Tuesday, April 18, 2006

Juniper Report Q1 Revenue of $567 Million, up 26%

Juniper Networks reported Q1 revenues of $566.7 million, compared with $449.1 million for the first quarter of 2005, an increase of 26 percent. Net income on a GAAP basis for the first quarter of 2006 was $75.8 million or $0.13 per share, compared with a GAAP net income of $75.4 million or $0.13 per share for the first quarter of 2005.

"The first quarter reflected the continuing acceptance of Juniper's product portfolio with both our enterprise and service provider customers," commented Scott Kriens, chairman and CEO, Juniper Networks. "We will intensify our focus on execution in order to capitalize in an environment where our capabilities and the market requirements are aligning more clearly than ever before."http://www.juniper.net

KT Deploys Meriton Agile Interconnect Between Optical Rings

Meriton Networks announced a major win to supply its Agile Optical Networking solution for KT's next generation I-WDM (Intelligent WDM) network. Financial terms were not disclosed. The announcement follows other high-profile deployments in BT's 21CN initiative and a California network linking Equinix's Internet Exchanges, among others.

Deployed in the I-WDM network are the Meriton 7200 OSP (Optical Switching Platform) and the 8600 NMS (Network Management System), which by simplifying and automating the complex provisioning of optical services, is allowing KT to provision new services rapidly.

The first phase of the multi-node metro network is being deployed in Anyang, where the equipment is being used to interconnect multiple 2.5 Gbps rings. Key capabilities include wavelength switching, wavelength translation, the option of CWDM and DWDM, and dynamic service provisioning. Future deployments will target other metro areas and 10 Gbps rings.

Foundations for Video Transport Networks
impact of IPTV and other broadband multimedia services on service
provider backbones will be enormous. Driven by changes in consumer
viewing practices, even the very nature of the traffic will change over
time. Service providers should deploy optical wavelength networking deep
into the access network, and only undertake service layer processing
when it adds value.

Interview with Mike Pascoe, President and CEO

  • Overview of Meriton Networks
  • The Mahi Acquisition
  • Agile Optical Networking (AON)
  • Meriton's partnerships
  • Optical networking market share
  • Next generation networks
  • BT's 21CN and the Fujitsu partnership

EarthLink Selects Level 3 for Consumer VoIP

EarthLink selected Level 3 to serve as the underlying provider for its VoIP initiative. Specifically, Level 3 VoIP Enhanced Local service will provide nationwide local voice service to EarthLink as part of a bundled voice and broadband Internet package that includes features such as caller ID, voicemail and 3-way calling bundled with multiple speeds of DSL Internet access. This supports EarthLink's local, long distance and international voice traffic, providing voice origination, voice termination, directory listings, and caller ID. The service also enables EarthLink to connect its customers to the public switched telephone network when they make calls to traditional telephones or mobile devices. Included in the service is Level 3's award-winning E-911 Direct service, which provides industry-leading nationwide coverage for enhanced 911 service.

The deal expands an existing relationship under which Level 3 provides its VoIP Enhanced Local service including local telephone numbers that EarthLink can assign to its voice customers.


DSL Forum TR-101 Enables Migration to Ethernet-based Networks

The DSL Forum published a new Technical Report 101 (TR-101) that enables service providers to evolve their DSL access networks to better support faster rate technologies such as ADSL2plus and VDSL2. In parallel, it specifies the architecture to coordinate service rate management and multicast capability in an Ethernet network without affecting existing services that are currently offered.

The DSL Forum said that by leveraging TR-101, service providers can develop a multi-service end-to-end architecture to support offerings of new secure value-added consumer and business services such as IPTV.

Building on the already approved DSL Forum reports TR-058, TR-059 and TR-092, this newly approved report extends the QoS capabilities of TR-059, with capabilities defined for the Broadband Network Gateway (BNG) and Access Nodes such as DSLAMs that have Ethernet switching and other networking capabilities. It defines the application of Layer 2 virtual private networks (L2VPNs) and multicast replication at the various nodes as well as its operations, administration and management (OAM).

"This latest DSL Forum Technical Report is a significant strategic development that will empower the continued roll out of broadband services to the mass market, over a range of access technologies. The industry's adoption of TR-101 will expedite consumer availability of higher speed services that depend on enhanced internet access products that support high bit rate quality services such as IPTV," said Michael Brusca, chairman and president of the DSL Forum.


Cingular Adds 1.7 Million Net Subscribers, Strong Results

Cingular Wireless added 1.7 million net subscribers in Q1, giving it a total base of 55.8 million cellular/PCS subscribers at quarter's end. This compares to 1.4 million net additions a year ago.

Overall monthly subscriber churn of 1.9 percent, its lowest ever. This represents an improvement of 30 basis points over the year-ago first quarter and a sequential improvement of 20 basis points. Postpaid churn improved by 30 basis points both year-over-year and sequentially to 1.6 percent, another record low.

Gross additions were 4.7 million, which was flat versus the year-ago first quarter and compares to 5.1 million in the fourth quarter of 2005.

Average revenue per user (ARPU) in the first quarter of 2006 was $48.48, which was down 2.3 percent from the year-ago first quarter (when ARPU declined 3.3 percent year over year) and down 0.8 percent
versus the fourth quarter of 2005.

Cingular's data ARPU was $5.22, up more than 41 percent over the year-ago first quarter and nearly 11 percent sequentially. The company's Business Markets Group signed more than 800 new and renewed high-end service contracts in the quarter.

Capital expenditures for first quarter were $1.4 billion. These were driven by, among other developments, continued progress in merger integration, the rollout of UMTS/HSDPA 3G technology, and improvements in network coverage and quality in markets around the country.


Motorola "MeshConnex" Supports 802.11s Standard

Motorola confirmed that its "MeshConnex" technology will add support the final IEEE 802.11s meshing standard via an over-the-air software download. The 802.11s standard was created to define common features and ensure interoperability between mesh equipment vendors.

MeshConnex is Motorola's high performance, mesh networking technology implementation and powers a wide variety of the company's products, including its Mesh Enabled Architecture and MOTOMESH multi-radio broadband systems. MOTOMESH networks support both unlicensed WiFi and licensed 4.9GHz public safety access in the same wireless network, and has been the solution of choice for more than a dozen municipalities since its launch in January 2005. The MeshConnex software engine is also being incorporated into other Motorola products aimed at addressing new and existing mesh networking applications.

Motorola has been an active contributor to the 802.11s mesh standard and is currently represented on the chair of the IEEE's ESS Mesh Networking Task Group (IEEE 802.11 TGs); the group responsible for the development of the draft 802.11s mesh networking standard. Motorola also serves on other key IEEE Standards Association committees, including the Standards Board of the IEEE-SA and IEEE-SA Corporate Advisory Group, and is expanding its standards work beyond traditional air interface standards to drive Seamless Mobility in areas such as user interaction, applications and manageability.


Japan's ACCA Selects Alcatel for WiMAX Trial in Tokyo

ACCA Networks selected Alcatel's "Evolium" WiMAX radio solution for a WiMAX trial in the Tokyo area. y. It will be Alcatel's first WiMAX reference in Japan based on the 802.16e-2005 WiMAX standard.

The WiMAX trial network will be deployed in June 2006. ACCA will, in particular, validate the integration of WiMAX services in its existing DSL portfolio, with a first set of applications including video streaming, high- speed Internet access and VoIP.

ACCA Networks currently operates an ADSL and optical fiber broadband access service for more than 1.3 million end users.


UPC Reports Fast Growth in VoIP in Europe

UPC Broadband, the European broadband division of Liberty Global, Inc., has reached the milestone of deploying voice service to over one million telephony subscribers within its European footprint.

UPC's telephony deployment count has doubled over the last 15 months and has been driven by the accelerated growth of UPC's VoIP-based Digital Telephony service.

UPC Broadband is using Nortel's PacketCable and EUR-PacketCable-qualified Communication Server 2000-Compact softswitch and AudioCodes' Mediant 5000 Cable Access Gateway. The network also includes SIP-based Embedded Multimedia Terminal Adapters (E-MTAs) to deliver primary line VoIP along with high-speed Internet access.

ARRIS is also a strategic supplier, providing headend and customer premises cable telephony solutions including its integrated cable modem and telephony adapters from the ARRIS Touchstone product line.

UPC is one of the industry's first cable operators to deploy SIP-based E-MTAs, laying the foundation for new feature-rich voice and multimedia services - such as presence, instant messaging, video and mobility - and taking the first step towards the IMS architecture.

UPC initially launched its Digital Telephony service in the Netherlands, Hungary, France and Switzerland, and, more recently in Austria, Poland and Romania, expanding its footprint to seven European markets. During 2006, UPC's VoIP telephony service will be offered in the Czech and Slovak Republics and in Ireland. The networks of UPC Broadband in Europe currently pass approximately 18 million homes in Europe of which 9.3 million are ready to receive telephony service.

Going forward, the company also plans to develop and offer a VoIP/SIP-based converged product portfolio over a single IP network to both fixed and wireless networks. UPC plans to introduce integrated fixed-mobile services in Switzerland and other key markets using SIP softswitch platforms.ttp://www.arrisi.comhttp://www.lgi.com

Qualcomm Posts Revenues $1.83 Billion, up 34%

QUALCOMM reported quarterly revenue of $1.83 billion, up 34 percent year-over-year and 5 percent sequentially. Net income was $593 million, up 11 percent year-over-year and down 4 percent sequentially. Diluted earnings per share were $0.34, up 10 percent year-over-year and down 6 percent sequentially.

"QUALCOMM's record revenue this quarter was driven by greater overall CDMA handset shipments and record demand for our chipsets," said Dr. Paul E. Jacobs, CEO of QUALCOMM. "I am pleased that demand for our chipsets was spread across our broadly segmented products with particular strength in higher tier chipsets for CDMA2000 1xEV-DO and WCDMA/HSPDA and in the lower tier MSM6000 chipsets for CDMA2000 emerging markets."http://www.qualcomm.com

Lucent to Market Telefónica's IPTV middleware

Lucent Technologies will assume responsibility for the future development and deployment of Telefónica's "Imagenio" IPTV middleware platform, including the ongoing introduction of new features and capabilities.

Under an agreement reached with Telefonica, Lucent will also market the platform to the broader, global service provider community. In support of this effort, Lucent will establish IPTV research and development centers -- linked to Bell Labs -- in the Spanish cities of Madrid and Huesca (Aragon), as well as in the Brazilian city of Sao Paulo for Latin American markets. In addition, Lucent Worldwide Services, the company's services arm, will serve as the prime network integrator for Telefónica's end- to-end, multivendor IPTV solution, initially in markets including Brazil, Chile, the Czech Republic and Spain. The project will be extended to include additional countries in the future.

Telefónica's "Imagenio" IPTV middleware platform -- originally developed in-house by Telefonica -- currently powers its IPTV service in Spain, providing all-digital, DVD-quality delivery of TV and audio content. Lucent will help expand and enhance the Imagenio middleware, developing and testing new features, including new IP Multimedia TV services that leverage the strengths of IMS. IP Multimedia TV services "blend" traditional TV and video capabilities with telephony and Web features to create interactive applications such as Web browsing, video conferencing and personal, portable TV services that can be delivered to subscribers anytime, anywhere. Lucent also will integrate the middleware platform into its portfolio and market the platform to service providers worldwide.

Telefónica's "Imagenio" IPTV is currently supporting 250,000 customers.

http://www.lucent.comhttp://www.telefonica.esLucent supplies its Stinger DSL broadband access concentrator to Telefónica.