Uncommon Wisdom:


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 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 Microsoft and Yahoo have withdrawn from a cooperative agreement to support net neutrality and Google has been in discussion with access providers to come to some deal on “fast lane” content...

November 24, 2008  3:21 PM

Yahoo’s Yang steps down

Posted by: Tom Nolle
Google, Microsoft, Yahoo

Yahoo’s Jerry Yang, an icon in the search business and a focus of shareholder angst after refusing the Microsoft deal earlier this year, is stepping down as CEO. The move is not a surprise, given that it now appears that there is no way shareholders could hope to recover what they lost when...

October 17, 2008  3:24 PM

Google financials point to recession-proof market?

Posted by: Tom Nolle
Google, IP advertising

Google again beat Street estimates with its revenue up 31% and profit up 26%. The performance of Google in the last quarter isn’t a complete vindication of the company’s business model in bad times—things have gotten worse since then—but they are a strong indicator that Google and perhaps...

September 24, 2008  8:42 PM

Cisco’s collaboration launch conclusions

Posted by: Tom Nolle
Cisco, collaboration, Google, Telepresence

Cisco launched its long-awaited collaboration strategy, a move that is not only a giant step and risk for Ciscom, but an indicator of a major disruption in the networking market. Cisco is telling the world that selling bits is not enough, that margins and growth will have to come increasingly...

September 12, 2008  4:59 PM

Google Chrome: Sign of browsers to come?

Posted by: Tom Nolle
Google, Software as a Service

Google’s Chrome browser may be a harbinger of changes to browsers brought about by SaaS applications and online services. As script-based tools and plugins become more important, browsers are beginning to address the performance of applications run within them as differentiators. This reflects...

August 20, 2008  2:19 PM

Ecrisson, STMicroelectronics form mobile phone joint venture

Posted by: Tom Nolle
Google, Open source

In yet another move seemingly aimed at Google’s Open Handset Alliance, Ericsson and STMicroelectronics are forming a joint venture (JV) to create software and semiconductors for cellphones. The move comes after rival Nokia bought out Symbian and made it open source, and Google’s Android seems...

August 15, 2008  8:23 PM

First Google Android handset due before year’s end

Posted by: Tom Nolle
Google, Open source, third-party platforms

Google Android will be making its debut for the holiday season according to reports, with its first phone created by HTC and offered by T-Mobile. The new phone will have a touch screen, larger slide-based keyboard, and support an unknown number of Android applications from developers in the Open...

August 4, 2008  1:26 PM

Open handsets: It’s about the apps

Posted by: Tom Nolle
Apple, Google, Wireless handsets

While the number of iPhones sold is a popular metric of mobile change, the more significant metric may be the number of applications sold for iPhones. The iPhone phenomena, more than Google’s Android, is responsible for the open handset movement that is reducing the barriers to application...

July 28, 2008  5:45 PM

New search targets quantity, not relevance

Posted by: Tom Nolle
Google, Microsoft

Cuil, a startup search company, plans to go after Google on its own prime turf, the volume of pages indexed and available, and also present results in a magazine-like form that is more attractive to users. This will be the first new search effort that is aimed at quantity rather than relevance,...

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