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Telco Spending Up Modestly in 2011; LTE Revenues >$200B by 2015
New market research reports from Infonetics and Juniper Research are summarized in this article which also looks at the critical issues to transform LTE Capex into revenue for telcos. I. After a second straight year of decline, Infonetics Research predicts telecom carrier capital spending (CAPEX) to be up a modest 1.6% next year. In its just released updated report on Service Provider…
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Viodi View – 12/08/10
The holiday season is upon us and, fortunately, things will soon start to slow down for the rest of the year. That is, unless you are the FCC, Comcast, Level 3 or just about anyone else involved in the telecom business. With a vote slated for December 21st, the result of the FCC's meeting on…
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Sprinting to LTE
Alan Weissberger connects the dots regarding several different announcements from Sprint and Ericsson and infers that Sprint is building an LTE network. This is big news, as, to date, Sprint has relied on Clearwire and its WiMAX infrastructure for its next generation network build. Alan suggests, we may see a Sprint offering of an LTE Network…
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Silicon Valley Bubble or Barrier for Web 2.0 Startups?
Who's got it right? Are the new breed of Web 2.0 start-ups good investments now or are they over valued for what they propose to deliver? Have the three musketeers of the new web- Google, Apple, and Facebook- created such huge barriers that it will be extremely difficult for start-ups to compete? We'll try to provide…
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A Boon for IPTV Operators? – GoogleTV’s Acquisition of Widevine
Access to mainstream programming is one obvious reason Google purchased Widevine (announced on 12/3). With Widevine’s well-respected content protection system it should follow that the major TV brands will release their product in one form or another to a GoogleTV offering. With Widevine, Google could allow the content owners to set their own rules for…
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LTE vs. WiMAX: What Will the Consumer Do?
LTE vs WiMAX? Will consumers care about these TLAs (Three Letter Acronyms) as they decide on a next generation wireless access plan. If today is any indication, the battle among next generation wireless networks for consumer mind share is heating up and we may find out the answer to this question in 2011. …
Viodi View – The Bridge Between the Heartland and Silicon Valley