Microsoft continues to have problems with Windows Phone; the Street is reporting that the first releases by Nokia will be delayed a quarter according to a leaked roadmap. As I noted yesterday, both Apple iOS and Google Android devices had record activations for the holiday, so it’s hard not to say that Microsoft’s strategy with…
With a record number of activations for iOS and Android devices, it’s pretty clear that the mobile appliance is here to stay. Given that Microsoft has been little more than a kid with nose pressed to the candy store window in the holiday race, I think it’s also likely that the giant software firm has…
One of the things trying hard to be a fad these days is the “super-WiFi” that could utilize the TV broadcast spectrum white space. The technology, regulatory position, and usage of this spectrum is still very much an open question, in my view, and there may be no more difficult question than whether it’s going…
Akamai has won a reputed battle with AT&T and Juniper over mobile-content-optimizer Cotendo, a company that gets described as a “cloud” player by the media in keeping with the current notion that anything that’s not cloud is not newsworthy. This is interesting, not for the “cloud” aspect but for the fact that it speaks volumes…
Verizon’s network suffered another of those large-scale outages, and there’s no official word on just what created the problem. One story I’ve heard is that it’s the same last time, which is an IMS-based signaling system overload. If true, the problem illustrates one of the major challenges for both vendors and operators. IMS has been…
Tech giant Oracle reported, and it wasn’t pretty. For the first time in a very long time, Oracle disappointed in both performance and guidance. Pretty much every aspect of its business was weaker than the Street expected, but the hardware guidance (off next year 4% to 14%) was considered dreadful by many. This is one…
AT&T has decided to drop its attempt to acquire T-Mobile, citing regulatory opposition. Some on the Street are putting a good face on the deal’s breakup, saying that it will encourage AT&T to spend more on infrastructure and help vendors. Alcatel-Lucent is up in early trading in Europe as an expected recipient of all this…
IBM is telling Barron’s that analytics is the next big thing, and they’ve got enough historicity in the “correct” column of the tech ledger that we have to take them seriously. IBM and Northwestern are even going to have an academic program focused on analytics. The only problem I have with the statement is that…
RIM turned in a truly ugly quarter and announced its new handset family would be late. The company is a poster child for the biggest challenge in technology, which is how a company that’s very successful under a given market paradigm can confront a major paradigm shift. RIM was king of the smartphone when the…
Alcatel-Lucent is working to improve its position in the enterprise with an OmniSwitch story that links to its carrier cloud story, a combination it calls “Mesh”. The step is a smart one because the cloud is the largest driver of data center change, but it’s just a bit late in the market timing because enterprises…