The time has come for Cisco to make a huge play in the home.” – John Chambers, Jan 2009
Users want quality and they want it now. Today, the Internet experience is clearly completely different from 10 years – accesssing the Net over dial-up access was a trying experience, waiting for even the graphics on a [...]
Posts Tagged as ‘4G’
March 20, 2009
Cisco attempting to make Internet video work right – Putting the Pure Digital acquisition in context.
January 9, 2009
The big threat to Clearwire’s WiMAX wireless plans isn’t LTE…
Telecom stocks haven’t had a good day, losing around 3 points amidst near-term fears of deteriorating cell phone usage in 2009 in an uncertain macro economy. Over the longer term, we would expect better performance from stocks exposed technologies which will win out in the battle for next-generation wireless, and as China readies to move [...]
December 22, 2008
China to invest north of $40 billion in 3G wireless services
In the telecom equipment world, the near-term picture hasn’t looked this bleak in a long time, with carrier spending slowing dramatically heading into the first quarter of 2009. The picture in North America is certainly evidence of this, with next-generation connectivity being a “nice to have” but not a must-have.
For example, in the carrier fixed [...]
December 4, 2008
Clearwire’s WiMAX network – Stuck between a rock and a hard place?
The news flow from the new Clearwire this week has been substantive. This wireless venture, which will now merge the 4G wireless assets from both Sprint and Clearwire, earlier in the week announced that it will likely be slowing down its deployment of a next-generation 4G wireless network in the U.S. on both credit concerns [...]
June 5, 2008
Intel wants WiMAX and LTE to merge – An unlikely scenario at best
With the backdrop of the U.S. Democratic outcome now being decided in favour of Obama, Intel stating that it would like to WiMAX and LTE to merge reminds me of Hillary Clinton offering about a month ago the #2 chair to Obama while being in the position of the clear underdog at the time. In [...]
April 25, 2008
Ericsson’s competitive position in global wireless infrastructure looks good
In an earlier Daily Tech, we looked at Ericsson’s admirable position in not only legacy wireless but also next gen 3G and 4G wireless. Ericsson’s Q1 earnings surprise is certainly a testament to this. The stock has had a rocky ride, falling by more than 50% as a result of 2 earnings guidance cuts as [...]
April 15, 2008
LTE licensing pool initiative is a negative for Qualcomm
Following on yesterday’s post on LTE and Ericsson, LTE backers appear to be making some smart decisions with regards to the technology that could help to avoid a UMTS-like delay in deployment. The key issue historically with new technology rollout has been the availability of handsets and end-devices, a problem that will plague WiMAX no [...]
April 14, 2008
Ericsson announces big wins in China and CTIA follow-up
Post CTIA, the one big takeaway vis-à-vis next generation wireless was that Ericsson appeared to be much better positioned than Nortel in a very broad sense.
Next generation 4G technology promises 100 Mbps per second speeds, and the rapid acceleration of Long Term Evolution or LTE by companies like Ericsson, Nortel, and Alcatel-Lucent was an important [...]
