Uncommon Wisdom:

July, 2009


July 30, 2009  12:00 PM

Qwest to go for delivery conduit, not content broker



Posted by: Tom Nolle
content delivery networks, over-the-top, Qwest, video on demand

Qwest suggested during its second-quarter earnings call that the company would be pursuing a video strategy that would make it less a content broker and more a delivery conduit. Just what the technology...

July 30, 2009  1:48 AM

Velocix purchase positions Alcatel-Lucent in CDN market



Posted by: Tom Nolle
Alcatel-Lucent, content delivery networks, Deep Packet Inspection, telecom equipment

The growing interest of telcos in content delivery networks (CDNs) is the driver behind the acquisition of CDN specialist Velocix by Alcatel-Lucent. We’ve noted both here and in...


July 28, 2009  11:10 AM

Verizon’s Q2 earnings indicate difficult voice migration



Posted by: Tom Nolle
ARPU, Verizon, voice services, wireless

Verizon reported earnings and the results were in some ways alarming. The company’s net income fell 21%. Neglecting the Alltel acquisition, revenues grew less than 2%, about a third of prior-year levels. While wireless and FiOS were...


July 27, 2009  10:54 AM

Ericsson’s Nortel wireless win linked to carrier buying trend



Posted by: Tom Nolle
Ericsson, Nortel, NSN, procurement, wireless vendors

Ericsson came from behind to win the Nortel wireless auction, beating out both NSN (the original straw-man bidder) and a private equity bidder for the deal. There’s still a step of court and regulatory approval,...


July 24, 2009  12:36 PM

Content trends include emphasis on revenue-sharing



Posted by: Tom Nolle
online content, portals, regulation, revenue sharing, search engines

Over a thousand publishers have banded together in an organization aimed at insuring they receive reasonable returns on their publishing investment, particularly from news and editorial content creation. The Fair...

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July 23, 2009  12:38 PM

Mobile broadband growth has upside and problems



Posted by: Tom Nolle
3G, 4G, LTE, mobile broadband, Video, wireless

Mobile broadband traffic, primarily to smartphones, is growing primarily due to increased use of video content.


July 23, 2009  12:52 AM

Juniper and IBM Ethernet OEM deal focuses on data center



Posted by: Tom Nolle
Cisco, data center, Ethernet, IBM, Juniper

Juniper and IBM have announced an OEM arrangement that will allow IBM to label and sell Juniper’s Ethernet products designed for the data center. The pact covers selected models in the EX and MX lines and is similar to the deal already signed by IBM with Brocade.

The news is very good...


July 21, 2009  1:15 AM

Broadband stimulus details signals coming regulatory trends



Posted by: Tom Nolle
braodband stimulus, net neutrality

The details of the funding policy statement for the broadband stimulus...

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July 20, 2009  1:29 PM

BT CTO’s departure spotlights IT-centric carrier changes



Posted by: Tom Nolle
BT, next-generation network

There may never be a clearer indicator of the change in the carrier market than the departure of BT’s Matt Bross, and the fact that there will no longer be a CTO at BT. The role is being absorbed into the CIO role as the activity merges into a new IT-centric division. The CIO, Al-Noor Ramji,...


July 17, 2009  12:00 PM

Tier 2 and 3 carriers spend in 2nd quarters



Posted by: Tom Nolle
telecom capex, telecom spending

Tier 2 and 3 providers apparently spent more in 2Q than expected, according to a UBS survey. We noted that this class of provider generally did their strategic review earlier this spring than the Tier One carriers did. Tier 2 and 3 companies also tend to have less administrative inertia in...


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