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Exiting the Lost Decade and Trying to Frame Some Random Thoughts
I have spent the last two weeks talking to a lot of people in the tech business in 15 companies across most of the networking, service provider, optical, CDN, storage and compute segments of the...
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Looking at the Big Picture and Connecting the Dots
I am sitting at my desk looking at several reports on various technology companies. I think investment research; especially sell side research is often wonderfully optimistic about the future....
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Thinking about Moore’s Law
I think most technology people perceive that they have an understanding of Moore’s Law. It is not really a law; it was an observation of technology and product cycles. Over time the repetitive...
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Looking at the Past to See the Future
In early May 2011, I wrote a blog post in which I dubbed the last ten years the “lost decade” for networking and venture backed networking startups. The last ten years were not all bad. Google went...
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Framing Exercise: Web 3.0 and the Network
I firmly believe that we are at the end of the Web 2.0 era and we are now in the early period of what I will call the Web 3.0 era. My definition of the Web 3.0 era is going to be different from how...
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Stream of Consciousness on the Data Center and Networking
I was thinking today that it had been seven days since I took the time to write a blog post. This is partly because I have been busy working and also because I have not found anything interesting to...
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Hypothesizing About the Future of Networking
I am off to CA for the week, so posting will be infrequent, which of late is par for the course. With earnings beginning, I would like to offer some thoughts, but most likely it will have to wait till...
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Looking back to go forward; what was I thinking in 2005
I have been spending a lot of time thinking about the future of networking and how to build a solution and business in the future, call it a 12-48 month window from today – not in the present day as I...
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Brinton, Revolutions and Our World Since 2007
I am off to CA next week and therefore posting will be infrequent. This post is my framing exercise for the all the events ongoing in the world circa 2007 to the present. This is a very long post,...
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2007 Thesis on P2P Video, Bandwidth and Broadband
I have been thinking a lot about bandwidth, telecom services and the traditional telecom equipment market of selling to service providers. I posted a snippet of my thinking in my 11.23.11 Notebook...
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Are Cloud Providers the CLECs of the Twenty-Tens?
In a conversation this past week the question was asked are cloud providers the CLECs of the twenty-tens? It is an interesting question to ponder especially if you accept that the “cloud” is the basis...
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SNA to Client/Server to Switching to a New Era
I have been posting frequently about networking. Perhaps my posts have been too piecemeal. This is an attempt to frame my thoughts over a broader period of time; thirty-two years. When I look back...
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Service Provider Bandwidth: Does it Matter?
Let us start with a question: service provider bandwidth does it matter? Perhaps a better question would be: is service provider bandwidth a meaningful problem to work on? I think it does matter, but...
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New Spin-In Called Insieme: A Framing Exercise
The following are my thoughts on the NYT report that Cisco was creating or supporting a new startup called Insieme. I have decided to use a framing format for this posting, because I really do not...
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Framing Exercise:::What if we Turned the Network Off?
While I was out at VMWorld, I was telling my colleague @cloudtoad about how I learned to sell multi-protocol networking to SNA shops. This conversation started me thinking about network. Since that...
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Essay on Decision Loops – Part 1
In 1928 a young, brilliant mathematician named John van Neumann, devised a theory that would affect economic and military thought for many years to come. The theory that Neumann developed was based...
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Essay on Decision Loops – Part 2
Post the end Vietnam War and the entrance of America in the 1970s, it seemed that America had lost their way. The mathematicians and hard science was again in decline and the philosophical and social...
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Essay on Decision Loops – Part 3
In order to understand Boyd’s model for operations, we must understand his premise that there is a fundamental need for decisions. He states, “Against such a background, actions and decisions become...
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Framing Exercise:::What if we Turned the Network Off?
While I was out at VMWorld, I was telling my colleague @cloudtoad about how I learned to sell multi-protocol networking to SNA shops. This conversation started me thinking about network. Since that...
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Over The Top Service?
Most consumers are familiar with the availability of over the top (OTT) content. Examples are Netflix, Amazon Prime, Hulu and we could even include gaming services in the description. The model for an...
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