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…
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…
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,…
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…
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…
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…
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…
Stupidity, they say, is doing the same thing multiple times and expecting a different result. I think many accept the fact that an example of this is the 5G/6G discussions. How much of what people are staying is the use case for 6G was already claimed as a use case for 5G, one that didn’t…
According to a recent article in a venture-capital-facing publication, cost and model complexity remain barriers to adopting AI. They cite an IBM study, and IBM is the real leader in the realistic-AI space. The article summarizes “key findings” in the report, and I’ll look at each to see how they compare to what I’ve been…
Could the notion of “digital twins” extend to twinning people, and could twins of ourselves play a role in the future of tech? We’re starting to see stories on this (HERE and HERE), and the idea is surely interesting, but is there any real interest beyond a good yarn (is this yet another AI-like hype?)…