Every day we seem to get more signals that the complex market we call “the Internet” is getting more complex. All markets are ecosystems, all ecosystems are symbiotic relationships among elements, and what’s happening is that the number of elements in the ecosystem of the Internet is exploding. Not every organism survives a sudden broadening…
Google’s augmented reality glasses have captivated people, but there are other aspects of blending of potentially live material with gaming and other experiences that may be realized faster. There are other changes in the consumer space that appear to have some potential to create broad impact, and that’s what I propose to talk about today….
Guess what? Optical companies are hot again. Ciena reported better-than-expected earnings, Alcatel-Lucent says that people are pushing it for delivery of its new 400G stuff…it seems like the days of fiber transport slumps are gone. They may be, and for two kind-of-orthogonal reasons. If you think about the comments I got from EU network operators,…
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…