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Category Archives: Networking

Content is Eating Infrastructure

October 20, 2021by D/D Advisors 2 Comments

Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.

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Analyst Decoder Ring, Google, Maps, Net Neutrality, Networking, Strategy, The Cloud, The Edge

Fox in the Hen House Re-match

July 2, 2021by D/D Advisors Leave a comment

Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.

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Analyst Decoder Ring, Enterprise Electronics, Networking, Qualcomm, Silicon, The Cloud, Wireless

Our Heart is in Catalonia

June 29, 2021by D/D Advisors Leave a comment

Our Heart is in Catalonia – Qualcomm has some interesting new products out there – promoting software and networking in ways that are new for the company.

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MWC, Networking, Qualcomm, Silicon

More fun with acronyms: SD-WAN and SASE

April 6, 2021by D/D Advisors Leave a comment

More fun with acronyms: SD-WAN and SASE – An interesting corner of networking that could (maybe) become very important.

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Enterprise Electronics, Networking

The Private Parts Networking

March 15, 2021by D/D Advisors 3 Comments

The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.

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Enterprise Electronics, IoT, Networking, Wireless

The Gaming Internet – Why so Laggy?

March 11, 2021by D/D Advisors 2 Comments

The Gaming Internet – Why so Laggy? Early (hard to reverse) engineering choices and basic geography often underpin poor game networking conditions.

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Gaming, Networking

Gaming Internet – Magic Packets

March 4, 2021by D/D Advisors 1 Comment

Gaming Internet – Networking may seem like a sideshow for developers, but it can have real financial impacts.

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Gaming, Networking

The Death Throes of Telecom

March 2, 2021by D/D Advisors Leave a comment

The Death Throes of Telecom – Boingo, Syniverse and MobiTV are being forced marched into the future. They will not be the last telecom networking companies to encounter this fate.

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Analyst Decoder Ring, M&A, Networking

What we need is another standard

February 26, 2021by D/D Advisors Leave a comment

What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.

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Networking, The Edge, Wireless

Choose Your Fighter

February 25, 2021by D/D Advisors 7 Comments

Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.

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eSports, Gaming, Google, Networking

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