I’m seeing some progress (perhaps, at least) in the evolution of a logical structure for operator-hosted OTT services. One startup, UXP Systems, has created a kind of shim layer that orchestrates and manages the OTT form of a number of operator services, including voice, messaging, and video. The idea is to provide componentized, orchestrable, services…
The fate of the cloud is also the fate of the network vendors, as I’ve noted before. There is nothing that will stop the use of OpenFlow and SDNs for data center networking, and while arguments that “merchant silicon” can produce the optimum OpenFlow switch are false, it’s true that commodity switches could produce results…
Apple stock may be shooting upward, but Google has its own plans for new products and concepts, and two in particular have what I think is real potential. I’m not saying that they’ll suddenly acquire the momentum of Apple, but I am saying that I think Apple and Google are destined to grow into more…
Let’s face reality here. For a decade now, we’ve had a vision of the future as one of a romp through a vast collection of entertainment, funded by advertising that we all try to never notice. The fact is that all the ad metrics in the world don’t prove that anyone actually sees an ad,…
In yet another move that could be called “cloudy” in more ways than one, Dell is buying Wyse, a former terminal vendor who now specializes in “thin clients”, which I guess is what they call terminals these days. It seems to me that there’s a lot of questions about this kind of move, and that…
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The mobile industry is still digesting the fall of RIM, and today there are suggestions that range from RIM getting bought by Microsoft as their handset arm to RIM adopting Android to join the mainstream. I even heard one story that says that Apple was going to license iOS! Good luck betting on that one….
There’s a lot of complicated wording in these areas on many sites, all sorts of talk about click-throughs and what constitutes an actual serving of an ad, and how someone might suggest a topic. Well, we have good news for you. Our own situation is a lot simpler. We absolutely do not accept ads, and…
Anyone who thinks that being a giant, THE giant, in your market makes you safe needs to be looking at RIM this morning. The fabled Blackberry vendor has sunk to a loss, replaced its CEO, and is clearly in a world of hurt, and the reason is that it forgot the simplest rule; which is…
This week’s activity seems to me to be pointing to the future course of network equipment. On the one hand, we have Huawei reporting $32 billion in sales, good growth year over year, and demonstrating that networking from their perspective is a value market. On the other hand, we have Cisco making moves (including its…