It has been almost a year since IBM closed its acquisition of Red Hat. I was initially skeptical of the announcement in the fall of 2018. Red Hat has been nimble and quick, disrupting the telco space with its Enterprise Linux, OpenStack, OpenShift, Cloudforms, and other open source platforms. I worried that Big Blue’s culture …
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …
COVID-19 continues to shock global markets, affecting nearly every sector of the U.S. economy. It has exposed a weakness in business continuity plans—organizations of all sizes are scrambling to support work from home. The need for reliable and secure collaboration is paramount. Last week I wrote about the efforts by networking infrastructure and service providers …
Networking Providers Inject Needed Liquidity Into The COVID-19 Fight Read More »
This week Hewlett Packard Enterprise (HPE) announced a set of initiatives aimed at simplifying operator deployments of 5G, including a new platform initiative, enhanced standards and tools, and open source collaboration. I recently spent time with executives from the company’s telecommunications division. I would like to share my insights into what I found to be …
Hewlett Packard Enterprise Aims To Deliver 5G Simplification Read More »
We are living in unprecedented times. As a product marketer and sales executive, I experienced the impact of other infectious diseases and viruses in tech such as SARS, the Avian flu and H1N1. However, in 2020 we live in an always connected, social media driven, instant news cycle. Has connectivity, the very topic area that …
The Networking And Carrier Tech Industry’s Proactive Response To COVID-19 Read More »
It’s no secret that 5G is big tech news these days. As an analyst, I spend considerable time with the largest carriers and cellular networking infrastructure providers in the world, including their silicon providers. I also spend time with the CBRS Alliance as well as the Linux Foundation networking and edge working groups. In all …
Marvell has a long track record in supporting cellular infrastructure dating back to the 3G networking era. My principal Patrick Moorhead captured his insights in this regard at Marvell’s inaugural analyst event in late January. If interested, you can find that article here. This article contains contributions from him as well. The company made two strategic …
Marvell Delivers Huge 5G Enhancements And Announces Samsung And Nokia Wins Read More »
Last week marked my second visit to the beautiful city of Riga, Latvia, for the ninth annual TechChill startup event. The show focused not only on 5G (my main love), but also blockchain, MedTech, FinTech, and Greentech—that’s a lot of tech! I spent nearly three days in the Baltics with a number of innovative companies and startups. …
VMware recently announced a change to its software licensing model that caps the number of cores supported in the CPU, effective April 2, 2020. Why did VMware do this? What is the real impact to IT? And what does this mean for the VMware ecosystem and competitive landscape? The next few paragraphs will try to tackle these …
What Does VMware Changing Its Licensing Model Mean For Enterprise IT? Read More »
I attended Cisco Systems’ Live European regional event in Barcelona last week, which happened to coincide with the Chinese New Year celebration. From my standpoint, Cisco successfully celebrated customer experience (CX) with several key announcements. I would like to share my insights from the conference. Why is customer experience such a big deal? Many organizations laud …
Cisco is a company I follow very closely and have for nearly a decade as an industry analyst. For those who don’t follow Cisco closely, it is well-known for its networking infrastructure but since CEO Chuck Robbins’ entrance, it has diversified into a software, security, and services play. Apparently that’s not the only big changes …
Cisco’s New Silicon One Brings The Company Into The Merchant Networking Silicon Business Read More »
The SD-WAN market is expansive. At my last count, over 60 different SD-WAN solution providers were in the market, both large and small. Soon I expect that this number will begin to rapidly consolidate and a half dozen or so dominant players will emerge. I believe Cisco Systems will be one of those SD-WAN victors …
Cisco Systems’ Dual Path To SD-WAN With Meraki And Viptela Read More »
AWS re:Invent came and went, and what a week it was. While the total number of announcements out of the conference was huge, the company itself made 13 significant announcements. These ranged from 5G to edge to core infrastructure to Quantum computing. Moor Insights & Strategy Principal Analyst Patrick Moorhead provided some great coverage that …
Cisco Systems launched a strategic initiative today to bring unprecedented scale to next generation networking and the Internet, dubbed the “Internet for the Future.” I would like to provide insights and summarize the three key components of the new strategy: custom silicon, optics and software enhancements. Our principal analyst Patrick Moorhead attended the event in San …
As an analyst that covers all things networking, spanning the enterprise to carrier cellular services, I’m often asked what defines a modern infrastructure approach. From my perspective, it encapsulates several common elements that include software-defined tools, a fully integrated technology feature stack and a microservices, cloud-native architecture supported by containerization. Many established networking infrastructure providers, …
Leadership In The Modern Networking Infrastructure World Read More »
On Monday, after six years in development, the Citizens Broadband Radio Service (CBRS) and its OnGo initiative reached an important milestone in realizing its initial commercial deployment. The service promises to deliver a flexible model for the sharing of wireless spectrum in the 3.5 GHz band that’s been reallocated from military radar applications. Spectrum drives …
CBRS OnGo Is A Game Changer For Wireless Services Read More »
There’s lots of buzz these days around 5G and what it promises to deliver beyond today’s 4G LTE networks. Billions of dollars are being spent globally by carriers to upgrade their core and access networking infrastructure to support new services for consumers and businesses alike. This article is Part 4 of our series, focusing on …
Who Is ‘Really’ Leading in Mobile 5G, Part 4: Infrastructure Equipment Providers Read More »
I attended Cisco Live North America 2019 last week in San Diego, CA. The company is currently on a roll, delivering solid financial performance as CEO Chuck Robbins celebrates his fourth year at the helm. Cisco’s premier event punctuated its recent success, with an overarching theme of enabling customer and partner success. In this column, …
The Year Of The Customer: Cisco Live North America 2019 Read More »
I attended HPE Discover this week in Las Vegas. It was no surprise to hear the company speak of its continued investment in edge, announcing an additional $1 billion earmarked for channel referral fees and rebates to align its sales motion to solution offerings. At last year’s event CEO Antonio Neri announced a $4 billion investment in …
Cisco Systems’ impressive earnings performance this week begs a question: why has Juniper Systems annual revenue somewhat stalled? For the past few years, Juniper has seemingly been playing catch-up relative to the heavyweight enterprise networking solution providers. A history of non-accretive acquisitions, multiple runs at building out a Wi-Fi portfolio, misses in delivering software-defined networking (SDN) …
Is It Too Late For Juniper Networks To Catch Up With Cisco And Aruba? Read More »
