There’s been a rethinking of the value of cloud computing, for sure. As I pointed out in my last blog, there’s also been a rethinking of the value of NaaS. In both cases, hype has been one of the factors. Linus Torvalds recently characterized the AI space as “90% marketing and 10% reality”, and my…
The notion of “network-as-a-service” or NaaS has been one of those things that’s regularly gained and lost visibility over time, while at the same time exhibiting a lack of a precise definition or even value proposition. In early 2023, I blogged about enterprise views on NaaS, and in the interval since then I’ve seen some…
It’s apparently time to say goodbye to Metaswitch, one of the most potentially transformational telecom vendors/startups of our time. The company was a provider of open-source telco software designed to implement the features of the IP Multimedia Subsystem (IMS), and a key part of the multi-vendor alliance that I assembled to provide a cloud-centric implementation…
OK, you know I said yesterday that telco APIs would fail to move the profit needle for both vendors and operators, unless they linked to features of transformational new services. There’s a Light Reading piece that calls the telco API picture as it stands into question, so what might those transformational services be? I’ve offered…
The opportunity for, or value of, APIs that expose telecom service features to allow them to be used in composition of other perhaps-more-valuable services, has long been discussed. When Ericsson acquired Vonage, it was clear that the Vonage APIs were going to be a big part of any value redemption Ericsson could hope for. Well,…
The deal HPE has made to acquire Juniper Networks isn’t yet final, but the competition between the yet-to-be-combined entity and its natural rival, Cisco, is already starting. I’ve had 211 enterprises tell me that they’ve heard from both companies already, positioning for supremacy in a battle that will surely unfold. There’s also a battle over…
I had a chance to review a Wall Street research report citing CIO views on 2024 and 2025 IT spending, and while I think it’s not outlandish, I think there are points that it misses. CIOs tell me many of the same thing, but add in views and qualifications that I think are helpful in…
With the bulk of stories on cloud computing having taken a negative tone, we have one that talks about the top ten benefits of “cloud transformation”. The question is whether enterprises really accept some, or even any, of these. Here, I’ll look at them all and recount what I hear from the 314 companies that…
How’s this for a tagline? “The History of Telecoms is at an end.” What’s in this story is a pretty solid analysis of the issues that the telecom industry faces. The basic thesis of the story is presented in a book that says that telecom is now an irreversible commodity, that we already have what…
There’s no shortage of news about the changing attitudes of enterprises toward cloud computing. Five years ago, it was all about “cloud-first” planning of applications, but recently “repatriation” of applications from cloud to data center has dominated, but both extremes are still represented. What’s the truth? One possible source that came to light this month…