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…
Huawei is the company that a lot of people love to hate. They’re a China equipment giant who’s always been suspected of having close ties to the government there. In the past they’ve been sued for various intellectual property infringements (and settled). The country itself has been linked to attacks on government websites, and so…
Cisco’s restructuring to name two “presidents” (Gary Moore, president and COO, and Rob Lloyd, president of development and sales) is raising yet again the issue of succession, but the question of who runs Cisco is less significant to the market than where he runs it. Bloomberg said “While the discussion over succession indicates a new…
And it just gets better, SDN-wise, I say with considerable irony. Cisco did a virtual-data-center network deal yesterday (vCider) and of course everyone is out there saying that it’s going to help Cisco with its SDN approach, perhaps to be integrated in Cisco switches! Even for a market that’s been more nonsense than substance, this…
Gartner has published a report that’s very critical of OpenStack, and there’s been some sharp push-back from the vendors involved. It would be tempting to say that the truth is between the poles of the discussion, but I think the truth may be orthogonal to both positions, somewhere out there in the aether where it’s…