HP and Juniper: On financials and the cloud

It’s not uncommon to find a combination of good and bad news in the tech space. For example, on the bad side, we have HP’s numbers. On the good side,
Apple gets push-back from app providers over revenue

Video streaming causing wireline broadband and cable planning issues

It is very clear that video streaming services are growing, partly in response to the tablet opportunity, and this creates special problems for broadband operators, most of whom...
As operators speed 4G LTE migration, complications follow

The smartphone and tablet wars are putting pressure on mobile providers, and in particular, creating competitive drive to migrate to LTE. Operators tell us that their LTE migration strategies have been...
Will Congress derail the FCC’s net neutrality before the courts do?

VoLTE migration faces regulatory and revenue questions

In the telco space, Mobile World Congress seemed to bring out support for VoLTE; both AT&T and Verizon indicated they’d be making the Big Move, though over a period of...
Signs of future mobile and online trends at Mobile World Congress

A couple of talks at Mobile World Congress may be signs of important future trends in mobile and online. First AT&T CEO Stephenson said the difficulties in moving content between devices was hampering mobile content opportunity. He also commented that AT&T believed that apps should run...
Mobile World Congress: Let the 4G relevance and tablet battles begin

Tablet wars pivotal with devices that are ready or not

It’s clear from Mobile World Congress that tablets are the pivotal product in the mobile space. All the financial analysts have estimated iPad growth will beat that of the iPhone. You can tell that everyone is frightened of an Apple market sweep by the fact that tablets are being rushed out for...
HP Palm-based products — still placeholding after all this time

HP finally made an announcement of WebOS-based products derived from the Palm DNA, but the announcement was hardly earth-shaking. A small Pre-like cellphone/smartphone and a 9-inch tablet were announced, but no pricing or release dates or carrier deals were firm. Thus, the whole thing