Wednesday, November 16, 2011

Marvell's Revenue Rises 6% Sequentially

Marvell Technology Group posted quarterly revenue of $950 million for its third fiscal quarter of fiscal 2012, a 6 percent sequential increase from $898 million in the second quarter of fiscal 2012, ended July 30, 2011, and down 1 percent from $959 million in the third quarter of fiscal 2011, ended October 30, 2010. GAAP net income was $195 million, or $0.32 per share (diluted), for the third quarter of fiscal 2012, compared with GAAP net income of $192 million, or $0.31 per share (diluted) in the second quarter of fiscal 2012, and $256 million, or $0.38 per share (diluted), for the third quarter of fiscal 2011.


"We are pleased with our third quarter results as we demonstrated solid growth in the quarter driven by our Mobile and Wireless end market, which grew over 20% sequentially. Our TD mobile phone platforms have been extremely well received by customers," said Dr. Sehat Sutardja, Marvell's Chairman and Chief Executive Officer. "We are now serving over 15 mobile customers with over 30 handsets ramping. Also, in the third quarter, we started shipping our WCDMA solutions to new customers. Our overall profitability remains solid, and during the last 12 months we generated over $840 million in free cash flow with the third quarter of fiscal 2012 representing the 17th consecutive quarter of positive free cash flow for the company."http://www.marvell.com

Cox to Exit Wireless Business Effective March 30, 2012

Citing the lack of wireless scale necessary to compete in the marketplace, the acceleration of competitive 4G networks as well as the inability to access iconic wireless devices (the iPhone), Cox Communications announced its intention to exit the 3G mobile business effective March 30, 2012. The cable operator has discontinued selling Cox Wireless, its wireless phone service, effective November 16, 2011.


All Cox Wireless customers have multiple Cox services, and will receive a $150 credit on their bill for every line of wireless phone service disconnected. Customers can keep their wireless devices and all early termination fees will be waived. Also, wireless customers will continue to receive their Bundle Benefit for two years.


“Cox is working to make this transition as seamless and easy as possible for our customers,�? said Len Barlik, executive vice president of product development and management. “We are proud of our employees' dedication to delivering the excellent customer service that Cox is known for, and we will continue to keep our wireless customers' satisfaction a top priority during this transition period.�?


Cox is third-largest U.S. cable TV company, serving more than 6 million residences and businesses.
http://www.cox.com
  • In September 2011, Cox Communications completed its rollout of mobile services in southern California with the launch of "Unbelievably Fair�? mobile phone plans in San Diego and Santa Barbara, California. The service is distinguished by "MoneyBack Minutes" -- where customers can get refunds at the end of the month billing cycle for minutes not used.


    Cox Wireless launched in Orange County, California late last year. It is also available in Omaha, Neb., Oklahoma City and Tulsa, Okla., Rhode Island, Hampton Roads, Roanoke and Northern Virginia and Cox communities in Connecticut and Cleveland, Ohio.


  • In 2010, Cox conducted 4G LTE trials in Phoenix and San Diego using AWS and 700 MHz spectrum that it acquired at Federal Communication Commission auctions in 2006 and 2008. Cox spent over $550 million for radio spectrum licenses to support its wireless plans, which include wireless broadband. Cox said that while it is testing 4G LTE technology in these markets, it is initially deploying wireless services using the 3G CDMA standard in Hampton Roads, Va., Orange County, California and Omaha, Nebraska. Collaborating with Cox in conducting the 4G trials and testing the wireless services and applications were Alcatel-Lucent and Huawei.

Motorola Mobility Stockholders Approve Merger with Google

Google's proposed acquisition of Motorola Mobility took a step forward with overwhelming approval by Motorola Mobility stockholders for the merger. The deal is expected to close in early 2012, pending regulatory approvals.


As previously announced on August 15, 2011, Motorola Mobility and Google entered into a definitive agreement for Google to acquire Motorola Mobility for $40.00 per share in cash, or a total of approximately $12.5 billion.
http://www.motorola.com/mobility

Aruba Networks Posts Record Quarter, Sales up 44% YoY

Aruba Networks reported record sales for its fiscal first quarter 2012 ended October 31, 2011: revenue of $119.4 million, an increase of 44 percent from the $83.1 million reported in Q1'11. GAAP net loss for Q1'12 was $0.5 million, or $0.00 per share, compared with net income of $2.1 million, or $0.02 per share, in Q1'11.


First quarter revenue increased by 44 percent year-over-year, in part due to the proliferation of mobile devices, which continued to drive growth for our wireless LAN solutions,�? said Dominic Orr, President and Chief Executive Officer of Aruba. “We believe that mobile device adoption will only increase, resulting in even more demand on the network edge for enterprise mobility solutions as employees continue to bring their mobile devices to work. With our MOVE architecture, scalability, and superior security, we believe we are well positioned to take advantage of this trend, and that our pending acquisition of Avenda Systems will enhance our solution and technology differentiation once it is completed.�?http://www.arubanetworks.com

BT Expands Ethernet Connect to six New Countries

BT has expanded its Ethernet Connect VPN services to a total of 28 countries and launched international E-LAN services. Ethernet Connect combines E-Line and E-LAN services, improving an organization's ability to retain control of the IP architecture and innovate. BT also differentiates itself by offering end-to-end service management to the customer premise as standard. This means faults are fixed faster.


Ethernet Connect, including E-LAN service, is as of today available in Australia, Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Hong Kong, Hungary, India, Ireland, Italy, Japan, Luxemburg, Netherlands, Norway, Poland, Rep of Korea, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, UK and the United States.
http://www.btplc.com

BT Openreach Cites Progress on Duct and Pole Sharing

Openreach noted progress in trials of its Duct and Pole Sharing services. The company published revised prices for pole and duct access, which other operators could use to launch their own fibre services.


Fujitsu UK, the furthest-advanced participant in Openreach's trial of duct and pole sharing, has recently connected its first end-users. It has done so via a trial of Fibre-to-the-Premises technology in the Wirral, deployed using Openreach's duct and pole infrastructure. Fujitsu UK is the first Communication Provider to connect end customers through this process.


Openreach chief executive Liv Garfield said: “We've pulled out all the stops to make sure our products fit the needs of our customers, so I have been delighted by the positive feedback we've had from Fujitsu UK and others. Pole and duct access will enable CPs to deliver superfast broadband speeds in areas outside the existing planned commercial footprint, so we felt it was important to launch the products as soon as possible.�?http://www.btplc.com

Marvell's Revenue Rises 6% Sequentially

Marvell Technology Group posted quarterly revenue of $950 million for its third fiscal quarter of fiscal 2012, a 6 percent sequential increase from $898 million in the second quarter of fiscal 2012, ended July 30, 2011, and down 1 percent from $959 million in the third quarter of fiscal 2011, ended October 30, 2010. GAAP net income was $195 million, or $0.32 per share (diluted), for the third quarter of fiscal 2012, compared with GAAP net income of $192 million, or $0.31 per share (diluted) in the second quarter of fiscal 2012, and $256 million, or $0.38 per share (diluted), for the third quarter of fiscal 2011.


"We are pleased with our third quarter results as we demonstrated solid growth in the quarter driven by our Mobile and Wireless end market, which grew over 20% sequentially. Our TD mobile phone platforms have been extremely well received by customers," said Dr. Sehat Sutardja, Marvell's Chairman and Chief Executive Officer. "We are now serving over 15 mobile customers with over 30 handsets ramping. Also, in the third quarter, we started shipping our WCDMA solutions to new customers. Our overall profitability remains solid, and during the last 12 months we generated over $840 million in free cash flow with the third quarter of fiscal 2012 representing the 17th consecutive quarter of positive free cash flow for the company."http://www.marvell.com

Cox to Exit Wireless Business Effective March 30, 2012

Citing the lack of wireless scale necessary to compete in the marketplace, the acceleration of competitive 4G networks as well as the inability to access iconic wireless devices (the iPhone), Cox Communications announced its intention to exit the 3G mobile business effective March 30, 2012. The cable operator has discontinued selling Cox Wireless, its wireless phone service, effective November 16, 2011.


All Cox Wireless customers have multiple Cox services, and will receive a $150 credit on their bill for every line of wireless phone service disconnected. Customers can keep their wireless devices and all early termination fees will be waived. Also, wireless customers will continue to receive their Bundle Benefit for two years.


“Cox is working to make this transition as seamless and easy as possible for our customers,�? said Len Barlik, executive vice president of product development and management. “We are proud of our employees' dedication to delivering the excellent customer service that Cox is known for, and we will continue to keep our wireless customers' satisfaction a top priority during this transition period.�?


Cox is third-largest U.S. cable TV company, serving more than 6 million residences and businesses.
http://www.cox.com
  • In September 2011, Cox Communications completed its rollout of mobile services in southern California with the launch of "Unbelievably Fair�? mobile phone plans in San Diego and Santa Barbara, California. The service is distinguished by "MoneyBack Minutes" -- where customers can get refunds at the end of the month billing cycle for minutes not used.


    Cox Wireless launched in Orange County, California late last year. It is also available in Omaha, Neb., Oklahoma City and Tulsa, Okla., Rhode Island, Hampton Roads, Roanoke and Northern Virginia and Cox communities in Connecticut and Cleveland, Ohio.


  • In 2010, Cox conducted 4G LTE trials in Phoenix and San Diego using AWS and 700 MHz spectrum that it acquired at Federal Communication Commission auctions in 2006 and 2008. Cox spent over $550 million for radio spectrum licenses to support its wireless plans, which include wireless broadband. Cox said that while it is testing 4G LTE technology in these markets, it is initially deploying wireless services using the 3G CDMA standard in Hampton Roads, Va., Orange County, California and Omaha, Nebraska. Collaborating with Cox in conducting the 4G trials and testing the wireless services and applications were Alcatel-Lucent and Huawei.

Motorola Mobility Stockholders Approve Merger with Google

Google's proposed acquisition of Motorola Mobility took a step forward with overwhelming approval by Motorola Mobility stockholders for the merger. The deal is expected to close in early 2012, pending regulatory approvals.


As previously announced on August 15, 2011, Motorola Mobility and Google entered into a definitive agreement for Google to acquire Motorola Mobility for $40.00 per share in cash, or a total of approximately $12.5 billion.
http://www.motorola.com/mobility

Aruba Networks Posts Record Quarter, Sales up 44% YoY

Aruba Networks reported record sales for its fiscal first quarter 2012 ended October 31, 2011: revenue of $119.4 million, an increase of 44 percent from the $83.1 million reported in Q1'11. GAAP net loss for Q1'12 was $0.5 million, or $0.00 per share, compared with net income of $2.1 million, or $0.02 per share, in Q1'11.


First quarter revenue increased by 44 percent year-over-year, in part due to the proliferation of mobile devices, which continued to drive growth for our wireless LAN solutions,�? said Dominic Orr, President and Chief Executive Officer of Aruba. “We believe that mobile device adoption will only increase, resulting in even more demand on the network edge for enterprise mobility solutions as employees continue to bring their mobile devices to work. With our MOVE architecture, scalability, and superior security, we believe we are well positioned to take advantage of this trend, and that our pending acquisition of Avenda Systems will enhance our solution and technology differentiation once it is completed.�?http://www.arubanetworks.com

BT Expands Ethernet Connect to six New Countries

BT has expanded its Ethernet Connect VPN services to a total of 28 countries and launched international E-LAN services. Ethernet Connect combines E-Line and E-LAN services, improving an organization's ability to retain control of the IP architecture and innovate. BT also differentiates itself by offering end-to-end service management to the customer premise as standard. This means faults are fixed faster.


Ethernet Connect, including E-LAN service, is as of today available in Australia, Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Hong Kong, Hungary, India, Ireland, Italy, Japan, Luxemburg, Netherlands, Norway, Poland, Rep of Korea, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, UK and the United States.
http://www.btplc.com

BT Openreach Cites Progress on Duct and Pole Sharing

Openreach noted progress in trials of its Duct and Pole Sharing services. The company published revised prices for pole and duct access, which other operators could use to launch their own fibre services.


Fujitsu UK, the furthest-advanced participant in Openreach's trial of duct and pole sharing, has recently connected its first end-users. It has done so via a trial of Fibre-to-the-Premises technology in the Wirral, deployed using Openreach's duct and pole infrastructure. Fujitsu UK is the first Communication Provider to connect end customers through this process.


Openreach chief executive Liv Garfield said: “We've pulled out all the stops to make sure our products fit the needs of our customers, so I have been delighted by the positive feedback we've had from Fujitsu UK and others. Pole and duct access will enable CPs to deliver superfast broadband speeds in areas outside the existing planned commercial footprint, so we felt it was important to launch the products as soon as possible.�?http://www.btplc.com

LSI and Advantech Partner on "Packetarium" Network Appliance

LSI and Advantech introduced a new "Packetarium" platform powered by the LSI Axxia Communication Processor and designed for caching gateways, enterprise routing, unified threat management and radio network controllers. Among its potential applications, Packetarium could be used to deliver network intelligence and security in LTE deployments.


The NCP-2110 Packetarium system is a 1U rack-mountable design that accommodates two front-loadable network interface cards with one 10GbE Ethernet port each. The throughput capabilities of the dual Axxia Communication Processor board allow OEMs to deliver applications such as enhanced security and in-content aware routing.


The NCP-2110 has 20 Gbps of IPSEC throughput and 6 Gbps of deep packet inspection performance for protocol analysis to extend service and network integrity. Additionally, I/O expansion is made possible via a standard PCIe x8 slot, making the Packetarium NCP-2110 an extremely flexible platform for network equipment OEMs requiring a broader range of connectivity options.


LSI's Axxia Communication Processor features four PowerPC cores for delivering packet classification, low latency, advanced traffic management and greater deterministic performance. The Axxia Communication Processor's Virtual Pipeline technology delivers deterministic line rate performance for security processing and deep packet inspection.


“The rapid growth of media traffic is putting extreme pressure on today's wireless and enterprise networks,�? said Franz Wei, vice president, Advantech. “The Axxia Communication Processor enables OEMs to design low-power, next-generation 4G equipment that has the performance, network intelligence and built-in security to handle this growth.�?


“In today's network environments, OEMs must offer solutions that address scalable throughput requirements, provide differentiated value and offer the flexibility for future evolution,�? said Jim Anderson, senior vice president and general manager, Networking Components Division, LSI. “Our collaboration with Advantech leverages the latest features of the LSI Axxia Communication Processor to deliver innovative solutions thathttp://www.lsi.com http://www.advantech.com

US Signal Tests Cisco's 100G Coherent DWDM

US Signal, a provider of regional transport, data center and IP services, has completed field trials of 100G coherent DWDM based on the Cisco ONS 15454 Multiservice Transport Platform (MSTP) system. The 100G coherent trial was performed over an in-service 10G-engineered network between Chicago, Ill. and Kalamazoo, Michigan. Cisco said this trial confirmed that US Signal can deploy in-service, 100G coherent technology on networks originally designed for 10G transmission without any re-engineering. US Signal is also leveraging the Cisco Aggregation Services Router (ASR) 9000, Cisco Nexus 5000 Series Switches and the Cisco Unified Computing System (UCS) to scale its IP backbone and service capability. http://www.cisco.com
  • Earlier this year, Cisco acquire CoreOptics, a designer of digital signal processing (DSP) solutions for high-speed optical networking, for approximately $99 million in cash and retention-based incentives.

    CoreOptics developed 10G and 40G Distortion Tolerant MSA Modules and IC solutions for optical networking. Its Electronic Distortion Equalization (EDE) technology leverages Maximum Likelihood Sequence Estimation (MLSE) to address the physical layer challenges of optical fiber transmission. CoreOptics' algorithms are implemented using a DSP architecture.

Aruba Networks to Acquire Avenda Systems for Network Security

Aruba Networks agreed to acquire privately-held Avenda Systems, a developer of network security solutions for connecting personal mobile devices to business networks. Financial terms were not disclosed.


Avenda Systems offers an identity-based policy engine that helps corporate networks maintain security where employees bring their on device. Avenda's eTIPS solution and complementary applications provide a scalable identity-aware network access security platform that offers role-based policy control, differentiated access, endpoint health checks, managed guest/contractor access, extensive per-user reporting, and enforcement options.


“This acquisition is fundamentally about arming our customers with a simple, cost-effective and device-agnostic approach to connecting and securing BYOD users,�? said Hitesh Sheth, chief operating officer at Aruba. “Legacy networking vendors have struggled to deliver a purpose-built solution for today's mobility age. Faced with the BYOD phenomenon, IT departments need to deliver policy and control to a wide range of mobile devices and PCs over their existing networks. Together, Aruba and Avenda are poised to deliver the ideal answer.�?http://www.arubanetworks.com http://www.avendasys.com/

  • Avenda Systems was founded in 2006 by a group of ex-Cisco engineers (Krishna Prabhakar and Santhosh Cheeniyil). The company is based in Santa Clara, California.


  • Investors in Avenda include OVP Venture Partners, private parties, the United States Department of Defense (DoD), including U.S. Air Force and Missile Defense Agency, and Department of Homeland Security.

Alcatel-Lucent's "CloudBand" Sees Carrier Migration to Clouds

Alcatel-Lucent is introducing a new "CloudBand" architecture for delivering "virtual telco" functionality and enterprise services from cloud-enabled data centers rather than dedicated telecom platforms. CloudBand, which will be the foundation for a new class of ‘carrier cloud' services such as IMS or video applications, leverages generic compute resources deployed in regional data centers throughout a carrier's footprint. The goal is to make the carrier infrastructure more agile, elastic, resilient and application-aware.


Alcatel-Lucent believes that a regional data center model, as opposed to the global scale mega-data centers of Amazon and others, is essential for carriers in order to meet latency and other telco performance requirements. The regional data center model also fits better with the existing traffic patterns of carriers.


CloudBand is comprised of two distinct elements: the CloudBand Management System – which delivers orchestration and optimization of services between the communications network and the cloud; and the CloudBand Node, which provides the computing, storage and networking hardware and associated software to host a wide range of cloud services. CloudBand provides the interaction between the network and the cloud computing resources, which could also be located in a public cloud in addition to a carrier's regional data center. Advanced algorithms developed
by Bell Labs orchestrate the network, computing and data storage elements distributed throughout the network. Market trials are expected to begin in January.


Alcatel-Lucent describes the eventual migration of telco functionality into the cloud as a journey. Only a few telco applications will be cloud-ready initially, but the company is working to cloud-enable many others. Work is underway on IMS applications. The company has also discussed cloud-enablement of RAN functionality as part of its LightRadio architecture.


Alcatel-Lucent is already offering a hosted "digital store" service for operators that uses elements CloudBand architecture. Two North American operators are using the white-labeled service.


The CloudBand initiative has become a key part of the 10-year, strategic alliance between Alcatel-Lucent and HP. The companies are expected to discuss further aspects of the collaboration at an HP event later this month. http://www.alcatel-lucent.com/new-thinking/market-growth/cloud.html

OIF Starts New 100G Transmitter Project

The Optical Internetworking Forum (OIF) has kicked off a new project on Integrated Dual Polarization Quadrature Modulated Transmitter Assembly (ITXA), targeting lower cost, higher density applications.


“Our existing Polarization Multiplexed Quadrature Modulated Transmitter has been successfully adopted in Ultra Long Haul and Metro markets,�? said Karl Gass, the OIF's Physical and Link Layer Working Group vice-chair and a consultant of TriQuint Semiconductor. “This companion project will address cost and performance trade-offs necessary to open higher volume applications.�?

The goal of the project is to develop a common electrical interface that allows the inclusion of other modulator technology that may offer substantial cost and size reduction for a transmitter assembly. Carried out under the 100G umbrella program this project recognizes the increasing need for adoption of other modulator technologies and for size and cost reduction. http://www.oiforum.com

See also