth. In today’s world we’re not thinking of layers as much in terms of protocol layers as in terms of service…
If you review all of the industry news of the last week looking for “secret trends”, it’s hard to avoid the conclusion that a lot of the longer-term trends that everyone has ignored for almost a decade are now coming home to roost. As a result, we may in fact be in for some changes…