Uncommon Wisdom:

Next Generation Networks

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February 10, 2009  3:30 PM

NGN services architecture — stalled out



Posted by: Tom Nolle
BT, Next Generation Networks, next-generation services architecture, standards

Danish carrier TDC is the latest to get into the API program to attempt to secure developer support to expand service features and flexibility, but the offering is still very limited.

The problem with “third-party access” has been as much what is available for access as how to access...

December 18, 2008  2:30 PM

Australia nixes Telstra broadband bid



Posted by: Tom Nolle
Broadband, Next Generation Networks, Regulations, Triple play services

In a decision whose short-sightedness was worthy of U.S. process, the Australian government disqualified its national carrier Telstra from bidding on an enormous and controversial program to provide more universal broadband access in Australia. There have been political fights between Telstra...


December 18, 2008  2:29 PM

Over-the-top players: A race to the bottom



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Google, mergers and acquisitions, network monetization, Next Generation Networks, service delivery platform, third-party platforms, venture capital, Web 2.0

One of the forgotten truths of the current economic crisis is that while telcos worldwide will certainly be deferring some projects and obsessing even more about monetization, their competitors are likely to be even more concerned. The guys at the greatest risk, in fact, are the darlings of the...


December 12, 2008  3:29 PM

Alcatel-Lucent position could be game-changer



Posted by: Tom Nolle
Alcatel-Lucent, Next Generation Networks, service delivery platform, third-party platforms, Web 2.0

Alcatel-Lucent has posted a press release with more color on its new strategy, one that makes it clear just how dramatic its new position is. The company is now committed to a program of facilitation for the composition of services by partners as a primary strategic thrust, a position that is...


December 12, 2008  2:05 PM

Alcatel-Lucent strategy: Focus on third-party access



Posted by: Tom Nolle
Alcatel-Lucent, Next Generation Networks, service delivery platform, third-party platforms

Alcatel-Lucent has announced job cuts and predicts a decline in global telecom spending of between 8 and 12%, which is much larger than any dip we can see based on any credible set of economic trends.

The forecast appears to be based on the presumption that the recession will continue not...


December 10, 2008  6:32 PM

Cisco’s new broad, vague Web 2.0 program



Posted by: Tom Nolle
Cisco, Next Generation Networks, service delivery platform, social media, Social networking, third-party platforms, Web 2.0

Cisco announced a broad if somewhat vague program to bind the Elements of Web 2.0 applications into a cohesive whole. The details on this vision were extremely difficult to extract, and we could find no Cisco material online to offer more insight. But it appears to us that Cisco is proposing a...


December 2, 2008  3:01 PM

Microsoft telco framework quietly dropped



Posted by: Tom Nolle
Microsoft, Next Generation Networks, service delivery platform, third-party platforms

Microsoft has quietly dropped its Connected Services Framework, an ambitious program that targeted telcos with a package of components that was, at some points in Microsoft’s positioning, a service and sometimes a product.

The move has been interpreted as a response to the complex...


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...


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...


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