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Category Archives: Networking

Slouching Towards the Cloud

September 15, 2016by D/D Advisors 2 Comments

We tend to talk about the Cloud in terms of extreme certainty. Using almost religious tones. As in “We are all moving to the Cloud, by way of Jerusalem.” We assume […]

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Networking, Strategy

How Riot Games Became a Telco

February 26, 2016by D/D Advisors 9 Comments

Telecom networks are changing in some important ways. A few weeks ago, I wrote a somewhat fanciful piece about the ways in which telecom networks are being unbundled by the […]

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Net Neutrality, Networking, Strategy, The Cloud

The Sci-Fi Vision of Telecom Operators

February 15, 2016by D/D Advisors Leave a comment

I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The […]

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Appconomy, Net Neutrality, Networking, Strategy, Wireless

China’s Rising Giants in Enterprise Hardware

January 26, 2016by D/D Advisors Leave a comment

This is an excerpt from D2D Newsletter Issue #18 – For a copy of the complete report, please e-mail me or DM me on Twitter. Perhaps the biggest change to […]

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China, Enterprise Electronics, Networking

Enterprise Hardware is Exciting

January 25, 2016by D/D Advisors 1 Comment

I published Issue # 18 of my D2D Newsletter today. The report is an in-depth look at the trends shaping the market for enterprise hardware. This post is the introduction […]

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M&A, Networking, Strategy

More Wirless Infrastructure

July 10, 2015by D/D Advisors 1 Comment

In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I […]

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M&A, Networking, Stocks, Strategy, Wireless

Microsoft’s Loss is Networking’s Gain

July 9, 2015by D/D Advisors 1 Comment

This morning, Microsoft announced that it was shutting down what was left of Nokia. There has been a ton written today about the strategic, personal, historical and branding implications of […]

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Business Model, M&A, Networking, Strategy, Wireless

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