Anyone who’s followed my writing knows that I’m no fan of the National Broadband Plan. My main issue is with the data that’s been presented to back that plan, and some recent work I’ve been doing is making me even more skeptical—if that’s possible. What started me off was a comment by a White House…
Speaking yesterday at BBWF, Alcatel-Lucent’s CMO Stephen Carter talked about the need for creating a “European approach” to 4G broadband. Some of the specific points in the talk weren’t new; we need to move beyond all-you-can-eat pricing, we need to add some specific partnership and settlement processes, and we need to recognize the intrinsic differences…
Juniper announced a mobile security suite, building on its Junos Pulse agent/client software that operates across a wide variety of mobile and PC platforms. The elements of the suite (the anti-virus, firewall, etc. that are common to most PC suites) are less news than the framework in which it’s being provided. What Juniper is doing…
Microsoft tech guru Ray Ozzie is leaving Microsoft, and in the wake of the announcement a memo from Ozzie was leaked to the media. In the memo, Ozzie asks Microsoft to confront an age without PCs, an age where traditional Microsoft PC incumbency would thus be meaningless. What Ozzie is looking at is whether appliances…
There’s a significant potential for some swings in stock prices this week (not that we haven’t seen them in the past!) because of the volume of economic news and the number of earnings reports due. The number that’s likely to be watched most closely is the 3Q GDP growth, which our model pegs at about…
Apple’s moves to converge its iOS and MacOS platforms over time and to create a unified developer environment between their disparate devices is a smart move that responds to the reality of the market and competitive environment. The question is how far they’ll go and what impact the efforts will have on the appliance space,…
The Facebook scandal, where popular application providers shared private data without user permission, is only the latest in a series of targeting-related breaches of privacy and violations of “policy”. The FTC has been of two minds regarding the issue, with some believing that regulation was necessary to protect consumers and others believing the industry could…
Chicken Little got everyone upset by spreading the rumor that the sky was falling. Apple and IBM both reported their earnings yesterday, and there were immediate calls for a Chicken-Little-like response. Duck and cover? It’s not that simple. Both Apple and IBM beat estimates, for starters. It’s nothing new for Wall Street to sell off…
We’re coming into the heart of earnings season and also into a new round of economic numbers this week, which will give us a better idea of just where things might be headed for the economy. So far it looks like recovery is on track even though employment is lagging in the US in particular,…
It’s always fascinating to listen to network operators and even large enterprises talk about their infrastructure projects, and I’m just starting to analyze the first round of our fall strategy survey so I’m getting that chance on a large scale. It’s too early to say how everything is going to come out, but one thing…