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…
I’ve been watching the Occupy Wall Street protests like everyone else, and like many at least I’ve noted that they are long in interest and short in details. There’s a tendency for the media to attribute this to superficiality; hey these people have no agenda they’re just troublemakers. I think it’s more than that. People…
Netflix has abandoned its plan to separate the streaming and DVD businesses, something that shareholders and the Street (not to mention customers) are sure to be happy with. I’m not sure that this was as bad an idea as it seemed, though. The problem with all the streaming players, as I’ve noted in prior blogs,…
There are signs that the networking industry is doing a bit more weaving and bobbing as it looks for a position that sustains revenue and profit growth. One big item is the story that Sony is going to buy Ericsson out of their long-standing handset partnership. The deal here, so the story goes, is that…