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To: Eric L who wrote (1868)	1/2/2002 10:59:48 AM
From: Eric L	Read Replies (1) \| Respond to of 9255

re: IPv6 & GPRS Evolution Nokia PowerPoint Presentation (April 2000) ipv6.com.cn - Eric -

To: Eric L who wrote (1868)	7/4/2002 7:20:53 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 9255

Startups Planting Flags In Intelligent Gateway Market hoovnews.hoovers.com From Wireless Data News, July 3, 2002, Vol. 10 The more services wireless operators launch on packet-based infrastructure, the more complex the demands become on their billing and provisioning capabilities. But with more and more activity from startups offering a new infrastructure element, the less it looks like the incumbent brand names in the wireless network equipment market will be the vendors satisfying those demands. The growing presence of startups in this space hasn't escaped the attention of investors. And those companies will need substantial venture capital backing. That's because although they're well ahead of the large, incumbent infrastructure vendors in developing billing and provisioning servers for packet-based operations, service providers aren't rushing to add these new boxes to their systems. "There is a need for a new box," Rajeev Chand, a wireless equity analyst with the Rutberg & Co. research firm, tells Wireless Data News. Not all startups launched to capitalize on the wireless industry's need for this new box have managed to stay in business until demand for the products takes off. Cambia Networks was launched in May 2000 in Rosemont, Ill., with $1 million in venture capital backing and with plans to compete with incumbent vendors in meeting wireless carriers' mobile Internet-protocol needs. But Cambia shut down in March this year after running out of funding before landing deployment contracts, although Leap Wireless International [LWIN] selected its platform to test high-speed data applications. New companies in this space don't describe their offerings in the same ways, and they won't deploy their products in the same spots within wireless systems. What each of the products is designed to do, though, is handle connecting wireless networks to Internet protocol systems while counting the data that wireless subscribers use and billing them for it. Next-generation infrastructure equipment, in both the CDMA and the GSM environments, has IP at its core. But those pieces weren't developed with IP- based billing capabilities, which carriers need to effectively bill their customers for packet-based services. And the incumbent infrastructure vendors' strength is in the radio-access network arena, not in linking those networks to the IP world. Bringing IP experience in house prompted moves in the last 18 months by the two leading wireless infrastructure vendors. In November 2000, wireless network equipment market leader Ericsson [ERICY] and Internet router developer Juniper Networks [JNPR] launched a joint venture to provide mobile Internet routing products Ericsson will offer its customers. Nokia [NOK] in May 2001 acquired Amber Networks, an early developer of fault-tolerant routing platforms, in a $421 million stock transaction. "The incumbents are challenged in their IP experience," Chand says. "I think IP is generally is a tough nut to crack for wireless focused companies." Ericsson's work with Juniper and Nokia's acquisition of Amber indicates they are aware of what startups in the intelligent mobile gateway space are doing, David Mancuso, corporate marketing director for WaterCove Networks, tells Wireless Data News. "That's a validation of this space," Mancuso says. But adding IP routing technology to radio-access network technologies isn't all that's needed, Mancuso adds. Intelligent gateways also scale with customer growth while performing real-time and third-party billing, and configurable charging. "They're only addressing the transport part," Mancuso says. "That's just one aspect of deploying data services. They're not addressing the management issue." >> Rajeev Chand, Rutberg, rchand@rutbergco.com; David Macuso, WaterCove, dmancuso@watercove.com.<< juniper.net leapwireless.com Copyright © 2002 Phillips Publishing International, Inc.