I’m a fan, and an advocate, of open systems. Thus, I’m a fan of the concept of Open RAN. The problem is that what I hear from the mobile operators doesn’t support my convictions, and I think it’s important that we look at the Open RAN situation to see why that is. We’ll start by…
We might enjoy talking about the future of the cloud, or the network, or the data center, but all three of those things are subordinate to the future of “empowerment”, the use of technology to improve business decisions and productivity. The biggest questions on tech, then, are really questions about applications, which means the software…
You need to check out my blog on the topic, now posted here: https://andoverintel.com/2023/06/12/are-application-trends-on-track-to-drive-growth-in-it-and-network-spending/ Email and RSS:
Starting July 1st 2023 I’ll be launching a new company, Andover Intel, and doing all my blogging, writing, and consulting through that entity. As a part of this transformation, I’ll be suspending my blogging on this blog site and instead using Andover Intel at the link provided above. If you’ve registered to receive my current…
Ciena delivered a great quarter by any measure, but it saw a major hit on its stock. The situation is a lesson for tech companies overall, because on the one hand companies are legally responsible to serve shareholder interests, and on the other hand Wall Street has been manipulating markets. We’re in a period where…
If you’ve been in tech for more than a few years, you’re surely aware of the fact that vendors and the tech press will jump on anything that gains any user interest or traction. They’ll lay claim to the hot concepts even if it means stretching facts to (and some would say “beyond”) the limits…
It’s starting to look like the meat of the issue of telco subsidies by OTTs is emerging. A recent piece on the topic makes the comment that the big problem with the EU proposal on subsidies is that the EU “essentially attempts to regulate the internet like the telephone network.” The question that raises is…
An EY report on telcos has been raising a lot of comments in the networking community. The main proposition is that the telcos have “failed to articulate a compelling value proposition” and that this is why 5G take-up by enterprises is low. The report is titled “EY Reimagining Industry Futures Study 2023” and it covers…
There is no question that the 2022-2023 economic bender has impacted startups. The mere fact that interest rates have been ballooning is enough to change the economics of venture capital, and the failure of Silicon Valley Bank didn’t help either. Now, we’re starting to see questions about the thing that VCs adore above all else,…
Cloud computing’s Big Three roughly met Wall Street expectations in the first calendar quarter, but the expectations factored in a continued deceleration of cloud growth. Microsoft managed the best growth numbers, followed by Google, and AWS was third. In my view, none of this should have been much of a surprise, but I do think…