Uncommon Wisdom:

June, 2008

June 11, 2008  6:25 PM

Apple MobileMe as major competitor?

Tom Nolle Tom Nolle Profile: Tom Nolle

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?

Tom Nolle Tom Nolle Profile: Tom Nolle

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

Tom Nolle Tom Nolle Profile: Tom Nolle

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

Tom Nolle Tom Nolle Profile: Tom Nolle

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

Tom Nolle Tom Nolle Profile: Tom Nolle

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...

June 3, 2008  12:57 PM

PBT setback follows Verizon and BT announcements

Tom Nolle Tom Nolle Profile: Tom Nolle

Verizon and BT have both announced their commitment to use MPLS as the service architecture for enterprise services and converged services, abandoning their consideration of PBT for the role. We had reported earlier that BT was being lobbied heavily by Cisco and Juniper to make this move, so the...

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