Uncommon Wisdom:

November, 2010


November 30, 2010  2:53 PM

Australia approves Telstra split, but don’t look for competition anytime soon

Tom Nolle Tom Nolle Profile: Tom Nolle

Sometimes governments solve problems, and sometimes they cause them. Sometimes it's a bit of both.  I’ve been watching Australia as an indicator of the extreme end of pro-consumer telecom regulation, and it has

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November 30, 2010  1:18 PM

Level 3/Comcast transport dispute bigger than peering issue

Tom Nolle Tom Nolle Profile: Tom Nolle

With Cyber Monday turning in good numbers, it’s ironic that we’re also seeing more stress cracks in the business model of the Internet in its broadest sense. The popular hope that somehow things will just get better and cheaper forever is colliding with hard economic reality within the...


November 23, 2010  12:45 PM

Rumors swirl on NSN IPO

Tom Nolle Tom Nolle Profile: Tom Nolle

There are reports that Nokia Siemens Networks (NSN) might consider an IPO to provide an exit for its somewhat-in-disagreement partners as an alternative to a restoration of their pact or a complicated private equity deal.  We’re not sure how this would fare given

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November 18, 2010  3:20 PM

AT&T, Verizon mobile broadband announcements miss social-change component

Tom Nolle Tom Nolle Profile: Tom Nolle

AT&T is moving to HSPA+, which is faster than 3G but slower in terms of potential than 4G.  Like T-Mobile, AT&T may advertise its move as 4G and spawn the usual market debate on what that...


November 18, 2010  3:00 PM

Flap over alleged Chinese IP traffic hijack highlights Internet security issues

Tom Nolle Tom Nolle Profile: Tom Nolle

There’s been a recent flap about a report that China rerouted a bunch of U.S. traffic through China, capturing and potentially (so they say) examining both government and corporate information. 

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November 18, 2010  2:37 PM

Juniper Blackwave acquisition fills content delivery gap

Tom Nolle Tom Nolle Profile: Tom Nolle

Juniper added to its content portfolio today, acquiring the intellectual property of a video delivery firm called Blackwave.  This is a small deal by recent Juniper...


November 16, 2010  3:21 PM

Juniper Trapeze Networks acquisition: Not just an enterprise play

Tom Nolle Tom Nolle Profile: Tom Nolle

Juniper acquired Trapeze Networks from Belden, a move that’s been expected by Wall Street for some time. Trapeze is an

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November 12, 2010  1:20 PM

Cisco financials, net neutrality, privacy: Rocky tech road ahead?

Tom Nolle Tom Nolle Profile: Tom Nolle

Last week was challenging in a number of ways, not the least of which being the shock generated by Cisco’s cautious comments on its quarterly call. That was...


November 11, 2010  1:21 PM

Verizon’s “everywhere” video unloads networks using content downloads

Tom Nolle Tom Nolle Profile: Tom Nolle

Verizon is taking “TV Everywhere” to more places, or at least taking it places under more conditions. Its new

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November 11, 2010  12:47 PM

Verizon’s iPad approach bundles mobile WiFi hub

Tom Nolle Tom Nolle Profile: Tom Nolle

Verizon has started to advertise its iPad deal, and it’s a bit more complicated than the rumors had suggested. What the big telco is doing is bundling an iPad with a mobile WiFi hub, a gadget that links to a 3G service and then creates a mini-hotspot to which

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