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Verizon

Software Telcos Based on NFV Want Less Equipment Provider M&A

June 18, 2013

Mergers are nothing new but about a decade ago in the telecom market they reached a fever pitch when SBC purchased AT&T and rebranded itself with the name of the acquired company. At the time it became common in the industry to believe consolidation among carriers meant consolidation needed to take place at the equipment supplier level.

The idea is if you have fewer customers, you have less pricing power which means lower overhead with means merging suppliers can eliminate redundant costs such as accounting, marketing, HR and other “synergistic” areas of the business.

Large carriers have also been known for choosing large suppliers for their hardware needs as they felt these larger companies were more likely to be around to support them in the future as they roll out their solutions.

Metaswitch Clearwater: Game Changing Open Source IMS Initiative

May 8, 2013

The march to a software telco world is progressing nicely

Communications service providers are at war with OTT providers and need to ensure they are able to battle on as level a playing field as possible. There are significant costs associated with running a major telco and hardware infrastructure certainly ranks high among them. Sure, OTT providers like Skype and WhatsApp have infrastructure costs as well but they often leverage standard servers and software to achieve their goals.

AT&T: From Dumb Pipe to Security and Home Automation

April 26, 2013

There has been talk within the telecom industry for many years regarding whether communications service providers would eventually just become providers of dumb pipes or provide added value they can charge for. The move to IMS in-part was supposed to allow these companies to add more apps and services to their offerings, allowing them to generate more revenue.

When Apple opened up its iPhone platform, hundreds of thousands of apps began to do many of the things telcos would have liked to provide. Moreover, many functions which telcos used to charge for like SMS were given away for free from the likes of WhatsApp and Facebook.

On Screen Size, Apple is From Mars, Samsung from Venus

April 24, 2013

For many years now I have waxed poetic about the need for Apple to create a large screen phone. With the latest iteration of the iPhone, the “5” they decided to elongate the device but not make it wider. To me, this mistake is the worst that Apple has made since ignoring the market for seven-inch tablets and then playing catch-up with the iPad mini.

At first, when asked about larger screen phones, Apple said that they didn’t fit in the hand.

Altair Semiconductor's 4G Chip Bet Pays Off

February 26, 2013

As wireless markets globally move to 4G, Altair Semiconductor has targeted this newer network standard with a single-mode line of chips which cost less and use less power than mult-mode solutions which have to grapple with 3G and older standards. As consumer electronics devices become more price-competitive, choosing a streamlined solution means OEMs/ODMs can reduce their costs and pass part of the savings on to customers allowing more inexpensive solutions to be marketed.

The big news for the company at Mobile World Congress 2013 in Barcelona was the release of a new chipset for LTE-A, the 3800/6300 FourGee line which can download at 150Mbps and upload at 50 Mbps. The chips support carrier aggregation and a wide frequency band span of 400-3800MHz with 6 concurrent LTE bands for both primary and diversity antennas, enabling global band combinations. There is further support for VoLTE and HD-voice as well as interference cancellation an peripheral interface support for a wide variety of applications from consumer electronics to M2M.

The company hopes it becomes the go to source for connectivity in an "internet of things" world and spokesman Matthew Krieger (pictured) brimmed with excitement about how their solutions are replacing competitors in the market.

Verizon MiFi and Boingo Indispensable

February 8, 2013

Some time back Verizon Wireless sent me a MiFi device to test and I have used it as a long-term review unit and am blown away at how useful it has become. Recently at ITEXPO in Miami I was able to use it instead of hotel WiFi which often can cost $15/day. Moreover, there was one hotel I stayed at this past month where the position of the hotel meant 4G didn't work from any provider - and it turns out I paid through the nose for hotel WiFi. I happened to use three devices and I got charged for each one (almost daily) for seven days. I didn't notice that there was a per-device charge as typically this isn't the case at the hotels I use.

Although I didn't get charged $315, that is what I would have paid had I used each device each day and the hotel didn't take some of the charges off my bill.

Some Shots From Related ITEXPO Events

January 30, 2013

FCC Commissioner Adelstein Speaks at ITEXPO/Super WiFi Summit

January 17, 2013

Many people who read that former Apple CEO John Sculley is speaking at ITEXPO wondered why I didn’t mention former FCC Commissioner, Jonathan Adelstein is also speaking. I really didn’t have an answer except to say a post will be forthcoming on the matter. Here is that post.

Mr. Adelstein will deliver a keynote address on “Investing in America’s Wireless Future” at Super Wi-Fi Summit on Wednesday, January 30, at 9 a.m.

It's an App Eat App World

January 17, 2013

Peter Bernstein has a great analysis piece on how the Unilever/Slim-Fast empire is struggling in-part because the company was too slow to come out with an app as well as the fact that other competitors have expanded their offerings to match the company or even take the lead. Personal experience has shown that the majority of my friends and acquaintances are now using apps to track their fitness – running and/or eating via calorie counting.

It’s amazing to me that even a company which profits handsomely from items sold in grocery stores can lose share because it didn’t provide apps on smartphones. This is in contrast to Starbucks who I tweeted about earlier this week – they really think mobile and social are crucial to their future.

xG Technology Scores Another Potential Win

January 15, 2013


Yesterday I discussed how xG Technology scored with a big $6M win and today the company has announced Cornet Technology has entered into an agreement with xG to resell $5M worth of the company’s products to the government and DoD.

Cornet Technology, Inc. is a privately-held concern which designs, engineers, and manufactures a wide range of advanced command, control, communications, computer, intelligence, surveillance, and reconnaissance (C4ISR) solutions targeted at U.S. and international defense and aerospace agencies.

The deal covers part of an end-to-end two-way video streaming solution for vehicles that is currently under development.

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