Uncommon Wisdom:

December, 2007

December 31, 2007  10:13 PM

2008 cable capital expense trends

Tom Nolle Tom Nolle Profile: Tom Nolle

Lower prices on cable modem termination system ports are likely in 2008, and this often means that the cable companies are putting pressure on the vendors with advance notice of procurements. The changes in pricing will come with some capability to re-architect the downstream bandwidth to the home,...

December 24, 2007  2:35 PM

AT&T To Revamp BellSouth FTTC strategy?

Tom Nolle Tom Nolle Profile: Tom Nolle

AT&T is rumored to be considering a revamp of the BellSouth FTTC strategy, based on Tellabs, in favor of an FTTC/FTTP strategy based on Ericsson. Ericsson had, via its Marconi unit, a history with BellSouth’s fiber plans and there is some sign that the carrier is now breaking its original...

December 21, 2007  2:36 PM

RIM Profits Show High-End Handsets Gaining Strength

Tom Nolle Tom Nolle Profile: Tom Nolle

RIM reported doubling of profit and revenue as its Blackberry sales exploded, magnifying the gulf between the handset vendors and the network equipment vendors in the mobile space. The challenge of course is that handsets are a consumer fad and mobile networks are long-lived infrastructure that...

December 21, 2007  12:22 AM

Cisco loses chief development officer

Tom Nolle Tom Nolle Profile: Tom Nolle

Charlie Giancarlo, former CDO of Cisco, resigned today. Charlie was the expected successor to John Chambers, but recent political moves within Cisco suggested that succession, if it happened at all, would be long delayed. Giancarlo was a strategist, a thinker, and not a salesman or a showman, and...

December 19, 2007  1:20 PM

Sprint readies for IPv6, federal mandate or not

Tom Nolle Tom Nolle Profile: Tom Nolle

The Federal government agency mandate to run IPv6 by the summer of 2008 is now approaching, and Sprint at least is planning to be ready in case the government actually goes through with what it has mandates, far from a sure thing. IPv6 is a new version of IP that has considerably more address...

December 14, 2007  7:09 PM

Sprint and Clearwire Revival?

Tom Nolle Tom Nolle Profile: Tom Nolle

There is speculation that a Clearwire/Sprint relationship may still be in the cards. The two companies had forged a WiMAX alliance but it came apart in the fall due, we have heard, to a strategy difference between the two. Sprint and Clearwire are now reportedly more in sync with regards to the...

December 13, 2007  6:47 PM

Cisco Dips Toe into “New Media”?

Tom Nolle Tom Nolle Profile: Tom Nolle

Cisco made an exploratory foray into the new media space at its C-scape conference, with a short discussion of its architecture for social and entertainment portals, EOS. This open-source framework is expected to be available to developers in 2008. There were no real details of Cisco's plans here,...

December 12, 2007  5:07 PM

AT&T feels open wireless pressure

Tom Nolle Tom Nolle Profile: Tom Nolle

AT&T has semi-affirmed an open wireless strategy, not going as far as Verizon but clearly going far enough to show that it feels the pressure. The company notes that GSM phones are compatible across networks through a SIM card, which offers some handset portability, but falls short of the...

December 10, 2007  9:50 PM

Dueling Cisco/Juniper Ethernet switch rumors

Tom Nolle Tom Nolle Profile: Tom Nolle

Rumors continue to spin around a new Juniper enterprise Ethernet switch and a competing Cisco product launched, not surprisingly, at about the same time. As we reported last week, financial analysts were predicting that Juniper would launch its Ethernet switch on January 29th in New York at a...

December 4, 2007  12:51 PM

Motorola shakeup to cause industry trickle-down?

Tom Nolle Tom Nolle Profile: Tom Nolle

Motorola's president, Ed Zander, stepped down and will be succeeded by Greg Brown. The company has been under pressure because of poor stock performance, and it is this that makes the departure of Mr. Zander interesting. There are many companies that Wall Street believes have not met shareholder...

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