Are there industries that represent a greater IT opportunity, network opportunity, or both? Can we identify which industries are the most or least centralized in terms of distribution of IT assets? Which are growing the fastest, or the slowest? These questions are among the ones I’ll be working to answer in Andover Intel’s from-the-technology-user blogs….
About Our User Base
Want to know about the base of technology users that Andover Intel will be using to gain a unique insight into the tech market and technology adoption? Here’s a summary of things as they stand today, but remember that we’ve set up a mechanism for other technology users to join in, and in return to…
What’s the Best Broadband Technology?
The economics, and opportunities, associated with broadband deployment have always been complicated. It’s been almost 20 years since I started using “demand density”, a measure of economic value that could be “passed” by a mile of broadband infrastructure and available to be hooked up and monetized. Since then, I’ve seen the maturing broadband market changing…
Is VNF Portability a Real Problem for Telcos or Vendors?
Just how difficult is “carrier cloud”? There’s been a lot of talk about how hard it is for operators to deploy their own cloud resources, particularly when many services have a much bigger footprint than the operators’ own real estate holdings. There’s been a lot of talk about how public cloud partnerships are favored by…
What Ciena Might (or Might Not) be Showing Us About Optical Convergence
There aren’t all that many enduring questions in networking, but one I recall coming up almost thirty years ago came up again last week. It was “Is it getting cheaper to provide more capacity than to try to optimize it?” There’s a new flavor to this question, though: “Should we be using more optical paths…
Time to Retire
I have been in the technology game for over sixty years, as a programmer, architect, manager, director, author, and industry analyst. I’ve tried, in all those roles to tell the truth, to be ethical and honest, and to learn a bit every day. I’ve loved the field, the people in it, and the opportunities it’s…
How Much of the Cloud is Just Fog?
We’ve started to see more stories about companies not “moving everything to the cloud” but instead moving everything off the cloud. The most publicized and analyzed examples of this is collaborative service provider Basecamp a who dropped cloud services costing $3.2 million in favor of in-house servers. This is a very radical example of a…
Summarizing MWC
MWC is almost over, and it’s been a mixture of the “Old Telco” and the “New Cloud.” The combination could have possibilities, but I think the show was almost two shows because the combination was either absent or at least trivialized. I blogged yesterday about the GSMA API initiative, and that’s only one example of…
Will the GSMA API Program Help Telcos Raise Profits?
What “interfaces” are to hardware, APIs are to software. Thus, any transformation in network services that’s based on adding features to connectivity is very likely to rely on APIs. But this new mission for APIs is hardly the first mission. Operators have long exposed connection services through APIs, and APIs are the basis for application…
What’s Behind the “New Nokia”?
Nokia has launched a new strategy, including a new logo, and the latter has gotten more attention than the former. That’s too bad because Nokia’s numbers have been good, as opposed to those of some of its major competitors. Why would they want a “refreshed company strategy to deliver sustained long-term growth” at this point?…
