Alcatel-Lucent Enterprise (ALE) presented its quarterly results to analysts today. We have been eagerly waiting to check in to see how the company’s new in-house developed enterprise-class WLAN access points had performed in 1Q17. What we learned was interesting – the company’s WLAN revenues grew almost 10% Y/Y, driven by… Read More »alcatel-lucent enterprise wlan strategy is paying off
SD-WAN vendor Riverbed announced plans to acquire Wireless LAN vendor Xirrus today. Riverbed emphasizes its product line and portfolio strategy in the Software Defined Wide Area Network (SD-WAN) market. Xirrus has emphasized its product portfolio as being a cloud-enabled Wireless LAN (WLAN) market vendor. Two main themes come to mind… Read More »Riverbed acquires xirrus
Extreme Networks has been very busy announcing acquisitions lately. Yesterday, it announced plans to acquire Brocade’s Data Center switch business and on March 7, it announced plans to acquire Avaya’s switch business. Additionally, it completed its acquisition of the Zebra Wireless LAN business just last October 2016. When the two switch… Read More »Market share implications of Extreme Networks acquisitions
Alan Weckel Technology Analyst It was great to run into old friends at OFC today. As I walked the floor, had meetings, and ran into people it became clear that this years OFC was once again about the data center and Cloud and how vendors are positioning themselves for that… Read More »OFC – The Data center show
Alan Weckel Technology Analyst It was great to catch up with old friends and make new friends at OCP this year. The show was highly successful with attendance at the Facebook and Microsoft booths so large that it was difficult to move around. On the switch side, most of the… Read More »OCP Observations
Ericsson and Cisco representatives provided an upbeat presentation about the corporate partnership, offered some customer success metrics and discussed some new initiatives. The teams held back from providing concrete measures of progress such as revenues. Our judgement is that since each is continuing to make joint offerings, the relationship is… Read More »UPdate on the ericsson / Cisco partnership – mobile world congress 2017
At the Ericsson Media and Analyst Briefing today, Ericsson’s new CEO Borje Ekholm made his first MWC presentation, and then ceded the stage to well-known T-Mobile USA (TMUS) Chief Technology Officer, Neville Ray. We learned several things that were interesting: T-Mobile’s plans for 5G rollout and 2G/3G shutdown, and Ericsson’s… Read More »MWC 2017 ericsson, T-mobile usa pitch 5G
Aerohive, a leading enterprise-class WLAN vendor, announced changes to its product and services pricing that is intended to get its foot in the door of more customers. Here is what it has done: Announced a new WLAN Access Point, the AP122, an 802.11ac device, for $229. This includes a cloud-management… Read More »Aerohive announces new pricing, new products
We are pleased to introduce our new company, 650 Group, a company that provides market intelligence research. Why did you call the company 650 Group? We chose the name of the company to reflect where we are physically located, in the 650 telephone area code, in the heart of… Read More »introducing 650 group
