AT&T has decided to drop its attempt to acquire T-Mobile, citing regulatory opposition. Some on the Street are putting a good face on the deal’s breakup, saying that it will encourage AT&T to spend more on infrastructure and help vendors. Alcatel-Lucent is up in early trading in Europe as an expected recipient of all this…
IBM is telling Barron’s that analytics is the next big thing, and they’ve got enough historicity in the “correct” column of the tech ledger that we have to take them seriously. IBM and Northwestern are even going to have an academic program focused on analytics. The only problem I have with the statement is that…
RIM turned in a truly ugly quarter and announced its new handset family would be late. The company is a poster child for the biggest challenge in technology, which is how a company that’s very successful under a given market paradigm can confront a major paradigm shift. RIM was king of the smartphone when the…
Alcatel-Lucent is working to improve its position in the enterprise with an OmniSwitch story that links to its carrier cloud story, a combination it calls “Mesh”. The step is a smart one because the cloud is the largest driver of data center change, but it’s just a bit late in the market timing because enterprises…
If we had to pick the parameters of a really big rumor in networking it would be hard to top the one that started circulating Monday afternoon. Verizon, says the rumor, may buy Netflix! Here’s a telco, one with FTTH and telco TV, picking up an OTT video player! Is this the beginning of the…
Adtran is going to buy NSN’s wireline broadband business, a move that I think shows a lot about the space overall. Obviously you don’t make a compelling offer to sell a business that’s got nowhere to go but up, and even outside the US wireline broadband is in trouble. I wonder if Adtran isn’t admitting…
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Some of the changes in networking that are looming on the horizon may start a lot closer to the couch if you read the right hints from current trends. The battle between Google and Apple for TV position may be driving some other players to change their plans. For example, Verizon has been offering more…
I’ve talked about the profit problems of network operators for years now, simply because they’ve talked to me about those problems for years. In rough terms, revenue per bit has declined by 50% per year for five and a half years running, and this decline means that profits on infrastructure have dropped sharply even though…
Cisco is making a big play in the cloud, or for the cloud, with CloudVerse, an architecture that in some ways has the same goals as the one that Alcatel-Lucent announced last month (CloudBand). Everyone is trying to get a place in the cloud, hoping in part no doubt that the inherent fuzziness of the…