Carl Ford : 4G Wireless Evolution
Carl Ford
| 4G is the next evolution in wireless technology. Discover how 4G will transform the wireless industry

InfoVista and Ipanema Technologies Poised to Enable New Carrier Services

The WAN optimization market is expected to more than double in size from 2014 to 2019 eventually hitting $12.1 billion according to...

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Charter Bulking Up

Charter bid on TWC before Comcast. Comcast wasn't going to get past regulators. Charter is hoping that they will with 2...

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Schneider Electric: More Software and the IoT to Reshape Data Center Design

There is a macro trend of moving proprietary hardware systems to open systems and moving hardware to software – at this point,...

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ITW Leads the Way Helping Wholesalers Identify New Revenue Streams

A few weeks ago I attended International Telecoms Week (ITW), an annual gathering of the global wholesale telecommunications community. This is...

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HP's March into Simplifying NFV

Arbitrage is one of the great opportunities which presents itself repeatedly in tech. In the nineties, something called international callback allowed am...

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Independence IT, The Multivendor Desktop-as-a-Service Company

The cloud is the answer – what was the question? That seems to be a common tech theme these days and for...

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Tech to Eliminate Fast Food Minimum Wage Workers

The Momentum Machines burger robot robot explainedAs cities around the country are passing laws to ensure minimum wages are increased to a...

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China Mobile in Flux

March 22, 2012

The worlds largest Mobile Operator seems to be going through a major purge, with police investigations and executive resignations.  I am not sure what to make of it.

I find China Mobile a major wild card in the world market since they are committed to TD LTE and have been assisting other players around the world to follow them.

I am not sure if this a pull back on that policy or an internal issue.  The new chairman, Xi Guohua, is a loyal party member and this could be more about the local structure than the Internationalizing of China standards.

I have had discussions with brilliant financial friends who have discounted my thoughts about the impact of chinese standards on the rest of us.  However, the reality is that Huawei is delivering solutions cheaper to the current carriers and China Mobile is delivering services in mass to the point where they are a market. 





OMGPOP Gets Some Zynga

March 22, 2012

Here is interesting news.  Zynga bought OMGPOP for its latest game according to the NY Times.  The issue for Zynga is that its not having as much success as it has had in Social networks.  That maybe because their model requires a commitment to gaming that is hard to sustain.

I played CityVille to the point where my town was a drain on time. 

The Enemy with SIM

March 22, 2012

Today, I am in Rome.  And when you are in Rome... I try to read like the Romans do.  In this case Telecom Italia has proven once again that the enemy is within. 

The Enemy with SIM

March 22, 2012

Today, I am in Rome.  And when you are in Rome... I try to read like the Romans do.  In this case Telecom Italia has proven once again that the enemy is within. 

Avaya Buys Radvision for $230 Million

March 15, 2012

Silver Lake has the golden touch?  Having helped Skype become a stand alone entity,  It has been interesting and confusing from time to time to watch Avaya under its care.

I expected Avaya was going to benefit from portfolio proximity of Skype, but it never happened.

Since then Cisco has bought Tandberg leaving Radvision's role as a subcontractor dubious.

With Avaya gaining the skills of our friends at Radvision,  I think the migration to Video and the improvement of their SIP stack can be assured.

Additionally it opens up a huge opportunity to work with third parties in new ways.  Since for many of us Radvision has been the basis of our development. 

Mergers often require insight, beyond the immediate upfront strategy.

I think there is a gold mine here if Silver Lake manages it well.
 












Coalition of the Illing

March 14, 2012

For a while T-Mobile became the defacto way for the rest of the world to have access to GSM in the US.

Now we have China Mobile having a role in the development of Clearwires Time Division [TD] LTE network.  TD - LTE is a standard spear headed in China and its export to the US could have far reaching implications.

While most deployments today are based on Frequency Division, TD-LTE can solve a few ills for companies where spectrum interference is a possibility.

With Cricket having signed a five year deal with Clearwire for access to their China Mobile implementation.  This could lead to a rich market for China to start exporting smart phones and other devices.

TD - LTE is also a logical place for WiMAX companies to focus their migration but we have been on a hard path with these companies before.  Now the question is can the missing economies of scales be found with the Chinese driving the demand.

I think the answer is yes.









And the Wisdom to Know the Difference

March 14, 2012

In the world of 12 steps you confide in your sponsor, you reach out to the newcomer and you stay focused on recovery.

So it was with some dread that I saw the http://dealbook.nytimes.com/2012/03/13/insider-trading-charges-center-on-alcoholics-anonymous-meetings/ picture of the Big Book of Alcoholics Anonymous in the deal book of the NY times.

While it is nice to know that even stock brokers can experience recovery, and its also nice to see the SEC chasing leads on insider trading. I am not sure where the line was crossed. 

It bothers me that a "member" was dealing with a merger with a Japanese company and perhaps was being tested by the saki toasts.

It does not say if the person was his sponsor.







4G LTE In Israel, The Shoemaker Sons needs Shoes

March 12, 2012

According to Haaretz Communications Minister Moshe Kahlon appointed a committee to start pending the rules for the 4G LTE Auction.  The auction will be worth about .5B NIS based on licenses of 140M NIS each.

Israel has always been an exporter of communications and its understandable to be slow to innovate on wireless standards.  As we have seen from WiMAX the cost of being first is often being off on a tangent.

However with 4G LTE being so essential to development in other countries and with companies like Siklu looking to catch the attention of deployers.  It would be nice to find a way for the Ministry to enable some alternate strategies particular some innovations in architecture.

I believe the base stations and small cells need a lot of innovation to match not only demand but the probable need for alternate access methods.

Its time for the Shoemaker to focus on his son and Israel to display by deploying at home.







Hey Meg, HP Needs to Bundle Not Balkanize

March 12, 2012

According to Richard Waters of the Financial Times,  Meg Whitman has an easier time figuring out what's wrong rather than what's right.  Here are some ideas.

In the discussion he pointed out HP's 23 drop in consumer revenues as opposed to apples 75% revenue increase. 

 



Apple the Turtle continues to Beat the Industry

March 8, 2012

The iPad 3.0 has arrived with incremental features and a community of loyal Apple customer ready to toss 1 & 2 for 3 as if they were a 1982 Kaypro.  Pretty amazing.

As Jeff Orr of ABI Research stated in there press release

“Individually, none of the new iPad features create an insurmountable advantage for Apple over its competition,” says Jeff Orr,  group director, consumer research. ASUS is currently shipping a quad-core tablet and even Chinese vendor Huawei announced one last week. 



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