The ever-changing focus of the consumer electronics folks is now shifting from Google/MMI to the upcoming Amazon tablet, which could be introduced in as little as a month. The details of the technology aren’t known, but they’re probably less important than the price point. If Amazon brings out an iPad-sized unit for under $300 they…
Over the last three weeks I’ve been developing an application note on multi-screen video based on the open-source Java framework I launched three years ago. One of the steps along the way was to send the note to operators for comment, and the results that I’ve gotten from that process have been very interesting. What…
Verizon has taken what may be a very important and evocative step toward maturing its enterprise cloud strategy with the purchase of privately held CloudSwitch. The significance of the move is hard to appreciate without an understanding of just what the heck CloudSwitch is, so I propose to start with that. The classic vision of…
Steve Jobs has finally decided that his health won’t permit him to head Apple, and has passed control to Tom Cook, the Apple COO who has been the administrative head since Jobs took a leave early this year. I met Steve twice in my career, once very early in Apple’s rise and again after he’d…
Sprint’s shares were up yesterday (well, so were a lot of shares) on reports that it would be offering the iPhone 5, and there were also rumors that analysis of app logs for that phone showed it was compatible with both GSM and CDMA networks. I wonder now if that’s a further indication that Apple…
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…