Where To Next For Systems Infrastructure Vendors? – Part II

Nearly three years ago we wrote about the existential crisis that systems infrastructure vendors faced: will the future systems infrastructure vendor be selling on-premise systems to enterprises, on-premise systems to independent IaaS players, or selling IaaS services to both? The crisis has not gone away and vendors are reshuffling their cards and stacking the deck […] Read more »

Consolidation in Dutch Cloud & Hosting Sector Continues

The latest target in the ongoing merger frenzy is ReasonNet, acquired by Sentia. Sentia already assimilated PaaSplaza and Jitscale. The ‘Sentia Groep’ now claims 160 employees and € 30 million of annual revenues. We expect more activity in the cloud & hosting sector this year as we believe acquiring scale through an active merger & […] Read more »

Say Hi To Fi, Hello To FB, Bye To Telcos

Disruption in telecoms continues to come from social media players. Over the last couple of weeks, messaging player WhatsApp added its calling feature to Android and iOS apps, Facebook added a dialer/caller-id android app called Hello and Google launched a US MVNO that offers cloud calling coupled with national 4G roaming on Nexus phones. While […] Read more »

How Apple, Cisco and Huawei Disrupted the Telecom Equipment Market

Now that Alcatel-Lucent is to become part of Nokia, it’s a good time to look back and see what has happened over the last decade or so in the global telecoms equipment market. The picture that emerges is one of consolidation and divestment. Consolidation into four major players: Huawei, Cisco, Nokia and Ericsson. Divestment of […] Read more »