Earnings reports always give you something, but they don’t always give you conclusive answers. So it was yesterday with three tech companies, Apple, Netflix, and Juniper. These three players epitomize the new network ecosystem and its confusion. Apple missed, no question about it, but there is a significant question on whether the miss really means…
We’re happy to announce that we have released three new video tutorials, a series on cloud computing. These are available on YouTube as follows: The Cloud Revolution Part One — http://youtu.be/cD75sF9z2FU The Cloud Revolution Part Two – http://youtu.be/VYq0s5wZdWY The Cloud Revolution Part Three – http://youtu.be/0uEK2GdvLAg You can also find the links for these videos on our new video…
Cisco says that they’re laying off another 1300 workers or about 2% of their employee base. VMware says it’s buying Nicira. Are these two things related? I think they are. Nicira is a “network virtualization” player, a company who has built a connectivity layer on top of traditional networking and used that layer to offer…
We’re ending the summer soon, and with it what many TV viewers dread; the summer rerun period. The interesting thing is that there are more options these days for summer viewing, and more are exercising them. As a result, there are potential changes in TV viewing that could have significant long-term market impact. I bought…
As you all know, I like to read the earnings reports to spot critical trends, both with the companies themselves and for the markets they play in. Microsoft and Google both reported earnings yesterday, and both gave the markets an upside surprise. So what does that mean? Media coverage of Microsoft has missed the point. …
The markets seem encouraged by earnings reports that aren’t as bad as expected, and in tech there’s been a similar move—Intel comes to mind. Yesterday we had a couple of big network firms report, Ericsson and Nokia, and also the tech giant of all, IBM. What can we glean from these reports? I find Ericsson’s…
Intel reported its quarter, and the numbers were better than many had feared, though sales in the PC market grew only 4% while they grew by 15% in the data center. In some ways, the picture is a bit of a poster-child for the cloud, and there were aspects of the earnings call that also…
Alcatel-Lucent became the first network vendor to suffer in the latest quarter, with a profit warning that sent its shares down sharply. The company, like most in the space, faces a deadly combination of competition from price leader Huawei and pressure on operators created by their own ROI and profit woes. What’s sad for me…
We promised to let you know when material is available for our new video information service, and today is the day. The website is live at http://www.ohnayitshay.com/ and we’ve posted our first video. Our next step is to start doing hangouts, and we’re soliciting interest in doing a hangout (as a participant) on the topic…
At this point, nobody can doubt Comcast’s determination to become the big ecosystemic player in content. The company already owns NBCU and now it’s bought out Microsoft’s stake in MSNBC.com. Microsoft had already dropped out of the cable network venture and now it’s apparently ready to get out of the whole deal. That may be…