Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?
November 20, 2009
One at a time, please: Nortel delays one auction because of another | localtechwire.com
Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.
Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?
November 19, 2009
Salesforce.com Announces new Social Applications | www.thestandard.com
Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?
Hardball 11/19/09: Kiss of Death for Clearwire?
November 19, 2009
Clearwire: 'Google Believes in Us' | www.unstrung.com
Google’s lack of investment in the last round speaks volumes. As we have said in the past, no company does as much agonizing cost analysis as the search engine provider. We still believe that if Clearwire does survive, it will be with a far less ambitious, targeted metro approach.
Network and Tower Operations Center (NTOC) – An Optimizer for Network Opex
November 19, 2009
The Operations of Telecom Networks and Data Centers Need a Paradigm Shift to Become Green, Reduce Global Warming and Optimize Total Cost of Operations (TCO) | councils.glgroup.com
Telecom network operations are most opex intensive. Some innovative steps taken to optimize these costs are to share network infrastructure between multiple operators and managed services of network operations. However, with the emergence of tower companies who create and maintain the passive infrastructure in which even active network elements reside, there is a possibility of achieving greater synergy for the NOC and field operations thereby further reducing the costs.
Hardball 11/18/09: One Last Kick in Pants from WV to VZ Before Parting
November 18, 2009
West Virginia protests Frontier's Verizon acquisition | www.fiercetelecom.com
The gloves are coming off one final time between Verizon and West Virginia. The state is probably going to be so relieved to get Verizon out that it will likely play ball with Frontier. It would hardly be an exaggeration to say that the relationship over the years between the two parties has been acrimonious.
Hardball 11/17/09: AT&T's Version of Keystone Cops
November 17, 2009
AT&T Rebuts Verizon Ads, Again | blogs.wsj.com
Nothing illustrates more the state of disarray at AT&T than this bungled attempt to dispute Verizon Wireless’ claims. AT&T apparently even has trouble settling on a unified public relations/marketing response. The service provider just did not want the world to know about the disparity in 3G coverage between the two carriers.
Hardball 11/16/09: Infinera Lobs Up Some More Softballs
November 16, 2009
Infinera Named Second Fastest-Growing Tech Company in North America | money.cnn.com
Infinera’s statements continue to make it very easy to hit them out of the park. It would be much better off if it was really forthcoming about its business. While there are some executives that have appeared to have been truly kept in the dark on the company’s execution, it is the high-level people that know better that have been the most disappointing in their responses.
Samsung and Qualcomm – Cut Cross Licensing Deal
November 16, 2009
Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com
There seems to be a lot of benefit to this relationship – financial and political.
Hardball 11/15/09: Ciena Should Avoid Manufacture-Discontinuing CoreDirector I
November 15, 2009
Ciena offers Carrier Ethernet certification program | www.cedmagazine.com
There is still no doubt that Ciena has a virtual monopoly on the optical cross-connectmarket. With AT&T having over 500 CoreDirectors, it makes it difficult for the RBOCto go with another supplier. However, upon closer analysis, the 5400 could be sodifferent that it may as well be from a second manufacturer.
Hardball 11/14/09: Potential Ciena Counter-bid – Bridge Too Far
November 14, 2009
Nortel postpones optical, Ethernet unit auction | blog.telephonyonline.com
Most of Ciena’s acquisitions in the past have been train wrecks. While it may not be totally apparent from the supplier’s previous rhetoric, the strength of its optical transport and switching line has bailed the company out. However, if Ciena decided to bid up (if there was a counteroffer), its continuing existence would be at a huge risk for any amount “above $750 million” and its solid product lines would perhaps not be enough to save the firm this time.
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009