IBM, a company now known for computers but once in the more pedestrian business of time-clocks and scales, turns one hundred years old today. If you consider this a moment you’ll see that makes IBM perhaps the longest-standing tech success in all of history. Considering the tumult that it’s undergone (you don’t switch from scales…
How Will Ericsson/Telcordia Change the OSS/BSS Space?
There was probably joy in finance-land when Ericsson made their move to acquire Telcordia. The company, formerly Bell Communications Research or Bellcore, was at the same time the “labs” of the RBOCs and the foundation for the support of and evolution of the classic vision of OSS/BSS. For years it’s struggled with its conservative roots…
HP Tries Management Shifts
HP is in the throes of another reorg, this one apparently aimed more at the administrative side than the functional side of the business. The big change, for example, was a replacement of the company’s chief admin officer and chief information officer. Neither of these positions are in a direct P&L role, obviously. One executive…
Alcatel-Lucent’s New Content Story
Alcatel-Lucent has finally integrated its video story with a partnership with thePlatform to create a broad, multi-screen and multi-service, streaming video system. The move is likely in response to the rapid development of video project determination we’ve seen in our surveys of network operators. The “trial marriage” is logical for both parties. Alcatel-Lucent has a…
Welcome to Hype-Week Hell
It’s been a week of events and activities, and the only common thread I can find is that they were all pretty much over-hyped. Apple’s big announcement, the one they trotted Steve Jobs out to keynote, was really nothing more than a locker service with a few tweaks. Cisco’s event was a capacity upgrade. IPv6…
The Market Sands: Shifting or Hiding Ostriches?
We have an interesting counterpoint today in the evolution of technology. HP’s user conference has been a not-unexpected cloud love-fest, with the company pushing itself as a leading cloud architect and even provider. And Wall Street is trashing Ciena because they’re not holding onto revenue and profit growth. At one level, this stuff seems pretty…
Wrong Ball, Wrong Game, Cisco
Well, Cisco made it’s “big announcement” and it was the second one in two days that fell flat, at least with respect to Wall Street. It’s my view that it also missed from a market opportunity and requirements perspective. Cisco moved the ball only a little bit, and it moved the wrong one. What’s frustrating…
Apple’s WWDC Doesn’t Shine
Well, Apple had its WWDC and Steve Jobs was there, and for the Apple aficionados it was pure love. For those less indoctrinated, it was a bit of a yawn. The iCloud does offer some new things, the most notable of which is an optional system to match on-system music to the cloud’s (better-quality) copy…
And on WWDC-Eve…
This is the week of Apple’s WWDC, and everyone is watching to see what Steve Jobs will say about “iCloud”, Apple’s next-gen network service that might be anything from a simple music streaming strategy to an enveloping cloud concept for the consumer. While iCloud is critical to the future of network services in general and…
Groupon Rushes IPO, Appliance Vendors Prepare for MVNO
Groupon filed with the SEC for an IPO, a move that suggests the company wants to quickly execute on the potential social-networking Wall Street Love Wave that LinkedIn showed us. There’s always a question of whether the bullish view on social will sustain itself, though. One might even argue that Groupon thinks it won’t, and…