Technology Analyst and co-founder of 650 Group
We expect that Wi-Fi 6E products to hit the market as soon as 3Q20 in the US and by 4Q20 in Europe. The appeal of these new 802.11ax products is that they operate not just in 2.4 GHz and 5 GHz, as 802.11ac products have, but now add 6 GHz… Read More »Wi-Fi 6E in 2020
Today, Amazon kicked off AWS Re:Invent with the Andy Jassy keynote. We were impressed to see David M. Solomon, CEO of Goldman Sachs, on stage, talking about how the Apple credit card was built on top of AWS. The claim that it could not launch a card like that without… Read More »Amazon Shows Off Chip Advancements in Day 1 of Re:Invent
Last week, at Nokia’s analyst meeting in Helsinki, it discussed its achievements and its challenges. The company’s successes include its traction and product introductions on the enterprise market, its market traction in selling Nokia’s end-to-end portfolio, and its 5G market momentum. Management reiterated that Nokia has signed 50 5G deals… Read More »Nokia Analyst Meeting: an Enterprise Focus
Big themes at the show were WiFi-6, 6 GHz, and 802.11ah. We share some comments about the following organizations: WiFi Alliance, Commscope, Newracomm, Celeno, Cambium, Juniper Networks, On Semiconductor, Extreme Networks, Webb Search, Facebook, UK’s Ofcom, Huawei, and 650 Group. The WiFi Alliance and a handful of other speakers commented… Read More »WiFiNOW London conference themes were WiFi-6, 6 GHz and 802.11ah
We attended the Mavenir analyst meeting last week. The company has made progress in developing its radio products, while at the same time it has grown revenues approximately 15% this year and bookings are estimated to reach $510M this year. The company expects to achieve a 28% EBITDA margin this… Read More »Mavenir Expanding Rapidly TO Support its Radio Efforts
Aruba, a Hewlett Packard Enterprise company’s new CX 6300/6400 switch launch was significant for the industry. The launch ushered in next-generation enterprise switches at the second-largest vendor in the world using its custom, 7th generation ASICs, along with updates to the operating system. HPE Aruba’s products are high-end, clearly targeting… Read More »HPE Aruba’s New CX6300/6400 Switches Usher in Next Generation Campus Networks
ORAN and CBRS were the main themes at Mobile World Congress Americas, held in Los Angeles. I have to say, though, that unlicensed was the third most important theme, though it will emerge to the main stage in future years. ORAN encompasses several topics woven together. ORAN is a set… Read More »Mobile World Congress Americas Themes: ORAN, CBRS and Unlicsned
We attended the operator and vendor consortium of 5G Americas. The themes of the show were: 5G, spectrum, cell siting, Asia-Pacific operator progress. For the second time in the past couple weeks, we saw FCC Commissioner Michael O’Reilly present, and his key messages were similar both times, focusing on CBRS,… Read More »5G Americas conference: unlicensed spectrum highlight
We attended the CBRS Alliance event in Washington DC today, and by our rough estimate, about 350-400 people were in attendance representing groups such as regulators, legislators, lawyers, technology vendors, property owners, service providers, investors, media and analysts. We were impressed with the widespread interest in the new shared spectrum… Read More »CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment
Juniper held its industry analyst day last week to present its strategy update to the market; the company wants to change networking for the cloud era. The company reiterated its commitment to three customer types: cloud provider, service provider, and enterprise. The company is making investments to take advantage of… Read More »Juniper Networks – Reinvigorating the Enterprise
