Back in the days when wireline telephony was pretty much the only pervasive network technology, we had perhaps sixteen thousand “edge” office locations in the US. Today, according to some information provided by the Wireless Infrastructure Association (WIA), the US has over 142 thousand towers, over 200 thousand “macrocell” sites, and almost half a million…
Juniper Takes Another Metro Step; Is It Enough?
Back in February, Juniper did a couple of blogs on Juniper announcements, opening a question of whether Juniper was getting ready for some major positioning changes. I noted that in this blog, and suggested that perhaps Juniper was making some major virtual-network changes, ones that could even end up impacting Juniper’s Cloud Metro story and…
Taking Mobility to the Next Level
On March 16th, I blogged about the question of what a cloud-native telco might look like, and obviously this had to address the evolution of things like NFV and 5G. The question I raised at the end of that blog was whether we had perhaps carried evolution too far in mobile networking and NFV, whether…
How Does Tech Spending Get Justified?
What makes the business case for a technology project? That’s a question that every enterprise asks many times, and the sum of how the question is best answered determines how much gets spent on IT and networking. It’s also true that the chances that a good answer exists determines which industry sectors are likely to…
A Conversation with Nokia on Their Enterprise Revenue Goals: It Might Work
When Nokia announced their “rebranding”, I blogged on it to cover their main points and to note that there’d better be something to it beyond a new logo. Shaun McCarthy, Nokia’s President of North America Sales, offered on LinkedIn to give me a briefing, and late last week we had our talk. It was, as…
In Search of a Model for the Cloud-Native Telco
They say that beneath every fable, lie, and marketing message there lies a kernel of truth. Is that statement a self-proof or does it give too much credit to falsehood? I can’t assess that, and probably don’t need to, but I do think I could try to apply it to a question I got on…
In Search of the Rational 6G
Given the fact that most experts recognize that 5G was over-hyped and is very unlikely to measure up to expectations for either its providers or its users, it’s no surprise that there’s interest in pushing its successor. At MWC there was a session on 6G, and this article described some of the views expressed. It’s…
Banks, Bubbles, and Busts
I doubt that anyone but Wall Street short-sellers were happy about the problems with Silicon Valley Bank and Signature Bank. The broad problem for each of these banks has been discussed, but what about the linkage? Is there a reason why both banks, with different exposure to different risks, failed in a period of less…
Are Operators Really Going to Move Routing to the Cloud?
I’ve worked with telcos for decades, consulting with them, cooperating on international standards bodies, and sharing meals and drinks with many of their executives and planning staffs. There’s a lot of good things you can say about them, but even I have to admit that they have a tendency to take root and become trees….
Where IT and Networking is Hot, and Where It’s Not
Are there industries that represent a greater IT opportunity, network opportunity, or both? Can we identify which industries are the most or least centralized in terms of distribution of IT assets? Which are growing the fastest, or the slowest? These questions are among the ones I’ll be working to answer in Andover Intel’s from-the-technology-user blogs….