Cisco has used its Cisco Live event to buttress its Open Network Environment and the onePK API set that’s designed to address the SDN and NFV space. In the move, Cisco is showing us why they’re able to grow sales when others are under pressure, and also why the notion of a network revolution isn’t…
Cisco has used its Cisco Live event to buttress its Open Network Environment and the onePK API set that’s designed to address the SDN and NFV space. In the move, Cisco is showing us why they’re able to grow sales when others are under pressure, and also why the notion of a network revolution isn’t…
Who’d have thought that Google and Facebook and Netflix might be the face of competition for network vendors? Well, it’s happening, and while the risk isn’t acute at this point for reasons I’ll get into, the actions of these three OTT giants is a symptom of the issues that face networking and network equipment. Google…
Who’d have thought that Google and Facebook and Netflix might be the face of competition for network vendors? Well, it’s happening, and while the risk isn’t acute at this point for reasons I’ll get into, the actions of these three OTT giants is a symptom of the issues that face networking and network equipment. Google…
Oracle announced their numbers yesterday, and the company took a hit for having a soft quarter from a revenue perspective. As has been the case for quite a few quarters, hardware sales were soft (though Oracle said they saw signs that the slip would reverse shortly) except in the appliance area. Software had some issues…
With IBM announcing a bunch of “C-suite” analytics tools designed for the cloud and GE getting into big-data analytics, it’s hard not to think that we’re deep in the “build-the-buzz-meaning-hype” phase of big data. Well, did we expect the market to be rational? After all, we’ve pretty much washed every erg of attention we could…
Alcatel-Lucent announced its new strategy, and frankly I was disappointed in the articulation—or at least the amount of stuff that got articulated. The “Shift” plan to me so far states the obvious, and that makes it less obvious whether Alcatel-Lucent really has a long-term strategy that can save it. If you look at the high-level…
Today we have two pieces of cloud-market change, and as we’ll see, it’s important to consider the two as parallel developments. One involves Red Hat, and the other IBM. A while back, I commented that Red Hat’s absence from the cloud space was puzzling from a strategy perspective and perhaps harmful to the company’s prospects. …
One of the more interesting M&A rumors is the story that AT&T had made a bid for Spanish telecom giant Telefonica, a move that was blocked (says the rumor) by the Spanish government. Telefonica has since denied any overtures were made, and it seems likely that one or the other of these negatives would be…
We’re seeing more evidence of major changes in the networking industry, this time from the vendor side of the picture. Obviously one impact of a sudden shift in network operator business models would be a collateral shift in spending that would impact vendors depending on their product portfolios. I think some of those impacts can…