Author: Alan Weissberger
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What is the market for Carrier Ethernet- metropolitan and/or rural areas?
September 25th Update: Carrier Ethernet Thunder from Light Reading + PBT based Backhaul in SPRINT’s Xohm Undoubtedly, this piece is intended to promote Light Reading’s Ethernet Expo next month in NYC. However, it has some useful market share numbers from the leading vendors, e.g. Cisco’s share has dropped to below 50%, while Alcatel-Lucent is in 2nd place. …
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More telco woes: WiMAX spending drops + Broadband growth slows as RBOCs add fewer xDSL lines!
FierceBroadbandWireless wonders if the recent reported financial results of WiMAX companies is the beginning of a shakeout in the industry between winners (few) and losers (many). http://fiercebroadbandwireless.com/story/wimax/2008-08-10 Key WiMAX vendors including Alvarion, Redline, Airspan and NextWave posted quarterly results recently as did WiMAX bellwethers Sprint-Nextel and Clearwire: The general takeaway is that WiMAX spending is way…
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Cloud Computing Issues: State of the Net West Conference – August 6, 2008, Santa Clara, CA
Abstract This conference, sponsored by the Congressional Internet Caucus Advisory Committee, has become the "go-to" event for Internet policy makers and observers. To meet the needs of our readers, we are restricting coverage to a single session dealing with Cloud Computing. In particular, we focus on legal and privacy issues associated with "The Movement of…
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WiMAX in India Update
Indian WiMAX Spectrum Winners can offer voice, says DoT – August 29, 2008 India’s Department of Telecommunications (DoT) has proposed that winners in the upcoming licence auctions for broadband wireless access (BWA) – read mobile WiMAX – will be able to offer voice as well as data services. But the dispensation comes at a price.…
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WiMAX and LTE Go Separate Ways- No Merger Likely Any Time Soon
The Bottom Line: Brad Smith of Wireless Week said it best in his July by-lined article, "It won’t happen. The harmonization of WiMAX and LTE, that is." Please see: http://www.wirelessweek.com/Article-Marriage-WiMAX-LTE.aspx Sprint, which was one of the founding members of the NGMN in 2006, has recently quit that Alliance after it selected LTE as the 4G…
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An Unhealthy Industry: Telecom reports indicate continued contraction in revenues and growth
Having just analyzed recent reports from telecom companies, we conclude that the telecom recession/ depression continues. Revenues are falling way short of expectation, growth is limited to mobile data, and profits are minuscule with the exception of Verizon (VZ). But even at VZ, the growth seems to be coming almost entirely from new wireless data…