IPTV

Huawei Logs $11 Billion in Sales in 2006

December 7, 2006

In the first half of 2006, Huawei recorded contract sales of USD 5.2 billion, an increase of 29 per cent compared to the same period last year. The value of contract sales from international markets reached USD 3.4 billion, an increase of 36 per cent over the same period in 2005. The international market represented 65 per cent of total contract sales generated in the first half of this year. Huawei sees its future in IMS and FMC and they believe their growth rate will continue. The company is proud to say they have been granted over 2,500 to date.

Posted in Broadband, IMS, IP Communications, IPTV, Technology, VoIP

AT&T/BellSouth FCC Vote to Take Place

December 7, 2006

The AT&T/BellSouth merger has been deliberated by the FCC for quite some time. On October 13 of this year reports circulated about how the FCC vote was to be pushed back. It is now almost two months later and there may be an end to the deadlock. As you may recall Commissioner Robert McDowell was not voting due to a conflict of interest. As you may recall Robert McDowell worked for COMPTEL an association who was publicly against the merger.

Posted in Broadband, IMS, IP Communications, IPTV, Skype, Technology, Video, VoIP, WiMAX, Wireless

Cisco Systems Rockets Ahead, Beats all Estimates

November 16, 2006

Here is part of my Internet Telephony Magazine Publisher's Outlook December 2006: ----------- Certainly the biggest news in recent months is that Cisco Systems, the world’s biggest vendor of computer-networking equipment, reported first-quarter 2007 net sales of $8.2 billion (exceeding analyst predictions, which ranged from $7.9 billion to about $8.05 billion) and net income of $1.61 billion (up 28% from last year). In a public statement, Cisco’s CEO John Chambers boasted that the company “achieved, once again, record revenue of approximately $8.2 billion, a 25 percent year-over-year increase and a Cisco standalone increase of approximately 16 percent, which was above our standalone guidance of 11 to 13 percent,” adding, “This is the fastest standalone year-over-year revenue growth rate we have seen in several years.” After the news appeared, investors jumped into the market, sending Cisco shares surging 7% to a new 52-week high of $27.44. The stock closed that day with a 6% gain, at $26.71 on the Nasdaq. Analysts everywhere either immediately upgraded their rating on the stock to “buy” or else increased their price targets. The Associated Press quoted Ittai Kidron, an analyst with CIBC: “Few businesses Cisco’s size can claim to have achieved what it did in [the quarter] — outperformance in nearly every product line.

Posted in Broadband, CRM, Call Center, IMS, IP Communications, IPTV, SIP, Speech Technologies, Video, VoIP, WiMAX, Wireless

Showing Kevin Martin the Door

November 13, 2006

David Isenberg weighs in on FCC Chairman Kevin martin and why he should be shown the exit. Here is an excerpt:

Martin's appointment to a second term as FCC Commissioner is pending Senate confirmation. I like Kevin; he's personable, he's articulate, he understands the issues in deep detail. But he shouldn't be confirmed.

Martin has not championed the Internet or its future; he seems intent on strengthening the old telco business model. Under his leader chairmanship, U.S. Internet connectivity has fallen ever further behind the rest of the world. U.S. citizens pay more for less Internet connectivity than most developed nations.

Posted in Broadband, Google, IMS, IP Communications, IPTV, SIP, Skype, Video, VoIP, WiMAX, Wireless

France Telecom in the Movies

November 8, 2006

The next move for telecom companies is to look outside telecom

It would seem that if cable and phone companies are set for a war, the phone companies need to hurry up and catch up in one of the areas cable has a stronghold; video content. This is not news to France Telecom who recently created a new unit that will invest in French and European movie rights and produce between 10 to 15 films per year.

Some people were surprised by the move but what France Telecom has done makes perfectly good sense for a number of reasons. We all know content is king. Consumers will be watching more and more video on devices like iPods, phones and soon watches.

Posted in Broadband, IMS, IP Communications, IPTV, Technology, Video, VoIP, Wireless

Verizon FiOS

November 6, 2006

It seems Verizon is making nice progress with FiOS. I am surprised to hear the company has the ability to offer 200 digital video and music channels already but then again I am not sure how many of these are music. The company also offers 3,000 on-demand channels and expect another 500 or so to be added soon. Still these roll outs will take time to reach critical mass. Each is worth watching to see how consumers react and how the cable companies combat the new competition. Here is more on Verizon FiOS.

Posted in IPTV, Video

FCC Delays the AT&T/BellSouth Merger Again

November 3, 2006

The FCC commissioners remain deadlocked on the AT&T/BellSouth merger and although it is widely believed the merger will happen, it is the conditions placed upon the new company – employing 300,000 employees that has ye to be decided. This article tells us that McDowell may be forced to vote. If he does it will make things very interesting. As you may remember from my previous writings he worked for Comptel and this merger is exactly what he wouldn’t want to happen as a representative of that association.

Posted in Broadband, Google, IMS, IP Communications, IPTV, SIP, Video, VoIP

Cable Companies Vulnerable?

November 1, 2006

There are some very smart people in the telecom business who are betting on the cable companies as the winners in the service provider wars. Their logic goes something like this. The cable companies have relationships with content providers and have faster broadband connectivity and are taking away voice market share from the LECs. The phone companies aren’t even able to deliver TV yet.

There is some sound logic here. The LECs are behind and if they don’t catch up soon they can be in trouble over time.

The one ace up the sleeve of the phone companies is their relationships with businesses which are better than the cable companies.

Posted in Broadband, Consumer Electronics, IMS, IP Communications, IPTV, Technology, Video, Wireless

Aricent

October 26, 2006

As Zippy says quite well in this article, "Normally, when a new company makes its debut, Yours Truly will cross his fingers and wish good luck upon the company's uncertain future. That won't be necessary with Aricent, which comes out of the gate as a market leader in communications software, with 125 software products and already enjoying over $300 million in annual revenue."

I think Aricent who you may know as Hughes Software Systems or as part of Flextronics International is poised to do well. Although I haven't heard from them in a short while I know they have been active in PR and marketing during the telecom meltdown years and the reaction to the company at TMC's Internet Telephony events was favorable. I am looking forward to catching up with company execs and now seems like a great time.

Posted in Broadband, Conferencing, IMS, IP Communications, IPTV, ITEXPO, SIP, Video, VoIP, WiMAX, Wireless

Heading Home From Lisbon

October 26, 2006

It has been a wild week here in Lisbon at Dialogic Connections and there is so much going through my head. Will the new Dialogic be anything like the old one? Can it generate more interest in telecom? Will more companies be drawn to this market via the company's partner program?

Posted in CRM, Call Center, Conferencing, IP Communications, IPTV, ITEXPO, JITC, Open Source, SIP, Security, Speech Technologies, Technology, Video, VoIP, WiMAX, Wireless

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