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Wireless Infrastructure
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Latest Intelligence Report Summaries
Wireless Infrastructure
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Alcatel-Lucent and Ericsson: A Tale of Two Conferences
Advisory Report | Wireless Infrastructure  -   [Oct 08, 2008]   Ericsson and Alcatel-Lucent have both successfully detailed their technology strategies and positioning. As these markets and technologies evolve, recent meetings provide an opportunity to see where the strategies stand and how they compare.
 
WIMAX World 2008: Nortel Reminds Market of its WiMAX Aspirations
Show Update | Wireless Infrastructure  -   [Oct 06, 2008]   When Nortel announced a WiMAX base station partnership with Alvarion earlier this year, many people assumed it was exiting the WiMAX market. To dispel the belief, a reiteration of its partners and assets makes sense – but isn’t actually news.
 
WiMAX World 2008: Sprint Gives WiMAX a Boost with XOHM (Baltimore) Launch
Show Update | Wireless Infrastructure  -   [Oct 03, 2008]   At long last, Sprint is ready to start selling commercial WiMAX services – giving people a taste of what its XOHM network can do, but still coming up short in terms of national availability and device options (for now).
 
WiMAX World 2008: Huawei Goes Small, Filling Out Portfolio with Pico
Show Update | Wireless Infrastructure  -   [Oct 03, 2008]   Huawei has recently taken pains to highlight its WiMAX momentum and commercial prowess. With a one-size-fits all base station strategy (DBS 3900), continued success was bound to be limited; a new pico BTS helps to expand its options.
 
WiMAX World 2008: Bridgewater Pushes Softer Side of WiMAX (Tapping Service Opportunities)
Show Update | Wireless Infrastructure  -   [Oct 01, 2008]   Bridgewater has already made a name for itself in the WiMAX space, supplying AAA kit into Alvarion and Motorola. New subscriber management applications might not completely set it apart, but they do underscore its capabilities and focus.
 
WiMAX World 2008: ADC Pushes into WiMAX Solutions (Not Just Products)
Show Update | Wireless Infrastructure  -   [Oct 01, 2008]   With new WiMAX base stations, devices, and solution partners, ADC is adding 802.16e into its portfolio of access assets. How, exactly, the company’s new WiMAX solution sets itself apart from the solutions of lager wireless vendors is unclear.
 
CurrentCast: Nortel, Restructuring and 4G
Advisory Report | Wireless Infrastructure  -   [Sep 24, 2008]   With a weak economy impacting its financials, Nortel’s latest restructuring includes plans to divest its optical and carrier Ethernet portfolios and limit its exposure to LTE. A smart move, the result is limited exposure to long-term RAN success.
 
WiMAX World 2008: Moto Promises IOT – With or Without the Forum
Show Update | Wireless Infrastructure  -   [Sep 24, 2008]   New WiMAX IOT labs help Motorola to deliver more complete, reliable WiMAX solutions stretching beyond its own device program. They do not, however, provide differentiation against vendors already building solutions with partnered devices.
 
WiMAX World 2008: DesignArt Logically Extends Portfolio to WiMAX Femtocells
Show Update | Wireless Infrastructure  -   [Sep 23, 2008]   DesignArt's new integrated WiMAX femtocell SoC may provide the features necessary to nudge the need for femtocells, though claims of low cost and low power consumption are sure to be met by the competition in short order.
 
Nortel less Carrier Ethernet less Optical Infrastructure less LTE Equals What?
Flash Analysis | Carrier Infrastructure , Broadband Infrastructure , Optical Infrastructure , Wireless Infrastructure , IP Services Infrastructure, Digital Media Infrastructure, Telecom Infrastructure Services  -   [Sep 18, 2008]   With Q3 finances looking weak, Nortel's latest reorganization involves a potential sales of its carrier Ethernet and optical businesses and a pullback from LTE. What's left is a clear enterprise and carrier VoIP focus - and lots of questions.
 
CTIA Wireless 2008: Alcatel-Lucent Moves Beyond the Box with Location Messaging
Show Update | Wireless Infrastructure  -   [Sep 12, 2008]   As mobile network evolve into more than voice and data providers, advertising and location-based applications have taken on new significance. ALU’s 5130 GMSP can address the demand – if operators can see the company as more than a network vendor.
 
Alcatel-Lucent’s New CEO and Chairman to Tackle Big Challenges
Flash Analysis | Carrier Infrastructure , Enterprise Network Systems, Broadband Infrastructure , Contact Center Solutions, Optical Infrastructure , Wireless Infrastructure , Enterprise Communications , IP Services Infrastructure, Telecom Infrastructure Services  -   [Sep 03, 2008]   Alcatel-Lucent prepares for a makeover at the top of the organization with announced changes to its leadership and Board of Directors. The move ends speculation about such changes, but now the company must enter another transition phase.
 
Nortel and LG Hit the Road, While Confirming a Commitment to LTE
Competitive Update | Wireless Infrastructure  -   [Sep 02, 2008]   After pulling back on WiMAX, Nortel shows its refocus on LTE is paying off by announcing the first (of many) successful demonstrations. Yet, the problem is that a demo does not translate directly to dollars.
 
Qualcomm 2008 Analyst Conference: More than the Future of CDMA
Advisory Report | Wireless Infrastructure  -   [Aug 19, 2008]   Qualcomm is best known as the innovator of CDMA and a silicon heavyweight. Yet, while continuing to promote 3G, movement into wireless applications is all part of the company’s attempts to be cast as an operator’s partner – not competitor.
 
Strix Makes an Attractive Offer to Place Customers in the Ultimate Hot-Zone
Competitive Update | Wireless Infrastructure  -   [Aug 13, 2008]   Searching for new market opportunities, Strix Systems announces a new turnkey solution that targets a potentially underserved space. Given the prevalence of hotspots, the question is whether this new market needs such a robust offering.
 
AirWalk Adds Value Beyond the Femto with Tatara and Tango
Competitive Intelligence Report | Wireless Infrastructure  -   [Aug 07, 2008]   Facing a crowded and tenuous CDMA femtocell market with limited traction to claim, AirWalk’s new enterprise solution (and partners) gives operators a reason to take a look at it; there’s little doubt, though, that competitors can follow suit.
 
Semiconductors: Underpinning the Wireless Infrastructure Market
Advisory Report | Wireless Infrastructure  -   [Aug 06, 2008]   Semiconductors are the cornerstone to a successful rollout of 4G. With the increased processing requirements of technologies such as WiMAX and LTE, equipment and terminal vendors alike are counting on chips to do more than a yeoman’s job.
 
Airvana and Alcatel-Lucent Announce What We Already Knew – A CDMA Femtocell Partnership
Competitive Update | Wireless Infrastructure  -   [Jul 30, 2008]   A new Airvana-ALU femtocell partnership helps Airvana to diversify its revenue sources while helping Alcatel-Lucent meet CDMA femtocell demands with limited investment. Yet, to call the relationship “new” is a clear exaggeration.
 
VNL’s WorldGSM Solution
Product Intelligence Report | Wireless Infrastructure  -   [Jul 30, 2008]   VNL’s WorldGSM solution truly sets itself apart with its focus on power consumption, ultra-low ARPU subscribers, and simplified installations. Yet, until the solution is field-proven, how it actually lives up to these claims is rather unclear.
 
Alcatel-Lucent Bids Adieu to CEO and Chairman
Flash Analysis | Carrier Infrastructure , Broadband Infrastructure , Optical Infrastructure , Wireless Infrastructure , IP Services Infrastructure, Digital Media Infrastructure  -   [Jul 29, 2008]   Alcatel-Lucent prepares for a makeover at the top of the organization with announced changes pending to its leadership and Board of Directors. The move ends speculation about such changes, but now it must get ready to adapt to new leadership.
 
VNL Launches Ultra Low-Cost, Low-Power GSM Kit – But Does Anyone Still Care?
Competitive Intelligence Report | Wireless Infrastructure  -   [Jul 25, 2008]   Nearly 18 months after showing up at 3GSM in 2007, VNL is ready to start shipping its ultra low-cost GSM kit. As then, competitors will claim a longer focus on emerging markets – but now with added experience and operational proof points.
 
3G in China: The Biggest Thing to (Possibly) Happen This Year
Advisory Report | Wireless Infrastructure  -   [Jul 23, 2008]   Years ago, the media buzzed with stories about Chinese 3G licensing. Now, it seems that 3G in China may be closer to reality. New network builds could boost vendor revenues, but are more likely to tip market share away from current heavyweights.
 
Femtocell Solutions USA: Femto Forum Advanced Market with More Standards. More Members
Show Update | Wireless Infrastructure  -   [Jul 17, 2008]   The Femto Forum continues its standard-setting agenda by getting its members to agree on TR-069 as a tool for femtocell device management. Leveraging a popular standard makes sense – so much sense that its use was nearly a foregone conclusion.
 
Why (Smaller) WiMAX Vendors Need to Go Slow on LTE
Advisory Report | Wireless Infrastructure  -   [Jul 08, 2008]   Nortel’s decision to favor LTE R&D over WiMAX highlights the market’s expectations for revenue opportunities. It’s not surprising, then, that smaller WiMAX vendors would pursue the opportunity. It’s equally clear, however, that most should not.
 
The Economics of the Wireless Infrastructure Market
Advisory Report | Wireless Infrastructure  -   [Jul 08, 2008]   Amongst all the mergers, acquisitions, and reorganizations, how are the top wireless infrastructure players faring? A comparison of their financial health metrics can provide insight into the market and reveal the strongest… and the weakest.
 
Avren Femtocells Europe 2008: A Mid-Year Femtocell Update
Advisory Report | Wireless Infrastructure  -   [Jul 03, 2008]   The femtocell market has matured significantly over the past year. With commercial services still on the horizon, work continues to progress in terms of standards and applications and costs. Perhaps the greatest work lying ahead, however, is 4G.
 
WiMAX Vision 2008: WiMAX Forum Executes on Wave 2 Certification… in Theory
Show Update | Wireless Infrastructure  -   [Jun 19, 2008]   While initial mobile WiMAX certifications disappointed, by focusing on 2.3 GHz and ignoring MIMO, the latest ones are a step in the right direction. Where the latest ones ignore many test cases and products, there is much work to be done.
 
WiMAX Vision: Nortel Throws in Towel on WiMAX with Alvarion Partnership
Show Update | Wireless Infrastructure  -   [Jun 12, 2008]   A Nortel-Alvarion WiMAX tie-up promises access to better core assets for Alvarion while economizing WiMAX R&D spend for Nortel. After playing up its WiMAX prowess in the past, however, an exit from the RAN dearly hurts its credibility.
 
WiMAX Vision: Open Patent Alliance Promises 4G IPR Simplicity – In Theory
Show Update | Wireless Infrastructure  -   [Jun 11, 2008]   Operators, most notably Sprint, have wanted a WiMAX patent pool for some time to deal with an ecosystem where hundreds of players claim intellectual property rights. The new OPA delivers the pool, but can’t ensure participation (aka, success).
 
WiMAX Vision: WiChorus Officially Launches, Still Needs a Customer Reference
Show Update | Wireless Infrastructure  -   [Jun 11, 2008]   WiChorus started talking up its mobile WiMAX interoperability work last year. Officially launching its SmartCore platform, then allows the vendor to take its business to the next level and begin supporting commercial networks (and sales).
 
NXTComm 2008: Zhone Leads a New (and Novel) Charge on Metro-Scale WiFi
Show Update | Wireless Infrastructure  -   [Jun 11, 2008]   Launching a new muni WiFi solution in the face of high-profile network failures is a risky proposition. Zhone’s combination of novel business and technology approaches, however, could help to revive what is still a valid business strategy.
 
WiMAX Expo Taiwan: Starent Signals ASN Mettle with Fitel Win
Show Update | Wireless Infrastructure  -   [Jun 04, 2008]   Starent began talking up its ASN back in 2006. Last month, it announced interoperability work in support of commercial services. Lacking customer references, however, product credibility is always suspect–something the win at Fitel helps remedy.
 
Wireless ‘08: Femto Forum Membership Expansion + Standards Agreement = Too Narrow For Comfort
Show Update | Wireless Infrastructure  -   [May 22, 2008]   We can all agree that common standards for femtocell network integrations are a good thing. Yet, the Femto Forum’s push for one single standard may be too narrow – not to mention something that its vendor members will have a hard time swallowing.
 
Wireless ‘08: Tropos Channels Partners in Europe to Bolster Momentum
Show Update | Wireless Infrastructure  -   [May 21, 2008]   Tropos Networks has been caught in the throes of the very public failure of the U.S. municipal wireless market. A move to extend the reach of its channel could help to grow momentum in more thriving (and profitable) markets such as Europe.
 
RadioFrame Sticks to Its OmniRadio Strategy… Unfortunately
Competitive Update | Wireless Infrastructure  -   [May 19, 2008]   Last year, RadioFrame announced its OmniRadio processor, an in- house silicon platform for femtocells. A new OmniRadio II promises multi-standard functionality but still suffers from questions surrounding scale, costs, and credibility.
 
Sprint, Clearwire and Friends Unite to Save WiMAX - Finally
Competitive Intelligence Report | Wireless Infrastructure  -   [May 09, 2008]   Rumored for weeks, Sprint finally revamped its WiMAX strategy – spinning its 2.5 GHz spectrum into a new carrier and gaining added financing. Though potentially complex, new sales channels and operational clarity is just what U.S. WiMAX needs.
 
Huawei’s 2008 Global Analyst Conference: The Good and the Bad (Wireless Edition)
Advisory Report | Wireless Infrastructure  -   [Apr 29, 2008]   Huawei held its annual Global Analyst Conference towards the end of April in Shenzhen. While a focus on IP remains, a newer push on platform reuse seems to be building momentum… and 2G deals may be the key to executing on its assets.
 
Huawei CDMA2000 Base Station Controller
Product Intelligence Report | Wireless Infrastructure  -   [Apr 22, 2008]   Huawei’s new CDMA2000 BSC looks to be the “king of the hill” with capacity and density claims dwarfing more seasoned competitors. Until the Chinese vendor proves out its claims, customers and competitors alike will doubtless be suspicious.
 
ZTE CDMA2000 Base Station Controller
Product Intelligence Report | Wireless Infrastructure  -   [Apr 22, 2008]   ZTE has made no secret of its focus on CDMA2000 and its BSC reflects this fact with a long commitment to IP and capacity besting many market leaders. An unwieldy cabinet configuration, however, suggests significant room for improvement.
 
CTIA Wireless 2008: 3G/4G Roundup
Advisory Report | Wireless Infrastructure  -   [Apr 15, 2008]   3G’s role at CTIA is understandable: data usage is beginning to really climb, with operators learning how to market and sell it effectively. Whether operators will pay attention to 3G evolutions like EV-DO Rev. B or HSPA+ still remains to be seen.

 
 


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