Our culture is replete with references to the importance of the path that money and value follow in commercial exchanges. “Follow the money” and “Show me the money” are two examples. As I pointed out last week in a blog, there are really two payment models in the world of Internet and tech today—the direct…
If you need evidence that operators’ reluctance to deploy carrier cloud has far-reaching consequences, you only need to look at Amazon’s Sidewalk evolution for a proof point. Sidewalk, in its original form, was a strategy for sharing WiFi between homeowners and businesses to allow for better connection and control of IoT elements. Now, Amazon is…
New Year’s Resolutions are popular, perhaps in part because we know that we don’t usually keep them. Still, we feel better making them, so every year I look for some inspiration for my own. This year, I got it from, of all places, our legal system. Everyone will likely have their own take on the…
My notion of a metaverse of things (MoT) is grounded in the assumption that all applications of this type are a form of digital twinning. There’s a real-world framework that is, at least in part, reflected into the virtual world. For applications like industrial IoT, there’s a structure that’s being mirrored, and that structure has…
Well, Happy New Year everyone. There are obviously positive and negative omens in play for the world, economic and otherwise. Still, I’m a network/cloud strategist and not a doctor or economist. I’m not going to attempt to address broader issues and events, other than to point out what a negative versus positive shift could mean…
The Internet and the trends in over-the-top (OTT) services is the last of the three areas whose 2022 fortunes I’m going to blog about. Far from the least important, but perhaps the most difficult to predict. In fact, to predict pure OTT factors is as difficult as predicting taste in music, so I’m not going…
For most who read my blog, network issues and opportunities are paramount. The good news for that group is that the Street almost universally sees networking at the top of the hardware opportunity list. The bad news is that when you look at the companies the Street really likes, you don’t see any of the…
Wall Street, like most everyone, tends to put out prediction pieces at the end of the year. While the Street’s predictions aren’t always right, they do represent the view of a group of people whose livelihood depends on predicting at least major revenue trends. My own research isn’t always right either, so perhaps by looking…
What statement about the cloud has the largest number of enterprise agreements? “My cloud services are too expensive!” is the answer. Not only that, cloud costs are the number one reason enterprises give for not doing more in the cloud, and the number one reason they give for looking at another cloud provider. On the…
Ciena just posted the first billion-dollar quarter in its history, and that’s surely big (and good) news for the company and investors. What sort of news is it for the networking market overall? I think it’s a sign of some major shifts in thinking and planning, things subtle enough to be missed even by some…