Intel AI Buy Highlights Chipmaker Feeding Frenzy

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Sameh Boujelbene, senior research director at Dell’Oro Group, agreed with Murphy in a recent blog post, in which she drove home the opinion the acquisition was a strategic and complementary one, rather than opportunistic. She argued that Inphi’s was already well positioned in the electro-optics interconnect market.

Marek’s Take: Is open RAN’s bubble about to burst?

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Open RAN technology — which refers to the separation of the hardware and software components of the radio access network (RAN) — has gained a lot of attention over the past year. And with good reason. Open RAN opens the door to more potential RAN vendors and makes hardware and software from different vendors interoperable, which in turn leads to cost savings for operators and more flexibility in the mobile network.

Dell’Oro: SASE Market to Hit $5B by 2024

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“SASE isn’t necessarily a completely new technology, but its integration of existing technologies in a differentiated way,” said Mauricio Sanchez, research director at Dell’Oro Group, in a call with SDxCentral.

Open RAN might not be ready for America’s big 5G push

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“Open RAN is clearly gaining momentum with some RAN segments but the technology is also not ready for prime time with all RAN technologies,” wrote Stefan Pongratz, an analyst at Dell’Oro Group, in response to questions from Light Reading.