Uncommon Wisdom:


January 16, 2009  5:19 PM

Obama broadband stimulus plan: Reality vs. industry dreams

Posted by: Tom Nolle
Broadband, Congress, Obama Administration, Regulations, universal service

The broadband stimulus plan, part of Obama’s broader economic stimulus, appears to be all but a done deal, but the value of the package falls far short of what some had hoped.

As currently proposed, the initiative would be focused on rural and underserved areas and would likely come...

January 15, 2009  4:03 PM

Nortel bankruptcy: A lesson for everyone

Posted by: Tom Nolle
network monetization, Nortel, service delivery platforms

Nortel has filed for Chapter 11 bankruptcy protection, a move that comes as no surprise given that the only likely candidate to buy its business components (Huawei) ran afoul of government policy concerns. Nortel has, over the last decade, fallen from one of the giants to its current state of...

January 15, 2009  1:12 AM

New free information product from CIMI Corp.

Posted by: Tom Nolle
Networking, planning, standards

CIMI Corporation is announcing a new information product called TMT Advisor Planners' Briefing, which is a PDF with audio narration and one or two slide images, covering a timely and important industry issue. This service is available at no charge to anyone who completes our...

January 8, 2009  8:52 PM

Slower U.S. service provider revenue expected; unclear on spending

Posted by: Tom Nolle
AT&T, Broadband, Obama Administration, Verizon

Wall Street is now expecting the U.S. telcos to face much slower growth in 2009, with revenues barely up over 2008, and has thus revised the stock price targets for giants AT&T and Verizon. We agree that at the revenue level, there will be few bright spots for service...

January 8, 2009  8:46 PM

Cisco breaks out with Eos social networking

Posted by: Tom Nolle
Cisco, collaboration, services delivery platform, Social networking

Cisco has taken a big step outside its traditional networking boundaries in search of additional revenue opportunity. Perhaps its most significant excursion is the one into the application software space with Eos, a social networking system that is targeted at media companies...

January 6, 2009  4:23 PM

Enterprise management challenges mirror service provider issues

Posted by: Tom Nolle
enterprise networks, network management

Enterprises may be heading down the same trail to management challenges according to many sources, and our own research tends to bear out the main conclusions. IT organizations have many of the problems of service providers, especially the larger enterprises, but they have been slower to embrace...

January 2, 2009  2:51 PM

FCC policies under Obama Administration

Posted by: Tom Nolle
Broadband, FCC, regulation, Regulations

January 2 2009: An Xchange Magazine interview of Democratic FCC commissioner Adelstein may offer some insight into what an Obama FCC would do. Adelstein does not sound like he favors returning to a wholesale/unbundled age (not that it would likely pass muster with the...

January 2, 2009  2:33 PM

The Obama FCC: Activist group?

Posted by: Tom Nolle
Broadband, FCC, Regulations

December 29 2008 regarding the Obama FCC. The Obama administration may be nearing the naming of its FCC choices, and some names are (again) circulating, including Julius Genachowski, a venture capitalist, and Blair Levin, a former FCC chief of staff. Adelstein and Copps, the...

December 26, 2008  2:28 PM

Nortel’s Ethernet sale: Who will buy?

Posted by: Tom Nolle
Carrier Ethernet, Cisco, Ethernet, Huawei, Nortel

We may be coming to the point of a Nortel Ethernet sale soon after the first of the year, according to some of our sources. Four companies have been named possible buyers (Cisco, Ericsson, Huawei, and Nokia-Siemens), but we are hearing that the front runner is Huawei and that Cisco is not a serious...

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...

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