Verizon’s announcement it was proposing to acquire Frontier Communication hasn’t thrilled everyone, but that doesn’t mean it’s not important. While Verizon’s own announcement characterizes it as a move to expand its fiber network, it’s also been called (as it is in my first reference) a move to expand fixed/mobile convergence. Which is it, and could…
Do We Have Blind Spots in Our Assessment of AI?
IBM does a lot of good stuff, covering a fairly wide area, including AI. I cited an IBM-sponsored report as one of two in a blog last week, in fact. There’s another report out that also at least relates to AI, but also has a broader target. Called “6 blind spots tech leaders must reveal”,…
What Enterprises Say About Project Failures; AI, the Cloud, and the Rest
According to a recent story, an astonishing 80% of IT projects fail, and project failures are a big problem, for sure. Of 419 enterprises who offered me comments on their IT projects this year, all but 7 said that at least one IT project they’d launched in the last year had failed. None reported anything…
The Future of AI as Seen in Two Different Reports
The financial industry generates a lot of reports, and the part that’s looking at tech perhaps more reports than most. Tech is complex, and not surprisingly some of the reports have little or no insight inside them, and present no useful information to readers. Occasionally something worthwhile comes along, as it has with a Goldman…
Is Specialization the Solution to Network Equipment Commoditization?
Two decades ago, startups in the networking space could increase their chance of success by specializing, by dodging Cisco’s breadth and instead looking for a limited and Cisco-underserved area. Today, Cisco says it’s looking to sustain its success by essentially dodging its own broad incumbency. Niches were good in the past, but can niches add…
IoT, Edge Computing, Autonomy, and Humanity
You all know I like to reference poems and song lyrics in my blogs, so you won’t be surprised now if I do that again. “Two different worlds, we live in two different worlds” as a song surely dates me personally, but it’s got a strong reference value in regards to edge computing and IoT,…
Dealing with Network Maturity
Let’s face it, we have a distorted view of our own industry, but it’s a forgivable bias. We see it from the consumer side, either as consumers or as people dedicated to making someone else a consumer of our stuff. The fact is that the industry is driven by consumers only indirectly, and in a…
Why There Seem to be Two Ways of Looking at Cloud Cost Management
When I launched Andover Intel last year, my goal was to present an analyst model driven by buyers of technology, not sellers (as is the case typically). That goal has resulted in a number of situations where what I hear (and say in my blogs and elsewhere) differs from what seems to be the common…
Is the Growth of Hyperscaler Data Centers a Sign the Cloud is Where IT is Heading?
Remember the old saying, “Content is king”? Remember when tech authors, including me, played on the phrase “video killed the radio star” to demonstrate how network service was justified by what it delivered? Well, SDxCentral may not realize it, but they’re asking the same sort of question about data center capacity in this piece, and…
Consolidation and Layoffs or Insights and Success: Networking’s Choice
Juniper turned in disappointing numbers last quarter, and it’s getting acquired by HPE. Cisco’s announced a second round of layoffs, and its stock is down ten percent for 2024. It’s sure a far cry from the heady days in the early 2000s, when every company wanted to be “the next Cisco” and when Juniper’s stock…