Uncommon Wisdom:

Networking


October 26, 2011  8:36 PM

Amazon earnings disappoint, Juniper opens OpenFlow



Posted by: Tom Nolle
Amazon, Amazon EC2, cloud provider, cloud revenue, EC2, Juniper, Juniper Networks, OpenFlow, QFabric, quarterly reports

Amazon's third quarter earnings disappointed almost everyone, and the fact that there were so many different views about just what was disappointing makes it all the more challenging to analyze. Many...

October 24, 2011  2:46 PM

What’s up, what’s down: Oracle pushes into cloud CRM, hardware investments languish



Posted by: Tom Nolle
AT&T, cloud CRM, Cloud Services, Oracle, Oracle Public Cloud, RightNow, SaaS, telecom capex, Verizon

Some things are up, some are down, I guess.  That seems to be true with regard to tech signals this morning, anyway.  Oracle is buying RightNow, a CRM cloud player, and the Street is...


October 7, 2011  9:37 PM

Looking at, and through, clouds: A check of key vendors’ cloud strategies



Posted by: Tom Nolle
Alcatel-Lucent, Amazon, Amazon EC2, Apple, appliances, Cloud computing, cloud computing services, cloud ecosystem, cloud provider, Cloud Services, Ericsson, Google, networking market, networking vendors, Oracle, Oracle Public Cloud, Sony

There are signs that the networking industry is doing a bit more weaving and bobbing as it looks for a position that sustains revenue and profit growth. One big item is the story that Sony...

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September 16, 2011  12:39 PM

Cloud sweeps the field in new survey, while benefits questions arise



Posted by: Tom Nolle
CIMI Corp. survey, Cisco, Cloud computing, HP

I sent out the survey material for our fall strategy sweep, and as usual I asked both service providers and enterprises to respond quickly with the answers to the following questions; “What’s the hottest network issue”, “What’s your...


September 14, 2011  12:00 PM

Cisco continues Juniper criticism in attempt to control the dialog



Posted by: Tom Nolle
Cisco, data center fabric, HP, Huawei, Juniper

Cisco held its investor meeting yesterday, and the Street view of the event was considerably more favorable than its view of rival Juniper. Analysts appear to...


September 10, 2011  12:48 AM

Is technology-strategy planning season beginning or stalling out?



Posted by: Tom Nolle
Alcatel-Lucent, application development, Cisco, content monetization, enterprise neteworking, Ericsson, network operators, networking strategy, networking vendors, NSN, service layer platforms, technology planning

We’re heading into the fall now, and with the change in season will come a new period of technology-strategy planning for both enterprises and the service providers. I’ve tracked the former group with a formal fall survey since 1982 and the latter since 1991, and the results of the surveys are...


September 8, 2011  1:52 PM

CDN model of the future evident in ALU and NSN offerings, startups



Posted by: Tom Nolle
Alcatel-Lucent, content delivery networks, iPhone, multi-screen applications, next-gen content delivery and video, NSN, tablets, Veravue

In video, we’re seeing a bit more focus on the kind of features more likely to be associated with monetized video than passive streaming. Vendors are jumping onto this, not with what we’d like to see (a true, architected, service layer) but at least with silo video offerings. I noted that


September 6, 2011  1:58 PM

Cable operators back away from wireless in fast-changing market



Posted by: Tom Nolle
Apple, cable operators, iPhone, quadruple play, service layer architecture, tablets, TV everywhere, WiFi

One of the more interesting wrinkles in the ongoing tablet wars is a decision by more cable companies to back away from any commitments (on...


August 25, 2011  1:25 PM

Apple’s Jobs steps down; what/who now for the mobile revolution?



Posted by: Tom Nolle
Alcatel-Lucent, Android, Apple, Chrome OS, cloud ecosystem, Google, mobile behavior, smartphones, tablets

Apple's Steve Jobs has finally decided that his health won’t permit him to head Apple and has passed control to Tom Cook, the Apple COO who has been the administrative head since Jobs...


August 20, 2011  9:02 PM

HP exits the PC biz; other vendors orbit on data center/PC positions



Posted by: Tom Nolle
Brocade, Cisco, data center, Extreme, F5, HP, IBM, Juniper, Oracle, PCs

Well, revolutions are interesting at least, and we certainly have one now.  HP is exiting the PC business, spinning off its PC unit and doing some M&A to boost itself as a player in the...


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