We’re still waiting for movement by someone on DoJ’s opposition to the HPE/Juniper deal. Meanwhile, the two companies, their customers, and their competitors are all gaming out the results of the possible outcomes. That’s difficult because we can’t be sure why HPE or Juniper wanted the deal in the first place. The general view in…
Here’s a seemingly obvious truth for you; there’s no such thing as an infinite TAM. Any market can be saturated, and as saturation approaches all markets can expect to see a slowdown in growth rate. So it is with wireline broadband in general, and cable broadband in the US in particular, according to a Light…
There’s a lot of comment these days that everything has changed, that there’s a new global order that cuts across economics and politics. It’s all likely true, though how profoundly it will change things is still a bit uncertain. Light Reading certainly has it correct when they say that “Nokia’s new boss must tackle Trump…
I’d bet you that if technology buyers were asked for a single word to describe what they’re looking for in tech these days, the word would be “open”. Why, then, do we keep hearing that network operators are disappointed in the progress of things like Open RAN? Why do enterprises, in contrast, seem to adopt…
Everyone knows that network operators want to manage costs. The essential challenge they have is that the Internet model of networking and information/content distribution doesn’t pay a consistent rate for capacity, but Internet use, driven by new over-the-top (OTT) businesses are based on creating more demand for it. Thus, expanding use of the Internet will…
I had an interesting conversation with an AI expert from a major AI company, and if I add it to some parallel points from enterprise conversations on AI, I think it leads to some insights into what AI might (or might not) contribute to boosting technology value, and spending. Tech spending by enterprises falls into…
One of the pressing questions of the Internet age is whether broadband Internet access is a service so essential that it must be made available to everyone. Should there be truly “universal service” in broadband? At what price? There have been many programs and laws passed on this, but in the last year or so…
As I noted in my blog yesterday, transformational changes in technology buying by enterprises depends on the launching of new tech projects that unlock new benefits, unleashing new sources of funding. For two decades, the contribution of new benefits to IT budgets has fallen, to the point where today it makes up less than a…
In my early days as an industry analyst, I did what most did and issued market forecasts. It didn’t take me long to find out that there was minimal correlation with what enterprises or operators said they would be doing in the future, and what they actually did. To get around that, I built a…
You’ve got to admire somebody who’s willing to say that AI is “underhyped”, which is what Fierce Network’s story on the NVIDIA GTC Conference says is the view of CEO Jensen Huang. Is it even possible to have something underhyped these days? I wonder, but the comment gives us a reason to look at the…