Uncommon Wisdom:

Network equipment

1

February 15, 2010  1:59 PM

GSMA developer program gets buy-in from multiple mobile operators



Posted by: Tom Nolle
application development, applications, GSMA, handset technology, mobile operators, Network equipment, OTT, over-the-top

The GSMA, three handset vendors, and 24 mobile operators have combined to create the Wholesale Application Community, a program that’s designed to create a uniform developer program and...

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 17, 2008  2:30 PM

Cisco and blade server plans



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper Networks, Network equipment, service delivery platform, Web 2.0

Cisco has not been shy in pushing the envelope of what a networking company does, and one extension that’s been rumored for quite a while has now appeared in public—though still as a rumor. Cisco is said to be working on a blade server product family, something that would extend the company’s...


November 28, 2008  3:00 PM

Good season for start-up acquisition



Posted by: Tom Nolle
Network equipment, Networking, Next Generation Networks, venture capital

Tellabs is indicating it may be willing to use its strong balance sheet for some down-market M&A, something that we think might be a very good idea for a lot of the larger players in the current market. The industry is filled with small startups, some of which have good technology and strong...


November 26, 2008  5:06 PM

Cisco’s four-day holiday: Signaling stability?



Posted by: Tom Nolle
Cisco, Juniper Networks, Network equipment, Networking, Next Generation Networks

Cisco plans an unprecedented shutdown for four days during the holiday period, part of a plan to achieve over a billion dollars in cost savings to help counter the impact of the downturn in IT and networking spending.

We believe the step is a kiss blown at Wall Street, something Cisco...


November 20, 2008  8:41 PM

Ericsson develops packet-optical gear for metro surge



Posted by: Tom Nolle
Carrier Ethernet, control plane, Metro Area Networks, Metro Ethernet, MPLS, Network equipment, Optical Networking, PBT, Routers, Switches

Ericsson is fielding a line of packet optical gear designed to address the expected surge in metro networking. The new products will support a T-MPLS control plane, but Ericsson plans to upgrade to the more modern MPLS-TP and is also considering PBT (PBB-TE).

Metro capacity may be driven...


July 29, 2008  2:02 PM

Alcatel-Lucent CEO and chairman say goodbye after more losses



Posted by: Tom Nolle
Alcatel-Lucent, Network equipment

Alcatel-Lucent’s Russo and Tchuruk, the CEO and Chairman respectively, are resigning after the company posted yet another loss in the quarterly earnings announcement. The move was applauded by many (most) financial analysts, who believe the team has not been able to sustain the momentum of the...


June 10, 2008  1:32 PM

Report on IP traffic growth greatly exaggerated?



Posted by: Tom Nolle
Internet, Network equipment, Next Generation Networks

UBS has released a sector report on telecom that suggests that the slowing IP traffic growth will threaten router vendors. While the firm has long taken a rather bearish stance on the industry, this seems more alarming and less justified than most positions. We know of no credible reports of...


February 13, 2008  8:48 PM

Telecoms focus in on business model transformation



Posted by: Tom Nolle
IT, Network equipment

An IBM study of telecommunications predicts that operators will be less focused on simple revenue growth or cost reduction and more on business model transformation in the coming five years. This harmonizes with our own survey, if one considers that “business model transformation” means...


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