Chris DePuy

Technology Analyst and co-founder of 650 Group

802.11ah HaLow at CES

In our IoT report, we’ve counted on low-cost, long-distance, customer-owned Wi-Fi systems as providing a critical connectivity need. We had the opportunity to visit Morse Micro yesterday at the CES show in Las Vegas, NV, and left with the impression that HaLow’s time is upon us. In the company’s booth… Read More »802.11ah HaLow at CES

Cisco Packet Optical Networking Conference 2024 – Another Step Forward

This week, we attended Cisco’s Packet Optical Networking Conference 2024 (PONC 2024). The conference was mainly for partners and customers, and new products and architectures were the main discussion topics. A year ago, we concluded that Cisco’s Routed Optical Networks (RON) vision, where routers and pluggable coherent modules operate together… Read More »Cisco Packet Optical Networking Conference 2024 – Another Step Forward

Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes

On June 27, Nokia announced plans to acquire Optical Transport rival Infinera. The indicative bid was for $2.3B, representing a 37% premium to a six-month volume-weighted price. Additionally, Nokia plans to spin off its Submarine Networks business (which even today uses the historically French-domiciled Alcatel in its name) to a… Read More »Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes

HPE Discover Atmosphere 2024: AI Networking Emerges

We attended primarily the Atmosphere Track of the Discover partner conference in Las Vegas, where HPE Aruba Networking announced significant new developments.  Among the new technology announcements were Private 5G radios, Observability-related integrations, IoT Gateway enhancements, and SASE.  Of course, we attended HPE CEO Antonio Neri’s keynote at the Las… Read More »HPE Discover Atmosphere 2024: AI Networking Emerges

Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly

Fortinet announced plans to acquire Lacework, a Cloud-Native Application Protection Platform (CNAPP) company. For those who have kept up with the cybersecurity industry news, in April of this year, Lacework was an acquisition target by privately held Wiz. However, that deal, reportedly valued between $150-200M, never materialized. Lacework opens up… Read More »Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly

Telecom Disruption in Optical and RAN Showing Growing Importance

Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance