Wednesday, November 1, 2006

Amino Supplies IPTV Set Top Boxes for SES AMERICOM

Amino was awarded a multi-year set top box agreement to supply IPTV set-top boxes for SES AMERICOM's IP-PRIME distribution service.

Amino will provide its AmiNET130 set top box, a fully flexible standard and high definition, MPEG-2/4 AVC/H.264 capable device, to enable SES AMERICOM's end-to-end delivery of its IP-PRIME IPTV service to consumer homes throughout the U.S.
  • Siemens Communications has supplied its Myrio IPTV middleware for integration with SES AMERICOM's IP-PRIME content distribution service.

  • Other IP-PRIME partners include Scientific-Atlanta, which was selected to provide an MPEG-4 encoding system and its ROSA Network Management System. Globecomm Systems is providing the overall design and integration services as well as the major components for the IPTV broadcast distribution center. NDS is provide end-to-end IPTV content protection.

FCC Again Postpones Decision on AT&T + BellSouth Merger

The FCC will not vote on the pending AT&T + BellSouth merger at its open meeting scheduled for November 3rd. The item was unexpectedly deleted from the meeting's agenda after the two Democrat and two Republican commissioners apparently failed to reach agreement on possible conditions for the merger.

This represents the third postponement of a scheduled FCC vote on the deal.

The fifth FCC commissioner, Robert M. McDowell, recused himself from the vote due to his prior work as Senior Vice President and Assistant General Counsel for the Competitive Telecommunications Association (CompTel).
  • On October 11, the U.S. Department of Justice approved the pending acquisition of BellSouth by AT&T without imposing any conditions.

  • On October 13, AT&T and BellSouth offered a set of concessions to FCC in hopes of getting the merger approved without further conditions.

Singtel to Offer Bandwidth on Demand using Juniper/Siemens

SingTel has deployed Juniper Networks SDX Service Deployment System and E-series Broadband Services Routers to support the introduction of new premium IP services, including a new bandwidth on demand service. The deployment enables SingTel's customers to dynamically request and change their bandwidth metrics, throttling connection speeds from 125 Kbps up to as much as 25 Mbps.

Siemens serves as SingTel's preferred partner for integrating its broadband IP infrastructure.

Occam Announces Pricing of Follow-On Offering of Common Stock

Occam Networks announced the pricing of its follow-on public offering of 5,250,000 shares of its common stock at a public offering price of $14.00 per share. Of the 5,250,000 shares, Occam is offering 3,750,000 shares and selling stockholders are offering 1,500,000 shares. The net proceeds to Occam from the sale of the 3,750,000 shares of common stock will be approximately $48.3 million after deducting underwriting discounts and commissions and estimated offering expenses.

WEGENER Debuts Transport Stream IP Multicaster

Wegener introduced a new product that allows IPTV operators to integrate satellite and local digital HD signals to their programming line up.

The new DTV 720 Transport Stream Multicaster, which is based on WEGENER's professional line of video headend equipment, can be equipped with up to four ASI inputs to process live satellite feeds and up to internal 8VSB and QAM tuners for local off-air broadcast TV signals. can build up to sixteen IP multicast transport streams from ASI and 8VSB inputs, with each IP multicast transport stream containing one program.

XM Satellite and Cingular Announce Music Partnership

XM Satellite Radio and Cingular Wireless announced a partnership to stream 25 XM music channels to Cingular handsets. Beginning November 6, Cingular Wireless customers will be able listen to a variety of XM's commercial-free music channels through the XM Radio Mobile service for $8.99 per month.

The XM Radio Mobile application was developed by MobiTV.


Nokia Wins Packet Core Contract With Guangdong MCC

Guangdong Mobile Communications Corporation Ltd. (Guangdong MCC) awarded a GPRS packet core network expansion contract to Nokia.

Nokia will supply Guangdong MCC with its complete GPRS packet core solution, consisting of Nokia Serving GPRS Support Node (SGSN), Nokia Flexi Intelligent Service Node, and the Nokia Charging Gateway.

Nokia will also provide network planning, implementation and integration services.

The network will be serving more than 11 million data subscribers in the Eastern Guangdong province, expanded from Shenzhen to include DongGuan and Huizhou, in December 2006.

BP Selects Tyco for Undersea Fiber Network

BP America will build an 800 mile undersea fiber optic system in the Gulf of Mexico to provide continuous broadband connectivity to the company's offshore oil and gas facilities. The system will allow greater operating flexibility, including the ability to continue producing safely for longer periods when hurricanes enter the Gulf and to return more quickly to production after storms pass.

The project is valued at $80 million.

The system will initially link seven of BP's deep water production facilities including Marlin, Horn Mountain, Na Kika, Thunder Horse, Atlantis, Mad Dog and Holstein to the new Advanced Collaborative Environment (ACE) centers in Houston. Each facility will have direct optical connectivity to Houston through two independent routes. It will ensure continued operations, independent of any other facility in the system during hurricane events.

The contract has been awarded to TYCO Telecommunications.

MobiTV Adds $30 Million for Mobile TV Services

MobiTV, a provider of mobile and broadband television and music services, announced the second close of its Series C Funding with an additional $30 million investment and two new investors, Adobe Systems and Hearst Corporation, bringing the total round to more than $100 million.

MobiTV is building out network-agnostic services leveraging Adobe platform technologies.

The company said its primary goal is to build a mass-market service by supporting seamless television and radio delivery across a wide range of network technologies to both mobile and fixed screens with the best possible viewing quality. MobiTV has the largest and fastest-growing customer base in the industry, with well over one million paying subscribers who can now watch top news, sports, entertainment and music videos on their handheld, Wi-Fi or broadband enabled devices, including PCs.

Additional investors in the round include Oak Investment Partners, Menlo Ventures, Redpoint Ventures and Gefinor Ventures.

"We are truly fortunate to have garnered such a fantastic set of partners that share our vision of transforming the way people experience and interact with TV and radio wherever they are, no matter what device they happen to be watching," said Dr. Phillip Alvelda, CEO, chairman and co-founder, MobiTV.

"We plan to use these funds to strengthen our current market lead, and to invest in further research and development of new network technology standards such as WiMAX."
  • In September 2006, AT&T announced plans to offer the MobiTV service to broadband users in the United States, including AT&T Yahoo! High Speed Internet and AT&T WorldNet subscribers. AT&T currently has more than 7.8 million DSL lines in service.

QUALCOMM Posts Q4 Revenue of $2.00 billion, up 28% YoY

QUALCOMM posted Q4 revenue of $2.00 billion, up 28 percent year-over-year and 2 percent sequentially. Net income was $705 million, up 30 percent year-over-year and down 3 percent sequentially. Diluted earnings per share were $0.42, up 31 percent year-over-year and even sequentially.

"We achieved record revenues, net income and operating cash flow. We shipped a record 207 million MSM chips in fiscal 2006 -- up from 151 million in fiscal 2005. As of September 2006, there were approximately 402 million subscribers using 3G CDMA-based networks worldwide as compared to approximately 273 million at the same point in 2005," said Dr. Paul E. Jacobs, CEO of QUALCOMM.

NEC Selects Centillium's Entropia VoIP Solution

NEC has selected Centillium's Entropia III VoIP media gateway solution to help power IP services for NGN and 3G wireless infrastructure deployments.

Centillium's Entropia III system-on-chip solution provides wireline and wireless codec functionality, and also offers FMC and IMS capabilities.

Integrating six SigmaPlus DSPs as well as four RISC network processors, the Entropia processor supports a 1,008 full feature VoIP channel density. The Entropia solution supports IMS Media Gateway Functions (MGF) for CDMA/3GPP2 or GSM/3GPP applications, along with all wireline requirements. Additionally, Entropia supports IMS Media Resource Function Processors (MRFP) delivering such features as tones, unlimited announcements, conferencing and gaming.

JDSU Posts Revenue of $318 Million, Loss Narrows

JDSU reported net revenue for its first quarter of fiscal 2007 of $318.1 million and GAAP net loss was $(17.4) million, or $(0.08) per share. This compares to net revenue of $318.2 million and GAAP net loss of $(45.8) million, or $(0.22) per share, reported for the fourth quarter of fiscal 2006, and to net revenue of $258.3 million and a GAAP net loss of $(67.0) million, or $(0.34) per share, for the first quarter of fiscal 2006. Fiscal 2006 first quarter results reflect a partial quarter contribution from the Communications Test and Measurement business acquired in August 2005.

"The achievement of positive earnings per share on a non-GAAP basis for the first time in more than five years marks another significant milestone on the company's journey to sustained profitability," said Kevin Kennedy, JDSU's Chief Executive Officer.

Some highlights:

  • Optical Communications net revenue grew 3.8% from the previous quarter, and 37.3% from the same quarter a year ago. Net revenue of $138.0 million represented 43% of total net revenue.

  • Communications Test and Measurement net revenue of $116.8 million was down 7.5% from last quarter and represented 37% of total net revenue.

  • Advanced Optical Technologies net revenue of $39.3 million was up 7.1% from last quarter, and down 10.9% from the same quarter a year ago. This segment represented 12% of total net revenue.

  • Americas' customers represented 56.9% of net revenue. European and
    Asia-Pacific customers represented 25.6% and 17.5% of net revenue,

  • GAAP gross margin was 30.8% of net revenue, and non-GAAP gross margin was 34.7% of net revenue.

Verizon Adopts Majority Voting Standard for Director Elections

The Board of Directors of Verizon Communications adopted a majority voting standard for the election of directors. Directors who consent to stand for re-election will tender their resignations prior to the annual meeting. If the number of shares voted "for" a director is less than the number of shares voted "against" that director, the independent members of the Board will decide whether to accept that director's resignation and will promptly disclose their decision.

Verizon said that its bylaws previously provided that directors were elected under a plurality voting standard, which was based on the number of shares voted "for" each director without regard to any shares voted "withhold."

Xilinx Appoints GM to Lead Advanced Platforms Group

Xilinx announced the appointment of Iain Morris as executive vice president and general manager of the advanced platforms group (APG), where he will lead divisional teams responsible for development and delivery of high-end solutions, building upon the company's flagship Virtex FPGA platform.

Most recently, Morris was senior vice president with Advanced Micro Devices (AMD), with responsibility for the digital media and pervasive computing group.

Oracle Acquires Stellent for Enterprise Content Mgt

Oracle agreed to acquire Stellent, a provider of enterprise content management (ECM) software solutions, through a cash tender offer for $13.50 per share, or approximately $440 million.

Stellent's Universal Content Management helps companies deploy multiple line-of-business applications -- such as public Web sites, secure intranets and extranets, compliance processes, and marketing brand management -- and also scale the technology to support multi-site management and enterprise-wide content management needs.

Oracle said the acquisition of Stellent will complement and extend its existing content management solution portfolio. Oracle Content Database enables enterprises to store and centrally manage unstructured content in Oracle databases.
  • In October 2006, Oracle agreed to acquire MetaSolv Software, a provider of service fulfillment operations support system (OSS) solutions, for approximately $219.2 million.

  • Earlier this year, Oracle acquired Portal Software, a global provider of billing and revenue management solutions for the communications and media industry, for approximately $220 million in cash.

  • In February 2006, Oracle acquired Sweden-based HotSip AB, a provider of telecommunications infrastructure software and Session Initiation Protocol (SIP) enabled applications for IP telephony, presence, messaging and conferencing on new converged networks.

SunRocket Hires Former QUALCOMM Exec

SunRocket has hired Rob Chandhok as Chief Product Officer (CPO) to drive product innovation and differentiation by extending the broadband VoIP service beyond the home. In addition Chandhok, formerly QUALCOMM's vice president of engineering and market development, will head up SunRocket's first West Coast office in San Diego, CA.

As QUALCOMM's vice president of engineering and market development, Chandhok was responsible for the technical architecture and development of the MediaFLO System, while also managing marketing and international business development for MediaFLO. Earlier in his tenure, Chandhok was director of engineering in QUALCOMM's Eudora Products group, responsible for supporting strategic development for a variety of Eudora products. He also served as vice president of technology for QChat, a push-to-talk VoIP technology for 3G CDMA networks.

Nokia Opens Research Center in Palo Alto, California

Nokia opened a new research center in Palo Alto, California and announced a three-year agreement with Stanford University, to develop joint research projects on collaborative mobile computing and applications. Initially, Nokia Research Center Palo Alto will employ around 35 researchers and plans to expand to upwards of 100 researchers as new projects are established.

Nokia Research Center Palo Alto will initially focus on four core areas:

  • Context-aware content and communities, which could provide technology advancements in the areas of search, advertising and recommendation engines;

  • Wireless grids, that enable a large number of diverse devices to work together;

  • Advanced user interfaces and visual media, for Nokia multimedia computers;

  • Innovation radio and sensor networks, offering novel applications of emerging short-range radio technologies.

Nokia now has major research facilities located in two of the leading U.S. educational and technology markets - Silicon Valley and Cambridge, MA. Nokia Research Center Cambridge is a joint effort with the Massachusetts Institute of Technology