Category: Alan Weissberger
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2013 IDC Directions-Part I: 3rd Platform, Cloud Spending & Apps, Global Economic Trends
Introduction: In this first of two articles on the 2013 IDC Directions conference (March 5th in Santa Clara, CA) we report on the very impressive opening and closing keynote presentations. IDC Chief Analyst Frank Gens’ opening keynote presentation stressed the importance of the “3rd Platform,” examined public vs private cloud adoption, and the most likely…
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Infonetics Optimism on Service Provider Router/Switch Market contrasts with Cisco’s Cautious Outlook
Introduction: Market research firm Infonetics Research recently released vendor market share and preliminary analysis from its 4th quarter 2012 (4Q12) and year-end Service Provider Routers and Switches report. (Full report will be published February 25th. Infonetics is quite upbeat about this market segment for 2013, despite the cautious outlook from market leader Cisco Systems. Service Provider…
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Multi-Screen Video Presents Challenges & Opportunities for Global Service Providers
Introduction Multi-screen video content and capabilities are becoming ever more important to pay TV operators, such as AT&T U-Verse. Multi-screen video content is usually transmitted over IP networks (often referred to as Over The Top or OTT video). The video content is received by multiple devices, such as notebooks, tablets, and smart phones. Ken Pyle has…
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Global Telco Capex May Surprise on the Upside in 2013!
After several years of disappointments, global telco capital expenditures (capex) might increase stronger than expected next year. That might breath new life into the struggling telecom equipment and module market, which has been in the doldrums since at least 2001 with ever shrinking profit margins for telecom infrastructure gear makers. Light Reading reports that European telcos might…
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Are Huawei & ZTE Fading Superstars? New Investments Seen Mostly as a Publicity Ploy!
For several years now, China’s Huawei and ZTE had very strong growth rates and became major players in the telecom equipment market. Both companies also make low cost mobile phones that are popular all over the world (yes, they are sold in the U.S.). But their growth seems to be slowing and ZTE actually had…
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Infonetics: Mobile Infrastructure Market DOWN in Quarter & Year Except for LTE-Growth in 2013; Small Cells not so hot!
Overview: With the continued exponential growth in mobile data traffic, one would expect a substantial increase in sales of mobile (2G/3G/4G) network infrastructure equipment. Not so, according to Infonetics Research, which released excerpts from its 3rd quarter 2012 (3Q12) 2G, 3G, 4G (LTE and WiMAX) Infrastructure and Subscribers market share and forecasts report, which tracks 2G,…