Uncommon Wisdom:


May 1, 2009  1:32 PM

Alcatel-Lucent focuses in on management contracts

Posted by: Tom Nolle
Alcatel-Lucent, managed services, services, telecom equipment

Alcatel-Lucent announced yet another managed service deal, this one with Bharti Airtel. We’re starting to believe the company is making a very specific and broad shift into the service space, focusing on its...

March 26, 2009  12:38 PM

EU telcos weigh economics of network management outsourcing

Posted by: Tom Nolle
Alcatel-Lucent, network management, NSN, outsourcing, telecom service providers

The EU says telcos there are weathering the economic storm so far, better in fact than most industry sectors. This contrasts with other stories that telcos are outsourcing network management to reduce costs.

We think that the truth of the situation is closer to the EU version. We’ve...

February 5, 2009  1:28 PM

Cisco and Alcatel-Lucent earnings: Better than expected

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, economic recovery

Cisco reported its quarterly earnings yesterday, and while its numbers were better than expected, there was a problem with the company’s guidance. In effect, Cisco is projecting the current problem will extend through April and has reduced year-over-year guidance accordingly. The Street saw...

January 23, 2009  2:15 PM

CIMI Corp. analysis on critical telecom vendors

Posted by: Tom Nolle
Alcatel-Lucent, Ciena, Cisco, Ericsson, Huawei, Juniper, Nokia-Siemens Networks, telecom equipment vendors, Tellabs

The February, March and April issues of our newsletter, Netwatcher, will include a special series on eight critical telecommunications vendors. We will present a SWOT analysis of each vendor based on our assessment of the critical market issues in 2009 and beyond.      -...

January 22, 2009  2:33 PM

Low financials pose strategic change challenges for vendors

Posted by: Tom Nolle
Alcatel-Lucent, Nokie, telecom equipment vendors

Nokia reported worse-than-expected numbers, which puts additional pressure on the broad-based players in the space, including Alcatel-Lucent. The problem these giants, which include Nortel, face is the need to combine their massive product families into symbiotic groups that can build better and...

January 16, 2009  5:40 PM

Network market leaders analysis to come

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, equipment vendors, Ericsson, Huawei, Juniper, NSN, service provider networks

In the Market Area Focus section of our February 2009 issue of Netwatcher we'll be starting a three-article series on the major service provider network equipment vendors with coverage of Alcatel-Lucent, Cisco, and Juniper The next segment will cover Ericsson,...

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...

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