Recent Posts

• February 7, 2023By Tom Nolle, Coverage Notices, Free for All

  With Regret….

  Since late last year, I’ve been exploring the idea of using audio or audio/video podcasts as a way of delivering another layer of material on the state of networking, IT, […]

• January 23, 2023Free for All

  Questions and Comments on Podcasts

  Until such time as Mastodon supports Groups, and I can return to Mastodon for chats on podcasts, I’ve enabled (I hope!) subscribers’ ability to post questions and comments on podcasts. […]

• February 6, 2023Free for All

  TechsRay: Learning from Juniper Networks’ 4Q22 Report

  Juniper’s 4Q22 quarterly earnings report was mixed, not the blowout that some had expected and not a clear miss either. Where does Juniper stand based on what they announced, what […]

• February 6, 2023By Nigel and Maven, By Tom Nolle, Free for All

  Podcast: Things Past and Things to Come February 6 2023

  Up until Friday it was a good week for stocks, but was the jobs report really enough to change the outlook? Were “Demon short sellers” doing their thing and stepping […]

• January 30, 2023By Tom Nolle, TechsRay

  TechsRay: IBM, Microsoft, and the Future of the Cloud

  What can we learn from the earnings reports of IBM and Microsoft? Something about their own performance, obviously, but also something about the future of public cloud services and revenues.

• January 30, 2023By Nigel and Maven, By Tom Nolle, Free for All

  Podcast: Things Past and Things to Come January 30 2023

  The global economy may be doing better. Inflation may be dropping. Short-sellers may be pummeling stocks a bit less. Things might be improving in fundamentals and stocks. In tech, is […]

• January 26, 2023By Tom Nolle, TechsRay

  Podcast: TechsRay on AT&T and Verizon’s Earnings Report 4Q22

  AT&T and Verizon both released earnings this week, and we look at their results and the meaning of the key points, both for the companies involved and for telcos overall. […]

• January 23, 2023By Nigel and Maven, By Tom Nolle

  Podcast: Things Past and Things to Come January 23 2023

  Debt ceiling issues are potentially overhanging a credible recovery for the global economy and stocks. They may also be encouraging big tech companies to lay off workers to cut costs […]

• January 18, 2023Coverage Notices, Free for All

  Suspending the Chat Feature

  I regret to announce that, for now at least, I’m discontinuing the program of chats on TMT Advisor podcasts. The program has not developed the interest that I’d hoped it […]

• January 17, 2023By Nigel and Maven, By Tom Nolle, Free for All

  Podcast: Things Past and Things to Come January 17 2023

  Today our podcasters cover the greatly improved stock situation, the steady improvement in fundamentals, and the specific impact of both things on tech and tech companies. They also cover the […]