The US Wireless MNOs must consolidate
March 21, 2011
AT&T to Buy T-Mobile USA | online.wsj.com
Economies of scale is king in the Mobile Industry. The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.
Google takes on foursquare with Latitude check-ins
February 3, 2011
Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com
I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt.
August 14, 2009
Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com
As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.
Twitter's Problem With the Google Cloud
July 15, 2009
Lessons from Twitter's security breach | news.cnet.com
Regardless of how careful a cloud provider is with security, all it takes is one or two persons with weak passwords to lead critical information. Although blameless, cloud computing in general and Google in particular are likely to suffer from this incident.
A Killer App for Cloud Computing?
July 14, 2009
IBM's Data-Crunching Cloud Plan | www.forbes.com
Cloud computing is already successful in the consumer and SMB market, but still has not penetrated the enterprise market. One or more killer apps could change that. IBM’s move to tie business analytics to the cloud could have a major impact on the SME market.
June 22, 2009
Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com
Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property). NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.
June 15, 2009
Brocade Crushing Cisco In High-End Storage Switches | blogs.barrons.com
The repercussions from Cisco’s foray into the server market may be happening somewhat sooner and possibly on a larger scale than anticipated. It’s too soon to draw definite conclusions, but Brocade is taking market share from Cisco for some reason!
Is There Security in the Cloud?
June 8, 2009
It's 6 O'Clock -- Do You Know Where Your Cloud's Data Center Is? | www.informationweek.com
One of the biggest hindrances to rapid adoption of cloud computing, particularly for enterprises, is the level of security available. The question that inevitable arises is “Is my data safe?” The answer appears to be “Sortof!”.
Cloud Computing: Beyond the Hype
June 2, 2009
McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com
Cloud computing is here to stay, but isn’t likely to take over the IT world. Every new technology seems to go through a hype cycle where it will allegedly solve all the problems in the IT world. Then later it quietly settles into an appropriate niche. Cloud computing seems likely to follow this same pattern.
AT&T LTE Trial and Its Implications
May 7, 2009
Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com
1- Details of the AT&T LTE buildout begin to emerge
2- Chinese NEVs such as Huawei and ZTE will become forces to be reckoned with in North America.
3- Ramifications to the other NEVs and LTE
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011