We’re different. Remember that. We’re insightful, and remember that too, and remember that a big reason why we’re insightful is that we’re different. Andover Intel is based on a simple principle, which is that to understand tech, you have to understand what tech buyers are doing, expecting, justifying. We’ve established a user contact program that…
Remember the old song “Anticipation?” We need a version for 2026, so let’s call it “Perpetuation”. “Perpetuation is making is making us rich, by keeping the bubble go go-going”. It’s starting to look like the Street, meaning of course hedge funds, have invented a whole new kind of bubble, one we could call an “anti-bubble”….
Meta surprised the Street last week by beating earnings estimates, and it also said its capex on AI could double this year. What may be driving the willingness to invest more on AI is Zuckerberg’s view that this year, “AI starts to dramatically change the way that we work”, but the question is who’s work…
If you don’t know Latin, that means “Where are you going?” and it’s the real question that telcos, their vendors, and their customers all should be thinking about. The harsh realities telecom faces in 2026 are obviously generating both news stories and vendor/telco activity. Of course, this has been true in the past, too, and…
How will we get to a real edge-computing-and-real-time future? That’s not an academic question; everyone in the tech space is waiting breathlessly for a rush of new opportunity. I think that most probably agree with me, that such a thing will have to be driven by new real-time applications. That’s also what enterprises think (which…
Ever notice how many maxims we regularly hear come from sources almost nobody recognizes? Often, in a slightly different form. One is “this too shall pass away”; the actual poem by Theodore Tilton shows the original form is “Even this shall pass away”, but whatever form you like, there’s growing sentiment that telecom, and maybe…
Did we have it wrong when we said some things were “too big to fail”? The flood of network/Internet problems that have cropped up, including the recent Verizon mobile outage raise, in the minds of some enterprises and consumers, and even some telcos, whether networking is getting too big to succeed. One enterprise network planner…
We need big ideas in tech. That’s not only the conclusion of almost 500 enterprises who commented last year, it’s also what I heard from my vendor and telecom contacts. The tech booms of the past came about because we had a successful “big idea”, and everyone would really like to see another tech boom….
I’ve used the term “unit value of labor” a lot in my blogs, because I’ve found it central to understanding the goals of automation in general and AI in particular. I find that most people who see the term have a pretty good idea of what it means, which is (roughly speaking) the cost of…
5G is getting more bad press, and 6G is generating more doubts. This raises two questions. First, what impact will this have on operator plans in 2026? Second, what impact will it have on vendors who hope to sell into telco infrastructure? Let’s try to address both. To start with, I’m not going to suggest…
What’s our window on our tech-centric world? We know what it is today; the smartphone. Will that be true in three, five, ten years? Elon Musk, for what it’s worth, says that smartphones will be gone in 5 or 6 years, replaced (he thinks) by direct AI links to the brain or advanced wearables. Enterprises…