We’re on the eve of the Consumer Electronics Show, and it’s already clear to most of us that the event is in jeopardy. Not only are some big names (like Microsoft) expected to withdraw after this year, the whole notion of shows in general and this one in particular is under threat. Ironically, what’s threatening…
Tale of Two TVs
I’ve got a kind of “tale of two TVs” today, if that’s not too euphonic for you! The big story at CES may not be tablets after all, but Google TV. And the biggest IPTV success story may be doubling down on their approach, but shifting to Microsoft’s Mediaroom. Google has tried TV already, and…
Good-By UMI, Hello Strategy?
Cisco is discontinuing its personal/consumer telepresence product, Umi (or however you like to spell it; I’m not going to imitate their accent-U!), a move that’s no big surprise to most industry-watchers, including me. The big question isn’t why (because it didn’t sell) but whether the move might represent a gradual shift by Cisco toward a…
Why the Street’s Antsy About Tech
Acme Packets, one of the growth leaders in the network equipment space as far as the Street was concerned, did a surprise pre-announce of a less-than-expected quarter. Supporters of the company have rallied around the notion that this is somehow just a transient blip. Yet the company told investors that the shortfall came from a…
Is the Cloud the Operator’s Secret Monetization Weapon?
Well, it’s 2012 and everyone is going to be talking about what kind of year it will be, or what kind of year 2011 was. It’s inevitable at this time of year, and the fact that there’s nothing much being announced at this point in time is no small reason for the recaps or future-tellings….
Google and Apple TV, RIM and Microsoft Phones
It’s the last workday of 2011 and everyone seems to be doing a retrospective, but I’m not going to do that! What’s the point of blogging if you rake up the past anyway? There are more stories today about both Apple’s and Google’s possible plans in the TV space. One of the popular ones (for…
Is Microsoft Teaching Network Vendors a Lesson?
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…
Android Could Slip on its Ice Cream Sandwich
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…
Why Wi-Space Isn’t White Space!
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…
Is Akamai/Cotendo a Sign of a New CDN Age?
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…