Sunday, May 29, 2011

Mavenir to Acquire Airwide for Mobile Messaging

Mavenir Systems has acquired privately-held Airwide Solutions, a supplier of mobile messaging solutions for an undisclosed sum.

"With this acquisition, Mavenir Systems will strengthen its already advanced product portfolio and will be well positioned to support global mobile operators in their evolution to 4G networks," said Pardeep Kohli, president and CEO, Mavenir Systems. "Our increased global presence and our combined experience will instill a greater confidence in our customers as they rely on Mavenir to launch innovative LTE services quickly and cost effectively."

"We look forward to helping our combined customers in their transition to LTE with products such as our recently announced trio of Voice over LTE (VoLTE) solutions," added Kohli.

Cavium Debuts PureVu Processors for WiFi-Based Wireless Display and Home Video

Cavium Networks introduced its new line of "PureVu" CNW66xx SoC video processors capable of addressing the growing market demand for universal wireless display receivers at a low price point with up to 1080p resolution.

The new ARM CPU core-based processor family can support a wide range of home networking and wireless video transmission protocols including Cavium's WiVu, WiFi Alliance 802.11-based wireless display standard (WFD), and DLNA. The multi-format video processing engine is capable of decoding up to 1920x1080 p30/i60 resolution for a wide range of video standards including MPEG2, H.264, MPEG4, AVS, VC-1, and MJPEG.

Cavium also offers a separate processor line that targets high-end, fully interactive, 2D and 3D home theater solutions.

NTT Com Adds SIP Trunking Plan

NTT Communications is enhancing its Arcstar Unified Communications Services with a new SIP Trunking Plan that allows Arcstar( Global IP-VPN users to dial external lines for high-quality, low-rate voice communications worldwide beginning May 31. The service initially will be offered to customers in Singapore and then gradually expanded to cover other regions, making the plan available worldwide by March 2012. Incoming calls from external lines will be covered under the plan from April 2012 at the earliest.

NTT Com said its new SIP Trunking Plan will reduce total cost of ownership by unifying voice and data communications over Arcstar Global IP-VPN. Operation and maintenance will also be simplified by this one-stop, end-to-end solution combining the necessary systems and hardware for voice and data, including network and devices (VoIP gateway).

Arcstar Unified Communications Services currently offer IP-based internal dialing among global offices, including within Japan, under the Extension Plan. The newly expanded Arcstar Unified Communications Services will provide globally seamless unified voice, video, web conferencing, voice messaging, presence and instant messaging for Arcstar Global IP-VPN, backed by NTT Com's extensive experience and expertise in networks, cloud computing and data centers.

Telefonica O2 Launching LTE in Rural Germany

Telefónica Germany is launching LTE service on 1 July 2011 in "white spot" areas of the countryside where broadband has not been available to date.

The "O2 LTE at Home" service will provide 7.2 Mbps in the downlink. During the first six months, the new services cost only EUR 29.90 per month with a 10 GB per month cap. The fee will be EUR 39.90 per month thereafter. A LnTE wireless router is priced at EUR 49.90 with a two-year contract.

Mavenir Systems Raises $40 Million for LTE Solutions

Mavenir Systems, a start-up based in Richardson, Texas, raised $40 million in its fifth round of funding.

The company's Mavenir mOne Convergence Platform enables mobile operators to deploy enhanced voice, video and messaging services across any generation of mobile devices and broadband access networks. The Mavenir mOne™ supports a wide range of applications and functionalities to deliver services over 2G, 3G, WiFi and LTE networks – such as Voice over LTE (VoLTE) , LTE Messaging, Mobile Video, Rich Communication Suite (RCS) and Converged IP Messaging (CPM) – all from a single platform.

The new funding will fuel Mavenir's continued expansion into fast-growing 4G/LTE markets. The company said it currently has over 120 mobile operator customers worldwide, including a recently announced win with MetroPCS for LTE messaging.

New investor August Capital leads this round that includes North Bridge Venture Partners, Austin Ventures, Alloy Ventures, Greenspring Associates and Cross Creek Capital that also joins as a new investor. Mavenir has now raised a total of $105 million since October 2005.

"This is a key investment round that enables Mavenir Systems to make significant strategic growth moves that further strengthen our portfolio, resource and client base in the LTE wireless infrastructure space," said Pardeep Kohli, president and CEO, Mavenir Systems. "Our acquisition of Airwide Solutions increases our global presence and with our combined experience, will instill a greater confidence in our customers as they rely on Mavenir to launch innovative LTE services quickly and cost effectively."

Broadcom Shows First 40nm Wi-Fi and Bluetooth Combo Chip

Broadcom introduced its BCM43142 "InConcert" combo chip that combines Wi-Fi Direct connectivity with seamless proximity-based pairing, dramatically simplifying wireless connectivity in the home. The combo chip supports a variety of platforms including next generation Windows and Android-based systems. It is the first 40nm Wi-Fi Bluetooth Combo Chip for notebooks and netbooks.

While nearly all smart phones already include combo chips, a study by ABI Research finds that demand for single-die Bluetooth and Wi-Fi combo chips will continue to grow by 15 percent CAGR between 2009 and 2015. The ABI Research study also indicates that more than 75 percent of the combined notebooks and netbooks shipments in 2013 will have both Bluetooth and Wi-Fi. Broadcom now extends this capability to address Windows and Android-based PCs and notebooks and netbooks with its fourth generation Bluetooth-Wi-Fi combo chip.

Thursday, May 26, 2011

Lockheed Martin Confirms Tenacious Cyber Attacks, Links Seen to RSA SecureID Breach

Lockheed Martin confirmed a sophisticated cyber attack that against its remote access systems that began on May 21. The company said its information security team detected the attack almost immediately, and took aggressive actions to protect all systems and data. Lockheed Martin insists that its systems remain secure; no customer, program or employee personal data has been compromised. The company continues to work around the clock to restore employee access to the network, while maintaining the highest level of security.

Industry analysts believe the attack may be linked to the data breach reported by the RSA Security division of the EMC Corporation on March 17. RSA stated that its its own security systems were penetrated by an extremely sophisticated cyber attack, data was extracted, and this possibly compromised its two-factor, SecurID Authentication product.

In a research note at the time, NSS Labs said it believes the RSA attack had been "a strategic move to grab the virtual keys to RSA's customers – who are the most security conscious in the world. One or several RSA clients are likely the ultimate target of this attack. Military, financial, governmental, and other organizations with critical intellectual property, plans and finances are at risk… NSS Labs expects a string of breaches stemming from this event."

In an updated report, NSS Labs said this new attack is especially concerning because the Lockheed attacker will be authenticating as a trusted user. As such, existing security technologies, which look for "intrusions", will not be able to detect this kind of attack. The company predicts further trouble for companies using RSA's SecurID two-factor authentication.

Wednesday, May 25, 2011

WSJ: Comcast Tests Tech Overhaul

Comcast will starting using the MIT campus as a proving ground for an IP content delivery architecture, according to The Wall Street Journal. The trial, which will deliver Comcast's live TV service to any IP-connected device, could pave the way to a new distribution paradigm for Comcast where content delivery is not tied to its own physical cables.

Pacific Crossing Restores North Cable

Pacific Crossing has restored the PC-1 North cable, which links Ajiguara, Japan with Harbour Pointe, Washington. Restoration work is now underway on PC-1 West, which runs along the coast of Japan. Both cables were damaged in the earthquake and tsunami of March 11. Service on PC-1 South and PC-1 East is unaffected by this interruption.

Cablevision Proposes Reform of Content Carriage Requirements

Cablevision Systems is proposing a set of regulatory changes that would limit the ability of broadcaster to bundle content with must-carry provisions.

In a filing with the FCC, Cablevision proposed the following:

Forbid tying – end the practice of requiring the carriage of unrelated cable channels, owned by broadcasters, in order to also carry their broadcast networks. This practice has allowed broadcasters, who enjoy free spectrum and other advantages, to raise consumer costs by forcing carriage of their channels of limited interest in exchange for access to major broadcast networks and "must see" programming.

Require transparency – end the practice of allowing broadcasters to keep their prices for carrying broadcast stations secret. Retransmission fees should be public.

Forbid discrimination – allow broadcasters to continue to set the price of carriage, but do not allow them to discriminate among cable and satellite providers based on size or other factors.

"The days of secret pricing that, among other things, requires consumers to pay for additional cable channels before they can receive a broadcast channel should come to an end," said Tom Rutledge, Cablevision's chief operating officer. "Broadcasters should not be able to keep the prices they charge hidden or to discriminate between distributors in a given market. Our simple reforms would end these practices, and we urge the FCC to consider this consumer friendly approach."

Marvell Posts Revenue of $802 Million, Down 6%

Marvell Technology Group reported revenue the first quarter its fiscal 2012 of $802 million, a 6 percent decrease from $856 million in the first quarter of fiscal 2011, ended May 1, 2010, and a 11 percent sequential decrease from $901 million in the fourth quarter of fiscal 2011, ended January 29, 2011.

GAAP net income was $147 million, or $0.22 per share (diluted), for the first quarter of fiscal 2012, compared with GAAP net income of $206 million, or $0.30 per share (diluted), for the first quarter of fiscal 2011. GAAP net income in the fourth quarter of fiscal 2011 was $223 million, or $0.33 per share (diluted).

"The results for our first quarter reflected the typical seasonality of our consumer centric end markets," said Dr. Sehat Sutardja, Marvell's Chairman and Chief Executive Officer. "Even at this low point in the revenue cycle, we were an industry leader in profitability for both operating and cash flow margins, demonstrating the strength of our long-term business model. We remain confident that the investments we are making such as in TD-SCDMA and SSD will result in improved results throughout the year."

MobileIron Raises $20 Million, Adds 200 Customers in 90 Days

MobileIron, which supplies a smartphone management system for enterprises, has raised $20 million in Series D funding. All four of MobileIron's current investors, Foundation Capital, Norwest Venture Partners, Sequoia Capital and Storm Ventures, participated in the round.

MobileIron provides the foundation to manage corporate data on mobile devices, and an Enterprise App Storefront for app discovery and deployment. The company said it is experiencing rapid growth, adding 200 enterprise customers in 90 days and increasing its workforce by 30 percent.

The funding will be used to drive rapid global growth, accelerate initiatives for existing and emerging mobile platforms, and meet the rapidly growing worldwide market demand for mobile device management and security.

"MobileIron manages some of the largest iOS and Android deployments in the world and, from what we've seen among our customers and channel partners, this is only the beginning," said Bob Tinker, CEO, MobileIron. "We are investing in growth to be the go-to leader for enterprise customers for mobile management, security and apps."

Google Unveils its Mobile Wallet, Sprint is First Carrier to Support

Google, in partnership with Citi, MasterCard, First Data and Sprint, unveiled its mobile payment system.

Google Wallet is a mobile app that uses near field communication (NFC) on the phone. At launch, Google Wallet will be compatible only with Google's own Nexus S 4G, which is available in the U.S. exclusively on Sprint's network. Payments are enabled by either Citi MasterCard or a Google Prepaid Card. Merchants will need the MasterCard PayPass system to collect the NFC payments.

Payment card credentials are stored in an encrypted format on a "Secure Element" chip on the mobile phone. This chip is different than the memory which is accessible by the Android operating system. The user will need to enter a PIN whenever making a payment to the contactless reader.

Sprint is supporting Google Wallet, although the carrier said it is working with others in the mobile payment ecosystem as well.

Ofcom: Average Mobile Broadband = 1.5 Mbps

Mobile broadband users in the U.K. experienced an average download speed of 1.5 Mbps. according to a study conducted by Ofcom between September and December 2010 in partnership with broadband monitoring specialists Epitiro. Basic webpages took on average 8.5 seconds to download.

However, in good 3G coverage areas, Ofcom found that average mobile broadband speeds were 2.1 Mbps, falling to an average of 1.7 Mbps during the peak evening period of 8-10pm. Basic web pages took on average 2.2 seconds to download.

This report looks specifically at the performance of mobile networks using dongles and datacards and does not consider smartphones. Ofcom is planning to undertake further research into mobile broadband, including the performance of smartphones.

Ofcom consumer research shows that 17 per cent of UK households are using mobile broadband to access online services, with 7 per cent using it as their only means of internet access, compared to 3 per cent in 2009.
The research involved over 4.2 million tests and measured average speeds as well as the performance of the five mobile operators in areas of good 3G network coverage.

AT&T Defends T-Mobile Acquisition on Capitol Hill

AT&T's acquisition of T-Mobile USA will benefit consumers by ushering in a vastly more capable and expansive LTE network, said Randall Stephenson, Chairman, Chief Executive Officer and President of AT&T.

In testimony before the U.S. House Judiciary Committee, Stephenson said increased efficiency in spectrum use is at the heart of the merger. AT&T argues that the combined spectrum of both companies is essential for "maintaining the virtuous cycle of wireless innovation."

AT&T is committed to prove LTE to more than 97% of the U.S. population -- nearly 55 million more than pre-merger plans and more than one million more than its nearest competitor.

AT&T will deliver the benefits of mobile broadband by using "the only unionized work force of any major carrier in America", which explains why the Communications Workers of America, AFL/CIO and other unions are supporting the merger.

To address the issue of reduced competition, Stephenson said all T-Mobile customers will have the option of retaining their existing plans or switching to an AT&T plan. T-Mobile USA has not announced plans to launch LTE.

Rene Obermann, CEO of Deutsche Telekom, testified that T-Mobile USA has steadily lost market share over the past two years, leaving it as a weakened competitor and without a clear path to LTE deployment. It is likely to face a spectrum crunch in several key markets going forward. Deutsche Telekom thus faced a tough choice, as it does not intend to divert funds from its core European operations for a major rebuilding in T-Mobile USA. This means that without a strong partner like AT&T, T-Mobile USA would struggle to be a viable competitor.

Steven K. Berry, President and CEO Rural Cellular Association, testified that the merger will "diminish competition among the largest national providers, but also undermine the ability of rural and regional carriers to compete by making it more difficult – if not impossible – to secure roaming rights and to offer cutting-edge, interoperable handsets." Rural carriers will be even more at the mercy of the two national "super carriers" and at a disadvantageous position in negotiating roaming rights.

Ms. Parul P. Desai, Communications Policy Counsel Consumers Union, agreed that combining the second and fourth largest wireless carriers would result in a "highly concentrated" market, as defined by merger guidelines from the Department of Justice and Federal Trade Commission. She predicts this will lead to higher prices, not just for T-Mobile customers, but across the board.

Joshua Wright, Professor at George Mason University School of Law, disagreed, testifying that unilateral pricing increases appear unlikely to result from the merger given the continued competition from Verizon Wireless, Sprint, MetroPCS, Leap and others. He also pointed to the alternative if the merger does not go through -- namely, spectrum constraints that is likely to lead to higher prices as a disincentive for high bandwidth users.

Infonetics: Carrier Ethernet Equipment Sales Top $26 Billion in '10

In 2010, carriers spent $26.5 billion on carrier Ethernet equipment and this figure is set to rise to $37.5 billion in 2015, according to a new report from Infonetics.

Some highlights of the report:

  • Cisco continues its commanding lead in the carrier Ethernet switch market, taking in nearly half of worldwide revenue in 1Q11; Juniper is a strong 2nd.

  • The Ethernet access device (EAD) market is forecast by Infonetics to grow at an 18% compound annual growth rate (CAGR) from 2010 to 2015, as a direct reflection of growing carrier Ethernet connections to businesses, backhaul from buildings and DSLAMs, and a growing mobile backhaul application.

  • ADVA is the #1 player in the global EAD market, followed by Ciena.

"The growth in service provider investments in carrier Ethernet equipment continues to outpace that of other telecom equipment, with annual global spending expected to reach $37.5 billion in 2015. The largest investments are in routers, carrier Ethernet switches (CES), and optical gear. Ethernet microwave is the fastest growing segment due to its use for mobile backhaul," notes Michael Howard, co-founder and principal analyst for carrier networks at Infonetics Research.

Tuesday, May 24, 2011

Dell'Oro Tracks Rise of FCoE -- Now 7% of New Servers

Approximately 7 percent of servers, or 150,000 units, shipped with Fibre Channel over Ethernet (FCoE) capable network connections in the first quarter of 2011, according to a new report from Dell'Oro Group. Most of those server connections were driven by HP blade servers with Emulex FCoE LAN on Motherboard (LOM). Not all HP's blade servers were operating FCoE, but the rate of adoption more than doubled sequentially during the quarter.

"HP, in its first full quarter of end-to-end FCoE connectivity in its ProLiant BladeSystem, captured 23 percent of FCoE switch market port shipments," said Tam Dell'Oro, President of Dell'Oro Group. "Cisco, the "small but mighty" blade server market new entrant, differentiates its UCS blade servers by connecting them all with FCoE, and is the market share leader in overall FCoE switch shipments," added Dell'Oro.

The report discusses the remarkable growth in FCoE during the first quarter amidst Cisco just beginning its product transition to its new generation FCoE switches. It also discusses the progress of Dell and IBM FCoE connectivity within the blade servers.

Dell'Oro: Optical Transport Market up 10% YoY to $3 Billion in Q1

Worldwide optical transport equipment market revenues grew 10 percent year-over-year to $3 billion in the first quarter of 2011, according to a newly published report from Dell'Oro Group. The study predicts that the market will grow 9 percent to over $13 billion by year-end.

"As expected, the optical market declined sequentially in the first quarter due to seasonality, but grew a healthy 10 percent year-over-year in 1Q11," said Jimmy Yu, Sr. Director of Optical Transport research at Dell'Oro Group. "This was the third consecutive quarter of year-over-year growth for the Optical Transport market following the market slump that began in 4Q08 which extended through the middle of 2010. There was strong demand for optical equipment in North America and Latin America, where revenues were 17 percent and 34 percent higher, respectively, over the same period last year. The only region that showed a weak start to the year was China, where we estimate that optical sales declined 16 percent year-over-year," added Mr. Yu.

The report also indicates that Huawei's market share in 1Q11 declined by seven percentage points compared to the year-ago quarter to 18 percent, and that Alcatel-Lucent's market share increased by two percentage points to 17 percent. The manufacturers with the third and fourth highest market shares were Ciena and ZTE.

YouTube: 3 Billion Views per Day, up 50% YoY

Google released some remarkable stats about YouTube, including:

YouTube is now delivering 3 billion views per day, a 50% increase over last year.

More than 48 hours of video are uploaded to YouTube , every minute, a 37% increase over the last six months and 100% over last year.

YouTube is celebrating its six year anniversary.

Freescale Prices IPO at $18 Per Share

Freescale Semiconductor (NYSE: FSL) priced its initial public offering of 43,500,000 common shares at $18 per share.

The common shares are expected to begin trading on May 26, 2011, on the New York Stock Exchange under the symbol "FSL."
  • For Q1 2011, Freescale Semiconductor reported net sales for the first quarter of 2011 of $1.19 billion, compared to $1.18 billion in the fourth quarter of 2010 and $1.02 billion in the first quarter last year.   The loss from operations for the three months ended April 1, 2011 was $3 million, compared to
    a profit of $17 million in the fourth quarter of 2010 and a loss of $61 million in the first quarter
    of 2010. The net loss for the first quarter of 2011 was $148 million, compared to a loss of $10.