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I like Dean Bubley's quick analysis (with more to come) on Cisco's just released data on mobile data.
The reason-he's cutting through the b.s. and calling it as he sees it. As a former DataMonitor analyst in his past, numbers form the basis of all he, and most analysts really do.
The numbers reveal the obvious but don't really say wires are a thing of the past. Quite the opposite, what they tell me is that more plumbing is going to be needed and more management of the packets are going to have to be put in place. Demand is growing, and shifting from laptops and desktops to smartphones and more and more "connected" devices. Those devices, which make up part of what AT&T is calling their nScreen strategy, require more and more real-time connectivity. Tablets are only the start as financial transaction devices and health care reporting and monitoring all move into the mainstream wireless world, in addition to M2M data that's being sent.
Of course this is good for Cisco, but it also means more OPEX and CAPEX spending by the mobile operators, so the next time you see a great deal on a SmartPhone or a network connected device with a contract it's all being done to subsidize the network's costs.
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