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NEP result watch

Posted by ssrps on August 9, 2009

Note 1: Quarter results for AMJ 2009

Note 2: No quarter results announced by Huawei & ZTE on their websites

NEP Net Sales Sales Q on Q Net Income Income Q on Q EPS EPS Q on Q Acquisition/Divestment/JV info Major customer wins Quote
Alcatel Lucent EURO 3.905 billion 0.09 EURO 1.393 billion 0.14 0.01 JV with Bharti Airtel for services. Developed Co-sourcing strategy along with HP – unified GTM approach. Completed Thales stake sale. Mobile backhaul for NTT DoCoMo, EVDO and CDMA rollout in China, Ben Verwaayen, CEO:“Operationally, we are seeing positive trends in our top-line, gross margin and operating expenses. Looking forward, market conditions remain difficult and operators continue to be selective about their investments. We reiterate our view that our addressable market should be down between 8% and 12% at constant currency in 2009. As we look forward to the second half, we expect to achieve our target of an adjusted operating income around breakeven through further improvement in our margins and expense structure.”
Cisco USD 8.5 billion -18% USD 1.1 billion -0.46 USD 0.19 -0.42 Cisco completed its acquisition of Pure Digital Technologies, Inc., the creator of the Flip VideoTM brand and a pioneer in developing consumer-friendly video solutions with mass-market appeal. Cisco completed its acquisition of Tidal Software, Inc., a developer of intelligent application management and automation solutions. NFL Dallas Cowboys and and MLB Toronto Jays deployed Cisco connected sports solution; Starwood hotels and Tata Communications for telepresence; Univ of Queensland, Australia for WLAN network; JSC Kazakh telecom for national broadband development. “Cisco delivered very solid quarterly and annual results in a challenging economic environment, as we continued our focus on disciplined execution and our customers’ success,” said John Chambers, chairman and CEO, Cisco. “We are confident in our strategic position in both existing and thirty adjacent markets. We saw a number of positive signs this quarter in the economy and in our business, especially comparing our sequential quarter-over-quarter order trends. If we continue to see these positive order trends for the next one to two quarters, we believe there is a good chance we will look back and see that the tipping point occurred in our business in Q4.” Chambers continued, “Cisco’s goal is transformational: to become a next-generation company and continue to enhance our market position by executing on our growth opportunities. We see the network truly becoming the platform for innovation and new business models which are enabled by collaboration technologies.”
Ericsson SEK 52.1 billion 0.11 SEK 6.9 billion (without JVs) 0.49 0.26 -0.56 Acquired Elcoteq’s manufacturing operations in Tallinn in June. Acquired Biziteq – Turkish system integration company in May. JV Sony Ericsson running at a loss. Prof serv is the main growth engine (increase is 28% yoy): A groundbreaking 7-year services agreement has been made with Sprint in the US at a total value of USD 4.5 – 5 b. The contract includes the transfer of approximately 6,000 employees. Also contracted with Zain Nigeria for prof. Serv. Important networks deals include Vodafone Essar, India for GSM and Telecom Italia for mobile broadband. “There are different trends in the current market environment. The effects of the global economic climate on the mobile infrastructure market are now more notable, especially in markets with currencies under pressure and tougher credit environment,” said Carl-Henric Svanberg, President and CEO of Ericsson (NASDAQ:ERIC). “At the same time the consumer demand for new services and broadband capabilities are quickly accelerating and rollout of new technologies is ongoing in the world’s leading economies. There is also an increasing demand for professional services from operators across the world.
Motorola USD 5.5 billion -32% USD 26 million 5.5 0.01 0 Greg Brown, co-CEO of Motorola and CEO of Broadband Mobility Solutions, said, “In Broadband Mobility Solutions, we continued to lead in our key markets and delivered solid results in a very challenging economic environment. We further reduced our cost structure, improved our operating margins and decreased inventory on a sequential basis. We also continued to focus our R&D efforts on innovation in areas such as next-generation public safety, enterprise mobile computing, enhanced broadband video and 4G wireless.”
Nokia Siemens Networks EURO 3199 million 0.07 EURO 2 million - 0.15 0.5 - Services led wins: Oi in Brazil, Telenor in Pakistan, Digi in Malaysia. Networks wins: M1 in Singapore for network modernization, Elisa in Finland for HSPA, TWC in US for IMS

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What is IMS?

Posted by ssrps on July 31, 2009

IP Multimedia Subsystem defines a framework for multimedia services over IP networks. It has been adopted by 3GPP as the standard framework for IP based services in 3G networks. IMS defines signaling mechanisms based on SIP and ensures end to end service delivery by defining different roles and functions to entities. The architecture has scope for

  • User authentication and authorization
  • Hiding the identity of the user from the network & other users
  • Roaming services and re-routing to the correct network
  • Support for different kinds of media and re-routing to appropriate media sources
  • Incorporation of new application services
  • Network resource utilization, management and control
  • Support for different kinds of access networks – both wireless and fixed
  • Support for multiple user endpoints and devices
  • Uniform charging and billing architecture
  • Hooks for network and service management
  • IMS has also been adopted by ETSI and ITU as a uniform service framework. The diagram below has origins at ETSI and defines their interpration of the IMS framework:
    IMS architecture
    Although IMS has a history of over a decade in standardization bodies, the deployment has been rather slow owing to

  • complexity
  • need to upgrade network elements and the CAPEX involved
  • integration into existing OSS/BSS systems (this is supposed to give an OPEX benefit in the long term, but is a cost in the short term)
  • lack of clear standards in certain areas (ex) charging for roaming services
  • incompatibility between vendor implementations
  • ISPs/telcos improving existing services via incremental add-ons rather than full system upgrades
  • However, as ISPs/telcos plan their upgrade cycles, they are slowly bringing in IMS capable elements with a view to increase IMS based services over time. It remains to be seen how fast or slow the service uptake will be.
    Wikipedia on IMS: IP Multimedia System

    IMS receives a lot of attention from publications and analysts –  bringing forth the old saying about “you can love it, you can hate it; but you cannot ignore it”. Some samples are:

  • Fierce Telecom
  • Frost & Sullivan
  • ABI research
  • Infonetics on IMS marketshare
  • Techworld
  • Network World
  • Tutorials and white papers are available in plenty and the official standards can be obtained from 3gpp

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    Nortel – more deals

    Posted by ssrps on July 25, 2009

    There are now 2 more deals announced on Nortel assets -

  • Avaya is to buy their enterprise solutions assets: Avaya announces agreeement to purchase Nortel’s enterprise solutions business, Avaya welcome page for Nortel employees, Nortel to sell enterprise solutions business
  • Ericsson takes on their wireless assets: Ericsson to acquire majority of Nortel’s NA wireless business, Nortel selects Ericsson as successful bidder for CDMA & LTE assets
  • Meanwhile, there are reports of Bridgescale (a VC) bidding for parts Nortel.

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    NEP contract watch

    Posted by ssrps on July 25, 2009

    Date NEP Product Customer Comments
    9 Jul 09 Alcatel Lucent 1678 Metro Core Connect (MCC) and Optical Multi-Service Node (OMSN) systems. Samart Telcoms, Thailand Intelligent optical network for TOT Public Company Limited’s IP broadband project
    9 Jul 09 Alcatel Lucent 7342 ISAM FTTU, 5520 AMS, 5529 OAD, Home Device Management, Cellpipe 7130 RG, MDU O4841 V, I-241B R-KOM, Germany Vendor selection to be its sole supplier, in a multi-year frame agreement, for the deployment of a fiber-based access network in eastern Bavaria.
    15 Jul 09 Alcatel Lucent Network Integration Telenet, Belgium 7 year frame agreement for integration services for MVNO operations
    15 Jul 09 Alcatel Lucent OmniGenesys contact center solution Postal Savings Bank of China Installation complete
    21 Jul 09 Alcatel Lucent TD-SCDMA solution China Mobile Alcatel-Lucent Shanghai Bell, and Datang Mobile consortium has been selected by China Mobile for deployment of its phase III TD-SCDMA mobile networks in 11 provinces
    22 Jul 09 Alcatel Lucent 7750 Service Router, 7705 Service Aggregation Router (SAR), 7210 Service Aware Switch (SAS) and 5620 Service Aware Manager (SAM) platform Turkcell, Turkey IP/MPLS solution to transform Turkcell’s nation-wide network to an “All IP” 3G transmission network
    2 Jul 09 Cisco NexusTM 7000 Series Switch True Internet, Thailand Deployment towards next gen cloud services
    7 Jul 09 Cisco ONS 15454, 7600 Series, Catalyst 3750 metro Series Energotel, Bratislava, Slovakia Deployed a next-generation optical transport network based on a nationwide dense wavelength division-multiplexing (DWDM) infrastructure.
    14 Jul 09 Cisco Connected Hotel Platform Le Meridien, Bangkok WLAN, security and unified communications solution
    21 Jul 09 Cisco Unified contact centre Infosys BPO,Manila, Philippines New BPO centre based on Cisco contact centre product – may be largest installation in the year
    7 Jul 09 Ericsson GSM/WCDMA/HSPA packet core-data network, including the Service Aware Charging and Control solution SMART, Philippines Providing broadband technology based on WCDMA/HSPA to upgrade the operator’s nationwide GSM network.
    8 Jul 09 Ericsson 2G/3G mobile communication equipment and related services China Mobile & China Unicom Frame agreements for 2009 valued at USD 1 billion and USD 0.7 billion respectively
    9 Jul 09 Ericsson Network Services agreement Sprint, USA Wireless & wireline network services agreement valued at between $4.5 billion and $5 billion (USD) over the seven-year term of the contract
    14 Jul 09 Ericsson Upgrade to GSM radio site, layered architecture circuit core including mobile packet back bone (MPBN) and microwave transmission equipment. Vodafone Essar, India Replaced more than 10,500 of the operator’s GSM radio sites, reaching a peak rate of one site every minute. Network modernization project completed 2 months ahead of schedule.
    16 Jul 09 Ericsson multi-year managed services agreement Telefonica O2 UK Field maintenance services for radio and switch sites, spare parts management logistics support as well as optimisation and drive services and facilities engineering services
    8 Jul 09 Huawei access and core WiMAX network in the lab KACST, Riyadh, Saudi Arabia Showcase for WiMAX solutions
    14 Jul 09 Huawei Expansion of 3G and 2G Edge network Vodafone, Czech Republic Vendor selection complete
    21 Jul 09 Huawei Broadband modems Telenor Group, Norway Global master agreement for 1.2 million mobile broadband modems
    21 Jul 09 Motorola WiMAX infrastructure Clearwire Service launch at Las Vegas
    23 Jul 09 Motorola BSR 64000 CMTS & TX32 downstream module Massillon Cable, Ohio, US Infrastructure upgrade for faster internet services
    7 Jul 09 Nokia Siemens Networks Flexi Base Station SFR, France All IP backhaul migration
    20 Jul 09 Nokia Siemens Networks LTE-compliant Flexi Multimode Base Station, Radio Network Controller, and Network Management and Service Assurance Operating Support Systems, along with a range of services including turnkey site acquisition and construction, network integration and implementation, optimization and managed services. Globalive Wireless, Canada Greenfield 3G network
    21 Jul 09 Nokia Siemens Networks 3G radio network infrastructure Viettel, Hanoi, Vietnam First 3g network in Vietnam
    14 Jul 09 ZTE GSM/UMTS network Ucell, Uzbekistan Network upgrade
    16 Jul 09 ZTE CDMA 2000 1X/EVDO networks Madamobil, Madagascar Contract for launch of all-IP mobile broadband network

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    NEP contract watch

    Posted by ssrps on July 6, 2009

    NEP contract watch

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    NSN Nortel deal

    Posted by ssrps on June 22, 2009

    As discussed here earlier, the press releases from Nortel and NSN are out this weekend. A “stalking horse” Sale Agreement has been initiated for the CDMA and LTE business of Nortel valued at US $650 million. This means that it is an open bid process, and others are allowed to better the bid, but it is safely assumed that it is only a remote possibility. NSN’s press release quotes many of Nortel’s American customers welcoming the deal, probably one of the main reasons why NSN is getting into this deal. Both corporate blogs have also started talking about the deal with NSN discussing a wireless centre of excellence in Canada and a welcome page for Nortel employees coming in via the deal. While the Nortel blog is a bit terse on the subject, there is another post that includes a message from Mike Z clearly indicating that there are more sales to come.

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    NEP contract watch

    Posted by ssrps on June 19, 2009

    Date NEP Product Customer Comments
    2 Jun 09 Alcatel Lucent 7342 Intelligent Services Access Manager Fiber-to-the-User (ISAM FTTU) and 5520 Access Management System for element management, as well as ONTs Portugal Telecom Vendor selection for GPON network
    2 Jun 09 Alcatel Lucent IP/MPLS solution Claro Panama Vendr selection for IP/MPLS (bachaul for mobile)
    3 Jun 09 Alcatel Lucent 7302 Intelligent Services Access Manager (ISAM) Guangdong Telecom (south China) Vendor selection for VDSL2 network
    8 Jun 09 Alcatel Lucent Alcatel Hotel Link, military grade encryption, Omnitouch UC and contact centre Resorts world at Sentosa (Singapore) Selection as strategic partner for IP telephony network for deployment in 2Q 09
    8 Jun 09 Alcatel Lucent 7342 Intelligent Services Access Manager Fiber-to-the-User (ISAM FTTU), 5520 AMS China Telecom 40% of China Telecom’s FTTH trial projects secured by Alcatel Lucent
    10 Jun 09 Alcatel Lucent 1850 Transport Service Switch (TSS) FPL FiberNet, Florida Deploying packet optical transport for mobile backhaul
    12 Jun 09 Alcatel Lucent Blackberry services M-tel, Bosnia & Herzegovina Launch of Blackberry services in Bosnia & Herzegovina (ALU has distribution agreement with RIM)
    11 Jun 09 Cisco CRS-1 du, UAE Deployment of 40G network to improve business services
    5 Jun 09 Ericsson 3G mobile infrastructure, managed services 3 Italia The agreement combines extensive technology modernization and network upgrade with operational process improvements and managed services
    8 Jun 09 Ericsson Managed services Zain Nigeria Network operations, field operations including optimization, third-party vendor management for Zain’s GSM/WCDMA networks, and business support systems.
    16 Jun 09 Ericsson HSPA RAN, IP core updates T-Mobile, Macedonia Plan, design and deploy the radio access network, and design, adapt and integrate the packet-core network
    8 Jun 09 Nokia Siemens Networks Flexi Base Station, RNC 2600 & related transport solutions Elisa, Finland Selected as supplier for network expansion
    15 Jun 09 Nokia Siemens Networks I-HSPA infrastructure 3, Ireland Deployment done and demonstrated
    9 Jun 09 ZTE SDR solutions Viettel, Vietnam Part of UMTS solution to be deployed by Sep 2009

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    What is IPv6?

    Posted by ssrps on June 12, 2009

    IPv6 is the next generation internet protocol, designed at the IETF and defined in RFC 2460 in 1998. The goals of the new protocol were to provide expanded addressing capabilities with simple headers and provide direct support for features like address auto-configuration, prioritization via flow labels, security etc, to make for a better internet layer protocol.

    By increasing the address field from 32 to 128 bytes, IPv6 offers the biggest advantage of large address space. As mobile devices and embedded devices proliferate, it is possible to interconnect more devices over the internet than ever before. The address space available with IPv6 seems to be adequate for a significant part of the conceivable future.

    The header simplification and improved options processing, makes it easier for intermediate routers to forward IPv6 packets. Traffic flow identification to allow prioritization of different flows and handle them differently has been inbuilt into the protocol as has been the support for security via usage of IPSec.
    In order to route IPv6, the routing protocols require upgrade and we have versions of OSPFv3, RIP-NG and enhanced BGP available.

    Although the protocol supports auto-configuration via route-advertisements to the nearest router at startup (the address can be divided into a network specific portion that can be provided by the router and a host specific portion that is dependent on the MAC of the datalink interface on the host), support for DHCPv6 is also available to distribute addresses from a preconfigured pool.

    Transitioning a network from IPv4 to IPv6 is not a simple job, even with small LANs – the complexity grows for larger network (enterprise-wide or ISP networks). The first issue is to obtain IPv6-ready hardware (ie) deploy hosts, routers and switches that have IPv6 implemented, even if the current network runs on IPv4. This can easily be done as part of the normal upgrade cycle for any organization (hence we find mandates for suppliers of network and host hardware/software to provide support for IPv6 as a criteria for purchase for the last few years). However, since IPv6 is yet to see large scale deployment, the extent of support and interoperability across vendors has to be tested in lab scenarios before live network deployments. For instance, certain network management features that are taken for granted with the current IPv4 systems, are not yet supported by all IPv6 implementations.

    As the deployment level of IPv6 on the internet is not yet very significant, the current implementations are yet to undergo the test of time. The CAIDA (Co-operative Association for Internet Data Analysis) charts for the comparison of IPv4 and IPv6 deployment indicate very sparse usage currently for IPv6, although it is expected to pick up with the APAC countries leading the deployment.

    At the application level, rewriting the application to use the underlying IPv6 infrastructure is necessary and hence the upgrade is an expensive process. Over time we see many product vendors announcing support for IPv6 and many standard applications today can run over IPv6 with configuration changes.

    Transition technologies to ease IPv6 deployment have been in vogue as it is envisaged that IPv6 deployment is likely to grow only in pockets while the main internet backbones continue to run on Ipv4 for a long time. Some of the transition technologies have been controversial and these continue to evolve over time.

    The v6ops work group at IETF continues to focus on operational issues with Ipv6 and current items for standardization include Ipv6 CPE routers and issues with router advertisements

    As Ipv4 address exhaustion looms before us with a projected date early in the next decade , it is necessary for all technologists involved with IP networks and applications that run over IP to understand IPv6 and prepare for its deployment.

    Wikipedia reference: IPv6

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    What is IP?

    Posted by ssrps on June 3, 2009

    The Internet Protocol is used for transferring information across any network, predominantly the internet. IP version 4 or IPv4 is the current version that is in use. The primary identification mechanism for any entity on the internet is its IP address. The IPv4 packet structure (defining the header and payload format) as well as the functions of the IP layer are defined in RFC 791 and have been used since 1981 . The functions of the IP layer include encapsulating higher layer packets into IP datagram formats defined by the RFC and then transfering them across the network using IP routing mechanisms.

    IP runs over several different datalink technologies like ethernet, WiFi, WiMAX, 3G RAN protocols etc and each of these protocol definitions include mechanisms for encapsulating IP datagrams into their packet structure.

    IP is a connection-less protocol and does not require any kind of circuit set up. If an application requires an end-to-end circuit, it has to be handled at the transport layer or any of the higher layers. Consequently, IP does not guarantee delivery of packets at the destination, datagrams could travel by different routes and hence reach at different times. Missing datagrams would need to be redespatched and duplicate delivery is also possible. Packet reassembly is done at the destination and the complete packet is handed to the upper layer applications. IP is called an unreliable protocol (since there are no built-in mechanisms to ensure delivery of datagrams) and performs best effort delivery. However, the protocol is simple and robust enough to carry across the bulk of the internet traffic today.

    As IP addresses are the main mechanism for identification of entities on the internet, they are an important resource and are governed by ICANN (Internet Corporation for Assigned Names and Numbers). Distribution of IP addresses to telcos, ISPs and enterprises are handled by regional registries in different parts of the globe. These providers in turn, hand over individual IP addresses (static or dynamic) to users and other entities in the network.

    IP routing or transferring of packets from a known source address to an identified destination address is a complex process and there are several control protocols for performing IP routing with inter-domain and intra-domain routing handled differently. BGP is the main inter-domain routing protocol and there are several intra-domain protocols like OSPF, RIP and IS-IS.

    IPv6 is the next generation of the internet protocol, but more about that in a separate discussion. Vint Cerf, who is one of the original authors of the IP protocol has also come out with a concept of interplanatary internet.

    Wikipedia reference: IP

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    What is HDTV?

    Posted by ssrps on June 2, 2009

    High Definition Television (HDTV) refers to a set of digital television broadcasting and display standards that provide high quality images. Due to current video compression standards as well as sufficient bandwidth available in access networks, the use of HDTV has increased in various regions of the world and multiple channels are actually broadcast in HDTV.

    Three important parameters that define HDTV:

  • Frame size defined in number of horizontal pixels x number of vertical pixels
  • Scanning system referred to as i for interlaced (half the number of lines on alternating frames) or p for progressive (all lines on one frame). Progressive scanning requires more bandwidth than interlaced.
  • Frame rate defining the number of frames per second
  • Technically HDTV has twice the resolution of the previous SDTV (Standard Definition Television) and hence shows greater detail of the image.

    HDTV parameters are defined by ITU recommendation BT.709 . HDTV broadcast transmission is governed by ATSC (Advanced Television Standards Committee) in the US, DVB (Digital Video Broadcasting) in Europe and ISDB-T ( Integrated Services Digital Broadcasting) nd other regions of the world adopt one of these standards.

    Wikipedia reference: HDTV

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