Uncommon Wisdom:

June, 2008

June 30, 2008  1:51 PM

NEC buys NetCracker for OSS and SDP presence

Tom Nolle Tom Nolle Profile: Tom Nolle

NEC is buying OSS firm NetCracker, a move we think sends the clearest signal so far on the importance of operations software in the telecom space. NetCracker is known for a strong service delivery platform (SDP) software position, a class of operations and service feature strategies that focus on...

June 27, 2008  2:21 PM

AT&T U-verse to Trial 2 High-Def Streams

Tom Nolle Tom Nolle Profile: Tom Nolle

AT&T is about to begin a trial roll-out of a U-verse service that could deliver two HD streams at once, something that hasn’t worked up to now. There are several ways in which AT&T is looking at this, one through increasingly aggressive compression and the other through upspeeding the...

June 27, 2008  2:14 PM

Telcos look at open source

Tom Nolle Tom Nolle Profile: Tom Nolle

Telcos are apparently working harder to make their APIs suitable for a broader range of web developers, providing more Web 2.0-like or “RESTfull” interfaces (an acronym for the normal interaction between web clients and servers). We believe that the move is positive in that it shows the...

June 26, 2008  8:33 PM

Microblogging: Trouble for network bandwidth?

Tom Nolle Tom Nolle Profile: Tom Nolle

Twitter, the “What are you doing” less-than-texting concept, is gaining a lot of buzz, users and funding. Monetizing any social network has proved difficult, and Twitter’s simple approach makes it harder than usual to see how ads might work there, but it still raises a troubling question for...

June 25, 2008  6:28 PM

Fixed mobile convergence makes global progress

Tom Nolle Tom Nolle Profile: Tom Nolle

T-Mobile is launching its broadband voice @Home service throughout the US, which prepares them for an agressive FMC position. French telecom carriers are also expected to push harder on FMC and wireline broadband expansion as the consolidation in the market finally draws to a close, but that we...

June 23, 2008  2:21 PM

Cox cable considers FTTH model

Tom Nolle Tom Nolle Profile: Tom Nolle

Cox Cable has issued an RFI that includes requests for PON/RF distribution with high-speed broadband, very similar to the FiOS model of Verizon. The RFI leaked last week at NXTcomm but had been rumored even before that show.  It is apparently a true RFI, meaning that there is no immediate...

June 20, 2008  7:27 PM

Vendors showing up for Carrier Ethernet

Tom Nolle Tom Nolle Profile: Tom Nolle

NXTcomm 08 was an interesting show, something a lot better than some of the disasters that followed the breakup of the SuperComm partnership, but far less than SuperComm in its prime. <p>We believe this is due not as much to the show as to the industry; infrastructure doesn’t have buzz...

June 19, 2008  7:29 PM

Verizon ups FiOS speed across footprint

Tom Nolle Tom Nolle Profile: Tom Nolle

Verizon says it will make its top-tier FiOS service, a 50/20Mbps pipe available over its whole footprint, which would make Verizon users some of the most empowered in the western world. The move comes as cable MSOs prepare an assault on DSL in further commercials. <p>The combination of...

June 19, 2008  12:52 AM

ALU must differentiate itself from Huawei

Tom Nolle Tom Nolle Profile: Tom Nolle

Huawei may have a reputation for being just a price leader, but that’s enough to propel significant growth outside China and pull it into the DSL port shipment lead over Alcatel-Lucent. We believe that Huawei is not so much a competitor as a fall-back when there is no real “competition”,...

June 12, 2008  2:56 PM

Nortel’s Verizon PBT contract sheds light on Ethernet market

Tom Nolle Tom Nolle Profile: Tom Nolle

Nortel has announced a PBB win at Verizon, the same provider who reportedly said it would not be using PBT. SInce PBT is officially PBB-TE and is a simple upgrade from PBB, we believe the sequence of events here shows the overall lack of media sanity on key technology issues. First, Verizon's...

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