Google’s developer conference has generated a flood of news, and that’s a bit of news itself. There was a time when big announcements were linked to industry events like trade shows, but the new trend to link them to developer meetings shows a new dynamic in the industry. Actually, it shows a revalidation of an…
Cisco reported its results, which the Street has described as those of a “company in transition”. I disagree; they’re the results of a market in transition and a company not yet transitioning. The signs of the conditions that have dumped Cisco’s stock and fortunes have been clearly visible for over four years, and alarmingly visible…
The big takeaway from Interop so far has been the battle for the data center, which is no surprise given that particular item has been on top of my surveys for both enterprises and service providers for eighteen months or more. Interestingly, the financial analysts aren’t seeing anyone decisively winning that battle—at least not right…
Skype and Microsoft? Well, apparently it’s more than just a possibility. There have been rumors swirling around a buyer for Skype for a week or more, but they’ve been just rumors. The possible deal with Microsoft is a lot more than that—Microsoft confirmed it at about 8 AM today. So now, the question is “why?” …
Today begins with more negative comments on Cisco, and it’s hard not to wonder at the way a company that was once a model of tech success (“I want to be the next Cisco”) is now seen as a model of a transition failure. The idea of breaking Cisco up into pieces so that valuable…
Nielson is giving us some new data on video viewing habits, and there are a lot of interesting interpretations you can draw from it. It’s particularly fascinating if you factor in some of the data I’ve collected on content use, and the results of my content consumption model. At the high level, the Nielson study…
There are conflicting reports on the progress of the mobile operators’ Isis project to provide mobile/NFC transaction processing in competition with credit cards. Some of the media are saying that the initial link with Discovery for the actual transaction handling was an error in judgment, and the operators themselves admit that merchants say that Visa…
UBS released an Ethernet switching report today that confirms the trends that my surveys have shown for two years now—including the fact that it’s the data center network evolution that’s driving enterprise network equipment spending. What my data has also shown is that enterprises are not likely to see a data center network evolution in…
Verizon’s Digital Media Services initiative has been somewhat of a yawn to the press but it’s of great interest to other operators and also to some vendors. Verizon is now launching another program, called the Verizon Strategic Initiatives Council, and this one could be even more important. Perhaps the most significant thing about it is…
Juniper has announced a series of new MX router models and a more integrated positioning between its branch routing, service management, and data center strategies. Called the “Universal WAN”, the approach is designed to both create a more deterministic and cloud-ready network to support the evolving enterprise IT plans of enterprises and to leverage Juniper’s…