According to a Street publication, Google’s cloud isn’t really gaining market share. That’s obviously not a good thing, and the truth is that Google’s cloud business has been consistently ranked fourth in the space, behind even IBM. I wondered early in January why Google wasn’t gaining, given that frankly it may well have the best…
Just where, if anywhere, is the intersection between the metaverse concept and crypto? That might be a key question for a number of reasons, but as usual the answer will depend a lot on how we define two very fuzzy concepts. Whatever the truth is, we can also expect hype to fuzz up the results,…
If you like euphonic comments, how about “more morphs mix metaverse”? It’s pretty clear already that we’re going to see the original concept of the metaverse broadened to the point where it could apply to nearly everything. That’s too bad, because there are some (more euphonics) multi-faceted metaverse missions that actually could impact the architecture…
This is going to be a year of great change in networking, which means both great opportunities and great risks. In particular, we really seem to be setting up for a major shift in the virtual networking and SD-WAN space. The question, as it often is, is what exactly we’re going to be fighting over,…
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….