Uncommon Wisdom:


September 16, 2008  1:52 PM

Juniper continues software transformation

Posted by: Tom Nolle
Cisco, Juniper Networks, Routers, Security, Switches, Virtualization

Juniper has announced the first major innovation in its Service Layer Technology area, something it calls the Dynamic Services Architecture. This is a new product set, the first of which is the SRX Services Gateway, built on a platform that tightly couples service feature hosting and both...

September 15, 2008  12:28 PM

Microsoft focuses on software in network planning

Posted by: Tom Nolle
Cisco, HP, IBM, Microsoft, service delivery platform

Microsoft has released a new TV platform for advertising, Mediaroom, but the product won’t actually be available until June of 2009 according to sources. The release marks a major initiative by Microsoft to become the platform provider for a wide variety of service components in both emerging...

August 6, 2008  4:41 PM

Cisco beats numbers, but issues remain

Posted by: Tom Nolle

Cisco reported numbers that beat estimates by a penny but still showed some signs of difficulties in the markets. Switches and routers grew in the mid-to-high single digits, 5-to-6 percent lower than usual but better than the last quarter. The Cisco numbers are consistent with our view of the...

July 9, 2008  2:09 PM

Microsoft to launch collaboration software partner plan

Posted by: Tom Nolle
Cisco, Messaging, Software as a Service

Microsoft is launching its new online flagship service concept in what it calls the “Deskless Worker.” The new suite is designed for the entry-level Exchange and Sharepoint candidates who often don’t use Microsoft at all because of the cost and complexity of running their own versions of the...

June 11, 2008  6:25 PM

Apple MobileMe as major competitor?

Posted by: Tom Nolle
Apple, Cisco, Wireless handsets

Apple’s MobileMe may be more than an “Exchange Killer” (or at least a competitor); it may be the beginning of Apple’s challenge to Microsoft’s Connected Services Framework (CSF) and also a challenge to network operators. Finally, it may be a boon to Cisco. The reason is that MobileMe is...

June 9, 2008  2:07 PM

WiMAX consortium getting serious

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, WiMAX

WiMAX companies are proposing a patent pool to create a stable and reasonable royalty picture for the technology, hopefully stemming any loss of interest due to perceived risk in patent payments to third parties. Intel, Cisco, Sprint, Clearwire and Alcatel-Lucent are all involved. WiMAX, a new...

June 6, 2008  5:57 PM

Router sales up…an IP economic indicator

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper Networks, Routers

Infonetics reports that router sales in the first quarter rose sharply, further validating the notion that the IP infrastructure market is more immune to economic problems than the enterprise. Both Juniper and Cisco gained market share, apparently in part at the expense of Alcatel-Lucent, whose...

May 13, 2008  2:13 PM

HP nears EDS acquisition deal

Posted by: Tom Nolle
Cisco, HP, IBM, IT

HP is nearing an agreement to acquire EDS, which would make it the second-largest integrator in the world after IBM and a truly formidable challenger to IBM for perhaps the first time. The deal comes as the role of IT is shifting in the market in general, due to the emergence of the SOA-driven IT...

April 29, 2008  6:02 PM

IBM cloud computing focused on networking control?

Posted by: Tom Nolle
Cisco, Cloud computing, IBM

Cloud computing may be heading for a major role in the marketing plans of major vendors like Sun, HP, IBM, and Microsoft. Since the Internet is really an information network, it is really as much or more about storage and software as about network routers and other bit-moving gear, and IBM’s...

February 7, 2008  3:19 PM

Cisco earnings show order slowdown

Posted by: Tom Nolle
Cisco, Juniper Networks, Routers

Cisco reported decent numbers for the current quarter but acknowledged the slowdown in orders that we predicted for the first half of this year. The company relies on enterprises for a large chunk of revenues, and that sector is very troubled by the credit crash and consumer concerns. We believe...

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