You need to check out my blog on the topic, now posted here: https://andoverintel.com/2023/06/12/are-application-trends-on-track-to-drive-growth-in-it-and-network-spending/ Email and RSS:
Starting July 1st 2023 I’ll be launching a new company, Andover Intel, and doing all my blogging, writing, and consulting through that entity. As a part of this transformation, I’ll be suspending my blogging on this blog site and instead using Andover Intel at the link provided above. If you’ve registered to receive my current…
Ciena delivered a great quarter by any measure, but it saw a major hit on its stock. The situation is a lesson for tech companies overall, because on the one hand companies are legally responsible to serve shareholder interests, and on the other hand Wall Street has been manipulating markets. We’re in a period where…
If you’ve been in tech for more than a few years, you’re surely aware of the fact that vendors and the tech press will jump on anything that gains any user interest or traction. They’ll lay claim to the hot concepts even if it means stretching facts to (and some would say “beyond”) the limits…
It’s starting to look like the meat of the issue of telco subsidies by OTTs is emerging. A recent piece on the topic makes the comment that the big problem with the EU proposal on subsidies is that the EU “essentially attempts to regulate the internet like the telephone network.” The question that raises is…
An EY report on telcos has been raising a lot of comments in the networking community. The main proposition is that the telcos have “failed to articulate a compelling value proposition” and that this is why 5G take-up by enterprises is low. The report is titled “EY Reimagining Industry Futures Study 2023” and it covers…
There is no question that the 2022-2023 economic bender has impacted startups. The mere fact that interest rates have been ballooning is enough to change the economics of venture capital, and the failure of Silicon Valley Bank didn’t help either. Now, we’re starting to see questions about the thing that VCs adore above all else,…
Cloud computing’s Big Three roughly met Wall Street expectations in the first calendar quarter, but the expectations factored in a continued deceleration of cloud growth. Microsoft managed the best growth numbers, followed by Google, and AWS was third. In my view, none of this should have been much of a surprise, but I do think…
Is it possible to make money on a “digital twin” metaverse, on the empowerment of workers not normally empowered, on the binding of consumerism to consumers in a better way? I’ve talked in past blogs about the technology of such a metaverse, and I’ve brushed a bit at the things that it could benefit, but…
I’ve blogged recently about the way that “digital twin” and “metaverse” technology could revolutionize the way that “blue-collar” or “non-carpeted” parts of the workforce. I noted that most IT projects have focused on office workers, for the simple reason that class of worker is a direct information producer and user, and so easier to empower…