Last week should prove out a point I’ve made many times, which is that hedge fund behavior manipulates the stock market and investors in general. It should also prove another point, which is that the hype that comes out of a click-here world contributes to this, and a third, which is that the combination of…
There’s been a major shift in networking over the past three decades, one that has created many of the challenges we see today. There have also been attempts to address some of the fallout of the shift, none of which have been successful. Today, there may be another such attempt emerging, which has some interesting…
OK, yesterday I took the markets and hedge funds to task because of the story that AI was somehow going to eat software. If I’m right (which, of course, I think I am) then is there no value to AI? Robert Heinlein’s line from “The Moon is a Harsh Mistress” comes to mind, “There ain’t…
Remember the old song “Anticipation?” We need a version for 2026, so let’s call it “Perpetuation”. “Perpetuation is making is making us rich, by keeping the bubble go go-going”. It’s starting to look like the Street, meaning of course hedge funds, have invented a whole new kind of bubble, one we could call an “anti-bubble”….
Meta surprised the Street last week by beating earnings estimates, and it also said its capex on AI could double this year. What may be driving the willingness to invest more on AI is Zuckerberg’s view that this year, “AI starts to dramatically change the way that we work”, but the question is who’s work…
If you don’t know Latin, that means “Where are you going?” and it’s the real question that telcos, their vendors, and their customers all should be thinking about. The harsh realities telecom faces in 2026 are obviously generating both news stories and vendor/telco activity. Of course, this has been true in the past, too, and…
How will we get to a real edge-computing-and-real-time future? That’s not an academic question; everyone in the tech space is waiting breathlessly for a rush of new opportunity. I think that most probably agree with me, that such a thing will have to be driven by new real-time applications. That’s also what enterprises think (which…
Ever notice how many maxims we regularly hear come from sources almost nobody recognizes? Often, in a slightly different form. One is “this too shall pass away”; the actual poem by Theodore Tilton shows the original form is “Even this shall pass away”, but whatever form you like, there’s growing sentiment that telecom, and maybe…
Did we have it wrong when we said some things were “too big to fail”? The flood of network/Internet problems that have cropped up, including the recent Verizon mobile outage raise, in the minds of some enterprises and consumers, and even some telcos, whether networking is getting too big to succeed. One enterprise network planner…
We need big ideas in tech. That’s not only the conclusion of almost 500 enterprises who commented last year, it’s also what I heard from my vendor and telecom contacts. The tech booms of the past came about because we had a successful “big idea”, and everyone would really like to see another tech boom….