It’s time to think about separating the hype from the reality again. Web3, the metaverse, and even cloud computing are being hyped to the point where our irrational focus is hurting the technology we hope to promote. There’s nothing as discrediting to a technology like a good, disastrous, market crash. We could set up such…
A Light Reading piece asks an interesting question, which is what went wrong with Citrix. That’s surely interesting to people who use Citrix, or invested in it, but it might be even more interesting for the market. Not because Citrix is the cornerstone of anything in particular, but because the some of the answers the…
OK, I’ve said that while the telcos could have remade themselves by deploying “carrier cloud”, I also said that I no longer believed they would do that. What then do they do instead? Their answer is “Partner with cloud providers.” That begs the question “Which?” Is the biggest partner the best? Most of the partnership…
Facebook/Meta booted its quarter, missing estimates by a mile and saying some things that troubled investors. It’s a rare disappointment for the company, and why it happened and what Meta will do could create a major shift in the industry. Not surprisingly, the “what Meta will do” is likely to focus on the metaverse, and…
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….