Uncommon Wisdom:

December, 2008


December 26, 2008  2:28 PM

Nortel’s Ethernet sale: Who will buy?



Posted by: Tom Nolle
Carrier Ethernet, Cisco, Ethernet, Huawei, Nortel

We may be coming to the point of a Nortel Ethernet sale soon after the first of the year, according to some of our sources. Four companies have been named possible buyers (Cisco, Ericsson, Huawei, and Nokia-Siemens), but we are hearing that the front runner is Huawei and that Cisco is not a serious...

December 23, 2008  8:27 PM

SaaS could be 2009 capex avoidance plan



Posted by: Tom Nolle
capital expense, Network equipment, Software as a Service

Many are expecting that companies will turn to cloud computing to avoid capex in 2009, and there are certainly indicators that would suggest that at least some are doing just that. Past history and buyer research. however, shows that companies often stand pat on older strategies during a downturn...


December 22, 2008  3:03 PM

China to invest $40 billion in 3G network



Posted by: Tom Nolle
capital expense, Huawei, Internet, Network equipment, Wireless broadband

China will likely invest at least $40 billion in a faster 3G network based on China’s own TD-SCDMA, which differs from the international standards. The investment is expected to benefit primarily Chinese manufacturers. This may be an indicator that some major economies will spend to support...


December 19, 2008  1:38 PM

AT&T’s “business U-verse”: Focus on data



Posted by: Tom Nolle
AT&T, Broadband, IP services, SMS

AT&T is launching a business service on U-verse, but the service focuses on data delivery rather than on video. The new offering will offer users 18 Mbps download speed and the option for static IP addresses to allow businesses to host their own sites or provide services on the web via their...


December 18, 2008  2:30 PM

Australia nixes Telstra broadband bid



Posted by: Tom Nolle
Broadband, Next Generation Networks, Regulations, Triple play services

In a decision whose short-sightedness was worthy of U.S. process, the Australian government disqualified its national carrier Telstra from bidding on an enormous and controversial program to provide more universal broadband access in Australia. There have been political fights between Telstra...


December 18, 2008  2:29 PM

Over-the-top players: A race to the bottom



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Google, mergers and acquisitions, network monetization, Next Generation Networks, service delivery platform, third-party platforms, venture capital, Web 2.0

One of the forgotten truths of the current economic crisis is that while telcos worldwide will certainly be deferring some projects and obsessing even more about monetization, their competitors are likely to be even more concerned. The guys at the greatest risk, in fact, are the darlings of the...


December 17, 2008  2:30 PM

Cisco and blade server plans



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper Networks, Network equipment, service delivery platform, Web 2.0

Cisco has not been shy in pushing the envelope of what a networking company does, and one extension that’s been rumored for quite a while has now appeared in public—though still as a rumor. Cisco is said to be working on a blade server product family, something that would extend the company’s...


December 15, 2008  4:06 PM

Net neutrality breakdown?



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, content delivery networks, Google, Microsoft, net neutrality

There are strong indications that the “net neutrality” coalition of portal giants is breaking down. Microsoft and Yahoo have withdrawn from a cooperative agreement to support net neutrality and Google has been in discussion with access providers to come to some deal on “fast lane” content...


December 12, 2008  3:29 PM

Alcatel-Lucent position could be game-changer



Posted by: Tom Nolle
Alcatel-Lucent, Next Generation Networks, service delivery platform, third-party platforms, Web 2.0

Alcatel-Lucent has posted a press release with more color on its new strategy, one that makes it clear just how dramatic its new position is. The company is now committed to a program of facilitation for the composition of services by partners as a primary strategic thrust, a position that is...


December 12, 2008  2:05 PM

Alcatel-Lucent strategy: Focus on third-party access



Posted by: Tom Nolle
Alcatel-Lucent, Next Generation Networks, service delivery platform, third-party platforms

Alcatel-Lucent has announced job cuts and predicts a decline in global telecom spending of between 8 and 12%, which is much larger than any dip we can see based on any credible set of economic trends.

The forecast appears to be based on the presumption that the recession will continue not...


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