There are more indications this week of a sea change in networking that goes beyond the simple question of whether you switch or route or whose boxes you use. One data point comes from a Credit Suisse story and the other from a Cisco rumor. Credit Suisse is saying good things about Ciena, a company…
Amazon has cut a deal with Discovery to stream its programming, and the announcement has spawned a serious question about the future of TV in general, and of TV Everywhere in particular. Like just about everything else in video, this is complicated. Let’s start off with some data. The largest segment of viewing that flees…
Cisco, no slouch in the world of streaming video to start with, may have made an over-the-top (no pun intended—or maybe a little one!) move by announcing it’s acquiring OTT video software company NDS. The move, I think, may be one of the biggest Cisco has made in the last decade, and it poses a…
DT has become what’s possibly the first major carrier to show us what the network of the future is going to look like, though the description is still a bit cryptic and not always being picked up correctly in stories. All of the factors I’ve been blogging about for the last week, both the demand-side…
It’s a surprise to some (the media, at least, is pretending surprise) but Intel is looking to get into the streaming video space. My cynicism here regarding “surprise” is of course related to the fact that they’ve been working on that for some time, and probably Intel has little choice. It really gets back to…
The pressure to create new profit sources for network operators is starting to generate some momentum in the network technology and architecture space, but it’s too early to call a trend in part because there are still a lot of profit options being pursued. Not only that, even those who might see the same profit…
I’ve been watching to see how long it would take for network vendors to begin to recognize the need for something more than pushing boxes, and we have indications that for some at least the time may be here. Don’t expect sudden logic from these guys; there’s an internal culture to fight whose inertia has…
Well, Apple has finally quashed (most of) the rumors and announced its “new iPad”. It has the quad-core A5X processor, Retina display with photorealistic resolution, and is much faster on cellular wireless—21Mbps HSPA+, DC-HSDPA at 42Mbps, and LTE at 73Mbps. However, the notion of a fully software-define radio capable of supporting anyone’s service isn’t in…
Networking is the business of traffic and capacity, supply and demand, and we have some news in both of these spaces. I’d love to say that we had news suggesting that the balancing of these two factors—critical for any market—was being achieved. I can’t. Like politics, business often bogs down in posturing and fails to…
One of the kingpins in Juniper’s financial future, according to the Street at least, is the success of its PTX strategy. PTX is an optical-core evolution that responds to network operator pressure for some way to build IP cores other than with humungous gigarouters. We noted at the time that we believed that the PTX…