Uncommon Wisdom:

Networking


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...

August 4, 2011  1:15 PM

Videoscape shakeup: Cisco consolidates video into single unit



Posted by: Tom Nolle
Cisco, Video, Videoscape

Cisco is consolidating its video activities into a single unit and its Videoscape head is leaving. The decision seems an odd one to me if you look at things from a market...


July 19, 2011  6:26 PM

Cisco and IBM: A comparative tale of two companies



Posted by: Tom Nolle
Cisco, financials, IBM

A tale of two companies, and possibly an example of unfortunate timing as well. Cisco yesterday announced it was laying off 6,500 workers, and IBM announced it was raising its guidance after having...


July 18, 2011  4:23 PM

VMware’s new pricing strategy; who’s driving the cloud?



Posted by: Tom Nolle
Cisco, Citrix, Cloud computing, HP, IBM, Microsoft, Open source, Virtualization, VMware

In yet another price change that angers customers, VMware announced a new pricing strategy for its vSphere 5, and the new pricing could create significant...


July 12, 2011  11:49 AM

It’s Groundhog Day in the networking biz, Google+ and all



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Facebook, Google, Huawei, IMS, Microsoft, networking revenue, Skype, Social networking, voice services

As some things change, others stay the same. That’s about how I see things fresh from two weeks in Brazil.  We’re seeing changes in the networking business space as Google vies anew with Facebook and Twitter, and yet the moves raise the same issues we’ve faced all along. In the economic...


June 30, 2011  2:06 PM

Tiering up: The carrier shift toward usage-based pricing is starting



Posted by: Tom Nolle
mobile data, network monetization, network operators, streaming video, tiered pricing, usage-based pricing, Verizon, Video

Verizon is preparing to move to tiered pricing for mobile data in early July. There's a growing conviction among operators...


June 24, 2011  4:02 PM

Diving deep on Alcatel-Lucent’s FP3 announcement



Posted by: Tom Nolle
100 Gigabit Ethernet, Alcatel-Lucent, edge networks, FP3, network monetization, routers and switches

Alcatel-Lucent provided its own ballyhoo with the announcement that the company had promised would make the Internet faster. I'm not big on ballyhoo, and I have to...


June 22, 2011  7:42 PM

While others make service layer and CDN plays, Ciena and RIM stagnate



Posted by: Tom Nolle
BlackBerry, Ciena, RIM, RIM PlayBook, telecom equipment vendors

Ericsson deciding to buy Telcordia and Amdocs...

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June 16, 2011  6:23 PM

IBM at 100: Vendors and competitors should take a lesson



Posted by: Tom Nolle
Cisco, ecosystem, HP, IBM, product line

IBM, a company now known for computers but once in the more pedestrian business of time-clocks and scales, turns 100 years old today. If you consider this for a moment you’ll see that makes IBM perhaps the longest-standing tech success in all of history. Considering the tumult that it’s...


June 16, 2011  1:46 AM

Ericsson’s OSS/BSS buy and the ripple effect on competitors



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Ericsson, Juniper, NSN, OSS/BSS, Telcordia

There was probably joy in finance-land when Ericsson made its move to acquire Telcordia. The company -- formerly Bell Communications Research or Bellcore -- was at the same time the “labs” of the RBOCs and the foundation for the support of and


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