Uncommon Wisdom:


July 3, 2008  12:15 PM

Carrier Ethernet/MPLS TCO comparison brings surprises

Posted by: Tom Nolle
Carrier Ethernet, MPLS

CIMI Corporation has completed an extensive survey-and-model process on the economics of carrier infrastructure, focusing on the TCO differences between Carrier Ethernet and IP/MPLS. The results of this study will be published in the July issue of our newsletter Netwatcher, and we will...

June 27, 2008  2:21 PM

AT&T U-verse to Trial 2 High-Def Streams

Posted by: Tom Nolle
AT&T, Video

AT&T is about to begin a trial roll-out of a U-verse service that could deliver two HD streams at once, something that hasn’t worked up to now. There are several ways in which AT&T is looking at this, one through increasingly aggressive compression and the other through upspeeding the...

June 20, 2008  7:27 PM

Vendors showing up for Carrier Ethernet

Posted by: Tom Nolle
Carrier Ethernet, MPLS, PBT

NXTcomm 08 was an interesting show, something a lot better than some of the disasters that followed the breakup of the SuperComm partnership, but far less than SuperComm in its prime. <p>We believe this is due not as much to the show as to the industry; infrastructure doesn’t have buzz...

June 19, 2008  7:29 PM

Verizon ups FiOS speed across footprint

Posted by: Tom Nolle
AT&T, DSL, Verizon

Verizon says it will make its top-tier FiOS service, a 50/20Mbps pipe available over its whole footprint, which would make Verizon users some of the most empowered in the western world. The move comes as cable MSOs prepare an assault on DSL in further commercials. <p>The combination of...

June 19, 2008  12:52 AM

ALU must differentiate itself from Huawei

Posted by: Tom Nolle
Alcatel-Lucent, Routers

Huawei may have a reputation for being just a price leader, but that’s enough to propel significant growth outside China and pull it into the DSL port shipment lead over Alcatel-Lucent. We believe that Huawei is not so much a competitor as a fall-back when there is no real “competition”,...

June 11, 2008  6:25 PM

Apple MobileMe as major competitor?

Posted by: Tom Nolle
Apple, Cisco, Wireless handsets

Apple’s MobileMe may be more than an “Exchange Killer” (or at least a competitor); it may be the beginning of Apple’s challenge to Microsoft’s Connected Services Framework (CSF) and also a challenge to network operators. Finally, it may be a boon to Cisco. The reason is that MobileMe is...

June 10, 2008  1:32 PM

Report on IP traffic growth greatly exaggerated?

Posted by: Tom Nolle
Internet, Network equipment, Next Generation Networks

UBS 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...

June 9, 2008  2:07 PM

WiMAX consortium getting serious

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, WiMAX

WiMAX companies are proposing a patent pool to create a stable and reasonable royalty picture for the technology, hopefully stemming any loss of interest due to perceived risk in patent payments to third parties. Intel, Cisco, Sprint, Clearwire and Alcatel-Lucent are all involved. WiMAX, a new...

June 6, 2008  5:57 PM

Router sales up…an IP economic indicator

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper Networks, Routers

Infonetics reports that router sales in the first quarter rose sharply, further validating the notion that the IP infrastructure market is more immune to economic problems than the enterprise. Both Juniper and Cisco gained market share, apparently in part at the expense of Alcatel-Lucent, whose...

June 5, 2008  5:59 PM

Telecom consolidation continues in U.S. and Europe

Posted by: Tom Nolle
AT&T, Mobile, Verizon, Wireless broadband

Verizon is in advanced talks with Alltel, aimed at acquiring the mobile player. The move would make Verizon the largest mobile operator in the U.S. and a more effective competitor to AT&T. It also signals yet again the shift in the mobile market.  Consolidation is not a move that is undertaken...

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