MWC 2014: The Times they are Changing – Recap
Before the show, I posted that the nature of MWC has changed a lot over the years. This used to be a show solely focused on selling heavy iron networking […]
Category Archives: Networking
MWC 2014: Small Cells – Time to Get to Work
Last year, I wrote extensively about small cells. These were a hot topic at MWC 2013, but there were clear signs of froth. This year, there was a lot less […]
Will software eat MWC?
It became a running joke, a partially-funny metric. How long could you have a conversation at MWC without mentioning the $19 Billion Facebook acquisition of WhatsApp? If you made it […]
Software is a competitive advantage: King Digital vs. Zynga
The other night, I took a close look at King Digital’s F-1 IPO filings. It made for some interesting reading. But as I finished the post, I noticed something interesting. […]
The One Metric that matters most in Taiwan – non-PC Revenue
I heard an interesting metric today. A friend of mine had just gotten back from Taiwan where he was looking for a contract manufacturer for his clever new device. He […]
Day TWO CES: M2M becomes IoT
Early morning of Day Two of CES, and I see a problem emerging. I have been asked five times in the last two hours “What I saw at the show?”, […]
China Wireless Infrastructure
This is a busy time for the wireless equipment space in China. Over the past two years, the growth of Wi-Fi has proven a huge boost for many vendors. A […]
How profitable is AWS?
We have been traveling a lot over the past two weeks visiting investors for our day job. In one of our last meetings, about five minutes into the conversation we […]
Nokia Networks: The Other Sister
So the big news tonight was Microsoft acquiring Nokia’s device business. There is plenty written on this already. So far the focus has been on Microsoft, but what about Nokia […]
The Rapidly Changing World of Enterprise Mobility
Enterprise Mobility Few spaces have been as dynamic and volatile as “Enterprise Mobility”. Over the past two years, we have seen a huge number of trends and ‘technology’ flower briefly […]