Uncommon Wisdom:

Networking


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 26, 2008  5:06 PM

Cable advertising standards and programs



Posted by: Tom Nolle
cable, Comcast, Cox Cable, IP advertising

Cable companies’ efforts to create a uniform national ad market are moving forward even as some in the industry hope for an Obama FCC decision to permit further mergers and acquisitions. At the moment, the market share cap imposed on cable prevents further consolidation, and cable operators...


November 24, 2008  3:20 PM

Obama economic moves strengthen financial markets



Posted by: Tom Nolle
network monetization, tech market, venture capital

The Obama economic plan, and economic team, are both taking shape and the Street likes what it has seen. Obama is set to name NY Fed chairman Tim Geithner as Secretary of the Treasury and Lawrence Summers as chief economic advisor. The former set up a major gain in the Dow on Friday.

The...


November 21, 2008  4:16 PM

Global broadband to become universal service?



Posted by: Tom Nolle
access networks, Broadband, CIMI Corp., FTTH, voice

Worldwide broadband subscribers have reportedly passed the 400 million mark, and some telco planners are now seriously looking at broadband as their “dialtone” service in both wireline and wireless—but beyond 2011.

The decision to move to a universal broadband delivery would...


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...


November 13, 2008  2:30 PM

New Cisco edge router to focus on metro apps in 2009



Posted by: Tom Nolle
Carrier Ethernet, Cisco, Ethernet, Metro Ethernet, multi-service edge device, Networking, Routers, Switches

Cisco has announced a new edge router, the 9000, which is widely expected to be the replacement for its aging but important 7600 series. The new box features a card design that gives it a very high per-card capacity, making it capable of supporting the new 100 Mbps Ethernet standard when it is...


October 24, 2008  2:22 PM

Metered Internet use causing a stir



Posted by: Tom Nolle
IP services, ISP, network monetization

October 24 2008 regarding metered Internet trends.
Metered Internet usage is stirring comment in the UK and the U.S. trials of the idea, put on hold by the hurricane season, are now expected to get underway shortly at TW Cable.

The notion of reducing capacity growth and slowing...


October 22, 2008  1:38 PM

Tellabs to de-emphasize access business



Posted by: Tom Nolle
access networks, Broadband, Tellabs

Tellabs reported a large restructuring loss and plans to de-emphasize its access business to focus on more profitable sectors. Access is a problematic space for equipment vendors because the carriers are putting enormous pricing pressure on access technology since they are not able to profit...


October 17, 2008  12:53 PM

CIMI Corp. tech economic survival guide



Posted by: Tom Nolle
CIMI Corp., network monetization

CIMI Corp. is accepting orders for its new report, Surviving a Tech Market Nuclear Winter, a guide to the current economic crisis, its causes, its future, and how to optimize your business to make the most of it.

We have posted a special page that summarizes our view on the...


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