Blog
Amazon Shows Off Chip Advancements in Day 1 of Re:Invent
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 »Blog
Nokia Analyst Meeting: an Enterprise Focus
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 »Blog
WiFiNOW London conference themes were WiFi-6, 6 GHz and 802.11ah
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 »Blog
Mavenir Expanding Rapidly TO Support its Radio Efforts
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 »Blog
Mobile World Congress Americas Themes: ORAN, CBRS and Unlicsned
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 »Blog