Technology Analyst and co-founder of 650 Group
Cisco Systems held its Packet Optical Network Conference (PONC) Conference in Texas this week. PONC is primarily a customer and reseller-related conference where Cisco shares its latest innovations and some of its customers’ newest network designs. Cisco shared that on a year-to-date basis, it had four times more Routed Optical… Read More »Cisco PONC Conference – Reaching Critical Mass
Earlier this year, AST SpaceMobile completed a 4G call but on September 8, it completed a 5G call on AT&T spectrum. What’s important about this achievement is that the call was made to an unmodified Samsung smartphone. Download speeds of 14 Mbps were achieved. We see AST’s demonstration as proof… Read More »AST SpaceMobile Successfully Completes Space-based 5G Call
Our forecast for both Wi-Fi 6E and Wi-Fi 7 is quite bullish. We expect the switchover towards 6 GHz-based Wi-Fi infrastructure to be more rapid than previous upgrade cycles. Part of our thinking has been that important, high-volume devices like smartphones will incorporate Wi-Fi 6E capabilities. Today, at Apple’s September… Read More »Apple iPhone 15 Pro Has Wi-Fi 6E
We attended the Nokia Fixed Networks analyst meeting in South Carolina this week, where the company explained its two-pronged broadband strategy focusing on optical access and Fixed Wireless Access (FWA). Nokia’s management team also explained how, behind the scenes, it strategized for over a year to comply with the BEAD… Read More »Nokia Broadband – The Strategy Is Unfolding
On August 3, in Pleasant Prarie, Wisconsin, Nokia executives announced plans to be the first telecom company to manufacture its fiber-optic broadband products and optical modules in the U.S. for us in the Broadband Equity, Access, and Deployment (BEAD) program. Nokia is a significant supplier to the US market, and… Read More »Nokia’s Shift to US-Based Manufacturing Grabs Fed’s Attention
Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »NVIDIA 5G Data Center Announcements
We attended an analyst meeting with Juniper, focusing on its growing Enterprise business. The company held its meeting at the University of Texas – Dallas, an important university customer. The company has multiple large enterprises that have recently signed up with the company on multi-year WLAN, Switch, and SD-WAN projects,… Read More »Juniper Analyst Meeting Promotes Enterprise
Last week’s RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year’s show saw a surge in XDR-related marketing. One could say XDR is the new SASE… Read More »RSA Conference Focuses on XDR
At this year’s partner event, Atmosphere 2023, HPE Aruba discussed its strategy and logo changes. First, Phil Mottram, who leads the HPE Aruba / Intelligent Edge group, explained the significance of adding recent acquisitions of Axis Security (SSE Security) and Athonet (5G Core / Private 5G). Phil explained that Aruba… Read More »HPE Aruba Atmosphere 2023 Emphasizes Strategy Change
Huawei chose to address two main themes in its keynotes at HAS2023, a focus on basic R&D and the importance of Artificial Intelligence (AI). Like last year’s presentations, the company continues to emphasize its ongoing efforts to develop new science and algorithms to keep Huawei ahead of competitors. For instance,… Read More »Huawei Analyst Summit 2023 Review
