Carl Ford : 4G: For Generations to Come
Carl Ford

Target and Casper, Retail is now like Telecom

Retailers are now a lot like broadband providersCasper sells a mattress that rolls up and comes in a box and has rave...

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Merger Synergies and CX

Sonus is merging with GENBAND. Last year Sonus bought Taqua for $20M. The talk is all about synergies and higher EBITDA....

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Telecom Tidbits # 2457

Some help with Robocalls. Pass it along. Private equity firm, TPG, last year acquired RCN and Grande. Now they are grabbing...

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Is the Cisco VNI Right?

I come across many business plans that utilize the Cisco VNI, and these business plans and business often speak of it...

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What Happened to LinkedIn?

This week there have been two posts on my feed about "We can connect but don't spam me!" The discussion was...

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If Starting Today as an Agent

If I was starting my telecom agency today, what would I do? When I started in 1999, I was selling basically...

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The Rise of AI in Communications

Data, Data everywhere but not a byte to thinkData, Data everywhere buy why are the bytes not linked? As economical compute power...

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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 Tanberg 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.
 

Tags: Related tags: avaya, radvision



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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. 



VoIP Outage Reporting Discussion April 24th.

March 8, 2012

The FCC has expanded the outage reporting requirements to interconnected VoIP providers. This have caused a few message boards to light up with discussions, so we have gathered some of our best advocates to explain what is required and how to manage the process.

Join Fred Campbell - WCAI, Glenn Richards - Pillsbury Law,  Brita Strandberg - Harris Wiltshire and David Young - Verizon as we gather to discuss the new rules.

The conference call will be on April 24th at 1:30 EDT and you can sign up to be on the call here.

Tags: Related tags: outage reporting



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Verizon Wireless HomeFusion PSTN Sunset 10 GB at a time

March 6, 2012

According to the Washington Post today Verizon Wireless is offering an alternative home access service for $60 a month and 30GB service for $120 a month. 

The most important aspect of this service is that it finally breaks the cross elastics that the carriers have been using for their MiFi services.  Embedded in the pricing of the MiFi services was equivalent rate to a T1.  If you did the price analysis it was there in black in white. 

If You Can't Trust your Certs....Tales from GitHub

March 6, 2012

Once again we have discovered that PublicKeys can be thwarted and in this case the victim was GitHub.  Now I have to tell you,  I am constantly asked to run a security event.  And the reality is that I have security training, but no one wants to admit that they need it.  Especially a place that supports open source. 

Is YHOO try to be a Yahooligan with Facebook?

March 5, 2012

So far Scott Thompson has not been catching the stock markets fancy with YHOO.  Perhaps proving that Yahoo! is really a Californian company it has joined all the patent infringement strategies and is bring suit against Facebook.

Ironically the infringements are based on the acquisition of GeoCities years back.  As you know the patent wars have already caused Google to purchase Motorola Mobility and several others to build an arsenal. 

Interestingly we have yet to see Scott Thompson bring to bear a mobile payment strategy which I would have hoped to see at Mobile World Congress. 



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