Author: Ron Westfall

ADTRAN’s new MetNet 60GHz solution is providing exactly what CSPs require to push residential broadband to their most challenging to serve customers and environments. ADTRAN’s MetNet 60 GHz solution is not gated by the underlying physical infrastructure, which has limited the deployment range of fixed access broadband technologies like FTTH. Fixed wireless services are becoming an invaluable compliment to fiber and fiber extension networks in terms of reaching any potential residential or business customer with gigabit capable services, no matter where they are located.
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.
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.
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.
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.
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.
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.
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.
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.

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