“Data center consolidation projects and an increase in cloud services are causing the data center segment to significantly outperform the overall Ethernet switch market,” says Alan Weckel, vice president at Dell’Oro Group. “This trend is causing vendors focused in the data center to gain overall market share compared to those focused in other segments. At the same time, the increase in mobile devices is causing many enterprises and SMBs to invest more heavily in WLAN.” He adds that while this hasn’t been a negative thing yet, sometime in the not-too-distant future, the enterprise and SMB segments will plateau and then gradually will decline, bowing to such wireless technologies as 802.11ac.

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The Ergen-Musk Spectrum Chess Match

EchoStar shares closed up 20% on Monday to $80.67/share after it revealed that SpaceX would shell out $19 billion for its AWS-4 and H-block spectrum.

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