Chris DePuy

Technology Analyst and co-founder of 650 Group

Cisco’s Partner Conference Emphasizes Observability, Security, SMB and MSP

by Chris DePuy
November 10, 2023November 10, 2023

At Cisco’s Partner Conference, it announced a new Emphasis on Full Stack Observability (FSO), Security, End-to-End/Solutions selling, IoT/Industrial, SMB, MSP, Sustainability/Take-Back, and. Additionally, Cisco enhanced its Partner Experience Platform (PXP) to enable partners to optimize their practice and drive growth, emphasizing recurring revenue. We see this conference as a clear… Read More »Cisco’s Partner Conference Emphasizes Observability, Security, SMB and MSP

Cisco PONC Conference – Reaching Critical Mass

by Chris DePuy
September 21, 2023September 21, 2023

Cisco Systems held its Packet Optical Network Conference (PONC) Conference in Texas this week. PONC is primarily a customer and reseller-related conference where Cisco shares its latest innovations and some of its customers’ newest network designs. Cisco shared that on a year-to-date basis, it had four times more Routed Optical… Read More »Cisco PONC Conference – Reaching Critical Mass

AST SpaceMobile Successfully Completes Space-based 5G Call

by Chris DePuy
September 19, 2023September 19, 2023

Earlier this year, AST SpaceMobile completed a 4G call but on September 8, it completed a 5G call on AT&T spectrum. What’s important about this achievement is that the call was made to an unmodified Samsung smartphone. Download speeds of 14 Mbps were achieved. We see AST’s demonstration as proof… Read More »AST SpaceMobile Successfully Completes Space-based 5G Call

Apple iPhone 15 Pro Has Wi-Fi 6E

by Chris DePuy
September 12, 2023September 12, 2023

Our forecast for both Wi-Fi 6E and Wi-Fi 7 is quite bullish. We expect the switchover towards 6 GHz-based Wi-Fi infrastructure to be more rapid than previous upgrade cycles. Part of our thinking has been that important, high-volume devices like smartphones will incorporate Wi-Fi 6E capabilities. Today, at Apple’s September… Read More »Apple iPhone 15 Pro Has Wi-Fi 6E

Nokia Broadband – The Strategy Is Unfolding

by Chris DePuy
September 7, 2023September 7, 2023

We attended the Nokia Fixed Networks analyst meeting in South Carolina this week, where the company explained its two-pronged broadband strategy focusing on optical access and Fixed Wireless Access (FWA). Nokia’s management team also explained how, behind the scenes, it strategized for over a year to comply with the BEAD… Read More »Nokia Broadband – The Strategy Is Unfolding

Nokia’s Shift to US-Based Manufacturing Grabs Fed’s Attention

by Chris DePuy
August 8, 2023August 8, 2023

On August 3, in Pleasant Prarie, Wisconsin, Nokia executives announced plans to be the first telecom company to manufacture its fiber-optic broadband products and optical modules in the U.S. for us in the Broadband Equity, Access, and Deployment (BEAD) program. Nokia is a significant supplier to the US market, and… Read More »Nokia’s Shift to US-Based Manufacturing Grabs Fed’s Attention

NVIDIA 5G Data Center Announcements

by Chris DePuy
May 31, 2023May 31, 2023

Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »NVIDIA 5G Data Center Announcements

Juniper Analyst Meeting Promotes Enterprise

by Chris DePuy
May 5, 2023May 5, 2023

We attended an analyst meeting with Juniper, focusing on its growing Enterprise business. The company held its meeting at the University of Texas – Dallas, an important university customer. The company has multiple large enterprises that have recently signed up with the company on multi-year WLAN, Switch, and SD-WAN projects,… Read More »Juniper Analyst Meeting Promotes Enterprise

RSA Conference Focuses on XDR

by Chris DePuy
May 1, 2023May 1, 2023

Last week’s RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year’s show saw a surge in XDR-related marketing. One could say XDR is the new SASE… Read More »RSA Conference Focuses on XDR

HPE Aruba Atmosphere 2023 Emphasizes Strategy Change

by Chris DePuy
April 26, 2023April 26, 2023

At this year’s partner event, Atmosphere 2023, HPE Aruba discussed its strategy and logo changes. First, Phil Mottram, who leads the HPE Aruba / Intelligent Edge group, explained the significance of adding recent acquisitions of Axis Security (SSE Security) and Athonet (5G Core / Private 5G). Phil explained that Aruba… Read More »HPE Aruba Atmosphere 2023 Emphasizes Strategy Change

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Chris DePuy

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