May 2019

open19 summit – The Foundation expects 2019 to be the year of deployments

We attended the Open19 Foundation Summit 2019 in San Jose, CA.  The key message of the leadership team of the Foundation was that it expects 2019 to be the year where Open19 systems begin shipping.  Yuval Bachar, President of the Foundation explained that there are 8-10 companies that are deploying or… Read More »open19 summit – The Foundation expects 2019 to be the year of deployments

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS).  Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

Keysight World San Francisco Update on 5G and Pervasive Ethernet

​We attended media briefings at the Keysight World conference held near San Francisco, California, yesterday.  Keysight World San Francisco showed a more integrated Ixia as well as a further push towards 5G, automotive and energy, and data center and telecom.  Much of the companies conversations during the event related to synergies… Read More »Keysight World San Francisco Update on 5G and Pervasive Ethernet

Data center equipment capex for us hyperscalers falls y/y for just Second Time in Eight Years

Strong Commodity Price Declines Lead to Revenue Decline While Capacity Growth Continues   PORTOLA VALLEY, Calif.  May 14, 2019 —  According to an newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 27% Y/Y in 1Q19 while CAPEX used for DC Equipment declined modestly… Read More »Data center equipment capex for us hyperscalers falls y/y for just Second Time in Eight Years