Salesforce is the premier provider of SaaS, and their stock recently took a hit because the Street didn’t like their guidance in their earnings call and their executive changes. The company has been a bit of a darling of the Street, as have most of the cloud companies, but unlike the major cloud providers, Salesforce…
I’ve said several times in my blog that I’m a fan of the notion of network operators’ providing “facilitating services”. This is a notion raised by AT&T, one I blogged about HERE, and the reason I like it is that it seems to strike a balance between operators’ fixation on providing traditional services and the…
Our weekly podcast looks at economic conditions, the stock market, and tech in general, but also at the recent Wall Street interest in Juniper, a major competitor to Cisco in the IP networking space. Email and RSS:
Recent discussions on LinkedIn that relate to how NFV and O-RAN fit seem to show that there’s still a wide range of views on the way that hosted features relate to network services. Since that may well be the most important topic in all of networking, and surely is for network infrastructure, I want to…
What’s wrong with 5G? There’s no question that it’s deploying broadly, after all. There’s no question that operators are committed to it. There’s no question that new smartphone models support it almost universally. There’s also no question that, like most tech these days, it’s been hyped mercilessly, and that (again, like most tech these days)…
If we were to identify the most significant trend in networking, the thing that has the greatest impact on 2023 and beyond, what would it be? In my view, it would be the consumerization of networking. There was a time when business services were the major driver of network data services, but that time is…
Back in 2019, the publishers of Politico announced they were launching a new tech publication, called “Protocol”. It came out early in 2020, and earlier in November of 2022 it announced it was ceasing publication. Since Politico is a highly successful and respected publication in the national and international political scene, how come their tech…
What’s going to happen with the economies of the US, EU, and UK? Is crypto doomed? When will the current economic downturn end and how will tech fare? We address these points in this week’s podcast. Email and RSS:
In my blog on Monday, I talked about the battle of the two giant IP network equipment vendors, Cisco and Juniper. The two, I said, are battling it out in a sales-driven arena and neither are pushing all the buttons they could on the marketing side. That raises a question, which is whether a newcomer…
Cisco and Juniper are both key players in the network equipment space, for slightly different reasons. Both had good quarters and were rewarded by Wall Street, but there have always been major differences between the style of the two companies. Whether those differences are widening or narrowing is important both to the competitors themselves and…