Some’s up, some’s down, I guess. That seems to be true with regard to tech signals this morning, anyway. Oracle is buying a CRM cloud player, RightNow, and the Street is reporting issues with hardware sales, both in the service provider and enterprise spaces. The RightNow buy is interesting in a couple of dimensions. First,…
UBS reports that there are some unusual shifts in telecom spending, and I agree if one defines “unusual” as being “atypical to past performance” rather than “without clear cause”. What they’re seeing is a lower-than-usual ramp in capex in the fourth quarter, and a larger shift toward wireless investment. Duh! We have a lower ramp…
We all know that POTS stands for “plain old telephone service”, so POTV should stand for plain old television, I think. Where is it going? Some interesting data on media consumption seems to validate the research and modeling I’ve done on the topic. There’s a pervasive notion that OTT video is killing traditional channelized viewing,…
Our second day of “Big Earnings” week has brought some more interesting developments, from which I hope to draw some interesting conclusions. We have ups and downs, as usual, and that’s pretty much what I had expected to see this quarter. The “secular” or broad market trends are really not driving the bus here; it’s…
Cisco announced that it would support OpenFlow, the protocol that’s sometimes seen as the pathway to an open-source router market that could kill Cisco off. The move only demonstrates how useless it is to read stuff these days! In a neutrality-driven world with no settlement for QoS among ISPs and no regulatory basis for creating…
This week is where economics and tech meet, a week where there are a host of earnings reports for tech companies who are either bellwethers for the market or who are of special interest at the moment because of recent earnings trends. Our fall survey data is far from complete at this point so we…
Google’s numbers for the quarter were very good, beating estimates and highlighting its mobile ad performance, but the company was short on details of how the earnings were derived. My personal view is that Google is doing well with search and still working things out elsewhere. Sure mobile is doing well, but it’s likely that…
Comcast’s ambitions attempt to create a network-view model at the earliest possible point in movie distribution, the same time a film is in theaters, has apparently been pulled back under a protest from studios. The thought was to set the price high enough that people would have easily been able to get a better deal…
HP is now “officially” reviewing its decision regarding the shedding of its PC unit, and I’ve got to admit that I’m not convinced here. As I’ve blogged before, the PC market is commoditized very thoroughly and there are few indicators that it’s in any way symbiotic with the server and data center software spaces. IBM,…
A ComScore report shows that traditional PCs still account for over 93% of online traffic, with mobile phones at about 5% and tablets the rest. Among the appliances, Apple’s iOS devices represent most of the web traffic. I think this is an interesting data point when you consider the evolution of the Internet and Internet…