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….
About Our User Base
Want to know about the base of technology users that Andover Intel will be using to gain a unique insight into the tech market and technology adoption? Here’s a summary of things as they stand today, but remember that we’ve set up a mechanism for other technology users to join in, and in return to…
What’s the Best Broadband Technology?
The economics, and opportunities, associated with broadband deployment have always been complicated. It’s been almost 20 years since I started using “demand density”, a measure of economic value that could be “passed” by a mile of broadband infrastructure and available to be hooked up and monetized. Since then, I’ve seen the maturing broadband market changing…
Is VNF Portability a Real Problem for Telcos or Vendors?
Just how difficult is “carrier cloud”? There’s been a lot of talk about how hard it is for operators to deploy their own cloud resources, particularly when many services have a much bigger footprint than the operators’ own real estate holdings. There’s been a lot of talk about how public cloud partnerships are favored by…