Archive of the IP/NGN Category

Capex on the rise in 2010, analyst says

Telecom spending will grow 1.5% to $57.7 billion after falling in 2009, according to a research note this week from Avian Securities.

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Genband’s Nortel bid continues VoIP-as-app trend

Genband’s bid for Nortel’s carrier VoIP equipment business — if it succeeds — could give the vendor a more direct relationship with the world’s largest carriers than it currently enjoys through its major vendor partners. But the deal could also be seen as further solidification of the VOIP equipment space as the domain of specialist suppliers, according to Elisabeth Rainge, IDC’s director of NGN operations.

“Clearly, given Genband’s acquisitions of assets from NSN, Alcatel-Lucent and others in the past few years, it makes sense that those larger players wouldn’t have a strong interest in taking on the Nortel CVAS VoIP asset,” Rainge said in an email. “For better or for worse, what we’re seeing with this move — assuming it goes through — is that More...VoIP infrastructure is a market for experts. No longer is it the expertise or possibly even the bread and butter, of the traditional telecom network equipment vendors. This is partly an acknowledgement that voice is an application and partly an outcome of the state of voice infrastructure for the largest operators. In a nutshell, the IP transformation is not only underway but today’s reality. To build on IP networks means treating voice as an application.”

Acquiring assets from major vendors and using them to create products that major vendors want has been key to Genband’s success, though the novel strategy is not an easy one to pull off. Likewise, integrating Nortel’s products with its own will be no small task for Genband, Rainge said, especially since the latter’s existing portfolio is already packed with gear from previous acquisitions.

“Genband has a continuing, and now expanding challenge in product portfolio management. I don’t envy their sales team with so many acquired product lines in the fold, especially for long-lived investments such as we see in the TDM-VoIP space,” Rainge said. “There is no doubt that Genband already offers and supports many voice infrastructure solutions. In taking on the Nortel assets, Genband will need to work to position itself as a product company with its own mission rather than a caretaker of a variety of products.”

One bright side for Genband: The shedding of similar assets from major vendors means the company is unlikely to enter a bidding war for Nortel’s business with much larger rivals.

Flurry, Pinch Media merge analytics businesses

flurry-pinch.jpgSmartphone application analytics start-ups Flurry and Pinch Media announced today they will merge their businesses, making them the analytics authority for the Apple (NASDAQ:AAPL) iPhone and Google (NASDAQ:GOOG) Android devices. Combined, the two companies will cover more than 80% of all iPhones (or four out of every five on the market), iPod Touch and Android devices (or two out of three) worldwide. more

First broadband stimulus winners announced

Vice President Joe Biden announced the recipients of the first $182 million in broadband stimulus grants today (just 9% of the first round of funding and 2% of the overall total) in Dawsonville, Ga.

The 18 projects included in the winners being announced today will benefit 17 states and have already been matched by more than $46 million in private funding, the White House said.

UPDATE: The full list of recipients announced today is available here.

Though the administrators of the program promised to announce the first round of winners this month, the White House said today those announcements — pertaining to $2 billion in awards — will be spread out over the next 75 days. Of the $182 million in funds being announced today, $129 million will come from the National Telecommunications and Information Administration, and $54 million will come from the Rural Utilities Service.

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The awards announced today include: more

Small cableco claims fastest US wireless data: up to 15 Mb/s

BendBroadband, a family-owned cable and broadband provider serving Bend, Ore., is claiming to have launched the nation’s fastest wireless data service, with speeds averaging between 6 and 8 megabits per second and reaching 15 Mb/s “under optimal conditions.”

The company is delivering those speeds with an HSPA+ (High Speed Packet Access Plus) wireless broadband network that is upgradable to Long Term Evolution (LTE).

The company is supplying users with WiFi-enabled modems for home networks along with a USB device to access its network “virtually anywhere in Central Oregon.” It plans to launch a “feature-rich” residential telephony service next year. more

US still waiting as first LTE network lands in Sweden

Just a few weeks after Clearwire (NASDAQ:CLWR) finished its 2009 WiMax rollout, competing 4G technology long-term evolution (LTE) landed its first network – in Sweden. TeliaSonera launched in two cities – the first LTE launches ever – today, promising wireless download speeds of up to 100 megabits per second. The wireless operator used equipment from Ericsson and Huawei to roll out the service in Stockholm and Olso, respectively. more

Sprint prepaid guru taking over 4G business

Matt Carter, the brains behind Boost Mobile’s $50 unlimited plan, is moving from prepaid to Sprint’s WiMax group, where he will take on the newly reinstated title of President of 4G. After Sprint (NYSE:S) acquired prepaid MVNO Virgin Mobile last month, Virgin CEO took Dan Schulman took over all prepaid operations, but Sprint has found a new task for Carter: performing the same black magic that revitalized Boost and launched the ‘unlimited wars’ in the US on Sprint’s newest business division, 4G.

Carter is stepping into shows that were originally filled by Barry West, Sprint’s former chief technology and President of 4G, who left for Clearwire (NASDAQ:CLWR) after the two companies’ merger of WiMax assets last year. After the divestiture, Sprint became the controlling stakeholder in Clearwire and began to offer service over its WiMax service as a MVNO. While Clearwire was still in few markets, Sprint kept the 4G President role vacant, turning over 4G operations to vice president of mobile broadband Todd Rowley. But with Clearwire expanding its footprint to 20+ markets, covering 30 million pops, this winter, Sprint appears to be renewing its efforts in WiMax, bulking up its local and nationwide ad campaigns and reinstating the 4G President’s role.

“Matt Carter has led Boost Mobile prepaid service to unprecedented growth in the last year, and he has the executive and marketing skills to maximize Sprint’s industry leadership in 4G,” Sprint CEO Dan Hesse said in a statement.

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