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All News Analyses by this Author

NSN's HLR is not yet up to the task

November 5, 2009

Analysis of:T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could prove to be costly.

IMS Backers Take Life Out of VoLGA

November 5, 2009

Analysis of:Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting VoLGA will be highly exposed, unless change course quickly.

Wireless Backhaul plus EPC equal to Three?

October 22, 2009

Analysis of:Tellabs buys WiChorus for $165M | sanjose.bizjournals.com

The market for mobile internet infrastructure is heating up with the acquisition of WiChorus by Tellabs. Tellabs' main play in wireless so far has been in the backhaul, voice quality products, and transmission. Moving in the packet core is not going to change Tellabs' position within the mobile operators significantly.

Another Nortel in the Making - NSN

October 20, 2009

Analysis of:Nokia, Siemens search for exit out of NSN venture | www.reuters.com

The merger of Nokia and Siemens' telecom infrastructure units may have looked good on paper two years ago. But, the merger has been anything but a success and continued loss of market share is making NSN look like another Nortel in the making, followed closely by ALU.

The Analysis is Directionally Correct, with Femtocell Bias

October 20, 2009

Analysis of:Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com

PDAs are indeed adding tremendous traffic on the mobile packet core, backhaul, and radio access. Airvana's footprint outside Verizon and Sprint is not large enough to be able to make a statement globally!It is a biased analysis to convince the analysts that their femtocell strategy is coherent!

Cisco's LTE Play Solidified and Juniper's Damaged

October 13, 2009

Analysis of:Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Cisco has been struggling to get a real foothold in the next gen packet core for LTE.iPhone traffic is stressing the packet core of AT&T.Cisco needed a solution to stay in the game in AT&T for now and future and this move indeed solidified it.

ClearWire needs LTE to attrack partners

September 25, 2009

Analysis of:T-Mobile USA in talks with Clearwire, MetroPCS | www.telecompaper.com

ClearWire's radio access technology is based on WiMAX and not in line with the technology that mobile operators are looking to deploy.Best partnership model for T-Mobile would be to use the spectrum, but deploy LTE radio of their own which makes the relationship very costly.The Sprint's ownership in ClearWire cannot be overlooked to see whether they would allow their competitors to gain access.

Asset Value very Questionable

September 23, 2009

Analysis of:Nortel launches next asset sale | www.totaltele.com

Nortel's existing footprint in packet core is minimal, especially in the mobile market. Most of the value is in the intellectual property and not much in the customer base.

WiMAX is A Niche Technology

September 19, 2009

Analysis of:WiMax in 2010: Too little, too late? | www.computerworld.com

There are not too many vendors in the WiMAX market that have the ability to effectively compete in the LTE. WiMAX shall remain a niche for last mile access.

Impact of LTE on metroPCS Business Model

September 17, 2009

Analysis of:MetroPCS to launch 4G mobile network | www.ft.com

metroPCS has signed a contract to launch a next generation 4G mobile network based on Long Term Evolution (LTE) technology with Sweden’s Ericsson late next year. The dual mode LTE/CDMA handsets will not be available in reasonable cost for a carrier like metroPCS to launch their service. Most likely scenario will be dangles for unlimited data plan and not for voice and messaging.

Motorola Running Out of Time

August 17, 2009

Analysis of:Motorola sets up demo LTE network in Stockolm | www.telecompaper.com

Motorola has yet to announce any major LTE wins. Other major wireless equipment vendors are winning the major mobile carriers. Time may run out if Motorola is not able to secure a major network for their roll out.

Major Blow to NSN

July 26, 2009

Analysis of:Ericsson Wins Nortel Auction | online.wsj.com

A major loss for NSN and a surprise win and a great move by Ericsson. NSN has to find a way to increase its footprint in LTE by other means.

WiMAX Shall Remain a Niche, and not Die

July 20, 2009

Analysis of:Report sees WiMax slowdown, LTE concerns | eetimes.com

WiMAX will not go away any time soon and LTE will not fully displace WiMAX. They both will coexist, however, WiMAX will be more of a niche.

Deployment Challenges may delay the launch even further

July 1, 2009

Analysis of:AT&T on Track for Femto Launch | www.unstrung.com

Still many issues with launch of 3G femtocells, especially with management of devices, may cause additional delay. With vendor consolidation, it is not clear where femtocell vendor may fall and that could add additional confusion and risk.

Orange is not in line with Vodafone and AT&T

June 25, 2009

Analysis of:Vodafone promises indoor mobile signal boost | www.v3.co.uk

Delay in femto deployments as a result of technical, operational, and economical issues. Many vendors may disappear if not already engaged since introducing a new technology will be challenging during a global recession. Case of diverging opinion among carriers! Jury is out on the success of the femtocells.

Scandinavian vendors battle over the US Soil

June 22, 2009

Analysis of:Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

NSN was left out of the LTE deal of Verizon Wireless. By the acquisition of Nortel's CDMA assets, NSN has assured itself of substantial footprint for LTE in that carrier. Sprint-Nextel is also going to be the next battle ground if and when that mobile carrier can get itself organized and start spending capital. There will be some residual benefit for NSN in China, the next largest CDMA market in the World where Nortel had substantial footprint.

Innovation can seriously be hampered

June 17, 2009

Analysis of:Beneficiaries in AT&T Vendor Streamlining | online.barrons.com

Existing vendors that are not selected as prime for their domain may have to sign reseller agreement with the domain primes and that would impact the bottom line and profitability. New vendors will be completely left out if not able to forge partnerships with the domain primes. Innovation can seriously be hampered.

NSN Not Completely Out Yet!

May 7, 2009

Analysis of:Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

Ericsson and ALU definitely the favorite, Huawei in the game to put pricing pressure on the other vendors, NSN may be able to play, if make a run at Nortel assets!

Unlikely Scenario

April 30, 2009

Analysis of:Sprint, T-Mobile Heading for Imminent Tie-Up? | www.xchangemag.com

Given the challenging situation that Sprint is facing and continued loss of subscribers and technology mismatch between Nextel iDEN and Sprint CDMA, it is very unlikely that T-Mobile will make a move to acquire Sprint.  Regulatory environment does not provide an environment for a foreign owned carrier to acquire Sprint.

CDMA Business to NSN

April 27, 2009

Analysis of:Nortel's slide into oblivion | www.ottawacitizen.com

NSN not interested in the entire carrier business of Nortel, only CDMA Key to getting LTE business from Verizon

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