Technology Analyst and co-founder of 650 Group
tAruba HPE has taken a forward thinking approach to data centers and virtualized infrastructure while rounding out its solutions. Extending Greenlake into the campus and extending Aruba into the data center. The company this week has added new entrants to its family of CX Ethernet switches for Leaf and Spine network… Read More »Aruba HPE Expands CX Data Center/Campus switch Lineup — Intros Fabric Composer
Disaggregation has been around in the networking space for nearly a decade, especially in hyperscalers data center Ethernet Switches. The insatiable demand for bandwidth, control, and cost reductions drove the white box from the Google science project to the dominant consumption model for Ethernet Switching in the hyperscalers. The high-scale… Read More »Disaggregated SP Router Market – Strong Market Adoption as we head into 2021
In conjunction with its recent Rakuten earnings call this week, Rakuten Mobile disclosed some more of its plans. This mobile operator is becoming a telecom vendor. Specifically, it said that “by expanding the Rakuten Communications Platform (RCP) globally, Rakuten aims to evolve from a Japan-headquartered tech company to a global… Read More »Rakuten Communications Platform update
Ericsson Capital Markets Day Part Two: Networks summary: When asked how it took market share (North American has 53% share 2Q20, up 5% vs 2018), management pointed to having made more significant R&D investments in radio than competitors. It cited Dynamic spectrum Sharing and its cost-efficient radio-related ASICs as examples… Read More »Ericsson Capital Markets Day/ Part 2
650 Group attended the company’s recent showcase for investors. This blog will be a two part series. Part 1: In Summary: Management lowered Digital Services margin targets due to a revenue miss in 2020 as legacy systems dropped faster than expected, relative to what was communicated to investors a year… Read More »Recap: ERICSSON capital markets day
Last week, LoRa chip company, Semtech, made several announcements that should accelerate the IoT market. First, it announced LoRa Basics Modem-E, which is a software modem. Second, it announced relationships with IoT companies, Actility and Tago.IO that surround services that can be offered to drive the IoT market. Third, the… Read More »Semtech Made Several LoRa-Related Announcements to accelerate the Asset Tracking Market
On October 14, 2020, Nokia and Google Cloud signed a strategic collaboration to transform Nokia’s digital infrastructure. We made inquiries to Nokia to learn more and had the opportunity to speak with Nokia’s Chief Digital Officer, Bhaskar Gorti, who is in charge of the relationship. Nokia’s move to Google Cloud is one… Read More »nokia strikes strategic collaboration with google cloud
Today, Juniper announced its plans to acquire 128 Technology for $450 M. The deal is expected to close in calendar 4Q20. 128 Technology executives have a strong technology heritage from Acme Packet (SBC company acquired by Oracle). 128 Technology’s unique session-smart networking enables enterprise customers and service providers to create… Read More »Juniper Enhances Enterprise Offering with Planned Acquisition of SD-WAN Company 128 Technology
Nokia reiterated its commitment to 25G PON in its two-day briefing with industry researchers this week. It also shared some interesting commentary about is progress with Fixed Wireless Access (FWA) and its consumer Wi-Fi devices. But, what makes Nokia’s 25G announcement so interesting is that there is significant controversy associated… Read More »Nokia Fixed Networks Group Counting on 25G PON
Today, Alan Weckel participated in Intel’s webinar on how technology is changing from the edge to the cloud. It was clear working on this project that the data center is rapidly innovating to next-generation technologies to keep pace with data growth. How will networks for communication service providers (CoSPs), cloud… Read More »The Future of Networks, From Edge to Cloud – Intel Webinar
