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Tag Archives: Nokia

We’re from the telco, and we’re here to design software

November 10, 2021by D/D Advisors 3 Comments

Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.

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Enterprise Electronics, Networking, The Cloud, Wireless

MWC 2021: No News is Just No News

June 30, 2021by D/D Advisors Leave a comment

MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.

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MWC, Wireless

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 5 Comments

Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.

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Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

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

Mobile News w/o MWC

February 18, 2020by D/D Advisors Leave a comment

So MWC has been canceled. This is of course a very sad story, a big loss for a lot of people who worked hard preparing for it and of course […]

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Enterprise Electronics, MWC, Networking

The 5-Year Plan for Telecom Equipment

February 7, 2020by D/D Advisors 5 Comments

Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]

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China, Enterprise Electronics, Strategy

The State of the 5G Baseband

January 23, 2019by D/D Advisors 4 Comments

Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.

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Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

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

MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies

March 9, 2015by D/D Advisors 1 Comment

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 […]

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MWC, Networking

The End of Nokia Series 40? I hope not

July 21, 2014by D/D Advisors Leave a comment

Among the big tech news items last week was Microsoft’s announcement that they were going to cut 18,000 employees and restructure the company. The big cuts seem to be coming […]

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Appconomy, Mobile OS

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