The Important Ericsson has been doing two code drops per month in new 5G networks It is a significant departure from a history of two drops per year New generations of technology are an opportunity to explore many other adjacent technologies, approaches, and cultures Call to Action Every software supplier to CSPs should examine if…
Category: Business
Network Infrastructure: No Rising Tide to Raise All Ships
The Important 50 years on, the Internet, and broadly speaking networking, are a raging success. Network infrastructure growth is often driven by regional, segment, and technology refresh hotspots, leading to inconsistent aggregate growth across the entire market. This dynamic creates management / leadership challenges. There are some broad-based opportunities like SD-WAN and Security. Quick and…
The Values-Driven Buyer
Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link One of the significant strategy / management consulting focal points over the last few decades has been the idea that shareholder value rains supreme over all other corporate values. The recent pronouncement by the Business Roundtable, representing 181 CEOs,…
Cisco Highly Differentiated. Law of Large Numbers Still Looms
With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…
vNF not NFV
The Important Innovation creates defacto industry standards, industry standards do not create innovation. Cloud-native is state of the art. It is harder than monolithic software, it is harder than a static view of virtual machine-based architectures, but it is what the best of the best do. Only those telcos that go cloud-native are going to…
The Plastic Problem
My sabbatical travels made me much more aware, and much more sensitive to, the global plastic problem. I came back from my sabbatical with a strong desire to contribute to addressing this global menace. Today I am pleased to announce that a portion of all bohcay LLC revenues will go to organizations and individuals addressing…
IT and the Productivity Imperative
“Whether the discussion is SD-WAN/SEDANs, software defined transport infrastructure, or cloud infrastructure, the basis of competition is increasingly shifting to end-user experience, buyer experience, operational excellence, and operations integration. This is where recent disruption has occurred, and where there are likely still at least a few years of remaining innovation ahead. Technology suppliers should focus…
Cloud Services Create a New Customer Experience Reality
“Businesses cannot afford to underestimate the impact large cloud titans such as Amazon, Dropbox, SalesForce and others, have had on customer experience expectations for software users. Everyone is a cloud service consumer today, and everyone has had their standards raised.” A recent article authored by me and published by Thales / Gemalto: https://sentinel.gemalto.com/blog/cloud-services-create-new-customer-experience-reality/ Quick…
Non-virtualized to Serverless: Two Dimensional Transformation
Bleeding edge transformation: Large people/culture gaps combined with significant technology gaps Entanglement: The more significant the technology gaps, the more important it is to reduce the people gaps, because the right people / culture can work around / smooth over the gaps Disruption considerations: It is precisely because the execution challenge is so difficult, the…
A Response To “What Went Wrong with NFV: The Operator View”
This post is a specific response to Tom Nolle’s recent blog: What Went Wrong with NFV: The Operator View. I provide a perspective on the points Tom raised, based on my experience leading business model strategy / transformation at a leading Networking supplier, Juniper Networks. Tom’s blog reflects the operator view as articulated by Tom,…