Technology Analyst and co-founder of 650 Group
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
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 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
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
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
Activity surrounding Open RAN is hitting a fever pitch. We have been seeing accelerating operator and vendor announcements supporting Open RAN, and now the Open Networking Foundation has announced that it is launching SD-RAN to complement Open RAN. The plan for SD RAN is to open up critical portions of… Read More »ONF’s New SD-RAN Project Boosts Open RAN
Like many companies that sell campus networking gear, Ubiquiti Networks saw a slowdown in 2Q20. Its Enterprise-related revenues grew only 4% Y/Y and were down 16% Q/Q. We reviewed the public material from its disclosures this morning, plus as we do during each of the quarters, we are making checks… Read More »Ubiquiti Networks June 2020 Quarter Review
