I’ve just returned from a European trip, one that gave me a chance to dig a bit more into service provider visions and even economic views. I think that there are changes, perhaps even massive ones, on the horizon in both areas. On the service provider side, I’ve found a dramatic shift in the way…
Cisco reported their results for the quarter, and while the current numbers were good (beating estimates and up year over year) the guidance was tepid. As a result, Cisco’s stock took a major hit post-market that is off its lows this morning but still down about 7%. Network equipment competitors also fell, and this is…
There’s some interesting news on the SDN/OpenFlow front, both from the side of the provider (Verizon in this case) and the vendor (Cisco). Some is from CTIA and some from Interop, which means that just perhaps something useful may come out of Interop after all! Verizon’s Elby talked about the role that OpenFlow might play…
Not surprisingly, Interop looks like it’s going to be all about the cloud. Not surprisingly, a lot of the noise is nothing more than that, but there are some things emerging that might be indicators of real market shifts. While the cloud is the focus, I don’t expect there to be much in the way…
Progress Software, one of several firms engaged in a complicated (to buyers) activity called “SOA Governance” is shifting its business and its development focus to the cloud. Given that SOA is likely to be the future of the cloud, as I’ve been saying, you might find this a curious move. What it illustrates is the…
People seem to be catching on to the fact that SDNs are going to have an impact, but I think there is still a tendency to underestimate what that might be. The Google announcement on their use of OpenFlow has prompted Light Reading to ask (rightfully) whether the fact that companies like Google are becoming…
Well, it looks like there’s some substance in the rumor that Apple is going to get into the mobile broadband business. At least two independent reports are now saying the company is negotiating with several wireless operators to become what’s called an MVNO, or mobile virtual network operator. MVNOs don’t own spectrum or facilities but…
The early indications suggest that RIM’s vision for its new OS and device line may fall short of revolution, and if that’s the case the company’s chances of recovery are slim. The demonstrations of Blackberry 10 suggest that while they’ve changed the GUI and keyboard, there’s little or nothing new in the cloud-to-device relationship. I’m…
Today, I want to offer three examples of stuff that could be revolutionary but on the other hand could become a yawn. They illustrate how complex this market has become, and how delicate the balance is between a romping success and an embarrassing failure. The order here isn’t significant! Broadcom launched a 200G switching chip…
Top news today is the announcement that Microsoft will invest in a new Barnes & Noble subsidiary for the Nook and ebooks. This is a strange one, I think, for the obvious reason that the Nook is an Android device, and the only concession that’s obvious for Microsoft is one for a reader for Windows…