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…
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…
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…
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 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…
Nokia turned in some fairly abysmal numbers, putting itself in an admitted “zero-margin” space. That shouldn’t come as a major surprise, but it does make it clear that there’s something fundamental going on in the communications space that’s overturning a lot of old thinking—or at least it should be overturning some. The Nokia problem was…
VMware is buying enterprise social/collaboration player Socialcast, and the move is demonstrating a lot of interesting things about the future—of collaboration, virtualization, and of course VMware. We may be on the cusp of some interesting changes. “Collaboration” is the term we apply to communication between workers aimed at reaching some collective decision or combined work…
Cisco is said to be announcing a new white-label managed service offering that’s designed to be resold by network operators (presumably Cisco customers) to rebrand for the SMB space. Cisco would provide the actual remote management resources. The move is yet another interesting slant on how Cisco thinks it can help operators, make more money…
We’re continuing to see more developments in the cloud space that go beyond the obvious (the hype) and address some of the important issues. One in particular is also demonstrating some important facts about the cloud and cloud services; it’s the “Database.com” offering from Salesforce. Cloud databases have been an issue of increasing importance because…
TMF’s Management World conference continues to show itself as a kind of cross-section of market and technology issues for the NGN. This particular body, unlike most standards bodies, has long been almost a business, a marketing powerhouse that’s jealously guarded and effectively promoted its prerogatives. The question is whether it can now overcome some of…