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Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G
Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by… Read More »Blog
NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software
At NetApp’s analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services. Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the… Read More »Blog
Mavenir Analyst Briefing – UCaaS, RCS Monetization, xRAN & 5G markets
Mavenir held a ‘virtual’ analyst meeting – essentially a webinar – that conveyed the company’s efforts on several new initiatives: (a) SMB UCaaS – small business unified communications, (b) Messaging as a Platform (MaaP), (c) Monetization of messaging, (d) Security Solutions (relating to toll fraud, for instance), and (d) xRAN/Open… Read More »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