Huawei is definitely getting to be a problem for the other network equipment vendors. The company had a good quarter with sales up over 10%, and it’s also gaining market share in both carrier routing and switching; by our measure the fastest growth rate of any vendor. The company is also embarking on a campaign…
It looks as though there may be some hope for Clearwire; Sprint is said to be seeking cable partners to help fund a buyout of the firm. There’s some logic to this move, I think, because with mobile becoming the hottest spot in all of networking, the cable MSOs are generally without a mobile property. …
Well, revolutions are interesting at least, and we certainly have one now. HP has said it will be “considering” exiting the PC business, spinning off its PC unit and doing some M&A to boost itself as a player in the software and systems space. In fact, if you look at what seems the Plan of…
NetApp, like so many this quarter, turned in OK numbers and somewhat weak guidance, which was enough for the Street to send the stock down by 15% in after-hours trading. Coming after Dell and a downgrade of HP pre-earnings, the NetApp news was seen as a reinforcement of the challenges tech stocks face. In yesterday’s…
Dell issued a contracted outlook for the rest of the year, which sent its shares down in after-market trading and also created concerns about tech spending overall. Dell did decently in the quarter; only its consumer segment really missed targets, but the company lowered its guidance, citing pretty much the same factors of government spending…
A day after the big announcement that Google would buy Motorola Mobility, we’re seeing a lot of reaction in the technology and financial media. When I blogged on this yesterday I focused on what I thought would be the really significant and non-obvious ramifications of the deal. Today I want to look at some of…
Google, ever a shaker of markets, has certainly given the mobile market the greatest shaking since Android, even the greatest since the iPhone. They plan to buy Motorola Mobility, the mobile appliance arm of Motorola, in an all-cash deal. The deal will at once make Google one of the major manufacturers of smartphones and tablets,…
Those who hope to find fiber broadband snaking through their neighborhoods will be unhappy when they read a Reuters interview with Verizon’s CFO. Those who have followed my research on the subject of broadband profitability won’t be surprised, though. What Shammo said was that FiOS won’t be as profitable to Verizon as wireline had been,…
Cisco’s quarterly earnings call was in one sense a far cry from the previous one, but it was still not exactly a return to the glory days when everyone wanted to be “the next Cisco”. The company narrowly beat estimates and it guided to 1% to 4% growth for the current quarter. It’s this guidance…
Data for the last quarter shows that cable and satellite TV providers lost a significant number of customers, and while the media is declaring this to be a victory for OTT video I think that’s an oversimplification. There are major changes in video consumption, some driven by technology, some by economics, and some by population…