We’ve got a number of interesting points to end our week, and monetization issues are at the heart of them. Let’s get moving! Google is taking some steps that show how hard it is to be a portal player. First, it’s letting users block sites in search results, and second it’s classifying gmail to facilitate…
Tech Revolutions?
Nobody can say that the tech space isn’t moving at frightening speed, and that may be true on the business side as much as with the technology itself. We’ve got two stories of stunning shifts in the tech business landscape, and while neither are confirmed at this moment, there’s certainly a level of plausibility that…
“Free” May Not Be!
Politicking over the net neutrality rules continues, with the House holding a hearing on the matter. It’s pretty hard for the House to overturn an FCC order without enacting legislation, and that’s not going to pass the Senate or a Presidential veto, so the whole thing is clearly an exercise. The real test for the…
For the Week: March 7th 2011
It’s obvious that the big question this week, politically and economically, will be what happens in Libya. Politically, the situation poses a kind of double threat. First it’s a continuation of a kind of Middle-East-domino problem that might or might not result in democratic sweep of the region. Second, the turmoil puts western governments in…
Cloud Futures
The most interesting set of tech developments today relates to cloud computing positioning and services. At the Enterprise Connect conference, Salesforce and Global Crossing both made cloud announcements, and both had what I see as a common thread; create a SaaS cloud service and build a platform-as-a-service offering around it. Salesforce did this based on…
We Try to Position Juniper’s PTX
Juniper made a second major announcement in two weeks, this time its PTX MPLS-optical supercore switch. The product’s roots probably lie in early interest (“early” meaning the middle of the last decade) by Verizon in a new core architecture for IP networks that would eliminate the transit routing that was common in hierarchical IP cores. …
iPad 2 and Beyond
The big news today is Apple’s new iPad announcement, an event whose usual Apple drama was upstaged by a surprise visit by Steve Jobs. The essence of the announcement was familiar; iPads are making us smarter, healthier, richer, better looking, and so forth, and that’s from the first version. Now look what’s going to happen! What is…
Take a Lesson From Cable/Retail
The Internet has proved disruptive to a lot of traditional business models, and possibly none more than the retail model. Recent numbers from Forrester say that online retail sales will hit nearly $280 billion by 2015, and I think they could easily top $350 billion. While this is small potatoes in absolute terms, the online…
Monday, Monday
The weekend brought more disorder to the Middle East, particularly Libya, but while the initial turmoil there had knocked stock prices down a bit, the decline has not been alarming and it was reversed on Friday. Today futures and the European exchanges both suggest an up market again. Even cooler-than-expected growth in US consumer spending…
Huawei’s Open Letter versus US Innovation
Image counts, in every way and at every level of purchase decision-making, and Huawei is one who knows that better than most. From the first, it’s been tarred with its association with China at multiple levels; first as a poster child for the “cheap Asian economics” story but also often behind the scenes as a…