Uncommon Wisdom:

capital expense

January 7, 2010  5:22 PM

Mobile smartphones lead to increased wireless backhaul investment

Posted by: Tom Nolle
capex, capital expense, mobile backhaul, wireless

Mobile operators in the U.S., and in some other wireless-centric geographies, are pushing to deploy faster wireless services and to reduce wireless congestion through increases in cell density and...

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December 23, 2008  8:27 PM

SaaS could be 2009 capex avoidance plan

Posted by: Tom Nolle
capital expense, Network equipment, Software as a Service

Many are expecting that companies will turn to cloud computing to avoid capex in 2009, and there are certainly indicators that would suggest that at least some are doing just that. Past history and buyer research. however, shows that companies often stand pat on older strategies during a downturn...

December 22, 2008  3:03 PM

China to invest $40 billion in 3G network

Posted by: Tom Nolle
capital expense, Huawei, Internet, Network equipment, Wireless broadband

China will likely invest at least $40 billion in a faster 3G network based on China’s own TD-SCDMA, which differs from the international standards. The investment is expected to benefit primarily Chinese manufacturers. This may be an indicator that some major economies will spend to support...

December 9, 2008  6:59 PM

Telecom spending 2009 – major cuts not evident

Posted by: Tom Nolle
capital expense, Wireless broadband

Both publications and research companies are jumping on a story that telecom is headed for a major slump, but we believe they are all seeing too many shadows at least for the present.

In our research, we have not found any concrete spending cuts from telcos, nor any major concerns that a...

December 4, 2008  2:53 PM

Network spending forecasts: Where’s the logic?

Posted by: Tom Nolle
capital expense, IP convergence, IP transformation, Networking, tech market, venture capital

UBS and other Wall Street research firms are issuing fairly dire forecasts on tech and network spending in 2009. UBS has tech spending dropping a “minimum” of 6-11% in the year, and the consensus for networking (including the service provider space) is a decline of about 10%. At the same...

October 15, 2008  2:20 PM

Metro and access drive ’09 deployment focus

Posted by: Tom Nolle
capital expense, femtocells, Fixed-mobile convergence, FTTH, GPON, Metro Area Networks

It is becoming increasingly clear that 2009 will see the most action in the metro and access space. Worldwide, operators are looking very hard at FMC and femtocells, and we believe that there will be some deployments even in the US by 2H09. There are also a number of competitive initiatives from...

October 14, 2008  1:45 PM

Who’s growing the managed services trend?

Posted by: Tom Nolle
capital expense, IP services, managed services

There are indications that some smaller providers are going to make an entry into the enterprise managed services and applications market, including Reliance and Tata. The goal is to make a wide-ranging network with ample capacity into a financial asset by relying less on its commoditizing bits...

October 6, 2008  1:26 PM

IBM expands cloud computing offerings

Posted by: Tom Nolle
capital expense, Cloud computing, IBM, Software as a Service

IBM is expanding its cloud computing offerings, responding in part to the realization that during tough economic times, many companies will trade service expense for capital expense, particularly when credit is difficult. We believe that SaaS and cloud computing could be a big winner in the IT...

October 1, 2008  2:33 PM

AT&T reorg favors market-target structure

Posted by: Tom Nolle
AT&T, capital expense, Wireless broadband

AT&T is reorganizing to eliminate its original service-based management structure in favor of market-target structuring. The move will put the former wireless head, de la Vega, as head of consumer services, and could thus also be interpreted as a shift toward a wireless-centric policy. We...

October 1, 2008  2:32 PM

CIMI Corp. to issue tech spending report

Posted by: Tom Nolle
capital expense

We are developing a report on technology spending in the service provider and enterprise space, based on the assessment of the current market crisis, our analysis and modeling of future trends, our past and present surveys of enterprises and operators, and the historical information available from...

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