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Author: Ron Westfall

Ron Westfall

Marvell and TSMC Show that Size Does Matter

The Marvell-TSMC collaboration is set to pay long-term dividends for both companies. Marvell fortifies its ability to further differentiate the OCTEON portfolio in areas such as gate density, performance, and power efficiencies to drive innovation across the data infrastructure market. In turn TSMC validates its 5nm foundry credentials to further boost its supply chain influence throughout the semiconductor market – a win-win collaboration for both companies.
Ron Westfall

ONF Preps SD-RAN for Open Source 5G Prime Time

ONF’s new SD-RAN project is a work in progress after a flourishing start. Founding members, including especially major operators AT&T, China Mobile, China Unicom, Deutsche Telekom, and NTT, need to demonstrate their mobile ecosystem clout and pull through more support from key industry players such as Open RAN and 5G chipset suppliers. Overall ONF has the ecosystem pull and open source pedigree required to make the SD-RAN project a long-term success.
Ron Westfall

Clearfield Clears More Field for 5G and Broadband with StreetSmart Portfolio Expansion

Clearfield is enabling CSPs to cost-effectively drive fiber deeper into their networks, particularly in support of 5G. The new StreetSmart Small Count Fiber Hand-off Box allows CSPs to use an easy-to-deploy, slim form-factor to support protected hand off from fixed to mobile connections in demanding 5G and DAS environments. Clearfield’s steady quarterly and year-over-year growth, based on fiscal Q3 results, among its three largest customer segments – community broadband providers, national carriers, and cable operators – attests to its ability to consistently deliver differentiated fiber management solutions against formidable competition as well as meet new CSP fiber management requirements amidst the distinct challenges of the global C-19 pandemic.
Ron Westfall

AppDynamics SAP Peak Enables Enterprises to Handle the Truth about their SAP Landscapes

AppDynamics significantly bolsters its ability to make further inroads into the larger enterprise and SMB market segments of the global APM market with the SAP Peak launch. The offering enables AppDynamics and parent company Cisco to quickly differentiate and steal sales and marketing thunder from rivals in fulfilling the latest and most pressing SAP monitoring demands of enterprises and businesses. SAP Peak augments both companies’ Central Nervous System vision of driving the AIOps journey for business while also advancing Cisco’s strategic goal of developing an applications-driven portfolio that expands its software and services revenue streams.
Ron Westfall

Netcracker 2020: Ushering in the Service Provider Digital Transformation Renaissance

Ron Westfall

MEF SASE Services: MEF Enlarges MEF 3.0 to Define SASE Services, Dramatically Boosting SASE Cause

The MEF’s prime objective of defining SASE instantly strengthens SASE’s prospects in quickly becoming a widely accepted, game-changing service by avoiding the pitfalls that have stymied other promising technologies and services due in good part to their lack of robust standards backing. The establishment of SASE standards are essential to providing certification testing, ensuring interoperability across the digital ecosystem and enabling service providers to avoid or minimize reliance on expensive proprietary solutions.
Ron Westfall

Ericsson’s 5G Supply Chain Credentials are Fortified with Breakthrough Delivery of 5G mmWave Base Station to Verizon

Ericsson 5G supply chain credentials are raised by demonstrating its supply chain reliability in meeting Verizon’s 5G mmWave requirements in the vital base station domain. If nothing else Verizon can depend on Ericsson’s supply chain stability as it rolls out its UWB services and demonstrate the viability and competitiveness of mmWave-based 5G use cases.
Ron Westfall

Marvell’s Borderless Enterprise Portfolio Gets Safer and Smarter

Marvell is delivering the differentiation needed to broaden its market presence in the networking switches and PHY segment, especially against competitors including arch-rival Broadcom. Through embedded security and enabling end-to-end performance gains needed to scale borderless enterprise networking, Marvell strengthens its ability to drive borderless enterprise builds and evolution.
Ron Westfall

Amdocs Buys Openet to Boost Cloud Credentials but Still Needs Broader Cloud Proposition

Amdocs’s acquisition of Openet augments its cloud-native credentials, especially in the 5G policy, charging, and data management domains. The deal also helps diversify Amdocs’ revenue streams, particularly in light of T-Mobile’s consolidation of the Sprint assets. Now Amdocs needs to acquire more robust cloud assets in order to fulfill the strategic business objectives of the CSPs as they build-out their hybrid cloud and multi-cloud implementations in the 5G world.
Ron Westfall

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.
Ron Westfall

ATX’s GigaXtend Readies Cable Operators for the 50Gbps 2050 Party

ATX’s GigaXtend portfolio affords cable operators the opportunity to revitalize their outside plants with technology purpose-built to enable and accelerate emerging spectrum increases of 1.8GHz and beyond. By targeting the most pressing cable operator demands and landing the Cisco agreement, ATX can plausibly tout its new family of amplifiers is built on a trusted technology pedigree with the reputation for performance and reliability needed to fulfill the demands of DOCSIS 4.0 and ultimately the 2050 vision of fiber-based 500 Gbps services.
Ron Westfall

Fortinet Gets More SASE with OPAQ Acquisition

Fortinet gains a time-to-market advantage over ZTNA providers that lack Fortinet’s portfolio range since their solutions leave more exposure and unprotected gaps in the attack surface, extending peace of mind to Fortinet’s customers. Also Fortinet’s boosts its R&D brain trust in driving broader ZTNA innovation within SASE environments, enabling it to move the competitive needle in the nascent SASE market.
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