Chris DePuy
Technology Analyst and co-founder of 650 Group
Huawei says 5G goes commercial in 2020
Today, we attended a presentation made by Huawei to discuss 5G. The company emphasized several interesting points: 2020 is the year for commercial launch of 5G. The company confirmed its understanding that Chinese operators will commercialize 5G in 2020. It explained that in Korea, while there are trials planned in… Read More »Huawei says 5G goes commercial in 2020
Aerohive price aggression accelerating
Yesterday, Aerohive announced an expansion to its Connect Strategy that results in price cuts across its entire product line by virtue of its extension of its Connect cloud-services offering to all products. Given that Connect is a free version of cloud-managed services, it would accurate to say Aerohive is now… Read More »Aerohive price aggression accelerating
Us FCC finally looks to fix the broken e-rate program
Since 2014, the E-Rate program has slowed down spending in the once-largest vertical market for WLAN gear – the K-12 education market. Since the information about bidding and spending patterns for E-Rate is public, it is has been clear that the funding process – which adds almost a year more… Read More »Us FCC finally looks to fix the broken e-rate program
alcatel-lucent enterprise wlan strategy is paying off
Alcatel-Lucent Enterprise (ALE) presented its quarterly results to analysts today. We have been eagerly waiting to check in to see how the company’s new in-house developed enterprise-class WLAN access points had performed in 1Q17. What we learned was interesting – the company’s WLAN revenues grew almost 10% Y/Y, driven by… Read More »alcatel-lucent enterprise wlan strategy is paying off
Riverbed acquires xirrus
SD-WAN vendor Riverbed announced plans to acquire Wireless LAN vendor Xirrus today. Riverbed emphasizes its product line and portfolio strategy in the Software Defined Wide Area Network (SD-WAN) market. Xirrus has emphasized its product portfolio as being a cloud-enabled Wireless LAN (WLAN) market vendor. Two main themes come to mind… Read More »Riverbed acquires xirrus
Market share implications of Extreme Networks acquisitions
Extreme Networks has been very busy announcing acquisitions lately. Yesterday, it announced plans to acquire Brocade’s Data Center switch business and on March 7, it announced plans to acquire Avaya’s switch business. Additionally, it completed its acquisition of the Zebra Wireless LAN business just last October 2016. When the two switch… Read More »Market share implications of Extreme Networks acquisitions
OFC – The Data center show
Alan Weckel Technology Analyst It was great to run into old friends at OFC today. As I walked the floor, had meetings, and ran into people it became clear that this years OFC was once again about the data center and Cloud and how vendors are positioning themselves for that… Read More »OFC – The Data center show
OCP Observations
Alan Weckel Technology Analyst It was great to catch up with old friends and make new friends at OCP this year. The show was highly successful with attendance at the Facebook and Microsoft booths so large that it was difficult to move around. On the switch side, most of the… Read More »OCP Observations
UPdate on the ericsson / Cisco partnership – mobile world congress 2017
Ericsson and Cisco representatives provided an upbeat presentation about the corporate partnership, offered some customer success metrics and discussed some new initiatives. The teams held back from providing concrete measures of progress such as revenues. Our judgement is that since each is continuing to make joint offerings, the relationship is… Read More »UPdate on the ericsson / Cisco partnership – mobile world congress 2017