Blog
Arris Analyst Meeting Takeaways
Arris held its annual investor day late last week on March 28, 2018. It was interesting: the company said “Everything is going wireless,” which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband. To be sure, the company has… Read More »Blog
HPE Aruba Atmosphere Keynote Summary
There were 3,100 attendees at the Atmosphere show in Las Vegas, most of which appeared in attendance at the keynote. Artificial Intelligence and Cloud were the main topics. Specifically new for the show: cloud-managed SD-WAN, NetInsight, ArubaEdge Partner program, Cape Networks acquisition. Cloud-managed SD-WAN – June/July ’18 availability (dynamic path… Read More »Blog
OCP Summit 2018 – Disaggregation Theme Dominates
The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions. Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD. Project Denali was presented by Microsoft. The idea is it separates SSD controller functions from… Read More »Blog
OFC 2018 Theme: 400 Gbps
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 »Blog
Alcatel-Lucent Enterprise launches its cloud-managed network services offering, Cirrus
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 »Blog
Apple announces plans to Accelerate Capital Spending on US-Based Datacenters
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 »Blog