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Fiber back-haul is a long-term, not a short term solution

June 9, 2009

Analysis of:ADC: fiber to the cell tower will be key for growth | www.telecommagazine.com

1. Fiber back-haul is the best technology choice for carrying high-bandwidth IP traffic from broadband wireless cell sites back into the network. 2. Fiber cable availability at cell sites is still very limited and costly to install.  3. Wireless carriers spend very little capex on back-haul facilities, and will continue to lease capacity from wireline service providers.

Back-up Power: Boon and Bane

July 16, 2008

Analysis of:Court Keeps Cell Tower Backup Rules on Hold | www.physorg.com

1. All of us have greater expectations of reliable wireless network operation, especially as data usage grows. 2. Even the best-engineered networks have little chance of survival in the face of disasters like Katrina.  3. Wireless carriers built their network by often skimping on power back-up and should take the opportunity to beef up their network reliabillity.

Verizon FTTH still a work in progress!

June 18, 2008

Analysis of:Verizon Winning FIOS Bet | cable.tmcnet.com

1) Fiber-to-the-home (FTTH) is the long-term solution for telephone companies to transform their networks to broadband but FTTH is very expensive to install in existing neighbors compared to 'greenfield' applications. 2) Verizon's target for its Fiber Optic System (FiOS) FTTH initiative is 18 million home-passed by 2010 but that will still only cover 50% of its customer base, forcing the company either to expand FiOS or consider broadband alternatives. 3) The company is should raise its take-rate targets for FiOS Video and FiOS Internet, from 25% and 30% of homes-passed, respectively.

Nortel exits WiMAX, not IMS

June 16, 2008

Analysis of:Nortel Exists IMS | www.forbes.com

Nortel said in its June 11 Analyst conference that it was exsiting WiMAX and aligning with Alvarion.   However, the company said that it only was shifting R&D in IMS from core systems to applications, but not exiting the IMS business.  IMS is important to Nortel because: 1) It is a core competency for Nortel.  Carrier Networks div including Switching systems and related products account for over 40% of NT revenues. 2) Nortel is a global leader in network switching systems used in both telephone and data networks.  3) Nortel already has a huge installed base of circuit switches that the company will replace with IMS.  This replacement activity is Nortel's annuity for the next 10 years.

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