Technology Analyst and co-founder of 650 Group
We attended the #OFC18 show and found the major theme to be the emergence of 400 Gbps modules. The next most noteworthy theme, we though, was that made by a single company, Nokia, which made its PSE-3 engine announcement. Juniper also caused a buzz with the introduction of its ACX6360… Read More »OFC 2018 Theme: 400 Gbps
cWe attended the upbeat Alcatel-Lucent Enterprise (ALE) Connex18 conference, where the company said its strategy is focused on three pillars: verticals, cloud and services. In its networks business, most significantly, the company announced: its Omnivista Cirrus cloud-managed network services offering, the WLAN indoor Location Based Services system and its plans… Read More »Alcatel-Lucent Enterprise launches its cloud-managed network services offering, Cirrus
Apple Inc. announced plans to accelerate spending in the United States, citing $350 billion of spending over the next five years. The company has cited recent tax rules and its status as being the largest US taxpayer. The company specifically earmarked “over $10 billion” for “investments in data centers across… Read More »Apple announces plans to Accelerate Capital Spending on US-Based Datacenters
The market is in a period of rapid adoption of higher speeds led by the hypserscalers. The industry used 2016 and 2017 to adopt 25 Gbps and 100 Gbps port speeds based on 25 Gbps SERDES technology. As we enter 2018, those same hyperscalers are about to adopt 50 Gbps,… Read More »100 Gbps Serial at OIF, the Stepping Stone Beyond 400 Gbps
Broadcom joined both Innovium and Nephos by publicly announcing 12.8 Tbps fabrics with its Tomahawk 3 product line. We love new data center silicon from all vendors, it is something we track closely and we see these as a disruptive technologies to the networking ecosystem and an enabler of next… Read More »Broadcom – Tomahawk 3 joins the race to 400 Gbps
New CTO – It was great to see and hear Juniper’s new CTO, Bikash Koley at NXTWORK. The message was very clear that new networks need to be built, not only from the speeds and feeds technology point of view, but from the operator point of view. Scale and simplicity… Read More »Juniper NXTWORK Analyst Day Takeaways
Nokia was bullish on its technology developments and cautious on telco capex. CEO Rajeev Suri described the telecom market as having tough market conditions and expects telco equipment market revenues down in 2018. He said the Swedish competitor pricing aggressively and that it will be difficult to keep share in China… Read More »Nokia Analyst Meeting Update
This week, we attended the Global Mobile Broadband Forum, held in London, and found several interesting points we thought we would share. Much of the focus of the conference was about 5G wireless networks, and since the show was in London, many of the service providers who we met with… Read More »Global Mobile Broadband FOrum update
Back on 5/9/17, we discussed how Alcatel-Lucent Enterprise (ALE) had announced its in-house developed enterprise-class WLAN products. A couple days ago (on 9/20/17), ALE announced further developments to its WLAN product line and now has a broadening product line of Stellar WLAN products. Initially, ALE announced a lower end Stellar… Read More »Alcatel-Lucent Enterprise Broadens its In-House Developed enterprise-class WLAN Product Line
Yesterday, Comcast announced its ActiveCore SDN platform. We are attending Comcast’s analyst day and learned quite a bit on day one, but wanted to focus this blog on Routing. To date, there has been an argument of SD-WAN and it ability to replace expensive telco MPLS solutions. If a customer… Read More »Comcast ActiveCore – Massive step forward for SD-WAN and Potential Router Market Trouble
