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All News Analyses by this Author

Fiber - Still the King of Wide Bandwidth Communications

September 30, 2008

Analysis of:IS FIBER'S ROSE STILL BLOOMING? | telephonyonline.com

Fiber is actually still the dominant platform to transmit and receive high bandwidth data. The question if to extend it to the home ( FTTH) or to the node ( FTTN) is a valid one but does not shade its future. When IPTV and other bandwidth demanding applications will knock on the door- the solution is there to implement. FTTH gets different penetration speeds depending on the country and policy applied there, so we cannot conclude from what's going in US and apply it to other countries.

IPTV- The Next Internet Revolution

September 30, 2008

Analysis of:IPTV subscriptions to grow 64 percent in 2008: Gartner | www.reuters.com

Combining TV and PC was the ultimate dream of consumers. IPTV has proved that it's possible and now is time to harvest the fruits. Gartner's analysis should not come as a surprise since the platforms are ready and just regulations and rights are impeding the process. The huge increase of IPTV subscriptions has taught us that this new area is going to revolutionize the TV concept and become a dominant revenue generator.

Sprint and Ciena- A Meaningful Step?

September 30, 2008

Analysis of:Sprint Picks Ciena | www.unstrung.com

Troubled Sprint that puts all its bets on WiMAX has first to prove that LTE is not generating a real threat. Ciena proved that it has a suitable solution and it will benefit first. However, Sprint's success is heavily dependent on the question whether G4 WiMax mobile will run. The fiber optic arena is the backhaul of the information transmission in the US, and Ciena positions itself quite cleverly but it's only one solid leg while waiting for Sprint to build the WiMAX market.

Nortel- Will They Stay in the Game?

September 30, 2008

Analysis of:Deconstructing Nortel, a former icon | www.canada.com

Nortel's  situation is not easy. Actually, it is not easy since the bubble exploded in late 2000. The decision to sell the Metro business will shave more revenue growth generators and it must fulfill the gap with fresh products. The share decline is not just due to performance and market mood- it's more like a punishment and a big question mark- Are you still in the game?

The Storage Behemoth

September 30, 2008

Analysis of:Oracle, HP collaborate on server, storage hardware | sanjose.bizjournals.com

Collaboration between the two giants, HP and Oracle , can shake the storage world which is due to double digit growth in the next three years. It can be a win-win situation based on both companies' reputation and strengths. on top of that, both companies are not new to the storage world's needs and can even set the trends in this huge market.

Carrier Comes First

September 30, 2008

Analysis of:Google, T-Mobile unveil $179 G1, challenge iPhone | www.business-standard.com

The launch of the long awaited Android based cellular phone by Google comes in the middle of the financial crisis. Thus , not having the enough attention as it was probably expecting. However, on top of that, Google chose T-Mobile as its carrier , and we know that consumer selects carrier first and then the handset itself. Therefore, I do not expect the same penetration pace of the G1 to the already saturated cellular market.

GPS and Much More for Just $199 per iPhone

June 11, 2008

Analysis of:iPhone 3g | www.computerworld.com

The ability of Apple to shake the market time after time has probably been entered to business schools syllabus. However, this time, they seem to give a complete ( almost) answer to all the needs expressed by the cellular user community aiming to the less developed countries. 3G capability was a must to have, GPS is a really appreciated feature and more applications packed in $199 tag price is all you need.

There is Life for Sprint's WiMAX After CTIA

April 18, 2008

Analysis of:WSJ: Comcast, Time Warner May Fund WiMax | biz.yahoo.com

WiMAX is a vital revenue growth driver for Sprint, and the fact that no announcement was made in CTIA does not have to indicate that things are going wrong. Such deal that involves the major CATV players takes time and the appearance of an event in the calendar does not mean it has to be finalized by then.

LTE- Please Queue Up

April 8, 2008

Analysis of:CTIA: LTE, sooner rather than later | telephonyonline.com

The belief that LTE can come ahead of its original schedule is a wishful thinking. The industry has not seen any corner cutting in any of its emerging standards. Even ISDN followed by the TDMA-CDMA-GSM standard wars took their time to be established as working standard. WiMAX itself is under development and experimental usage for more than four years before we can expect its real launch in 2009.

2009- The Year of the WiMAX

April 7, 2008

Analysis of:Interview with Sriram Viswanathan, General Manger (sic) for WiMax at Intel | www.wimax.com

After a long way spotted with many standard hurdles, WiMAX should see its way as the major platform for mobile wireless connectivity in 2009. Led by the chipset provided by Intel, WiMAX is now ready for broad market launch, and really carries the message of high speed hassle free wireless technology.

WiMAX - A Springboard for Sprint?

April 7, 2008

Analysis of:Sprint reaffirms WiMax commitment | www.latimes.com

Sprint commitment to WiMAX is its only hope to recover from its corroding situation. Adopting WiMAX is a "take it or die " alternative , after the huge investment it has done in this area. Sprint is not in a position to decline WiMAX and awaits LTE.

Bitpiping through HSDPA

April 7, 2008

Analysis of:HSDPA to take off in 2008 | www.ovum.com

HSDPA is aimed to provide fixed capabilities to mobile platform. This fast data rate will find its way into a growing number of mobile telecommunications installations and will reflect a seamless way of connectivity between fixed and mobile gear. By 2009 , more and more European users will seek for such a solution based on the hardware given. Going with WiMAX will clearly show a change in the way mobile platforms are providing fast data connection, mainly to the business community.

Enough Space Left for iPhone in China

March 11, 2008

Analysis of:Nokia Strengthens Position In China Cell Phone Market | www.forbes.com

Nokia deal in China is not a surprise. It is an ongoing business relationships since 1998 between Nokia and Postel. The lower value of this year deal may signal the space Postel is saving for the coming iPhone launch towards the second half of the year

Yes! iPhone Will Be Adopted by Business

March 11, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

Apple iPhone which shook the cellular world standards of the consumers will do it in business as well. Apple unique way to do the same but differently and achieve more public relations than all its rivals together will show its benefits in the business arena as well. Many employees will push their IT managers or office infrastructure managers to go for the iPOD rather than regular cellphone or even Blackberry which is pure technical appliance without the soul each Apple's device has.

Oracle Acquisitions- A Teacher to Learn From

March 10, 2008

Analysis of:Oracle sheds light on its acquisition strategy | news.zdnet.co.uk

No doubt that in the current globalization era, the way to grow business and market share passes through mergers and acquisitions. Oracle has perfectly taught the IT world how to do it. Digesting 40 companies in less than 15 months is an achievement by its own, but making a positive synergy that is a master art.

Micron's Aptina - Do You Have to Spin off Before Selling?

March 10, 2008

Analysis of:Bloodied Micron tries extreme (re)makeover | www.eetimes.com

Micron CMOS imagers division is on sale for sure. However, does Micron really need to invest efforts in spinning off the division including branding it under Aptina, splitting sales forces and issuing separate financial reports?Not sure. At these tough times for Micron, continuing to bleed from its DRAM wounds - it may be more efficient to offer it as it is for potential buyers like OmniVision for example.

How to Cure the Bandwidth Crisis in CATV?

March 5, 2008

Analysis of:Harmonic Does the Polska | www.lightreading.com

The increasing demand for VOD and other IP based services over the CATV platform sets a real bottleneck in front of the CATV providers. While demand hikes, infrastructure mainly remains the same with its limited BW capability. This problem is currently seeing some efforts to be solved. Harmonic acquisition of Entone is a step towards better management of the bandwidth.

Better Early than Later- One HD Standard for All

March 5, 2008

Analysis of:Microsoft to Stop Making HD DVD Players for Xbox | www.nytimes.com

The adoption of the Sony's Blu-ray standard for HD movies is a result of a lesson learned from the video world. Microsoft adopted the new unified standard immediately as this is the basis of its business model - one operating system, one Office environment and one Internet Explorer. However, in this case, it brings benefit to the end user as he now can be worry-free regarding which DVDs to use.

Dell's Large Shopping Cart

March 4, 2008

Analysis of:What's Next On Dell's Shopping List? | seekingalpha.com

Dell's strategy to position itself in the netwoking storage field is backed by its recent acquisitions of Networked Storage and EqualLogic. The natural question is what next? Dell's dominant PC market ranking will be the base on which this strategy will succeed or collapse. An added value service is the key to gain this newly created market segment, and a single buy is not enough.

Apple Revenue Model Must Be Country Tailored

March 4, 2008

Analysis of:China Mobile says keen on iPhone, but not in talks | www.news.com

Entering China is a dream for every cellular end equipment manufacturer. However, Apple is not "every" cellphone producer. Retaining its unique position will cause changing its revenue/royalty model because China is not just another country.

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