Yesterday, analyst Chris DePuy joined Water Tower Research analyst John Roy in a discussion about the 60 GHz wireless market. If you want to learn more about this emerging market, please listen in to this 30 minute interview about 60 GHz. During the interview, John asked Chris about how fast… Read More »650 Group Interview about 60 Ghz Wireless Market and a Follow-Up about Throughput and Range
On December 7th, Juniper’s announced its plan to acquire Apstra. The deal is expected to close in 1H’20. Apstra, founded 2014, boasts numerous customer success stories in large enterprises, service providers, and even reaches into the mid-sized customer segment. Cutting down complexity by automating data center operations is an immediate… Read More »650 Group Take: Juniper’s Announced AcQuisition of Apstra – A Move to Software, Day 2 Operations, Automation
tAruba HPE has taken a forward thinking approach to data centers and virtualized infrastructure while rounding out its solutions. Extending Greenlake into the campus and extending Aruba into the data center. The company this week has added new entrants to its family of CX Ethernet switches for Leaf and Spine network… Read More »Aruba HPE Expands CX Data Center/Campus switch Lineup — Intros Fabric Composer
Disaggregation has been around in the networking space for nearly a decade, especially in hyperscalers data center Ethernet Switches. The insatiable demand for bandwidth, control, and cost reductions drove the white box from the Google science project to the dominant consumption model for Ethernet Switching in the hyperscalers. The high-scale… Read More »Disaggregated SP Router Market – Strong Market Adoption as we head into 2021
In conjunction with its recent Rakuten earnings call this week, Rakuten Mobile disclosed some more of its plans. This mobile operator is becoming a telecom vendor. Specifically, it said that “by expanding the Rakuten Communications Platform (RCP) globally, Rakuten aims to evolve from a Japan-headquartered tech company to a global… Read More »Rakuten Communications Platform update
Ericsson Capital Markets Day Part Two: Networks summary: When asked how it took market share (North American has 53% share 2Q20, up 5% vs 2018), management pointed to having made more significant R&D investments in radio than competitors. It cited Dynamic spectrum Sharing and its cost-efficient radio-related ASICs as examples… Read More »Ericsson Capital Markets Day/ Part 2
650 Group attended the company’s recent showcase for investors. This blog will be a two part series. Part 1: In Summary: Management lowered Digital Services margin targets due to a revenue miss in 2020 as legacy systems dropped faster than expected, relative to what was communicated to investors a year… Read More »Recap: ERICSSON capital markets day
Last week, LoRa chip company, Semtech, made several announcements that should accelerate the IoT market. First, it announced LoRa Basics Modem-E, which is a software modem. Second, it announced relationships with IoT companies, Actility and Tago.IO that surround services that can be offered to drive the IoT market. Third, the… Read More »Semtech Made Several LoRa-Related Announcements to accelerate the Asset Tracking Market
On October 14, 2020, Nokia and Google Cloud signed a strategic collaboration to transform Nokia’s digital infrastructure. We made inquiries to Nokia to learn more and had the opportunity to speak with Nokia’s Chief Digital Officer, Bhaskar Gorti, who is in charge of the relationship. Nokia’s move to Google Cloud is one… Read More »nokia strikes strategic collaboration with google cloud
