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…
Microsoft reported its numbers, and the results are interesting for what they say about the computer market overall. The entertainment side was very strong, thanks to Kinect, but Windows licenses were lower and this trend worried investors. In the middle, the server and Office franchises both delivered strong results. So what does this mean? Let’s…
We’ve got more signs of change from the earnings announcements, and as always change is good for some and bad for others. There does seem a bit of a bias toward bad-ness, though. Nokia is going to shift Symbian support to Accenture and cut 4000 jobs. The move illustrates that there are significant challenges for…
We have today a kind of interesting counterpoint between online value and online risk, and also a demonstration that Orwell was right in his famous trio of seeming contradictions. Sony’s PlayStation network has been hacked and considerable information stolen, and Microsoft and Google are battling over just who has the best online document tools. Personal…
Barnes & Noble has finally brought out a true (if dated) Android version for their color Nook, which likely makes it the cheapest tablet around. It’s clear from both the performance and features of the new release and the pronouncements of the company that this isn’t intended to be a general-purpose tablet, but it’s also…