One of the most compelling symptoms of a market transformation, sometimes even a driver of one, is M&A. HPE’s announced-but-not-yet-consummated acquisition of Juniper is surely a major event in networking, and surely a major step for HPE. How can we read the symptoms of the deal to get an advanced indicator of its market impact?…
There are a lot of reasons why a market sector gets into trouble, but nearly all of them stem from a single factor. When buyers can’t make any new business cases for a technology, that obviously saps opportunity to increase sales of that technology. Vendors then pin their hopes on the “refresh cycle”, the regular…
All telecom is going to the cloud, right? Well, maybe not so right. Microsoft, who has probably accumulated the best software technology for telco applications, is pulling out of the telco application space in favor of supplying only infrastructure, which means that they’ll sell Azure hosting to telcos if they want it—surprise, surprise. This article…
The notion of the digital twin as a model of real-world systems is gaining visibility. What about the inverse? Could a digital twin become a blueprint that then establishes the system in the real world? We already have examples of models driving deployments, but taking that to the real world, to systems with physical elements,…
It seems to me that we regularly go through a phase where everyone is talking about telco API opportunity. We’re regularly disappointed. Since stories on the notion seem to be on the upswing again, let’s look at the topic and try to work out what’s really happening, and why that which has already happened has…
I blogged last week about WFH trends, including “socialization” and “interaction” effectiveness that seem to impact both enterprise policy on WFH and worker interest in the concept. It’s hard to say how much these factors suppress WFH, but my chats with enterprises suggest they do. What could make WFH more broadly acceptable? How about the…
One of the most divisive questions raised so far this decade is whether people need to be “at work” in order to do their jobs. In the process of interacting with over 400 companies in the last year, I’ve had chats with over 650 people, and I think this has given me some insight into…
I firmly believe that digital twin concepts are the most important single tech driver in today’s market, yet they rarely get even a close look. I was struck by a nice article in XR, an online site that’s largely dedicated to extended reality (hence the name), which presents a good picture of the scope of…
In all the years, all the decades, I’ve worked with telcos, nothing has been as durable as the debate over the importance of OSS/BSS systems. I recounted in a past blog, an experience I had twelve years ago, a meeting where the planner on my left wanted to modernize OSS/BSS and the one on my…
Platform concepts are hot in tech these days, and it’s not surprising that there’s an interest in a unified platform for network operations management, both among enterprises and network operators. There are a lot of drivers to the movement, and enterprises and operators both see issues as well. We actually used to have a fairly…