Uncommon Wisdom:

July, 2008

July 31, 2008  12:46 PM

Comcast financials improve – in some ways

Tom Nolle Tom Nolle Profile: Tom Nolle

Comcast turned in a better-than-expected quarter (at least better in some ways), showing good growth in its triple-play and Internet offerings, but a decline in growth for digital cable. ARPU increased slightly, also a good sign. The success appears linked to the fact that AT&T and Verizon...

July 29, 2008  2:02 PM

Alcatel-Lucent CEO and chairman say goodbye after more losses

Tom Nolle Tom Nolle Profile: Tom Nolle

Alcatel-Lucent’s Russo and Tchuruk, the CEO and Chairman respectively, are resigning after the company posted yet another loss in the quarterly earnings announcement. The move was applauded by many (most) financial analysts, who believe the team has not been able to sustain the momentum of the...

July 28, 2008  5:45 PM

New search targets quantity, not relevance

Tom Nolle Tom Nolle Profile: Tom Nolle

Cuil, a startup search company, plans to go after Google on its own prime turf, the volume of pages indexed and available, and also present results in a magazine-like form that is more attractive to users. This will be the first new search effort that is aimed at quantity rather than relevance,...

July 24, 2008  6:01 PM

Juniper exec changes could indicate software emphasis

Tom Nolle Tom Nolle Profile: Tom Nolle

Microsoft executive Kevin Johnson, president of the Platforms and Services division that was working for the Yahoo acquisition, is leaving Microsoft to run Juniper Networks. Juniper issued a press release indicating that Johnson will become CEO and Scott Kriens will become the chairman and will...

July 23, 2008  5:51 PM

ITU approves 4G technical requirements

Tom Nolle Tom Nolle Profile: Tom Nolle

The ITU has approved its technical requirements document for 4G services and will be ready to consider technology applications this fall. This will certainly kick up the noise level in the WiMAX versus LTE battle, but the truth is that the issue may be less relevant because of the continued failure...

July 22, 2008  6:47 PM

Brocade to acquire Foundry

Tom Nolle Tom Nolle Profile: Tom Nolle

Brocade Communications, a data center fibrechannel switch player, is acquiring Foundry, the Ethernet switch company. The deal is likely to meet little resistance from any regulatory or shareholder perspective and so can be considered done. We believe this move is a step toward recognizing a...

July 21, 2008  1:55 PM

AT&T earnings to show spending preferences

Tom Nolle Tom Nolle Profile: Tom Nolle

AT&T is expected to show weakness in its earnings report this week, with accelerated line loss in the wireline space and with reduced mobile profits. The WSJ article blames this on the economy, but there is little evidence from past economic slumps, even recessions, that consumers cut back...

July 18, 2008  1:38 PM

IBM earnings point to SOA success

Tom Nolle Tom Nolle Profile: Tom Nolle

IBM reported exceptionally strong numbers, and so one of our critical data points for the future of tech has been obtained, and in a positive direction. IBM revenue growth accelerated to 13%, EPS grew by 28%, but the US sector was last among the major markets with only an 8% growth rate. EMEA...

July 16, 2008  2:53 PM

SK Telecom sniffs around Sprint

Tom Nolle Tom Nolle Profile: Tom Nolle

The low dollar may be contributing to interest in Sprint by SK Telecom, though many international operators have eyed acquisition as a means of entering the US market. There isn’t much commentary on the deal, but we are hearing the SK Telecom may be betting that the WiMAX position in the US...

July 14, 2008  2:55 PM

NSN moves on to next-generation optical access

Tom Nolle Tom Nolle Profile: Tom Nolle

Nokia Siemens Networks (NSN) has announced it will not continue to invest in GPON, focusing instead on DSL and next-gen optical access (NGOA). The decision, we believe, is attributable to a number of factors, including the truth that PON in any form is not universally feasible (where demand...

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