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

Brexit Could be Yuuuge for China

A freer people are a happier people In the past eight years world history has changed in an unprecedented way. Just this...

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Bitcoin, Blockchain and FinTech to the Brexit Rescue

The One Industry Unaffected by Brexit is RansomwareIt’s undeniable that there is a chance that after seeing Britain leave the EU that...

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The Struggle of the Channel Managers

One big struggle of the channel managers is to get agents to sell deeper into accounts. The providers would like more...

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API of the Week: GoGo, IBM and Weather Company Reduce Flight Turbulence

We are literally in what seems to be a golden age of API integration. No, APIs aren’t new but something magical seems...

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WebRTC and Cloud-based PBX - Can.do

A few weeks ago I attended and spoke at ByNet Expo in Israel. I spoke in the telecom track about the “Agile...

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Aricent: How to be Digitally Durable

"APIs are now a business model!""A company that has more APIs has more value."If every industry is being digitally disrupted (it is)...

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Cisco VNI Repot on IoT / M2M connectivity

The Internet of Things is all about connectivity of everything.  While some IoT connectivity will be from wired devices and sensors, much...

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Has Apple Cornered the Market on Passion?

March 30, 2012

China Mobile in Flux

March 22, 2012

The worlds largest Mobile Operator seems to be going through a major purge, with police investigations and executive resignations.  I am not sure what to make of it.

I find China Mobile a major wild card in the world market since they are committed to TD LTE and have been assisting other players around the world to follow them.

I am not sure if this a pull back on that policy or an internal issue.  The new chairman Xi Guohua is a loyal party member and this could be more about the local structure than the Internationalizing of China standards.

I have had discussions with brillant financial friends who have discounted my thoughts about the impact of chinese standards on the rest of us.  However the reality is that Huawei is delivering solutons cheaper to the current carriers and China Mobile is delivering services in mass to the point where they are a market. 





OMGPOP Gets Some Zynga

March 22, 2012

Here is an interesting news.  Zynga bought OMGPOP for its latest game according to the NY Times.  The issue for Zynga is that its not having as much success as it has had in Social networks.  That maybe because their model requires a commitment to gaming that is hard to sustain.

I played Cityville to the point where my town was a drain on time. 

The Enemy with SIM

March 22, 2012

Today, I am in Rome.  And when you are in Rome... I try to read like the Romans do.  In this case Telecom Italia has proven once again that the enemy is within. 

The Enemy with SIM

March 22, 2012

Today, I am in Rome.  And when you are in Rome... I try to read like the Romans do.  In this case Telecom Italia has proven once again that the enemy is within. 

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.