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Category Archives: Networking

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

The Gaming Internet

February 18, 2021by D/D Advisors 3 Comments

The Gaming Internet – 3 billion people played an average of 7 hours of video games last year, but no one seems to be looking at what that traffic is doing to the Internet.

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eSports, Gaming, Networking

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