Uncommon Wisdom:


August 8, 2011  1:55 PM

Brocade cuts guidance over Ethernet uptake, economy, cloud

Posted by: Tom Nolle
Brocade, Cloud computing, content delivery, Ethernet, metro networking, Video

With Brocade’s cut in guidance on its earnings call, the company joined what seemed a parade of network equipment vendors who’ve called the future of network spending into...

October 15, 2010  12:53 PM

Discrepancy alert between network-builders and vendors

Posted by: Tom Nolle
access networks, aggregation networks, core networks, Ethernet, infrastructure, metro networks, network operators, Networking, telecom service providers

It's always fascinating to listen to network operators and even large enterprises talk about their infrastructure projects, and I'm just starting to analyze the first round of our fall strategy survey, so I'm getting that chance on a large scale. It's too early to say how everything is going to...

September 28, 2010  3:54 PM

Does IBM’s Blade Network acquisition go far enough?

Posted by: Tom Nolle
blade servers, Cisco, data center, Ethernet, IBM

IBM is acquiring Blade Network Technologies, an Ethernet switch vendor that specializes in blade-server switching for the data center and supports both IBM’s and HP’s blade centers. The move seems...

August 12, 2010  4:28 PM

Cisco cautious after Q4 report, but could increase market share

Posted by: Tom Nolle
carrier services, Cisco, enterprise services, Ethernet, market share, quarterly reports, routers and switches

Cisco reported a quarter in line with analyst estimates, but the company was cautious about its next quarter and its guidance in year-on-year growth would suggest that the next quarter could be flat relative to the...

August 2, 2010  5:11 PM

AT&T hedges bets, taps three top vendors as domain suppliers

Posted by: Tom Nolle
Alcatel-Lucent, AT&T, Cisco, domains, EPC, Ethernet, Evolved Packet Core, IP, Juniper, MPLS

AT&T named Alcatel-Lucent, Cisco and Juniper as three suppliers in its IP/

March 2, 2010  1:31 PM

Juniper Stratus data center fabric could solve Ethernet issues

Posted by: Tom Nolle
data center networking, Ethernet, Juniper

Some large-scale data center operators like Facebook are still unhappy with the state of Ethernet switching, in terms of performance, power consumption and reliability. The complaints, we note, are from a very small group of companies (primarily network providers of some sort) that have extreme...

November 18, 2009  2:09 PM

Bidding for Nortel’s Ethernet assets highlights NSN’s needs

Posted by: Tom Nolle
Ciena, Ericsson, Ethernet, Nortel, NSN

Yesterday was the final date for the submission of bids for Nortel’s metro Ethernet assets. Financial analysts are generally saying that the

November 6, 2009  5:55 PM

Nortel’s Ethernet auction: What of the NSN speculation?

Posted by: Tom Nolle
Ciena, Ethernet, Juniper, Nortel, NSN

It’s almost time to play “Who’s Got the Nortel Ethernet” assets, with the auction coming in little more than a week. The big question is whether NSN, Cisco or another player might jump on

July 23, 2009  12:52 AM

Juniper and IBM Ethernet OEM deal focuses on data center

Posted by: Tom Nolle
Cisco, data center, Ethernet, IBM, Juniper

Juniper and IBM have announced an OEM arrangement that will allow IBM to label and sell Juniper’s Ethernet products designed for the data center. The pact covers selected models in the EX and MX lines and is similar to the deal already signed by IBM with Brocade.

The news is very good...

December 26, 2008  2:28 PM

Nortel’s Ethernet sale: Who will buy?

Posted by: Tom Nolle
Carrier Ethernet, Cisco, Ethernet, Huawei, Nortel

We may be coming to the point of a Nortel Ethernet sale soon after the first of the year, according to some of our sources. Four companies have been named possible buyers (Cisco, Ericsson, Huawei, and Nokia-Siemens), but we are hearing that the front runner is Huawei and that Cisco is not a serious...

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