Chris DePuy

Technology Analyst and co-founder of 650 Group

Ethernet Data Center Interconnect (DCI) to Drive Significant Growth in the Ethernet Switch and Next-Generation Router Market

Juniper led the Market in 1H20 and 2019 DCI has a different meaning for different customers and vendors.  Ethernet DCI is a critical technology and enabler for Cloud customers to build data centers and transport data between them with lower-cost high-density router/switch platforms with pluggable modules.  While DCI has been… Read More »Ethernet Data Center Interconnect (DCI) to Drive Significant Growth in the Ethernet Switch and Next-Generation Router Market

Ericsson’s Cradlepoint Acquisition Poses Opportunities and Risks

Ericsson has served the mobile service provider industry well over the years.  Most devices connected to its customers’ networks are mobile phones; this, however, is changing.  Internet of Things (IoT) devices are entering the fray and provide an avenue for growth, as is the enterprise market.  Additionally, Ericsson’s channels have… Read More »Ericsson’s Cradlepoint Acquisition Poses Opportunities and Risks

An Update: Juniper’s Mistification Almost Complete

We attended a well-organized and information-packed virtual conference hosted by Juniper Networks last week.  While there were many themes (400G, telco cloud, AI, Mist), the one that really came through was how much the Mist acquisition has reinvigorated the Juniper organization.  About a year ago, Juniper made its acquisition of… Read More »An Update: Juniper’s Mistification Almost Complete

Deutsche Telekom (DT) promoteS Open RAN and Wi-Fi 6 at ONF 5G SPOTLIGHT event

Alex Choi, SVP, Head of Strategy and Technology Innovation at Deutsche Telekom, presented at Day 2 joint keynote broadcast for ONF‘s Spotlight event on 5G and open source. He shared several comments about DT’s strategy that we thought were interesting and showed that the German telco is looking to break… Read More »Deutsche Telekom (DT) promoteS Open RAN and Wi-Fi 6 at ONF 5G SPOTLIGHT event

Apple – Cloud Expansion, But Still Sub-Scale to the Other Four US Hyperscalers

Apple’s Cloud business remains locked between business models.  Apple monetizes the Cloud portion via hardware sales with little direct revenue coming from Cloud services. While Apple announced a significant networking advancement with Nokia’s new data center switches, a substantial step in the right direction, we have yet to see a… Read More »Apple – Cloud Expansion, But Still Sub-Scale to the Other Four US Hyperscalers

Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market

Facebook revenue grew robustly in 2Q20, and its CAPEX guidance remained consistent for 2020 compared to previous revisions in the last two quarterly results. Facebook’s results were counter trend to our expectations that many advertisers would pull back spending do to COVID-19 based on lack of supply (no need to… Read More »Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market