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…
A Planners’ Perspective on 5G
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)…
Consumer Broadband Technology is Winning
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…
A Promising Tech Publication Shuts Down: Why?
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…
Podcast: Things Past and Things to Come November 28 2022
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:
Could an Up-and-Coming Vendor Gain Traction in Networking?
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 Versus Juniper: How’s that Shaking Out?
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…
Podcast: TMT Advisor Things Past and Things to Come
Join our podcasters this week for a view on the ups and downs of the stock market, commentary on broad economic trends, insights into tech layoffs, and a preview of 2023. Email and RSS:
Can the New Sylva Project Save Carrier Cloud?
Ah, telco cloud! The initiative that many (myself included) had hoped would revolutionize the cloud, the edge, and telcos all at the same time. Well, it’s been a dud. As a poet once said, “The tusks that clashed in mighty brawls of mastodons…are billiard balls.” Telcos seem to have ceded everything to the public cloud…
The AI Revolution Meets Adam Smith
When people worry about the risk of AI or robotics, they’re typically seeing us all wiped out by rogue robots. They either kill us off directly, or they conspire to crash our aircraft, trap us in elevators, or maybe drown us by opening spillways on dams. I won’t say that “active extinction” scenarios are impossible,…