Recently in Broadband Category

At Supercomm 2009 in Chicago I had a chance to speak with MRV Communications a leader in the carrier Ethernet market boasting among other things, access solutions for 10/100 GE, 10GE, SyncE, 1588, SHDSL and fiber which share a common OS and management interface. The 20-year old company was an early innovator in the field of lasers and now employs more than 4,000 engineers, has 6 R&D divisions and $538 million in revenue coming from a broad range of connectivity products primarily targeted at carriers and campus networks.

A common theme at the show was backhaul solutions and MRV too is looking to help carriers as they transition to 4G networks and more importantly the company like others in the market is helping service providers leverage packet-based technologies while giving up little the more expensive and proprietary circuit switched world has to offer.

Case in point is the company's new synchronization over packet addition to its Optiswitch 900 product line. The goal of this entry is to facilitate the migration to 4G/LTE in mobile backhaul networks. Specifically the environmentally hardened (allows it to be installed almost anywhere) 904-MBH is a compact carrier Ethernet demarcation device supporting IEEE 1588v2 and synchronous Ethernet.

Company execs explained that they didn't want to have two separate boxes and this new device is the first to to enable synchronization-gateway functionality between synchronous and asynchronous physical layer networks for both 3G and 4G networks.

In addition, this device supports traffic management for enhanced QoS meaning carriers can ensure timing packets have ultimate priority over other packets.

The company also announced its new LambdaDriver IP switching module (OPN 800/1600) for migration to packet optical transport networks. These new carrier Ethernet aggregation switches have 8 GbE ports for access to XFP-based ports for backbone network connections. The products tie into the GMPLS control plane and allow MPLS enforcement and are tunable as well.

The company has put a big focus on SLA assurance and their new OAM techniques are embodied in their new network provisioning ands management software. Among other things this new solution hopes to squeeze fault isolation to minutes instead of hours in order to facilitate more rapid truckrolls. The GUI-based Pro-Vision software platform is touted as an easy-to-use tool allowing central management. In addition, it is designed to allow quicker time to revenue for carriers through its use of pre-defined individual service platforms.

A constant theme recently has been using Ethernet in carrier networks whenever and wherever possible. Logically this is what has to be done as the cost per bit is continuing to decline and margins are being eternally squeezed. Lowering the cost of network infrastructure is the best way to combat this trend. MRV has a suite of solutions they have been successfully selling in the space and they hope to continue in their pursuit to provide more and more strategic solutions to carriers worldwide as they transition to next generation networks.

Bill Gurley writes correctly that Google is positioned to take over the world. I am certainly paraphrasing and adding some personal bias - he describes in detail how the company invested great sums of money to assemble a superior turn-by-turn GPS database which includes a street view and in so doing is now able to take marketshare from competing mapping vendors by using advertising to subsidize the cost of acquiring this information.

Advertising revenue in fact will drive the company's operating system, software as a service and just about everything else.

As the company shares part of this revenue with partners you have seen wide adoption of Android by wireless carriers and no doubt hardware vendors installing the Google Chrome OS are next.

Expect the company to continue going after Microsoft products - by giving services away and supporting them through ads.

Any competitor which has an inferior ad network and generates less money from advertising (this is all of them) is pretty much domed.

The only way to stop the onslaught is to build a far superior search engine and hope the world switches. At this point the sheer marketshare Google commands in search allows them to utilize their massive database of user behavior as a massive focus group allowing them to improve by the second.

I just can't see anything stopping this company besides, a scandal, high level departure, illness or something similar. Even then, the company is a monopoly at this point and perhaps momentum will ensure their future success.

Is the company using its power in a way which warrants them being broken up by the DOJ? Possibly, but Google reminds me a heck of a lot of Wal-Mart as the larger it gets, the better consumers do. Giving away free GPS for example is a pro-consumer behavior and as long as the company keeps breaking into new markets and giving things away, it is tough to see how the Google could be considered to be harming customers.

Getting back to the headline of this article -- do I really think Microsoft is doomed? Yes. Immediately? Obviously not. But any time a company with a quality name in the market can make money while giving away good products which you charge for, you are done.

Carrier Ethernet ring network standard allows potential SONET/SDH replacement at as little as 1/10^th the cost

As smartphones and netbooks proliferate and drive more wireless data traffic, the need for better backhaul solutions only grows. In fact this week the new Verizon/Motorola Droid will be released with a new version of Google Maps which includes free turn-by-turn navigation. Expect it to be a single application which is called out as a bandwidth hog in the future.

One company looking to help provide carriers with less expensive and more reliable solutions which support this massive bandwidth growth is Actus Networks. Recently at Supercomm I had a chance to speak with company execs about their ITU-T G.8032 and G.8032 2010 compliant ring protection products which bring many of the benefits of SONET/SDH to the world of carrier Ethernet.

In addition, Actus has equipment which allows carriers with circuit switched networks to use their equipment to access both their legacy and new Ethernet networks. As carriers move to IP-based 4G/LTE networks they will have to explore using IP in their backhaul applications as well and this is where the Korean-based company comes in.

The current product offering consists of a NEBS level 3 compliant, 16-port, 1U G200 carrier Ethernet access device which supports QoS, PBB-TE, OAM, ring protection, E-Line service and circuit emulation (discussed above) as well as the G300 Carrier Ethernet Access Platform.

To learn more, you can read this article, view a recent press release and/or watch a video interview (get popcorn   )I had recently with Kevin Rhee CSO and Peter Cho CEO/President.

Bandwidth Tsunami, have you heard of it? I received an email which said this recently from a close relative. Heard of it I answered, sure - telepresence, YouTube, video conferencing HD video streaming, p2p sharing networks, 3D TV, yep, one of the brightest spots in tech is finding ways to monetize this trend. The Backhaul market is just one example. It is apparent that this trend is not going to slow down anytime soon and equipment providers are tripping over each other to provide solutions which in turn deliver more bandwidth. Even companies supplying chemical coatings for fiber optic cables are optimizing their products to serve the insatiable global bandwidth appetite.

One company, DSM Desotech, a leading supplier of UV-curable optical fiber coatings has even focused on ensuring the frequencies which transmit video are optimized on optical cables which carry their coatings.  Wondering what UV curing is? Well I am glad you asked. You see, my father started TMC back in 1972 as he saw an opportunity to educate the world on chemical coatings by launching the first magazines in the world in this space. You see there was an energy crisis and the world was switching from coatings which were cured (dryed) in huge money-wasting heat ovens to coatings which contained chemicals which would react to ultra violet light and dry rapidly without the need for wasted heat. TMC was likely the first publisher in the green technology space.

In 1982 he launched the first magazine in the world on the contact center and from there the company gradually shifted to communications and technology and we left our chemistry roots behind as we grew to be the world's leading media company focusing on communications and technology.

So it was with fond memories I got to discuss how DSM Desotech has a UV coating they call DesoLite which maximizes signal reliability and performance from -60 degrees to 85 degrees Celsius.

Of special importance is the coating's resistance to microbending which is best described as random bends in the cable which cause small deformations in the cable axis which results in signal degradation. Microbending can take place when there is a non-uniform external force on a cable such as fiber being forced on cabling materials or pressed on a rough surface.

Some of the benefits of DesoLite are power and money savings associated with purchasing less repeaters as well as decreased repair costs.

To further the market, DSM Desotech recently partnered with Telcordia to drive standardization for the characterization of microbending performance in optical fiber and cable products. Some of my contacts in the optical industry think this is a smart move as it allows the company to effectively combat competition from Asian manufacturers. I tend to agree.

To learn more, watch this video which contains an interview with Robert Crowell, VP of Fiber Optic Materials and Steven Schmid, Research and Development Director, Fiber Optic Materials.

Just a kid, that's all I was in the early eighties in high school as I took a class in BASIC. I was always fascinated by all things electronic and whether it was video games or advanced scientific calculators, I couldn't get enough. At Westhill high School, they had a Prime minicomputer and it was on this machine where I was instructed how to program. I also had a Commodore 64 at home and with it I wrote my own video games at night and on weekends.

In the early eighties, Route. 128 in Boston was the stuff of legend... It is where all the minicomputer companies lived - Wang, Prime Computer, DEC and many others. Prime was my link to this area and it seems like it was yesterday when I wrote a math quiz program on the schools's minicomputer which I used to better prepare me for the math portion of the SAT. Today, Rt. 128 is a distant second to Silicon Valley in terms of technology and of course all the minicomputer companies missed the PC altogether and are gone.

If you are wondering why Silicon Valley took the lead over Boston, you may want to refer to this article from Vivek Wadhwa which discusses how the Valley follows a more open model where innovation is more readily shared with small companies and moreover spread through job hopping. In addition, he points out a book from AnnaLee Saxenian (which was published in 1994 predicting that Boston would be the loser in the tech race

Here is an excerpt from the article:

She noted that Silicon Valley had an amazing dynamism about it. There were extensive professional networks, job hopping was the norm, information was exchanged openly, and the culture encouraged risk taking. The Silicon Valley ecosystem supported entrepreneurial experimentation and collective learning. In other words, Silicon Valley was a very open network--a giant social networking site working in analog before the concept of such a thing even existed.

This organizational mechanism was in sharp contrast to that of Route 128. Dominated by large, vertically integrated, and secretive minicomputer producers such as DEC, Wang, Prime, and Data General. Technology, skill, and know-how were trapped within the boundaries of the large corporations.

The differences were evident at many levels: venture capitalists in Silicon Valley had deep roots in local networks and were far more nimble than their east coast counterparts; educational institutions and research labs in the West partnered with local startups as well as more established firms, while those in the East worked only with the largest corporations; and the meritocratic openness of Silicon Valley made it a magnet for non-traditional talent and immigrants.

By the mid-1990s the east had missed the shift from minicomputers to personal computers as the flexible Silicon Valley ecosystem sped ahead with innovation across a diversifying range of components and systems going from chips, routers, and application software to ecommerce and search engines. Today Silicon Valley is the leading location for cleantech venture activity, an area widely considered to be the next big value creation engine for the U.S. and the world.

Boston, however, is no slouch. The Route 128 community remains the second biggest in the U.S. in terms of venture funds committed. Boston has powerful research institutions, still, and lots of very strong companies. In some areas, such as biotech, Boston may even rival Silicon Valley. But overall, its pretty clear that the Valley has not only won but is racing further ahead.

Most entrepreneurs and engineers that come to Silicon Valley, come to experience this network and to embrace the culture it has created. That's why I came, too. Network effects don't just work for fax machines. But then again, most of them knew that intrinsically. University guys like me need to do a bunch of surveys to figure it out. They voted with their hearts and feet.

At this point the game is even tougher to win if you aren't in Silicon Valley due to the propensity for exit strategies to present themselves more readily where the acquirers are. Yahoo, Google, Cisco and Oracle are just a few of the companies responsible for billions of dollars worth of M&A dollars. And as this these companies have grown, they  have made so many millionaires that they in turn go out and launch new companies and/or invest in others which are nearby.

If you are looking for a lesson here it is that a company which mirrors Silicon Valley and is more open, flexible and shares information more readily will likely always beat the company which is inflexible and contains many silos.

I spent some time analyzing a Blackberry Storm 2 in a Verizon store in Norwalk, CT where I chatted with prospective customers as well as Verizon store employees and management. First the phone itself is improved with WiFi support, a capacitive touchscreen and worldphone support. I think typing on the device is about as good as it is on the iPhone at this point. Although a common feature of smartphones I really like the ability to go back to my last application. As you would expect the device is fine for applications like email where it does a good job of understanding what is typed and autocorrecting text, it still comes up short as a web browser.

Although faster than the previous device, the delay in browsing graphically rich sites and those with JavaScript continue to be its undoing (yes, JavaScript rendering is now faster -- thankfully) and it is evident that the mobile browser is the major Achilles heel for device manufacturers. They should all partner with companies like Opera until they figure out how to do mobile browsing correctly.

Prospective customers I spoke with were not extremely impressed by the device and most I spoke with were in the store to compare the phone with - you guessed it, the iPhone.

By the way, reasons given to me to not buy the iPhone include the AT&T network and the fact that applications like Loopt (the iPhone needs to allow background apps for it to function properly) and Blackberry Messenger don't work on it.

Store employees were eager to volunteer that Droid is coming out in a few weeks and is worth a look. They also mentioned that there was interest in the latest RIM phones and many are selling but unlike the rollout of the first version of this device, they aren't seeing the long lines. Then again, it was a cold and rainy day which could have been part of the problem as nearby Stew Leonard's, that world famous supermarket had half the normal amount of cars in its parking lot.

My take? People have already purchased their iPhones and other smartphones and if they weren't out in force today to see their Storm 2, they aren't coming out in force to see the Droid. Besides I haven't seen much if any consumer promotion for this gadget - could this be a sign of Verizon giving up and hoping for better results from the new Google Powered Motorola phone? If the Droid is the iPhone killer Verizon store representatives say it is, the death will be very slow as word of mouth and advertising get more people to trade up. Time will tell.

As Om Malik points out, turn-by-turn GPS navigation with voice guidance has come to Google Maps and carriers can't be happy about it. Who is even less happy? TomTom and Garmin. According to Google, less than 1% of navigation devices are connected to the cloud and ironically my TomTom Go 740 Live with Google local integration is one of these devices and it is limited - it really only allows you to query Google for local establishments and it does receive real-time traffic data.

As the video above explains, Google Maps navigation was built from the ground up to be internet connected meaning you can get the latest maps and business data automatically over the net without having to download new maps manually. Google touts lots of features which they say most GPS units don't have such as voice recognition, the ability fix spelling errors and of course infinite points of interest. Other benefits touted include the ability to navigate via search meaning you can ask your device to navigate to a museum with a specific exhibit.

Other benefits include real-time traffic data and the ability to choose alternate routes. The software also allows you to search for POIs on your route and you can also leverage satellite and street view as you navigate. By the way, I bet you didn't know some Google Street View data comes from a tricycle (pictured and courtesy of AP/MSNBC)

The video above also references the new Droid phone which has an available car dock which when connected goes into car mode which makes it easier to access features you need while driving.

Om is right that carriers are likely not happy about this new and free service from Google but I wonder if at the moment carriers aren't just more frenzied about not having the iPhone which includes tens of thousands of applications in its device ecosystem.

From Verizon's point of view, this new relationship with Google is a defensive land grab and will slow down the onslaught of the iPhone by making their devices more attractive and simultaneously cutting the legs off of Garmin and TomTom. It should be noted that TomTom does have a $99 iPhone GPS app which is pretty slick but can they keep this price point when the competition has a lot more features and is free?

Google's challenge remains, do they ignore the iPhone when they come out with leading edge applications like this one so they can artificially boost their Android OS sales or do they try to get all apps they produce to work on as many devices as possible so they can boost ad revenue? It has to be a constant debate for the search leader and for now, if you have an Android 2.0 device you can get a real nifty GPS app for free. What's not to like about that?

Oh, and one other point. If we have known mobile search is coming and will be he and Microsoft and Yahoo! are trying to take on Google in this space and finally have an opportunity to become a leader in at least one niche of search, why haven't either of these companies jumped on this opportunity? Why is it that Google is the only company to take advantage of an opportunity we all saw coming. I realize Yahoo is trying and so is Microsoft but Google seems to be in a position to have even greater marketshare in mobile search than they do in PC search. And it seems unacceptable that the competition just let them take it so easily.

I really excited to speak at the Illinois Institute of Technology Rice Campus for the VoIP Conference and Expo 2009. This will be my first time to this event and interestingly the third time in recent weeks in which I am in Chicago instead of Vegas for a show. Maybe the city didn't get the Olympics but they certainly seem to have gotten all the shows - WiMAX World, Supercomm and now this event.

Getting back to my talk - I am moderating a Keynote Panel titled: Are the "Bells" ringing for Carrier VoIP? And my panelists include Carl Ford, Crossfire Media; Anne Lee, ALU; Gaston Ormazabal, Verizon and Henning Schulzrinne, Columbia University at 4:00 pm this Thursday 10/29/2009. I hope to see you there. Here is the schedule with my panel in yellow at the bottom.

Here is the website for details.

I generally don't do book reviews as there just isn't enough time in the day but I recently read Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry by Marc Benioff and wow - is it good. I posted this review on Amazon a week ago and now that I am finished with the book I want to say the last 1/3 is just as good as the rest! It should be required reading for all entrepreneurs and people who want their companies to grow.

I get many books sent to me as I am in the media business. I rarely read any of them. I know the author Marc Benioff and I know what he has accomplished so I thumbed through this book and was blown away at the how Marc and his company helped create a new software category.

I was there when venture capital dried up and overnight declared ASPs dead. I saw firsthand how devastating this was to dozens of companies with similar business models who folded like a bad hand in Vegas.

This book explains how Benioff and company navigated the toughest business environment imaginable and went up against solid competitors and became triumphant. It gives you the ideas, guts and inspiration to improve your company.

I am only 2/3 through the book and so far I have raved about it to colleagues and even sent out a corporate email as a result of a tip I gained from the book.

Granted, many of the ideas in this book may not apply to every business but what you will learn is that if you have the courage and conviction to change the world with your business ideas, you can make it happen. And after reading you will learn from the mistakes [...] competitors made and you will hopefully not repeat them.

What is best about it is the quick read aspect where you can get quick nugget after nugget and all the while you feel like you are ingesting business-building fuel. It is addictive and I can't wait to finish.

I meet with hundreds if not over a thousand tech company CEO's a year and they would virtually all benefit from the ideas in this book.

At TMC it will become required reading and we will become a better company because of it.

That reminds me -- Did you know some of the inspiration for Salesforce.com came from Apple?