Uncommon Wisdom:

October, 2008


October 9, 2008  8:42 PM

IBM financials strong despite economy



Posted by: Tom Nolle
HP, IBM

IBM reported a solid quarter in any times, and a sterling one in the present economy, with profits up 20%. IBM also reaffirmed its full-year guidance, a move that sent analysts into a feeding frenzy and boosted stock futures today.

We believe that IBM’s numbers reflect two...

October 8, 2008  3:30 PM

WiMax needs “lifestyle” purpose to make it



Posted by: Tom Nolle
Broadband, Integrated devices, Intel, Mobile, WiMAX, Wireless broadband

At WiMAX World, panelists sparred with attendees over questions of when WiMAX would become more than another access technology, and this is what we believe the major question is for WiMAX. If the technology is simply another way to get on the Internet from a phone or PC, it is threatened by...


October 6, 2008  1:26 PM

IBM expands cloud computing offerings



Posted by: Tom Nolle
capital expense, Cloud computing, IBM, Software as a Service

IBM is expanding its cloud computing offerings, responding in part to the realization that during tough economic times, many companies will trade service expense for capital expense, particularly when credit is difficult. We believe that SaaS and cloud computing could be a big winner in the IT...


October 3, 2008  3:17 PM

Nokia indicates shift to service market



Posted by: Tom Nolle
Integrated devices, Mobile, Nokia, Wireless broadband, Wireless handsets

Nokia’s launch of its touch-screen high-end smartphone was also a bully pulpit for the company to make it clear that their activities with Symbian and smartphones are not the main event, but a shift into the services market.

Nokia noted that Blackberries were not successful because of...


October 2, 2008  2:15 PM

Nokia strategy reflects capex shift



Posted by: Tom Nolle
Carrier Ethernet, Mobile, mobile backhaul, mobile data, Nokia, Wireless broadband, Wireless handsets

Nokia is launching “Tube,” its newest smartphone today, and is expected to articulate its mobile strategy in greater detail. The company, like others, is addressing what appears to be a capex shift to wireless for 2009, a shift that would increase sales of RF and handsets and reduce that of...


October 1, 2008  2:33 PM

AT&T reorg favors market-target structure



Posted by: Tom Nolle
AT&T, capital expense, Wireless broadband

AT&T is reorganizing to eliminate its original service-based management structure in favor of market-target structuring. The move will put the former wireless head, de la Vega, as head of consumer services, and could thus also be interpreted as a shift toward a wireless-centric policy. We...


October 1, 2008  2:32 PM

CIMI Corp. to issue tech spending report



Posted by: Tom Nolle
capital expense

We are developing a report on technology spending in the service provider and enterprise space, based on the assessment of the current market crisis, our analysis and modeling of future trends, our past and present surveys of enterprises and operators, and the historical information available from...


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