Just how serious a problem is cloud provider lock-in to buyers? We hear a lot about it, often in connection with justifying “multi-cloud” or the practice of using multiple cloud providers rather than one. Cloud software vendors like Red Hat and VMware often cite the need for multi-cloud and the desire to avoid lock-in as…
While it’s not an argument made out in the open very often, sellers have always debated the value of “truth” relative to the value of hype and exaggeration. The debate has increased in volume in the last decade as sellers competed for media visibility, given that the media is focused on what gets the most…
Our podcasters have been pretty accurate in their predictions about the economy and the stock market, and they update their views in this podcast. They also look at two key tech questions, which is what’s happening to the cloud and what we can expect in business networking. Email and RSS:
As I looked through the details of my discussions on 2023 technology trends, one thing I found interesting was that there were some questions that many people in the enterprise, service provider, and vendor communities thought needed answering next year. I’d classify most of them as technology-strategic in nature, meaning they represent things that network…
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…