From the monthly archives:

October 2009

straight pool

Thumbnail image for straight pool

Let’s not mince words: Cisco sells routers. Cisco sells a great many IP things but you’ve probably heard: Cisco sells routers. While Cisco has a massive portfolio of solutions and an M&A trail that would make any MBA blush, the Starent deal is straight pool.

Mobile core in the side pocket.
Much of the analysis so far [...]

October 19, 2009 0 comments Read more... →

Danger Will Robinson!

Microsoft’s Three Screens Get Cloudy
What happens when Microsoft’s Steve Ballmer outlines a vision of “three screens and a cloud“?
People get interested.
However, interest is quickly tempered in the wake of T-Mobile Sidekick data loss from the cloud — a Microsoft cloud.  The implication is a reminder of the importance of getting things right in a [...]

October 11, 2009 0 comments Read more... →