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…
If we had to pick the parameters of a really big rumor in networking it would be hard to top the one that started circulating Monday afternoon. Verizon, says the rumor, may buy Netflix! Here’s a telco, one with FTTH and telco TV, picking up an OTT video player! Is this the beginning of the…
Adtran is going to buy NSN’s wireline broadband business, a move that I think shows a lot about the space overall. Obviously you don’t make a compelling offer to sell a business that’s got nowhere to go but up, and even outside the US wireline broadband is in trouble. I wonder if Adtran isn’t admitting…
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Some of the changes in networking that are looming on the horizon may start a lot closer to the couch if you read the right hints from current trends. The battle between Google and Apple for TV position may be driving some other players to change their plans. For example, Verizon has been offering more…