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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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From: Dexter Lives On9/21/2006 1:57:16 PM
   of 12823
 
Nortel executive discusses company's ambitions

NETWORK WORLD MIDDLE EAST - Monday, August 07 2006

Three months ago, Nortel tapped George Riedel, Juniper's strategy and business development chief, as its own chief strategy officer. It's Riedel's responsibility to establish the partnerships and investments that will deliver on CEO Mike Zafirovski's stated goals for Nortel to have a 20% share or better in key markets, such as IPTV, IMS, WiMAX and Metro Ethernet. Riedel discussed Nortel's ambitions with Network World.

NWME: How far into the home do you plan to go with IPTV?

RIEDEL: I think the question might be, where can we be distinctive and add value... us being the 14th set top box player is probably not the answer. So (we're) looking to others in the ecosystem to provide that but not us. It could be a range of partnerships -- we've got the LG joint venture, that would be the first place to look. Are there other places sure, but in the scheme of priorities, is finding a box ...

There's a broad collection of players (for home digital entertainment). Can we work with those guys to invent technologies or to develop ways for end-to-end services to run better? Yes. Do I think we should be in those CPE businesses? No.

NWME: How do you plan to counter Lucent's recent momentum in IP Multimedia Subsystem (IMS)?

RIEDEL: We have a large carrier VoIP business to build off of. We have 500 carrier VoIP installations around the world and a whole range of SIP businesses with it. That's a huge asset for us, to be able to go back in and say, can we migrate you from TDM to VoIP to IMS? So the principal focus is on getting that installed base to embrace an IMS vision that we're rolling out. Secondly, we have a set of partners that we're working with to enhance that. Not just in the transport and control plane layer; but actually in the application side. IBM is a partner of ours. And if you ask the question, what is IMS about at the end of the day? My belief is it's much more about enabling new applications and services, yet you have to have the scalable transport and control plane to go do that. But the magic is in the applications and services in terms of net new growth. So I think what you'll see is us focus more on the applications and services going forward while we migrate our existing base to an IMS architecture.

We're also trying to get to a standard platform. Getting to common components, getting to open systems so you can add value on applications would be a theme for us.

We are behind -- I'm not so sure how much of that is product portfolio vs. perception. It's a question that we wrestle with. I think the answer's probably both. We need to invest to close gaps on both the marketing and the perception angle, as well as on the product angle.

“And if you ask the question, what is IMS about at the end of the day? My belief is it's much more about enabling new applications and services, yet you have to have the scalable transport and control plane to go do that. But the magic is in the applications and services in terms of net new growth.”

NWME: How do you plan to get to 20% Ethernet switching market share in the enterprise given you've been at less than 5% for several years?

RIEDEL: The 20% number isn't an overnight number. It's an aspiration, it's a goal. Can you imagine getting to a leadership position in three to five years? In terms of specifics of how we do that in Ethernet switching, I'm not going to be able to give you a whole lot of comfort and clarity just yet on that. We're working through a plan to assess how we do that. We're encouraged by some of the themes that are in that plan around security in the networking environment, around wireless in the networking environment, around the need to have a simpler network to manage. If you think about other traditional networks, complexity of the operating system, complexity of the architecture, complexity of the feature release problem is a non-trivial challenge the customers' deal with. So to the extent we can find a way to make security and manageability of the network through both an architecture and a network management approach simpler, we think that has some play. Specifics? I can't give you the details just yet but those are the themes we're looking at.

NWME: Is Nortel committed to UMTS?

RIEDEL: We're committed in getting to a decision on that.

....

cpilive.net

Cheers! TM
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