Re: Fixed Broadband Wireless- Newbridge Stats
Thread- In doing my best to separate PR from facts, I believe the fixed broadband wireless sector appears to be for real in 2000. Three companies I follow fairly closely, Alcatel(ALA), Newbridge(NN), and Advance Fiber Communications(AFCI), seem to be delivering quite a bit of equipment into the xMDS space. Although none of them specifically breakout the xMDS revenues so this leaves me suspect for now.
ALA just announced that they have been selected by 50 SPs for deployment, and now comes this news out of NN that they are in 60 SP's networks today. I'm sure there will be some overlap, but the combo seems significant to me. And AFCI counts Winstar as their largest customer so I know for certain, xMDS is generating significant revenues for AFCI.
I'm hoping to start reading some big announcements out of the MCI/Worldcom/Sprint combo about connecting their customers via MMDS soon. I think, but am not certain, that ADC Telecom plays into that space.
While listening to ALA's recent CC, they stated that their LMDS product can do 8Mbps in the 5Km range. And a single base station can supply up to 4,000 subscribers. If this turns out to be factual and not PR, I'm guessing NN's product must not be that far off. So if NN has really shipped 1,000 base stations, that means the potential to sign up 4,000,000 subscribers!? I would have to say it can't be accurate. I'm not sure what a base station sector is? Maybe that is a key misleading word in the below PR.
Here's a partial customer list for NN:
BT Belgium
SmarTone
Hanaro Telecom
REY MORENO
Telenordia
MaxLink
Home Telephone
Central Texas Telephone
Gateway Telecom
Tri Corners Telecommunications
South Central Telcom
-MikeM(From Florida)
**************************************
Newbridge Broadband Wireless Sector Shipments Top 1000
More than 60 service providers globally deploy Newbridge solution
KANATA, Canada, April 26, 2000 -- Broadband wireless industry leader Newbridge Networks today announced that it has shipped more than 1000 broadband wireless base station sectors. This milestone in shipping reflects delivery to more than 60 of the world's service providers, including recent wins announced with British Telecommunications in Belgium, SmarTone in Hong Kong, and Hanaro Telecom in Korea.
Newbridge again affirms its leadership in broadband wireless with the ability to manufacture and deliver in high volume. The Newbridge solution features true point-to-multipoint broadband wireless technology, including TDMA (time division multiple access).
"In researching Strategis Group's upcoming broadband wireless report, we found that volume shipping is a key indicator of strength in the broadband wireless market," said Jamie Mendelson of Strategis Group. "This year is shaping up to be a breakthrough year for broadband wireless and milestones such as this reflect that growth."
"Broadband wireless is emerging as a viable high-speed access alternative on a global basis," said Rob Gillan, Newbridge Vice President of Wireless Networks. "Our ability to deliver high volumes of product is further proof of our leadership is this space." |
