Juniper surprised a lot of people with its quarterly earnings report, beating on earnings by over 2% and on revenue by nearly 6%. Surprise was likely not appropriate. In my blog on January 20th, I pointed out that Juniper was unfairly (in my view) assigned the smallest upside by the Street. No, I didn’t know…
Broadband change is in the wind, literally as well as figuratively. In the figurative sense, it’s clear that telcos and cablecos alike believe that they have no option but to make consumer broadband profitable in itself. For some, such as Verizon, that means literally taking broadband to the sky, with fixed wireless or millimeter-wave technology….
For roughly a decade, there’s been a growing debate on the balance between optical technology and electrical technology in networks. The optical vendors, notably Ciena, have (not surprisingly) been weighing in on the topic the most, given that they’re likely beneficiaries of a shift toward optical networks. A recent Light Reading piece talks about Ciena’s…
Artificial intelligence is, in a sense, like a UFO. Until it lands and submits for inspection, you’re free to assign to it whatever characteristics you find interesting. Network operations staff have only recently been facing an AI “landing” and so they’re only starting to assign specific characteristics to it, from which they can derive an…
What is the future of tech? A lot of Wall Street professionals and a lot of investors are asking that question, given the NASDAQ correction. The problem with using stock prices as a measure of a market is that short-selling behavior can induce a slump just as easily as real market conditions. That obviously doesn’t…
No matter how complex a technology, you can always reduce it to dollars and cents, which is what Wall Street tends to do. Note, though, that while “cents” and “sense” have the same sound, focus on the former doesn’t always involve the latter. You can’t discount Street insight, but you can’t depend on it entirely….
Most experts I talk with, either on the enterprise side or among their vendors/operators, have been telling me for almost a decade that they truly believe that edge computing will be driven by some flavor of “augmented” or “virtual” reality. The “metaverse” concept we’re hearing so much about today is (IMHO) simply a variation on…
Let’s say that you wanted to justify building a bridge between Lubec, Maine and Canada’s Westport, Nova Scotia, crossing the Bay of Fundy. It would be fair to say that such a bridge would be enabling for those who wanted to drive between the points quickly. Our new bridge would be about 50 miles long….
Software, so they say, is taking over the world. I actually agree with this, and with a related premise that “hardware” and “network” companies have to not only think like software companies, but actually become one. These points raise the obvious question of how well everyone is doing, and fortunately there’s some Street research that…
The more operators are confined to being access players, the more they have to worry about the cost of supporting connections. We all have to worry about that, in fact, because the division of the Internet ecosystem into plumbing and gold-plated toilet seats (so to speak) means that there’s a risk that the value we…