Contributing Member of the Technology, Media & Telecom Councils

All News Analyses by this Author

Home Networking Trends

October 19, 2009

Analysis of:The Landline That Refused to Leave | online.wsj.com

The number and breadth of products connected to home networks continues to increase. 35 million households in the US have data networks, and the figure is expected to grow by 50 million by 2012. Just 10 years ago there were only 2.8 million households with data networks.

Killer applications for Solid State Storage

October 19, 2009

Analysis of:Why are SSDs slow to take off? | www.eetimes.com

A solid state drive (SSD) is a semiconductor-based block storage device that behaves as a virtual HDD and appears to the host device as a disk drive. This analysis points out killer applications for solid state storage.

Prospective for Telecom Growth in Latin America

September 15, 2009

Analysis of:Could Latin America Recover Sooner than Advanced Economies | www.vimay-group.com

The economic problems that have impacted Northern hemisphere will continue to plague the Southern hemisphere, but the impact on the South has been slower to arrive. Year 2009 will not be as economically painful in Latin America as it will be in other parts of the world.

Notes on Cloud Computing Opportunity

September 14, 2009

Analysis of:McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com

The importance of the network and the implied demand for bandwidth as more and more applications and IT resources sit somewhere remote from the user is good news for operators and equipment makers. If done right, there is a tremendous opportunity for telecoms operators to increase the value of their networks and create new revenue streams. At a minimum, cloud computing is expected to increase the amount of traffic on their networks.

Mobile Carriers` next move is: Ethernet

May 1, 2009

Analysis of:The many flavors of carrier Ethernet | www.networkworld.com

Although the benefits of Ethernet backhaul were readily apparent to most mobile operators, technical and business obstacles often stood in the way. TDM has held tremendous sway with operators because all of their voice traffic depends on the legacy transmission framework for call quality and channel integrity. Sending that TDM voice traffic over Ethernet wasn’t an option until synchronization issues were worked out.

Interactive TV - Trends Overview

May 1, 2009

Analysis of:Corporatization of Cable Industry in India | /www.glgroup.com/News/Corporatization-of-Cable-Industry-in-India-13579.html

The idea of making television more than a lean-back experience has been around for some time, but interactive applications have yet to take hold. Consumers want some Internet-type content and services on their TV but not a replication of the Internet and, above all, they want it to be simple.

Market Perspective for Mobile Entertainment Business

May 1, 2009

Analysis of:Kajeet targeting Disney subscribers | www.rcrnews.com

This analysis discusses an impact that global recession has on mobile entertainment business and highlights modalities that could help mobile entertainment services cope better with current economic downturn.

Ethernet's vitality in economic downturn

May 1, 2009

Analysis of:Verizon Wireless beefing up backhaul with carrier Ethernet | telephonyonline.com

As the world economy collapsed last year, sales of carrier Ethernet gear grew 31% to $17 billion, having grown 27% the year before. Mobile operators finally are beginning to embrace carrier Ethernet as a way to open up backhaul networks for data traffic. This analysis discusses the fact that carrier Ethernet is enabling smaller gear players to keep on growing – right through the economic downturn.

IMS and SIP-based UC interoperation challenges

April 29, 2009

Analysis of:Starent Networks' New Platform Bridges Legacy and Next-Gen All-IP Multimedia Networks | ip-pbx.tmcnet.com

This analysis discusses some concerns about IMS and SIP-based UC interoperability, and highlights a possible approach to address related challenges.

Evolution of telecommunications providers through increased competition with Internet Portals companies

March 30, 2009

Analysis of:So much for capitalism | www.economist.com

The worlds of communications, media, and entertainment are converging as communication service providers look to provide a more compelling service experience to customers by offering a blend of services over a variety of end devices. As these industries converge, opportunities and challenges are being created for established communication service providers in this new environment. Current dynamics will force communication service providers to devise strategies to deal with the new realities of the market while ensuring long-term success.

Saving Money by means of Unified Communications Technology

March 12, 2009

Analysis of:Microsoft Links Phone, Video to Office | www.newsvine.com

Business communication technology is constantly evolving as employees seek better ways to find the information they need and reach customers faster. Unified Communications (UC) solution extends the capabilities of your existing IP network to include sophisticated telephony, messaging and conferencing features, The advantages of UC include some cost savings, but most of your ROI (Return on Investment) will be realized through business process improvements, such asgreater employee productivity, faster contact among employees and more efficient collaboration. The UC market is still immature,and vendors jumped into it just in 2007. Even though UC is a relatively new technology, it is gaining ground quickly with enterprises.

Market prospects for Mobile Internet Devices

March 9, 2009

Analysis of:Intel vs. Qualcomm | www.businessweek.com

Mobile Internet devices (MIDs) could be the wave of the future. The MID market is clearly up against challenges, especially for those devices that focus on basic computing rather than a specific app. Chipset and mobile broadband providers are rallying behind the opportunity, but it may take some convincing for the rest of the market to find the value in the middle.

Opportunity to capture "long-tail" markets by means of Mobile Internet technologies

March 3, 2009

Analysis of:WiMAX Vs. LTE | www.rcrwireless.com

What some people call 4G networks, the Mobile Internet technologies LTE (Long-Term Evolution) and WiMAX (Worldwide Interoperability for Microwave Access) are about providing broadband on-the-go. WiMAX is ideal for areas that lack a broadband infrastructure, because it gives a very good business case, as opposed to having to dig cables in the ground, which is what's required by the fiber technologies. LTE is very similar to WiMAX but with a larger bandwidth.

Ethernet being confirmed as a growth engine

March 2, 2009

Analysis of:Can Cable Weather the Economic Storm? | www.lightreading.com

This analysis discusses most recent Ethernet related revenue results covering the US market. It is important for investors interested in spotting the new low-risk opportunities for revenue growth.

Notes on Electronics Perspective

December 18, 2008

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

Electronics tend to do well in a slow economy. At the consumer level, people tend to cocoon in their homes when times are tough. Instead of going away on vacation, or going out for entertainment, they tend to buy electronics. At the business level, sure there will be a pullback in spending on high-end servers, but even in recessions, businesses tend to buy computers and peripherals, and networking hardware to improve efficiency and boost productivity.

Market Positioning of the Solar Energy Industry in Europe

November 5, 2008

Analysis of:GE Gives Jolt to Solar Power Pioneer Soliant | www.businesswire.com

Solar cell technology is an example where Europe can defend or increase its market share. Solar cell technology was never going to be ignored by the European Commission because it fits into its environmental theme. This means that it benefits from a concerted and organized system of funding. Until recently, this did not exist for the photonics industry and it is the photonics areas that do not overlap with other industries that have suffered.

European Perspective for Optical Networking Sector

November 4, 2008

Analysis of:ADVA Reports Q2 | www.lightreading.com

This overview relates to current European market positioning within optical networking sector. It presents actual industry trends and directions for future growth.

Good News about Economy Crisis of the Century

September 29, 2008

Analysis of:Will future historians write about the Great Depression of the 2000s as they did about the one in the 1930s? | www.iht.com

Actual financial shock of the Wall Street will initially have bigger impact on Asia and Europe then on US itself, but on the long run it might set back the US economy to stagnation that could last 10-15 years. Nevertheless, there's still a place for good news and hope in this situation.

New revenue opportunities for Converged Ethernet Transport

September 17, 2008

Analysis of:And Now Google Is Making Its Own 10-Gigabit Switches | gigaom.com

The tremendous growth of IP traffic represents some exciting new revenue opportunities for service providers worldwide, but places significant capital and operational strains on networks carrying those services. As a result, many transport networks must transition from circuit- to packet-optimized architectures. Service providers — already having made significant investments in service edge and core networks using IP/Multi-Protocol Label Switching (IP/MPLS) routing equipment to support IP and Virtual Private LAN Services (VPLS) — are now focusing on the access and metro networks. Ethernet has emerged as the leading technology to support this evolution.

Transitioning to Lower-Cost Ethernet Backhaul

September 12, 2008

Analysis of:Seybold: Intel's WiMAX Exit Strategy? | www.fiercewireless.com

What most operators have been doing in the early phases of deploying EV-DO or HSDPA is to provision additional T1/E1s, either over their own microwave infrastructure or by spending more on leasing T1/E1 services from a wireline service provider. The last two to threeyears have seen most 3G operators spend on provisioning an additional one or two T1/E1s at their 3G cell sites, just to support the very first wave of early adopters of mobile broadband.

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