Anyone who thought PCs were healthy has probably had that knocked out of them by now. Microsoft and AMD have added their voices to the chorus of “below seasonality” qualifiers as the companies reported lower numbers than expected. AMD is clearly in trouble, with significant layoffs now on tap. Google’s numbers, released by surprise in…
The big news today is the rumor on the Street that EMC is about to do a deal to acquire Juniper, a rumor that sent Juniper up about 7% pre-market today. This has been speculated on before (Light Reading did a piece, for example), and there are some seemingly strange things that such a deal…
What would happen if the two largest network equipment vendors and some of the biggest carriers in the world stood up in public and said that there was a major threat to the whole future of broadband, a threat that could undermine everything we believed would happen to improve our mobile lives? What would happen…
I’m hosting the next in our series of Google+ Hangouts, this one on the use of SDN to control optical switching. Listen in at https://plus.google.com/u/0/117664675627360363916 or contact me if you’d like to be considered for participation. Remember, no promotions of companies or products are allowed on these Hangouts! Email and RSS:
In the ever-evolving world of SDN Cisco, the network market-leader is…well…evolving. The latest story from the OpenStack event is that Cisco is in fact going to embrace OpenFlow and more mainstream industry principles, but my interpretation is that it’s also going to try to out-climb OpenFlow, to rise to the top of the stack to…
Japan’s Softbank is taking 70% of Sprint, a move that combines with recent reports on looming declines in revenue and profit for European mobile operators to pose questions about mobile overall. One interesting thing this deal shows is that at mobile markets mature in a given geography, profits and margins slow their growth and eventually…
Here’s a graphic representation of an axiom from aviation that I feel is all-too-often ignored in positioning technology products today: There are risks in flying too high, but flying under the radar has risks of its own! Email and RSS:
One of my recurrent rants has been that the IMS proponents in the market (largely those Big Four network equipment vendors with mobile RAN and related components in their portfolios) needed to somehow make IMS a part of web development for mobile devices rather than an alternative to it. Happily, that’s exactly what Alcatel-Lucent said…
IBM/AT&T deal on secure private access to IBM clouds has been called the “jolt the cloud needs”, which implies that the big problem with the cloud is the security of access. It’s a nice story, and even logical, but it’s inconsistent with not only my surveys but with others I’ve seen. The big problem with…
We’re starting to learn the market interpretation of concepts like “overhang” and “risk”. Last quarter we had the looming iPhone upgrade and the looming Windows upgrade, and I think it’s likely that both of these things impacted purchasing of new technology. I also think that companies (and even some consumers) are looking at the Euromess…