December 23, 2008 8:27 PM
Posted by: Tom Nolle
capital expense,
Network equipment,
Software as a ServiceMany 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
Posted by: Tom Nolle
capital expense,
Huawei,
Internet,
Network equipment,
Wireless broadbandChina 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
Posted by: Tom Nolle
Alcatel-Lucent,
Cisco,
Juniper Networks,
Network equipment,
service delivery platform,
Web 2.0Cisco 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
Posted by: Tom Nolle
Network equipment,
Networking,
Next Generation Networks,
venture capitalTellabs 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
Posted by: Tom Nolle
Cisco,
Juniper Networks,
Network equipment,
Networking,
Next Generation NetworksCisco 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
Posted by: Tom Nolle
Carrier Ethernet,
control plane,
Metro Area Networks,
Metro Ethernet,
MPLS,
Network equipment,
Optical Networking,
PBT,
Routers,
SwitchesEricsson 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
Posted by: Tom Nolle
Alcatel-Lucent,
Network equipmentAlcatel-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
Posted by: Tom Nolle
Internet,
Network equipment,
Next Generation NetworksUBS 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
Posted by: Tom Nolle
IT,
Network equipmentAn 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...
