Uncommon Wisdom:

equipment vendors


March 3, 2011  3:43 PM

Huawei open letter suggests more aggressive U.S. move



Posted by: Tom Nolle
data center, equipment vendors, Huawei

Image counts in every way and at every level of purchase decision-making. And Huawei is one vendor that knows that better than most. From the first, Huawei has been tarred with its association with China at multiple levels -- first as a poster child for the...

February 4, 2011  4:54 PM

Supply-side struggles in demand-side networking world to weed out players



Posted by: Tom Nolle
AT&T, Cisco, Cloud Services, demand-side networking, equipment vendors, networking market, Nokia, platform as a service, Software as a Service, Verizon

One of the issues that now faces the networking market is the fate of Nokia, the once-giant smartphone and networking company that has seemed to stumble in every...

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September 22, 2010  1:20 PM

Will tech M&A activity fill need for broad-based product strategy?



Posted by: Tom Nolle
Alcatel-Lucent, equipment vendors, Ericsson, Huawei, M&A, mergers and acquisitions, Nortel, NSN, OEM, technology industry, ZTE

Companies are now actively pursuing mergers and acquisitions to consolidate and improve economies of scale. Even when mergers and acquisitions don't directly consolidate the companies (


August 23, 2010  11:00 AM

India’s ban lifted on China’s Huawei, ZTE



Posted by: Tom Nolle
equipment vendors, Huawei, telecom restrictions, ZTE

India lifted a ban on buying telecom gear from the giant China vendors Huawei and ZTE, marking an end to one of the few formal barriers to the two price leaders remaining...


November 30, 2009  6:58 PM

Brocade’s last quarter: Is a sale its best option?



Posted by: Tom Nolle
Brocade, data center, equipment vendors, Ethernet switches, Foundry, IBM

One of the players that might be feeling some pressure from an HP/3Com deal, namely Brocade, says it’s not for sale. The company is a combination of storage networking and the acquisition of Foundry, a high-end Ethernet switch vendor. In its present form, it’s a pretty pure data center play...


October 21, 2009  10:17 PM

Cisco’s ISR G2 and Borderless Networking: Service layer implications?



Posted by: Tom Nolle
Cisco, control plane, equipment vendors, Linux, service layer architecture, Virtualization

Cisco has announced a new generation of its popular ISR platform (G2, fittingly), and also announced an initiative/architecture called Borderless Networking. The ISR upgrades...


October 16, 2009  10:48 AM

NSN’s very bad quarter: Good technology, bad messaging



Posted by: Tom Nolle
equipment vendors, financial results, Huawei, Nokia-Siemens Networks, wireless infrastructure

Nokia Siemens Networks' (NSN) quarterly results were just plain bad, with the company admitting a much larger market share loss than they’d forecast—so much so it swamped a market...


April 23, 2009  2:13 PM

Lack of monetization strategy hangs over telcos/vendors



Posted by: Tom Nolle
Cisco, commoditization, equipment vendors, Hauwei, legacy services, network monetization, telecom service providers

Huawei’s quarter put it on track as a big gainer in the ranks of major equipment vendors, with fourth place in the bag and second place within its grasp if it can meet its targets. As we said in our Huawei...


April 16, 2009  6:14 PM

EU telecom spending: Cost-cutting & pricing tiers on the table



Posted by: Tom Nolle
equipment vendors, EU telecom, recession, service layer, tiered pricing

The ITU has released information on the EU telecom markets that shows many of the largest countries are lagging smaller ones in their telecom infrastructure, and other reports show that there was more cost-cutting (meaning pushing back of projects) in March. Our information shows that EU telecoms...


January 27, 2009  2:55 PM

DPI: Use it, but don’t use it



Posted by: Tom Nolle
applications, Deep Packet Inspection, DPI, equipment vendors, telecom service providers

Deep Packet Inspection (DPI) continues to be a contentious topic, and service providers are so leery of regulatory intervention that they avoid words with any of those letters in them.

They’ve told us to ask vendors not to use the term—they prefer “application-specific routing”...


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