Market Leader Programs
5G Transport - A 2023 Heavy Reading Survey 2023 Open RAN Operator Survey Coherent Optics at 100G, 400G, and Beyond Open RAN Platforms and Architectures Operator Survey Cloud Native 5G Core Operator Survey Bridging the Digital Divide 5G Network Slicing Operator Survey Open, Automated & Programmable Transport The Journey to Cloud Native
| three I spoke of failed within the last year.
My apologies on this point, but I don't feel that I really mischaracterized anything else in your previous post. Can you name the three companies funded to the tune of hundreds of millions that failed this year? I can think of Diva a year or two back (a video server company, a subject we are reputedly discussing), but not others. You might state that Big Band and Terayon haven't been huge successes and I might buy that.
| Second, to reiterate: The number of companies that (over
| the years) have tried to cut them (Mot & SA) out of a share
| and failed is simply too long to list.
Trying to cut into the duopoly on anything that touches their proprietary conditional access stuff is foolhardy. But there are other areas to play and they are being encouraged by the MSOs. Video servers, storage, video pumps are one area that the MSOs want to commodify. Other players can step in, but it's a question of whether or not the MSO will let any new venture truly succeed in a newly commodified market.
| Lesson: When Cisco comes in, as they apparently are, it's
| game over for the small players. They can be late. The
| advantage of muscle. And no, they won't have to buy out
| Kealia (or any of the smaller players).
I'm fully cognizant of how cisco, for example, primed the Broadcom pump for DOCSIS chips upon their entry into the market. And I'm fully aware of how they set up their DOCSIS reference implementation program. Thanks for allowing those pearls of wisdom regarding cisco muscle roll off your keyboard.
From what we've read, it's unclear the extent of cisco's involvement in Kealia. It's unclear if cisco is in the video server market. As another poster pointed out (a poster with something to contribute), it's probably Microsoft that everyone needs to worry about.
| Live a little while longer, listen more carefully, and grow
Thanks. You're just the sort of sagacious risk taker I want to work with! I like my philosophers light on detail but long on preachery!
I don't suppose you'd like to drop more industry science on us (for example, your commentary on the CED articles I posted). In lieu of that, some pithy aphorisms about growing long in the tooth and not messing with big, bad cisco would suffice!