Could there be good news for telcos staggering under declining profit pressure? NVIDIA wants to come to their rescue! Of course so does everyone else, and so far “rescue” seems to consist of wanting telcos to spend on the rescuers’ products without any real proof it will help. The question is whether NVIDIA is any…
Let’s go beyond a “Tale of Two Cities” to a “Tale of Three Operators”. AT&T, Comcast, and Verizon all reported their numbers for the last quarter, and there was some interesting stuff to be learned, mostly by comparing results and delving into how the findings reflect on operators and tech overall. Fierce Network did a…
What is “strategic influence”, how does it impact buyers and sellers, and what do trends in it mean for the tech market? For decades, I’ve worked to model market behavior as a means of providing another data point to surveys, which present a multitude of issues if you rely on them completely. One thing that’s…
Is networking heading into a software-first period? Should it be? There are areas on this topic where enterprises and operators agree, areas where those two groups disagree, and areas where there’s more or less agreement within each group. Is there any conclusions to be had from this disorder? Let’s see. Let’s start with some numbers….
We all understand the concept of a secret agenda. Most of us understand that the term has a kind of intrinsic taint about it, a notion that the goal is to mislead. Well, we’re right to be cynical, but at the same time we’d all better hope that network vendors have one of those cynically…
In this earlier blog, I talked about the challenges of the emerging “Telco as a Platform” concept, and referenced a TelecomTV story on their summit on the topic. That story included a poll on the question “What are the main benefits to network operators of a Telco as a Platform strategy?. The poll cited seven…
Well, the FCC is back to the net neutrality drawing board, drawing inevitable comparisons with the classic movie. The link I referenced is a good primer on the concept, written by someone who, like me, is skeptical about the concept. It’s not that I don’t believe we need some regulation, but it’s important that the…
TelecomTV had its first “Telco as a Platform” event, and the concept is surely interesting. Of course, these days, we can’t assume that “interesting” means or even implies “helpful”. So, let’s look at the referenced article and see what might have been a hit, and of course what might have been missed. For those who…
OK, I admit that I have a significant interest (some might call it an obsession) with digital twin technology. I think it’s justified, though, because I truly believe that the next critical step in information technology is its integration with the real world, with our work and our lives. To make that happen, to make…
Is networking the next bastion of AI hype, or is there actually a lot of value we could harvest there? That’s an important question, one this Light Reading article shows is already being asked. It’s true, as the article suggests, that mobile operators are hopeful, and also true that so are operators overall and even…