SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (4232)11/5/2001 4:20:47 PM
From: Kenneth E. Phillipps  Read Replies (2) | Respond to of 46821
 
Frank, Thank you for that explanation of the difference between QWest's implementation and that of Sprint.



To: Frank A. Coluccio who wrote (4232)11/6/2001 12:50:04 PM
From: russet  Respond to of 46821
 
A wee bit more info about the Sprint upgrade here,...part of an eight year upgrade so don't hold your breath (ggggggggggggggggg).

http://www.globeandmail.com/servlet/GIS.Servlets.HTMLTemplate?tf=tgam/common/FullStory.html&cf=tgam/common/FullStory.cfg&configFileLoc=tgam/config&vg=BigAdVariableGenerator&date=20011106&dateOffset=&hub=business&title=Business&cache_key=business&current_row=3&start_row=3&num_rows=1

Nortel lands $1.1-billion network upgrade deal

By SIMON TUCK
TECHNOLOGY REPORTER

Tuesday, November 6, 2001 – Page B1

OTTAWA -- Nortel Networks Corp. has landed a $1.1-billion (U.S.) contract to upgrade U.S. giant Sprint Corp.'s entire telephone network, the Canadian company's largest hardware sale so far in an increasingly critical area of the telecommunications gear market.

The four-year deal, the first leg of an eight-year upgrade, calls for Nortel to provide switches and other voice-over-Internet protocol (VOIP) technology. The upgrade will allow Sprint to replace circuit-based networks, provide high-speed Internet services and move voice, data and video traffic in digital "packets," the way information travels over the Internet.

Sue Spradley, president of Nortel's VOIP business, said the Sprint deal is the latest and strongest piece of evidence that Nortel is now the world's No. 1 provider of VOIP equipment.

"It's a tremendous area of growth for us."

Nortel shares gained 65 cents (Canadian) or 7 per cent yesterday to $10 on the Toronto Stock Exchange on the news.

Ms. Spradley also said that sales figures will back up her claim of corporate supremacy soon, if they don't already. "If we haven't demonstrated it completely today, by golly watch out, because here we come."

Nortel's VOIP products are "in the major labs of the major players," she added, and that more contracts are on the way.

One analyst said recently that Nortel is ranked third in the VOIP market behind U.S. rivals Cisco Systems Inc. and Sonus Networks Inc.

But the Sprint deal is Nortel's second key VOIP win in less than a month; it landed a contract with Qwest Communications International Inc., three weeks ago. Sprint said it intends to become the first of the former monopoly U.S. carriers to transform its entire telephone network to a packet-based voice network.

The nascent VOIP market is widely viewed as one of the telecommunications equipment industry's few areas of growth over the next couple of years, as service providers replace circuit-based technology with upgrades that mean lower costs and the possibility of new services, such as video conferencing.

Nortel, which has been suffering this year from a dramatic sales tumble and a series of cost cuts, has identified VOIP as one of its key areas of growth along with wireless and optical equipment.

Nortel signed a $1.4-billion (U.S.) VOIP deal last year with Britain's Cable and Wireless Communications PLC, but that 10-year contract is significantly less lucrative than the Sprint contract on an average per-year value. The Cable and Wireless contract also included the provision of services.

Richard Woo, a technology analyst at Thomson Kernaghan & Co. Ltd. in Montreal, said VOIP sales are a small portion of Nortel's sales, but that the market is expected to grow. "It's emerging very rapidly."

But Mr. Woo said the Sprint win has a more important value for Nortel. "It signals that Nortel, despite the difficult situation, has not lost its technological leadership."

Although Nortel's contract is for only the first half of the eight-year project, Mr. Woo added, the company stands a good chance of landing the second half of the deal. Sprint has been a key customer for Nortel in recent years.

Sales from the Sprint contract will start trickling in during Nortel's fourth quarter of this year, which will end Dec. 31., while the bulk of the revenue will fall in 2003.

The deal is much-needed good news for Nortel, which has endured a disastrous 2001.

So far this year, Nortel has announced the elimination of 49,500 jobs, vacated more than 200 buildings, reduced its product line, chopped research and development and sold less-promising parts of its business



To: Frank A. Coluccio who wrote (4232)11/6/2001 12:55:18 PM
From: russet  Respond to of 46821
 
How's this kind of cooperation progressing with you southerners?

Telus, rivals to offer intercarrier text messaging


Tue 6 Nov
2001 News Release
See Telus Corp (2) (T) News Release
Mr. Mark Langton of Telus reports
In a move that promises to unify and strengthen the text messaging market,
Canada's four wireless communications providers have performed a North
American first. Bell Mobility, Microcell Connexions, Rogers AT&T Wireless
and Telus Mobility have joined forces to develop an initiative that will
enable intercarrier, mobile text messaging for digital wireless customers
across Canada. CMG Wireless Data Solutions has been selected to provide the
technology for the service.
SMS-based messaging allows mobile wireless customers to quickly send and
receive short text messages to be viewed instantly on their wireless
phones. Many wireless phones sold today in Canada have the feature, but the
service is currently limited as customers can only communicate between
customers on the same network. To overcome this limitation, the four major
wireless operators will enable both origination and termination of short
message service (SMS) between their respective wireless networks. This
enhanced functionality will be available to all text messaging subscribers
of these four carriers, coast- to-coast.
With this initiative, Canadian wireless users will be able to easily send
and receive text messages to and from users of different networks by simply
addressing it to the recipient's phone number. Intercarrier SMS messaging
has become a phenomenon in Europe and Asia and now Canadians will have this
same functionality, regardless of which network they subscribe to.
At 1 p.m. Nov. 6, 2001, at the Metro Convention Centre in Toronto (south
building, Room 707) the four wireless carriers, CWTA and CMG will discuss
this news.
In just two years, the number of SMS messages sent worldwide has grown from
one billion messages per month to more than 16 billion messages per month,
and this is envisioned that this number will continue to grow. The
continuing growth of SMS demonstrates that text messaging is now achieving
mass market status in many markets of the world where the visual message is
becoming as popular as voice.
"The explosive growth of SMS seen in Europe has been limited in North
America largely due to technology barriers," said Mark Quigley, research
director, Yankee Group Canada. "In the past, mobile-to-mobile SMS messages
in North America were restricted by incompatible technologies in use by the
independent cellular operators. This agreement removes those barriers by
bridging the incompatible networks, representing North America's first
intercarrier, multinetwork mobile text messaging initiative. The move will
lead to an overall increase in Canadian SMS traffic and open the door to
the development of new text-based mobile notification and communication
services for the Canadian wireless market."
The four Canadian carriers have signed an agreement with CMG, which will
use its InterSMSC Router (ISR) service to manage the SMS crosscarrier
traffic. The service will bridge all of the leading mobile network
technologies, including CDMA, GSM, iDEN and TDMA. Designed to operate on an
independently hosted open platform, the service will encourage easy
interconnection of carriers and scalable worldwide connection in the
future. The strategy is to create seamless mobile text messaging to follow
successful European trends. Interoperability has not been a barrier for
carriers in Europe since they share the same network technology.
"Canada has always been a world leader in telecommunications, and this is
yet another example of our leadership in the wireless world," said Peter
Barnes, president and chief executive officer, Canadian Wireless
Telecommunications Association. "This move continues the long tradition of
Canadian operators being at the forefront of North American wireless
technology and enables participating carriers to launch new mobile
applications and services that will reach the entire Canadian market."
CMG Wireless Data Solutions is the leading global supplier of messaging,
mobile Internet, and customer care and billing solutions for the wireless
industry. CMG develops high-end solutions in close co-operation with its
partners. To date, more than 200 of these quality solutions have been
delivered to over 100 operators worldwide. They are widely recognized to be
the best available, combining minimum operator intervention with maximum
performance and availability. The product portfolio includes solutions
based on the Wireless Service Broker, unified messaging solution,
multimedia message service centre, short message service centre, cell
broadcast system and EPPIX (customer care and billing system). CMG Wireless
Data Solutions is a division of CMG PLC (http://www.cmg.com/). CMG was
established in 1964 and currently employs around 13,000 employees. The
group is listed on the London and Amsterdam stock exchanges.
Bell Mobility is a division of Bell Canada, which is owned by BCE Inc. of
Montreal (80 per cent), and by SBC Communications Inc., of San Antonio,
Tex. (20 per cent).
Canadian Wireless Telecommunications Association is the authority on
wireless issues, developments and trends in Canada. It represents cellular,
PCS, paging, mobile radio, fixed wireless and mobile satellite carriers as
well as companies that develop and produce products and services for the
industry.
(c) Copyright 2001 Canjex Publishing Ltd. stockwatch.com



To: Frank A. Coluccio who wrote (4232)11/7/2001 11:12:47 AM
From: elmatador  Read Replies (1) | Respond to of 46821
 
Very much along my timeline that took into consideration the technologic obsolescence of the installed plant.

Message 16620854

Telefonica is offering access to its copper lines (in Sao Paulo where it has 11 million subscribers). Gone are the days that ILECs wanted to keep the obsolete plant for themselves.

What a differecen a year can make hein?