Oh, pandemics, that’s why we need ubiquitous broadband!

I get it, COVID-19 is now going to become everyone’s pet excuse for funding. Everyone will be lining up at the government trough for their favorite cut of pork. However, I would argue ubiquitous 5G, that we can trust, is a critical national/global priority. Global shutdowns have pushed the conversation way past the historical debates…

Disaggregated Internet Exposes Strategic Straddles

All markets force companies to make choices: value proposition, how will it be differentiated, does anyone care, how does each investment support the intended value chain/value proposition. A disaggregated Internet forces existing companies to make new choices and creates the opportunity for new ones to disrupt. The emergence of Broadcom, and companies like Arista that…

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…