RIM has demonstrated why it’s never a good idea to rest on your laurels in a market you’re not leading in the first place. The current-model Blackberries sold OK but older models were down in sales and the PlayBook was a disaster. Now the company is pushing for a next-quarter refresh, the line of everyone…
I sent out the survey material for our fall strategy sweep, and as usual I asked both service providers and enterprises to respond quickly with the answers to the following questions; “What’s the hottest network issue”, “What’s your biggest concern”, and “What’s your biggest surprise”? The answers were quite interesting. The hottest issue for both…
The FCC is finally going to publish its net neutrality ruling (some time in the next couple of months), and while the move isn’t going to change a darn thing in ISP behavior (people have been complying anyway), it will open the door for a flood of appeals of the ruling. It’s also likely that…
Broadcom is acquiring semi-rival Netlogic in what’s surely a big buy, but the range of products in the Netlogic portfolio make it hard to be sure just what Broadcom’s target for the deal is. Netlogic generally makes smart chips, things that are a bit like the network processors of old but more focused on packet…
About a half-dozen years ago, Juniper made news with a series of aggressive cartoon ads that stuck it to arch-rival Cisco in various ways. Now Cisco is apparently taking that same tack, at least to a degree, with a website that’s a pretty clear swing at Juniper. The focus of the site is the claim…
Google’s decision to buy restaurant-rating firm Zagat is a validation of a trend I’ve been blogging about; the whole notion of how advertising is monetized online. It’s also an indication of what Yahoo could have, should have perhaps, and didn’t do. Maybe even an indication of why it’s too late for them to do anything…
Facebook, whose revenues are said to be ramping up sharply (toward, no doubt, what its backers hope will be a truly cosmic IPO), is apparently planning to confront the problem of limited ad opportunity I talked about yesterday with a simple solution; eat all of it. The company is rumored to be planning to make…
Well, Carol Bartz is done at Yahoo, and that’s a truth that has mixed implications for the market. Yes, it’s true that Yahoo has continued on its downward slide since Bartz took control. But there’s a bigger question here, which is whether there is/was anything that could be done to stop that. That question has…
We’re heading into the fall now, and with the change in season will come a new period of technology-strategy planning for both enterprises and the service providers. I’ve tracked the former group with a formal fall survey since 1982 and the latter since 1991, and the results of the surveys are always interesting. This year…
One of the more interesting wrinkles in the ongoing tablet wars is a decision by more cable companies to back away from any commitments (on their own or as MVNOs) for wireless capabilities. There was a time when everyone thought that the quad play was going to be a major requirement, so how did this…