Verizon is now rumored to be preparing to move to tiered pricing for mobile data in early July, and there’s a growing conviction among operators that everyone will be charging for usage on mobile networks by the end of this year and that everyone will be charging for wireline usage by the end of 2012. …
Good news to providers of wireline broadband services and their equipment vendors; mobile isn’t going to destroy wireline! Actually, nobody who takes the time to think about the reality of mobile infrastructure believed that to begin with, but the comment does offer some opportunity to look at two aspects of broadband evolution. “Two aspects” is…
We have an interesting potpourri of tech events today, and in combination they might be telling us something about the business future of tech in general and the networking space in particular. Let’s look at Amdocs’ acquisition of Bridgewater, Level 3’s expanded content services, Ciena’s financial trends, and RIM’s disaster. Wasn’t it only this week…
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…
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 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 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…
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…
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…