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IMS

Saving Money on IP Communications Education

December 14, 2006

If you haven’t been watching, the early-bird deadline for conferences at Internet Telephony Conference & Expo (register) is approaching --tomorrow actually -- and we are talking about a savings of up to $1,000. The show is in 40 days so be sure to make your travel arrangements now as hotel prices will skyrocket soon. For many people there company foots the bill so this isn’t important. To us however, we would rather have you save some of that hard earned cash and spend it with one of the exhibitors at the show.

Alcatel-Lucent

December 9, 2006

I like the new Alcatel-Lucent logo. It makes me think of a cross between an airline and an ecommerce company. I do really like the way the A and L come together as one. On a separate note the new company's credit rating was reduced to junk by Fitch ratings.

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.

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.

Nortel’s IMS Strategy

November 28, 2006

Here is my Publisher's outlook from the December 2006 issue of IMS Magazine. Nortel has such a broad product line from the enterprise to the service provider market it isn't always apparent they play in the IP multimedia subsystem place. As Bezille tells me, Nortel has been in this space for a while.   ----     I had a chance recently to talk about Nortel’s IMS strategy with Eric Bezille, Nortel’s IMS product marketing manager for Europe and Asia.   “From our standpoint,” says Bezille, “IMS is an evolution for us rather than a brand new thing, given the fact that we are already involved in multiple technologies involving convergence such as SIP and we’re involved in all kinds of services on top of voice that serve the end user across many different contexts using different devices and working across different access networks.”   “So for us it’s really a matter of simplifying the end user’s life,” says Bezille, “and simplifying our customer the operator’s life, and also enriching their experience with innovative services. It sounds very ‘high-level’ but it’s really the cornerstone for a successful services delivery.

IMS Buyer's Guide: Final Chance

November 28, 2006

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.

Cantata Layoffs

November 15, 2006

The word on the street is that approximately 50 people (see update) were laid off at Cantata yesterday out of a workforce of 300. Most of the people who were let go are shocked. Sources tell me the reason for the layoffs are soft sales numbers and some speculate the company is facing increased competition in its Excel Switching line. Apparently competitors are providing lower cost solutions.

Showing Kevin Martin the Door

November 13, 2006

FMC Research

November 11, 2006

While the recent ABI FMC report gushes with optimism regarding the FMC market I get the feeling their numbers are off by a bit if not a great deal. ABI says fixed mobile convergence technology will cost operators more than $450 million during the next five years.

ABI also predicts that in 2011, operators will generate $97 billion (yes, that's billion, not million) in FMC service revenue.

Here is the problem in my opinion. First of all, operators will likely spend more than they first intend on this equipment so I would say the $450 million could exceed a billion dollars pretty easily. Is this based on hard and fast research by yours truly?



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