Uncommon Wisdom:

August, 2008


August 21, 2008  2:23 PM

Cloud computing on the rise in 2009

Tom Nolle Tom Nolle Profile: Tom Nolle

Salesforce.com is heading for the clouds, if not in the eyes of Wall Street. The company posted good growth (almost 50% y/y) but said third-quarter numbers would likely reflect slowing growth, though they guided up for the year. Significantly, they made a big deal of cloud computing and the...

August 20, 2008  2:19 PM

Ecrisson, STMicroelectronics form mobile phone joint venture

Tom Nolle Tom Nolle Profile: Tom Nolle

In yet another move seemingly aimed at Google’s Open Handset Alliance, Ericsson and STMicroelectronics are forming a joint venture (JV) to create software and semiconductors for cellphones. The move comes after rival Nokia bought out Symbian and made it open source, and Google’s Android seems...


August 19, 2008  5:54 PM

Death of analog TV could benefit telecoms

Tom Nolle Tom Nolle Profile: Tom Nolle

The upcoming death of analog TV broadcasting may save the U.S. cellular providers from one of the risks of an open handset -- the deployment of cellphones able to tune into analog TV. This type of phone is sold by ZTE in China, where analog service will continue for another six years. There may...


August 18, 2008  1:46 PM

OSS, SDP converge as vendors, providers shift business strategies

Tom Nolle Tom Nolle Profile: Tom Nolle

There are signs that the OSS world and the SDP world are converging, with the driver being a combination of the strategies of major vendors and the shift of service providers toward IT dominance of infrastructure projects. Major players in the OSS space like Amdocs and Telcordia are becoming...


August 15, 2008  8:23 PM

First Google Android handset due before year’s end

Tom Nolle Tom Nolle Profile: Tom Nolle

Google Android will be making its debut for the holiday season according to reports, with its first phone created by HTC and offered by T-Mobile. The new phone will have a touch screen, larger slide-based keyboard, and support an unknown number of Android applications from developers in the Open...


August 13, 2008  8:40 PM

Yahoo announces Fire Eagle developer platform

Tom Nolle Tom Nolle Profile: Tom Nolle

Yahoo is making its Fire Eagle geo-platform available to all developers today. The new platform is an example of the work that Yahoo in particular, but also other web giants, are doing to facilitate the development of applications through the release of useful tools that reduce developer...


August 12, 2008  7:36 PM

P2P/BitTorrent fall on hard times

Tom Nolle Tom Nolle Profile: Tom Nolle

P2P may be falling on hard times in at least one sense; BitTorrent confirmed a 20% layoff but said the move had nothing to do with the Comcast throttling issue. In some ways it would have been better for the company had Comcast been the culprit, since the FCC has ruled that Comcast can’t strangle...


August 11, 2008  1:45 PM

IBM focuses on enterprise mobile applications

Tom Nolle Tom Nolle Profile: Tom Nolle

The boom in enterprise use of smartphones and the fact that carriers are anxious to promote business customers’ use of data services combines to make the space an attractive target for IBM, not as a provider of equipment but as a facilitator of mobile enterprise applications.

The...


August 7, 2008  2:47 PM

AOL profits way down; Time to sell

Tom Nolle Tom Nolle Profile: Tom Nolle

Time-Warner’s AOL unit saw profits fall by 26%, and has been in talks to split and sell off AOL to boost the parent company’s financials. The drop in AOL’s fortunes came not because of a shift from an access model to an ad model per se, but because of the shift to broadband...


August 6, 2008  4:41 PM

Cisco beats numbers, but issues remain

Tom Nolle Tom Nolle Profile: Tom Nolle

Cisco reported numbers that beat estimates by a penny but still showed some signs of difficulties in the markets. Switches and routers grew in the mid-to-high single digits, 5-to-6 percent lower than usual but better than the last quarter. The Cisco numbers are consistent with our view of the...


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