Uncommon Wisdom:

July, 2011

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July 19, 2011  6:26 PM

Cisco and IBM: A comparative tale of two companies



Posted by: Tom Nolle
Cisco, financials, IBM

A tale of two companies, and possibly an example of unfortunate timing as well. Cisco yesterday announced it was laying off 6,500 workers, and IBM announced it was raising its guidance after having...

July 18, 2011  4:23 PM

VMware’s new pricing strategy; who’s driving the cloud?



Posted by: Tom Nolle
Cisco, Citrix, Cloud computing, HP, IBM, Microsoft, Open source, Virtualization, VMware

In yet another price change that angers customers, VMware announced a new pricing strategy for its vSphere 5, and the new pricing could create significant...


July 18, 2011  12:03 PM

Google’s Android sweep and its implications for Apple



Posted by: Tom Nolle
Android, Apple, Google, Google+, iCloud, smartphones, tablets

Google reported its numbers, and by any measure it had a stellar quarter. Revenues were up 32%, and they beat Street estimates across the...


July 12, 2011  11:49 AM

It’s Groundhog Day in the networking biz, Google+ and all



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Facebook, Google, Huawei, IMS, Microsoft, networking revenue, Skype, Social networking, voice services

As some things change, others stay the same. That’s about how I see things fresh from two weeks in Brazil.  We’re seeing changes in the networking business space as Google vies anew with Facebook and Twitter, and yet the moves raise the same issues we’ve faced all along. In the economic...


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