As everyone who reads my blogs surely knows, I’m trying to get a line on a vision of AI that enterprises believe could really transform their operation. One major challenge is that enterprises are themselves unsure of what the optimal AI solution would look like, and thus often can’t offer me much in the way…
I’m now seeing comments about the “AI bubble” and its “bursting” even beyond the tech media. We certainly had a major tech dump in stocks last week, so it’s fair to ask whether the problem is, as Axios said, that the AI bubble had burst. I guess you know by now that I’m going to…
I just want to note that, while many of you realize they’re free to take advantage of Andover Intel’s offer to technology users (see that page on this site for details), some tell me they didn’t realize that they were both “users” and “providers”. In the former role, as consumers of technology, telcos are of…
Those who follow networking likely know that the long-in-process merger between HP Enterprise (HPE) and Juniper Networks is being challenged by the DoJ. Then, (both issued the same press release on February 28) we heard that Juniper and IBM were cooperating to simplify netops, and the deal would include “joint sales, marketing and product integration…
Enterprises, like telcos, face a world dominated by AI and other hype, while their own technical reality is still pretty pedestrian. There are some points of congruence between hype areas and real planning focus, but even in those areas the influences driving enterprise network and IT planning are more complicated than responding to a new…
OK, MWC is over, and most operators say that it didn’t have answers for them on how to increase their profits. “We had a lot of vendors telling us the same old things,” one told me. Is there no new thing? Must operators, to achieve their goals, finally start doing things they’ve been told they…
Operators attending MWC aren’t all that happy about the state of the show, the mobile market, or their own mobile opportunities. I’ve gotten comments from 54 of them as of end-of-show on Wednesday, and 48 found little to be pleased with. The six that were at least a bit positive were reacting in some way…
MWC, like all trade shows, generates an enormous amount of ink; more ink than insight in my own view, which is why I no longer go to shows (unless someone pays me to be there). One problem this generates is the predictable shifting of focus from tech evaluation to tech entertainment; people seem to adopt…
After my blog on the cloud or Internet absorbing the WAN, I got a lot of comments from enterprises. Sixty were particularly detailed and even included some back-and-forth clarifications, and all were thoughtful enough to warrant some discussion. Networking is changing, and the majority of enterprises think it will change radically in the next five…
Years ago, I angered some people by calling a new technology a “UFO”. Why did I do that, and why did it make some people mad? And finally, what does it have to do with network traffic and telco revenues? Read on. What’s the primary property of a UFO? I contend it’s “unknowability”. As I…