How Riot Games Became a Telco
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 […]
Category Archives: Networking
The Sci-Fi Vision of Telecom Operators
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 […]
China’s Rising Giants in Enterprise Hardware
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 […]
Enterprise Hardware is Exciting
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 […]
More Wirless Infrastructure
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 […]
Microsoft’s Loss is Networking’s Gain
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 […]
MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies
In my preview post from last week, I wrote that the future of the networking industry is going to involve a lot of software, and that is going to alter […]
What Should We Be Looking For?
The biggest winners from today’s announcement are likely to be China’s handset OEMs and its mobile operators. And Qualcomm itself did not do so badly.
The Internet of Things Now Belongs to the Product Managers
Almost two years ago I wrote about the masterful re-branding exercise that we now call the Internet of Things (IoT). We used to call it Machine to Machine (M2M) communications. […]
A few thoughts on splitting up companies
After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have […]
