Uncommon Wisdom:

February, 2011


February 24, 2011  2:54 PM

HP and Juniper: On financials and the cloud

Tom Nolle Tom Nolle Profile: Tom Nolle

It’s not uncommon to find a combination of good and bad news in the tech space. For example, on the bad side, we have HP’s numbers. On the good side,

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February 23, 2011  4:07 PM

Apple gets push-back from app providers over revenue

Tom Nolle Tom Nolle Profile: Tom Nolle

Apple, already facing an anti-trust review or two, is now getting growing push-back from app providers over the subscription-sharing rule. Apple wants a cut of every...


February 23, 2011  3:58 PM

Video streaming causing wireline broadband and cable planning issues

Tom Nolle Tom Nolle Profile: Tom Nolle

It is very clear that video streaming services are growing, partly in response to the tablet opportunity, and this creates special problems for broadband operators, most of whom...


February 23, 2011  3:54 PM

As operators speed 4G LTE migration, complications follow

Tom Nolle Tom Nolle Profile: Tom Nolle

The smartphone and tablet wars are putting pressure on mobile providers, and in particular, creating competitive drive to migrate to LTE. Operators tell us that their LTE migration strategies have been...

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February 21, 2011  4:11 PM

Will Congress derail the FCC’s net neutrality before the courts do?

Tom Nolle Tom Nolle Profile: Tom Nolle

Well, we’ve got the usual regulatory flap, with the same players and the same issues. Republicans in Congress are looking for a way to derail the FCC’s net neutrality...

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February 18, 2011  3:05 PM

VoLTE migration faces regulatory and revenue questions

Tom Nolle Tom Nolle Profile: Tom Nolle

In the telco space, Mobile World Congress seemed to bring out support for VoLTE; both AT&T and Verizon indicated they’d be making the Big Move, though over a period of...


February 16, 2011  12:41 AM

Signs of future mobile and online trends at Mobile World Congress

Tom Nolle Tom Nolle Profile: Tom Nolle

A couple of talks at Mobile World Congress may be signs of important future trends in mobile and online. First AT&T CEO Stephenson said the difficulties in moving content between devices was hampering mobile content opportunity. He also commented that AT&T believed that apps should run...


February 14, 2011  4:22 PM

Mobile World Congress: Let the 4G relevance and tablet battles begin

Tom Nolle Tom Nolle Profile: Tom Nolle

As Mobile World Congress opens this year, it’s already clear that we’re going to see a battle of relevance as much as one of technology. Network equipment vendors divide roughly into two groups: those with wireless 4G assets and those without. The former group...


February 14, 2011  4:11 PM

Tablet wars pivotal with devices that are ready or not

Tom Nolle Tom Nolle Profile: Tom Nolle

It’s clear from Mobile World Congress that tablets are the pivotal product in the mobile space. All the financial analysts have estimated iPad growth will beat that of the iPhone. You can tell that everyone is frightened of an Apple market sweep by the fact that tablets are being rushed out for...


February 14, 2011  2:59 PM

HP Palm-based products — still placeholding after all this time

Tom Nolle Tom Nolle Profile: Tom Nolle

HP finally made an announcement of WebOS-based products derived from the Palm DNA, but the announcement was hardly earth-shaking. A small Pre-like cellphone/smartphone and a 9-inch tablet were announced, but no pricing or release dates or carrier deals were firm. Thus, the whole thing

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