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…
New CIMI Video-Based Information Site is UP!
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…
Content, Delivery, and Public Policy
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…
A New (Free) Video Information Service from CIMI Corp!
Many of you know that we’ve done surveys of enterprises for thirty years now, and surveys of network operators for more than twenty. In that time, we’ve seen a disturbing trend, a loss of strategic information readily available to early-stage planners to guide them in adopting new technology paradigms. They used to get this from…
Content Lawsuits, B2B Disappointments, and Cloud Misconceptions
Well, it’s Recap Friday again, and today we can start with the Aereo situation. The online video provider has been streaming over-the-air material in what the owner networks say is a clear violation of copyright. They asked for Aereo to be shut down, and a judge ruled they could operate while the suit progressed. That’s…
When Tablet Meets Phone Booth?
The mobile phenomena, our gadget-coupled love affair with ubiquitous broadband, is hitting the market in a variety of ways, some expected and some a bit strange. There are likely stranger ones on tap, too, which is what you’d expect of a revolution. And for sure, the big revolution of the decade is mobile broadband. One…
Two Almost-Cloud Tales
There are a lot of things that skirt the line between revolution and over-promotion, and the cloud is surely one of them. The thing I believe distinguishes the categories is the presence or absence of a comprehensive cloud model. If you believe the cloud is an architecture for delivering applications/features from a large flexible resource…
Inside Telefonica’s Optical Announcement
Telefonica today announced a research-network trial of a basic IP/DWDM technology combination that flattens networks to an agile IP/MPLS edge and an agile optical core built around GMPLS. The project included Universal Edge routers from Juniper and Adva Optical DWDM core technology. Everyone is happy about the resulting reduction in capex and opex, and in…
Learning a New Service Model From Voice, Mozilla, and the Cloud
The voice services space may be demonstrating the fate that any “basic” service of connection will face, and also some of the technical opportunities that could still be realized. Acme Packet, one-time darling of the financial analysts, has taken a hit and the “Why?” says a lot. Acme has been a provider of session border…
Tablet Drama May Mean Gathering Clouds
With Apple looking like it’s going to launch a 7-inch tablet, it’s hard not to see that form factor gaining a lot more traction. My surveys tell me that enterprises prefer that layout for many of their mobile-worker applications because it’s easier to carry and because most of these apps involve displaying something for on-site…