How about we agree to put all these news releases under one topic. Junking up the board with all this crap from the internet is not helpful. It also reads like the folks posting all this desperately wanting to believe in some small ray of hope, rather than actually being confident about the future.
Posted by sharpinvestments - 12 years ago
Agree on the "clutter" it's said that confidence starts at the top! does our CEO exude plenty of confidence to you sharp??
Personally i keep digging for reasons to not sell my few shares in this outfit.
I noticed it took a follow-up call for CRg to finally share and show some excitement about the companies IoT prospects. Such information should have been brought to our attention sooner than later.
Look forward to your response SHARP!
peace
Posted by GARIF - 12 years ago
So as to avoid "clutter", I thought I would post this here:
http://feedly.com/k/1hSIOXV
It's an article from phys.org characterizing the IoT as:
"This will be potentially the biggest business opportunity in the history of people,"
"Research firm IDC predicts this shift will generate nearly $9 trillion in annual sales by 2020. By comparison, the total annual sales of the San Francisco Bay Area's 150 biggest technology companies in 2012 was $677 billion."
"Google buys Nest Labs for $3.2B to get foothold in Internet of Things"
http://www.fiercewireless.com/story/google-buys-nest-labs-32b-get-foothold-internet-things/2014-01-14
Could VTSS be on the ground floor for once?!
But is everyone ready for an internet of things?
http://www.appstechnews.com/news/2014/jan/14/gartner-warns-companies-arent-adopting-third-era-enterprise-it/
Now it's $19T:
http://www.washingtonpost.com/business/on-it/cisco-ceo-at-ces-2014-internet-of-things-is-a-19-trillion-opportunity/2014/01/08/8d456fba-789b-11e3-8963-b4b654bcc9b2_story.html
Posted by phobos - 12 years ago | Updated 12 years ago
In the words of our fearless leader regarding IoT,
". And I don't think 20% necessarily is the limit. It's just y ou
can't – these guy s aren't real fast movers either in a lot of applications and it's just a little difficult to predict how
quick it will turn on."
Well, again, we're not guiding on the quarter-by-quarter basis. We do – we've been say ing it for a couple of
quarters. We have a pretty nice funnel in the automotive segment, a few other places. So, there's something –
definitely some things we think we can get close in the y ear on the IP side.
"However, most of these ty pes of switching also use the 1588
timing specifications."
So, as
that market moves into gigabit, it comes into play for us, and it comes into play in almost an id eal way in that we
provide best-in-class deterministic capability in the switching technology, best-in-class timing capability and very
important for lot of these applications is low power because they go into boxes that don't want to have fans in
them. They go into embedded applications where they 're very small size, very little power. So, we're finding an
ideal, literally an ideal match for our portfolio in some of these apps.
So, that's industrial and military switching and networking, but then y ou get to all kinds of smart grid metering,
y ou get into all sorts of piece of equipment now that are just having an Ethernet PHY or a very small Ethernet
switch. We won a design recently in a security gate for parking lots. I mean, who would imagine there'd be a n
Ethernet switch in there, but now there is.
And so, we're literally collecting hundreds or more customers in this space, guys we don't know y et that have been
coming to us over the last y ear. We've identified this as an area where we now have the wherewithal to go focus on.
And that was really the second reason we haven't play ed here as we didn't focus on being successful where we are.
We now feel we have a strong enough market position in the Carrier and Enterprise that we can take a few
resources incrementally and go focus on this market and see how fast we can grow it.
Right. I mean, a good example of, I just saw a name two day s ago, I can't even repeat it for y ou, it begins with an
'H', and it's a Chinese meter company, one of the largest in China. They designed in our Caracal switch in one of
their meters. We've never heard of them, we don't know who they are, but they 're going to sell a hell a lot of
meters. And so...
Posted by GARIF - 12 years ago
A situation has fallen on our laps!! debt is in order, possible customers need not worry about company closing doors tomorrow.
In the last couple of years vitesse has released 6 IP products for the IoT world which seem to have taken serious foot-hold.
30% of company business by 2016 would boost us to another level. I believe recent buyers see that possibility.
Posted by GARIF - 12 years ago
It's a helluva thing GARIF!
Posted by phobos - 12 years ago | Updated 12 years ago
Paving the way for a telecom build out:
http://feedly.com/k/1alDnvX
http://feedly.com/k/1dok46n
Posted by phobos - 12 years ago | Updated 12 years ago
Garif, to answer you question you posed to me above, the problem is that our CEO exudes too much confidence, though why I'm not sure. His demeanor to me never sounds like there is a sense of urgency. I guess if it were you or I and we knew the Board was OK with a turnaround program in the 7-10 year range while we piled up options at the shareholders expense, we would exude confidence also. The bottom line is, he doesn't give me any confidence.
Posted by sharpinvestments - 12 years ago
Sharp...I have a slightly different take on things.
I understand that this particular market is driven by waves of innovation, and even if you have the perfect solution, it cannot become a product unless and until the equipment makers start buying it. So, it has taken VTSS a while to finally (it seems) catch a wave of innovation and have the potential to grow.
I think I would lump CRGs (seeming) lack of urgency in with his communication skills in general. Does everyone remember when he decided to add to VTSS' financial leverage during a recent earnings call? Or most recently, when he came in a little low for the quarter and predicted a miss for the next with no explanation? It literally makes me crazy sometimes (the business school dumb-bots should hold him accountable at the earnings calls, but don't).
Having said that though...
I think that it seems that VTSS is poised to grow. Even if they have found themselves at the right place at the right time purely by accident. CRG has unequivocally called for VTSS to be profitable by the June quarter. We'll see, but THIS he was clear about. We've seen some interesting players buy-in, add board members, and even add to existing positions. Hell, we've even seen some within the company make open market purchases.
Let's see what happens. He has until the June quarter.
Posted by phobos - 12 years ago
I'll forego my usual diatribe against CRG and concentrate on the technicals. If you subscribe to the Elliott Wave Theory, it appears we are commencing Wave 5 of a 5 wave move on a short-term basis, that hopefully will carry us up into the $ 3.60 area (At least) and then we may get a multiwave pullback assuming no blockbuster news.
Posted by Techinvestor - 12 years ago
Sharp,
"It also reads like the folks posting all this desperately wanting to believe in some small ray of hope, rather than actually being confident about the future."
To me , made it sound like you were in accord with CRg's magical performance... we're all on the same page.
How does an IVY LEAGUER get tongue twisted so much??
Daughter(Big Green) always shares Ivy league jokes with me, one of which,
"THERE ARE SEVEN IVY LEAGUE SCHOOLS, OH! aaannd CORNELL"
It is said that most engineers tend to be introverts and do their best when not in the spotlight.
Sorry to toot my horn a little guys, my bloodline never having experienced a four year college attendee, has me acting like a beheaded chicken. So if you see a black-man roaming the cities of Los Angeles always draped in Dartmouth attire, you'll know it's GARIFF. In the words of Maxwell Smart, "AND LOVING IT"
Glad she choose Big Green over Big Red! green is much more soothing to the senses.
Yes, yes, the god of mercy has tossed Vitesse a bone! he/she has dropped this IoT thing into Vitesse's mouth... We can't blow this moment, CAN WE???
PEACE
Posted by GARIF - 12 years ago
GARIF, as you mentioned above,
"We won a design recently in a security gate for parking lots. I mean, who would imagine there'd be an Ethernet switch in there, but now there is."
https://www.abiresearch.com/press/opportunity-knocks-again-as-150-million-utility-me
Posted by phobos - 12 years ago | Updated 12 years ago
Innovative products seems to be one of VTSS's strengths and getting gobs of design wins is also a strong point, but what amazes me is despite poor management, who is in charge of sales and marketing?
How many years can we go where we don't have any significant bump in sales despite good Engineering and product line in an in demand sector. Maybe it's time to try new blood in the sales area.
Posted by Techinvestor - 12 years ago
They do seem to have gotten some of their strategic and product marketing right. Perhaps the sales will follow.
Posted by phobos - 12 years ago
Say's law: supply creates its own demand.
http://feedly.com/k/1bFdYhG
Posted by phobos - 12 years ago
40% Cars to Have 100Mbps Ethernet In-Vehicles Networking by 2020, says ABI Research
http://policychargingcontrol.com/939-40-cars-to-have-100mbps-ethernet-based-in-vehicles-networking-by-2020-says-abi-research
Posted by phobos - 12 years ago
phobos- I wish you worked at VTSS in Sales/Marketing. I think we would all have a better chance of VTSS increasing revs/profits!
Posted by Techinvestor - 12 years ago
From the vtss twitter page:
http://www.pcworld.com/article/2087520/why-google-paid-32-billion-for-thermostat-startup-nest.html#tk.twt_pcworld
Posted by phobos - 12 years ago
Huawei seems very gung-ho:
http://www.huawei.com/en/about-huawei/publications/winwin-magazine/hw-319357.htm
...again from the vtss twitter page.
Posted by phobos - 12 years ago
"Huawei was assessed as being in the strongest competitive position in the market, placing first in implementation by a significant margin. The vendor reported over 39 LTE TDD contract wins by the first half of 2013, while performing well in a number of innovation-related competitive assessment metrics."
I posted excitedly about this a few months back! indeed Vitesse customers are leaders in this area... How can we not succeed as a company I ask again??
Recent strong buying strengthens my personal belief this company is on the right track.
Posted by GARIF - 12 years ago
This was from vtss' twitter account - it makes a security case for electric meters being weak spots on the grid. I believe that vtss had interest from a customer about this.
http://www.smartgridnews.com/artman/publish/Technologies_Security/Smart-grid-security-Are-wireless-networks-our-weakest-link-6264.html#.UvJ0aKgo4sJ
Posted by phobos - 12 years ago
Disaster recovery as a cloud service, especially for smaller companies (from vtss twitter page):
http://www.cio.com/article/747840/Disaster_Recovery_Options_for_Smaller_Companies?page=1&taxonomyId=3030
Posted by phobos - 12 years ago
Connected cars may soon be mandated:
http://www.telecoms.com/219612/usa-looks-to-mandate-connected-car-technology/
Posted by phobos - 12 years ago
A ton of opportunities for the likes of Vitesse indeed phobos!
Personally i avoid electronic gadgets, I like to travel without people being able to follow me. People give me the strangest looks, 'no cell phone, how can you survive, what if your wife or kids need to reach you in an emergency??"
They should dial 911 I always respond.
I always chuckle when i read these studies, such as "seat belts saving lives" bla, bla bla.
New Hampshire has no seat belt law(unless you're under 18) the state has fewer accidents, and fatalities than all other states! . true it's a small state but experts claim if the rest of the states followed NH, they too would get similar results.
little tip to visitors to NH, DO NOT SPEED!!!!!!!!OH do not speed Live free or Die!
Posted by GARIF - 12 years ago
My solution GARIF is that problem drivers should be allowed to drive, but only if strapped to the front bumper. Problem solved in any event.
Posted by phobos - 12 years ago | Updated 12 years ago
Is the automotive market, due to impending government mandate (?), possibly the most attractive?
http://feedly.com/e/auHUQzfk
Posted by phobos - 12 years ago
In 3.5 Years, Most Africans Will Have Smartphones
http://feedly.com/k/1dxrRuN
Posted by phobos - 12 years ago
Funding the next internet...first the death of neutrality, and now this:
http://feedly.com/k/1kmewxL
http://feedly.com/e/ASWids7j
Posted by phobos - 12 years ago | Updated 12 years ago
The argument for a smart grid (or decentralized generation):
http://feedly.com/e/_wLeeOVf
Posted by phobos - 12 years ago
interesting future awaits us phobos and friends, lets hope our governments and all involved have deep wisdom as they put all this STUFF to use.
I always remember the words of my freedom respecting friend Ben Franklin, 'Enjoy your democracy, IF YOU CAN KEEP IT"
please do not catalog me as treasonous, malcontent... just enjoying a fleeing moment of freedom.
Peace, peace!
Posted by GARIF - 12 years ago
The Industrial Internet of Things: The opportunity no one's talking about.
http://radar.oreilly.com/2014/02/the-industrial-internet-of-things.html
GARIF: I don't think I've ever heard the words "deep wisdom" and "government" ever mentioned in the same sentence before, but I know what you mean.
Posted by phobos - 12 years ago
moved post to more appropriate spot
Posted by christ3opher - 12 years ago | Updated 12 years ago
Perhaps this will ease the "lame-duck" perception many of us share about our board members??
friends in the right places plus having the right product mix to exploit a situation. I truly hope Vitesse takes full advantage of these opportunities.
100 IoT new customers by year end would signal a serious push! I believe Crg announced 15 for Q1.
Way to dig, Phobos, chris! Vitesse just might be about to take advantage of a once in a lifetime opportunity.
Posted by GARIF - 12 years ago
I didn't know where else to put this, but it is very relevant to VTSS access: http://feedly.com/k/1kkaTso
Posted by phobos - 12 years ago
We've become prisoners of our toys, owned, by them! may god/ some higher power have mercy on our souls. Indeed if Vitesse plays its game right they could make us a lot of money.
IIoT sounds like an area where Vitesse could really clean-up!
Posted by GARIF - 12 years ago
"The world’s most powerful tools, machines and software aren’t locked away in guarded data centers. Rather, they are open and available to all — from single entrepreneurs to the largest corporations. This (cloud computing) is unleashing what will perhaps be the largest wave of innovation seen for a long time."
http://www.forbes.com/sites/joemckendrick/2014/02/27/expression-over-conformity-cloud-revolution-is-all-about-human-progess/?utm_campaign=techtwittersf&utm_source=twitter&utm_medium=social
Posted by phobos - 12 years ago
And the one constant need of the "cloud' is SECURITY which we just might be starting to become a big player in.
I came across the following, could Microsoft be our mystery company??
Ads related to vitesse cloud security
Secure Cloud Hosting with - Over 500,000,000 Attacks Blocked?
www.firehost.com/?
1 (855) 869 6385
See the Intelligent Security Model™
Download Benchmark Report - Chat Now - Intelligent Security™
Secure Cloud Computing - Virtustream.com?
www.virtustream.com/Secure-Cloud?
1 (855) 468 9705
Highest Rated in Security for Critical Capabilities by Gartner
The Microsoft Cloud - Give Your Business Flexibility - microsoft.com?
www.microsoft.com/enterprise?
Grow with the Cloud. Learn More.
Posted by GARIF - 12 years ago
http://www.cloudpro.co.uk/iaas/cloud-storage/3854/microsoft-co-develops-way-to-sidestep-cloud-data-privacy-concerns
http://www.cloudpro.co.uk/cloud-essentials/cloud-security/3842/ibm-talks-up-cloud-security-improvements
Posted by GARIF - 12 years ago
http://www.cnbc.com/id/101468460?__source=yahoo%257cfinance%257cheadline%257cheadline%257cstory&par=yahoo&doc=101468460%257cCybersecurity+stock+valua
"Enterprise customers are waking up to the fact that these cybersecurity investments are not discretionary. They're realizing that the cost of getting it wrong is too high, and in response, cyber IT budgets are exploding, growing from $65 billion last year to an estimated $93 billion in 2016. Addressing these risks represents a high-value opportunity for entrepreneurs. Now is the time for forward-thinking entrepreneurs and investors to respond to both the threat and the associated opportunity, because they will only grow in the future."
Posted by GARIF - 12 years ago
The dog and pony shows this week impressed somebody:
http://www.streetinsider.com/Analyst+Comments/Benchmark+Starts+Vitesse+Semiconductor+%28VTSS%29+at+Buy%2C+Analyst+Sees+Tipping+Point/9282692.html
Posted by phobos - 12 years ago | Updated 12 years ago
phobos- A buy rating from anybody at this point is a plus. I don't know who Benchmark is, certainly not Goldman Sachs, but they seem to think that after 7 years we're ready for a turnaround.
The good news is stock is NOT selling off today after the 2 conferences. It seems to me, Billy Martin and the gang need to get stock price over $ 5, so a lot of the funds that are prohibited from owning stocks under $ 5, can buy.
Posted by Techinvestor - 12 years ago
Perception is changing, no longer perceived as just selling potions on a traveling show but rather a true innovator with superior products to feed the lust of an addicted world.
Excellent dig Phobos
Posted by GARIF - 12 years ago
All current analyst ratings on VTSS:
http://www.streetinsider.com/rating_history.php?q=VTSS
Benchmark has a $5.50 price target (!)
Posted by phobos - 12 years ago
This is a feed-forward loop: when VTSS sustains $4.50, we resolve the debt and bring down our risk profile. Likewise, when we get to $5, and all the funds that do not buy sub $5 shares are now allowed to buy. This could appreciate very quickly. The competitive P/S is around 3, which would put VTSS around that $4.50 mark.
Posted by phobos - 12 years ago
Things are looking up technically- New 52 week high today on good volume and we have broken out of longstanding resistance in $ 4.20 area. Could the stars finally be aligning for the long-suffering VTSS shareholders?
Let's hope global events (Crimea/Putin or China slowdown) don't torpedo our rally!
Posted by Techinvestor - 12 years ago
Posted by GARIF - 12 years ago
That's a very interesting article GARIF.
The article begins:
"Needham & Co. analyst Alex Henderson, who covers shares of Ciena (CIEN) and JDS-Uniphase (JDSU) in the fiber optic market, and Juniper Networks (JNPR) and Cisco Systems (CSCO) in the networking field, today offers up a 12-page think piece titled “teaching elephants to dance” about the implications of cloud computing for the phone companies."
Needham still has a "buy" on VTSS, and all of the above-named companies are VTSS' customers (not sure about JDS - they are really an optical component company, so maybe this would be the wrong market to be a VTSS customer). Ciena is listed in the annual report as a customer, but not in the most recent presentation. Needham has a "buy" on JDS and Ciena, but "hold" on Cisco and Juniper. It's interesting too that VTSS has targeted the metro-edge. This would be a region of high growth and strategically located to make a market and establish a secure base from which to conquer the remainder of the network.
Also, VTSS has introduced a software package for carrier ethernet that seems to be an operating system for the carrier ethernet network:
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=819440
Whether it will be thee operating system for the network remains to be seen.
Very interesting article, thanks for posting.
Posted by phobos - 12 years ago
phobos,
JDS-Uniphase has been included in ALL of the presentations up until the December 11, 2014 Benchmark's Micro-Cap Discovery Conference.
JDS-Uniphase is listed under " Connectivity " with many others including the infamous Apple icon.
The latest TWO presentations do not include JDS-Uniphase or the Apple icon but do include many of the large companies like, Ciena, Cisco, Alcatel-Lucent,Huawei, ZTE and others.
I am not sure how to take this. I would believe that just because the company is not listed does not mean they are not a customer. probably a matter of # of signed contracts. maybe????
either way,in one way or another, it looks as though Vitesse has something to do with ALL of them.
Also,
one of our newest BOD members, Ken Traub has a connection with JDS-U, once serving as a VP following the acquistion of ABNH, in which he managed the sale to.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Stock seems to be in strong hands now- up another $ .15 ( $ 4.55) and in bullish configuration. We could actually pull back into the $ 4.20 area and still be looking good.
Posted by Techinvestor - 12 years ago
"To date, over 40 OEMs have licensed Vitesse's CEServices™ software, with several starting field trials with proven MEF CE 2.0 compliance in less than six months, versus 18 month cycles or more for typical solutions."
I believe YES it is becoming the operating system! my deeper excitement are the possibilities for Intelli with this ultra importance of "Data Centers/Cloud... Intelli the new Pony express???
And last question on the carrier-class PHYs: Am I right in kind of figuring out
that that could be an appealing product to the hyper-scale data center guys beyond
carrier? And if so, are those guys kind of just getting to be aware of the product or
are they fully aware of it and ramping it up or is that opportunity (?) that could
reflect (?) in the future?
Chris: Yeah, that's a good question. We have traditionally not chased the big enterprise
and particularly data center applications because we have a couple big gorilla
competitors there. Our Intellisec technology in particular is unique, it is patented,
and it is something MACsec traditionally has been deployed in the data center.
Whether there are good opportunities for doing data center extension, allowing
companies to go across multiple networks with MACsec, which is what Intellisec
enables, we're still exploring. To answer your question, I think there are some
opportunities for us. But they're not something we're going to hang our hat on too
hard right now.
Q: Fair enough. Congratulations again, g
Posted by GARIF - 12 years ago
"Whether it will be thee operating system for the network remains to be seen."
For Carrier Ethernet 2.0: CEServices SDKs
Easily provision, monitor and manage MEF CE 2.0 services with Vitesse’s CEServices, an extensive and highly versatile protocol stack for implementing MEF CE 2.0 services with Vitesse's switch engines.
Providing advanced L2 managed Ethernet switching functionality the CEServices™ is a superset of the WebSTaX functionality (excluding stacking) with support RFC2544 / Y.1732 / IEEE802.1ag OAM and many MEF CE 2.0 specifications to access the rich set of ViSAA™, Intellisec™, and VeriTime™ features. Please review the individual switch specifications to determine the features supported for that particular part.
Posted by GARIF - 12 years ago
http://blogs.barrons.com/techtraderdaily/2014/03/19/juniper-rising-wells-ups-to-buy-on-carrier-spend-cost-cuts/?mod=yahoobarrons&ru=yahoo
"following our meetings at Mobile World Congress and the Optical Fiber Conference, we believe carrier spending is healthy entering 2014 fueled by LTE upgrades and the corresponding investments needed to support the surge in traffic coming in from the network edge"
"NETWORK EDGE" the heart and soul of Vitesse focus!
Posted by GARIF - 12 years ago
http://www.insidermonkey.com/blog/hedge-funds-are-crazy-about-vitesse-semiconductor-vtss-244765/
"piggybackers" are riding this baby like Remora's on sharks!!
Posted by GARIF - 12 years ago
http://www.glassdoor.com/Reviews/Vitesse-Semiconductor-Reviews-E456.htm
Interesting observation from our Verification Engineer about retaining talent...
Posted by GARIF - 12 years ago
GARIF- "Insidermonkey" article drives home point about hedge fund activity with VTSS, even though article is 6 mos. old.
Of course you live by the sword or die die by it- they can be very fickle and can bail quickly and go short- hear that CRG. Time to actually make some Revs.
Posted by Techinvestor - 12 years ago
"Revs" are coming my brother! correction, "Revs" are here! I expect Q2 numbers to be strong as customers are busy in constructions. Everywhere I read VTSS extensions are busy at work, India, Australia, Brazil, Europe,,, someone is installing/constructing with Vitesse inside.
We've touched the magic $4.50, we need now stay above it long enough to start converting; all this could happen long before the Q3 announcement to come. Could Q2 blowing the lid off earnings make the Q3 expectation a non event?? I strongly believe it will! opinions??
Posted by GARIF - 12 years ago
I go on record Q2 will bring us to $6 securing our conversion.
Posted by GARIF - 12 years ago
I would argue that the potential conversion is one of the things pulling the price higher. Conversion would be dilutive, but it would also give VTSS a much better risk profile and a pristine balance sheet. The lowered risk profile adds to VTSS' shares intrinsic value. The higher we go, the more likely conversion, the more valuable the shares. Under the new debt agreement, I think the conversion price is 130% of the previous $4.50 price, or $5.85.
I don't think a $6 share price is too crazy. For this quarter, that might be a stretch. If we take currently (((sales)x(p/s))/shares_out), I get about $4.48 -- about the current price level, but if we use the consensus of the June quarter $29M x 4 =$117 and if the p/s goes to 3 based upon a growth premium, then ($117 x 3.0)/58.25 = $6.05. I did not include dilution in the price calculation, but let's assume lowered risk offsets the dilution.
It all seems very do-able. I don't know if it will happen in May, although it's not at all far-fetched for June (reported in early September).
Posted by phobos - 12 years ago
http://finance.yahoo.com/news/surging-earnings-estimates-signal-good-110051253.html
Zacks has positive earnings estimate revision on VTSS (From loss of .016 to loss of .12) this year. Noted stock has already had big move.
If they get this excited at ONLY LOSING .012 for the year, think of what will happen when we actually act like a viable company and make money!
Posted by Techinvestor - 12 years ago
Excuse my over-exuberance!
I am expecting from 28.7 to 29.5 for Q2 based on activities of many customers. Example
http://blogs.barrons.com/techtraderdaily/2014/03/19/qualcomm-fear-not-the-risks-of-china-says-bernstein/?mod=yahoobarrons&ru=yahoo
As China continues to play hardball with the large American companies, they(mediatek,huawei etc) been turning to small companies to patch together needed technologies and voila! Vitesse is a benefactor.
If strong events from Q2 don't hold us above the magic $5.85 INCLUSION into the Russell will more than do the trick. How can we be excluded from this prestigious family??
It's going to be fun!!
Posted by GARIF - 12 years ago
case and point
http://www.thestreet.com/story/12537410/1/why-infinera-infn-is-gaining-today.html?puc=yahoo&cm_ven=YAHOO
http://blogs.barrons.com/techtraderdaily/2014/03/13/ciena-infinera-trends-positive-at-ofc-says-street/?mod=yahoobarrons&ru=yahoo
"He thinks Infinera has the jump on Cisco Systems and other router vendors in sales of 100-gig optical transport:"
Posted by GARIF - 12 years ago
"The only thing that switch and router vendors need to do to meet this class is actually use the Vitesse Phys instead of what they have today." easy does it, according to Nuss to would be customers...
http://www.youtube.com/watch?v=0gq5HxjzXhY&feature=youtu.be
http://www.youtube.com/watch?v=JVco_hRw7AE&feature=youtu.be
http://www.youtube.com/watch?v=2r62spb4TFU&feature=youtu.be
Posted by GARIF - 12 years ago
VTSS is in the "sweet-spot":
http://www.convergedigest.com/2014/03/blueprint-nfv-sdn-and-carrier-ethernet.html
Between carrier ethernet, SDN (CEServices), and NFV (ViSAA) could VTSS be in the network sweet spot? Will no matter the question (IoT?), will "VTSS" always be the answer?
Posted by phobos - 12 years ago
http://finance.yahoo.com/news/former-vitesse-executives-avoid-prison-212219886.html
The boys and girl of summer are good to go with just minor slaps on the tush. Not a murmur from crg to recoup say,, half million bucks from the demolition gang.
The Sh.T-holders get Sh.tted upon again by business. So goes the story of the little men.
peace
Posted by GARIF - 12 years ago
In order to remain relevant, telcos must make themselves into clouds.
http://www.itweb.co.za/index.php?option=com_content&view=article&id=71992:Telco-cloud-may-be-the-future
Posted by phobos - 12 years ago
Everyone wants to build the cloud to offer services:
http://www.datacenterknowledge.com/archives/2014/03/26/ibm-softlayer-extends-cloud-hong-kong/
http://www.datacenterknowledge.com/archives/2014/03/24/cisco-joins-cloud-race-pledges-1-billion-data-centers/
Posted by phobos - 12 years ago
Data centers, data centers... Someones ability to bridge these data centers safely just might stand to make a lot of money.
Q: And last question on the carrier-class PHYs: Am I right in kind of figuring out
that that could be an appealing product to the hyper-scale data center guys beyond
carrier? And if so, are those guys kind of just getting to be aware of the product or
are they fully aware of it and ramping it up or is that opportunity (?) that could
reflect (?) in the future?
Chris: Yeah, that's a good question. We have traditionally not chased the big enterprise
and particularly data center applications because we have a couple big gorilla
competitors there. Our Intellisec technology in particular is unique, it is patented,
and it is something MACsec traditionally has been deployed in the data center.
Whether there are good opportunities for doing data center extension, allowing
companies to go across multiple networks with MACsec, which is what Intellisec
enables, we're still exploring. To answer your question, I think there are some
opportunities for us. But they're not something we're going to hang our hat on too
hard right now.
Posted by GARIF - 12 years ago
Record Exhibitor Numbers for LTE World Summit 2014
http://www.businesswire.com/news/home/20140401005752/en/Record-Exhibitor-Numbers-LTE-World-Summit-2014#.UzrZQz97J8E
Posted by phobos - 12 years ago
"...ACG forecast that the edge router segment will reach $12.2 billion in 2018..."
http://www.fiercetelecom.com/story/wireline-mobile-3g-lte-broadband-traffic-drive-router-growth-says-acg-resea/2014-04-01
Posted by phobos - 12 years ago
Does this take into account the increases from the "internet of everything?"
http://www.fiercetelecom.com/story/delloro-service-provider-router-market-growth-level-2017/2013-02-04
Posted by phobos - 12 years ago
Phobos,
Contrary to the belief of many, Crg has truly positioned this company in the right direction-markets. IoT it's a whole different animal, a new "Gold Rush".
"From a technology perspective, ACG forecast that the edge router segment will reach $12.2 billion in 2018, while the core router market will increase to $3.3 billion."
Key Vitesse customers fighting out below,
"Alternatively, the service provider edge market has been more competitive with Cisco, Alcatel-Lucent (NYSE: ALU), Juniper, and Huawei accounting for more than 90 percent of the Q1 through Q3 2012 share.
"One application that will likely drive more router sales will be wireless backhaul."
"Backhaul" crg and crew saw it coming and readied the ship for it.
http://www.fiercetelecom.com/story/mef-certifies-20-vendors-under-ce-20-specification/2013-01-29
Lets not forget! vitesse reigned supreme in helping the first wave of vendors qualify. "this thing comes in waves" says Crg,; I surmise Vitesse has been extremely busy helping the next wave to be.
Not sure but I may have read where crg referred to the MEF as 25 million in business down the line; companies success among the early qualifiers should add to those numbers.
Peace
Posted by GARIF - 12 years ago
Fox Business this AM was speaking very highly of what is on the horizon for Alcatel Lucent. stated that the company has begun to take market share in a few different areas.
Posted by christ3opher - 12 years ago
http://seekingalpha.com/article/2119503-why-you-should-dump-cisco-and-buy-alcatel-lucent
Posted by GARIF - 12 years ago
Private clouds keep private data from prying eyes. (Intellisec?).
http://www.informationweek.com/cloud/infrastructure-as-a-service/will-byod-become-bring-your-own-cloud/d/d-id/1141602
Posted by phobos - 12 years ago
100G in the data center:
http://www.lightreading.com/ethernet-ip/100g-ethernet/100g-inside-data-centers-will-get-it/a/d-id/708566
Posted by phobos - 12 years ago
Carrier ethernet:
http://www.channelpartnersonline.com/news/2014/04/fiber-has-started-to-shake-up-the-services-markets.aspx
Posted by phobos - 12 years ago
I read an interesting article, nominally about Bitcoin, but really about investing in cryptotechnology, which will generate the next online ecosystem of everything.
"Target the companies building the ecosystem and the platforms that will drive innovation. Let others try to figure out which "currency unit" will win."
http://www.zerohedge.com/contributed/2014-04-08/why-bitcoin-important
Intellisec makes VTSS one of those companies. GARIF, you were right about Intellisec early on.
Posted by phobos - 12 years ago
Core 100G Fuels Packet-Optical Switching Growth:
http://www.lightreading.com/optical/packet-optical/core-100g-fuels-packet-optical-switching-growth/a/d-id/708624?_mc=RSS_LR_EDT
Posted by phobos - 12 years ago
http://www.aliathon.com/news/aliathon_highlighted_as_key_player_in_the_otn_in_global_strategic_business_report/
Weeks ago from the above article i realized that Vitesse is truly a forward thinking company as many of the key players are customers of her. Licensers of our 100G stuff have been busy building phobos,
Thus some of my reasoning for Q2 to surpass expectations.
FOCUS ON SELECT KEY PLAYERS
ADTRAN Inc. (US)
ADVA Optical Networking SE (Germany)
Alcatel-Lucent (France)
Aliathon Technology Ltd (UK)
Ciena Corporation (US)
Cisco Systems , Inc. (US)
ECI Telecom Ltd. (Israel)
Ericsson (Sweden)
Fujitsu (Japan)
Huawei Technologies (China)
Infinera Corporation (US)
JDS Uniphase Corporation (US)
NEC Corporation (Japan)
Tellabs Inc (US)
ZTE Corporation (China)
Posted by GARIF - 12 years ago
http://www.digitaljournal.com/pr/1853962
Posted by phobos - 12 years ago
Phobos, the one constant for all these technologies is "TIMING & SYNCHRONIZATION plus SECURITY" how can we not get a decent piece of that PIE??
Posted by GARIF - 12 years ago
This would seem to be VTSS' strategy as well:
http://www.qualcomm.com/solutions/wireless-networks/technologies/1000x-data
Posted by phobos - 12 years ago
Average internet speed and traffic already growing rapidly (without IoT):
http://feedproxy.google.com/~r/TheNextWeb/~3/eiTjyouvB-Y/
Google could bring crypto mainstream...now who trusts Google? VTSS is ahead of the curve:
http://feeds.wired.com/c/35185/f/661370/s/39a8abe4/sc/4/l/0L0Swired0N0C20A140C0A40Cgoogle0Ecrypto0Egmail0C/story01.htm
Chinese Android Phone Maker Xiaomi Preps Big Global Push For This Year
http://feedproxy.google.com/~r/Techcrunch/~3/xe6o3Ew1VlE/
Mobile demand still growing along with the need for security:
http://gigaom.com/2014/04/23/the-state-of-the-internet-is-under-attack-its-also-faster/
4G LTE-A rolling out NOW:
http://gigaom.com/2013/08/12/asias-turbo-charged-lte-networks-show-whats-in-store-for-the-u-s-europe/
Posted by phobos - 12 years ago | Updated 12 years ago
Phobos the "1000 data" piece, brings to mind the SERVAL LIGHT! fascinating how a company with a fraction of competitors R&D budget manages to beat them to the punch.
Not only did Vitesse survive but she is THRIVING... bless her heart!!
Posted by GARIF - 12 years ago
It has only been recently GARIF that vtss has given us reason to believe that they might be yet another example of focus and efficiency beating diversification and deep pockets. I'll still be holding my breath until the second Tuesday in May.
Posted by phobos - 12 years ago
http://www.twst.com/update/53655-att-inc-att-reports-strong-results-in-first-quarter-while-investing-in-growth-transformation
"...declines in legacy products were partially offset by continued double-digit growth in strategic business services. Revenues from these services, the next-generation capabilities that lead AT&T's most advanced business solutions - including VPN, Ethernet, cloud, hosting and other advanced IP services - grew 16.1 percent versus the year-earlier quarter."
This sounds a lot like VTSS, whose legacy products have been declining steadily, but whose new products have been growing rapidly. As the newer rapidly growing products become a greater share of the overall pie, growth takes off.
Posted by phobos - 12 years ago
The BAN (Body Area Network):
http://www.prweb.com/releases/2014/04/prweb11796275.htm
Worldwide networking port revenues hit $39 billion says Infonetics
http://www.lightwaveonline.com/articles/2014/04/worldwide-networking-port-revenues-hit-39-billion-says-infonetics.html
Posted by phobos - 12 years ago | Updated 12 years ago
Crg told us nearly 2 years ago that they were doing a ton of that kind of work for AT&T and Verizon. So yes Q2 for us should reflect many of the positive goings.
Posted by GARIF - 12 years ago
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=648733
40/100G craze is great news for our IP returns as many licensed our technology.
Posted by GARIF - 12 years ago
"The U.S. was home to a wireless carrier that recorded the second highest average mobile broadband speeds globally at 8.5 Mbps, but it was the speed data from other parts of the world that were most notable. A wireless provider in Hong Kong and one in Australia both reported average peak connection speeds greater than 100 Mbps. Akamai notes that these speeds indicate that providers are starting to roll out “LTE Advanced” technology, which can enable peak data rates of up to 300 Mbps, and later confirmed that these carriers were “heading down the path” to those networks."
"LTE ADVANCED TECHNOLOGY"
Our long awaited moment has arrived and oh what a relief it is!!
Posted by GARIF - 12 years ago
Posted by phobos - 12 years ago
Exciting times Phobos!
Overture is going bonkers introducing so many items with Vitesse inside, BLESS THEIR HEARTS!!!!
The "REVS" are coming tech...
Posted by GARIF - 12 years ago
Is "Overture":
http://www.lightreading.com/overture-trials-nfv-software-with-hidden-punch/d/d-id/708848?_mc=RSS_LR_EDT
using VTSS' software:
http://www.vitesse.com/products/software/
?
Posted by phobos - 12 years ago
Soon, everything will be mobile and the network will be the computer:
http://www.itproportal.com/2014/04/30/byod-and-cloud-computing/
Posted by phobos - 12 years ago
If 4G embraces streaming video and the cloud (somewhat), then 5G must embrace IoT and BYOD:
http://www.theinquirer.net/inquirer/news/2342446/ofcom-looks-to-5g-and-internet-of-things-with-spectrum-review
Posted by phobos - 12 years ago
I thought VTSS was not going after this market (?)
http://www.vitesse.com/enterprise-ethernet/ethernet-storage
You know, if you work this hard and generally try everything, something has to "stick".
Posted by phobos - 12 years ago
very interesting phobos.
looks like another branch of revenue is in the works, with not a hell of a lot more needed to achieve success.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Fit all technology! thanks to INTELLISEC ,VERITIME plus innate LOW POWER. I expect ex old friends to become friends again, EMC, Maxim...
Areas we used to avoid for fear of getting trampled by large competitors, Broadcom, Marvell etc, our SUPERIOR technology now allows us to walk in fearlessly.
HOW YOU LIKE US NOW?? just thinking out loud for CRG.
Posted by GARIF - 12 years ago
it now seems that the number of products that Vitesse produces are on the cusp of fruition. I would most definitely expect an event filled Q2 conference call. With the widespread increase in news of signed contracts and growth in revenue this quarter coming from the customers of Vitesse, how can this not finally be trickling down to money in their own pockets. This should soon prove to be true that we have been building momentum into Q2 with a breakeven windfall to later occur in Q3. This is what we have been told, close to what we have been told for the last eight years but this time the difference is we have finally been seeing proof that the customers are all providing positive results where Vitesse is concerned.
Q2 should be a very interesting call, finally
Posted by christ3opher - 12 years ago | Updated 12 years ago
"Consolidated Communications reported that a 21 percent rise in Metro Ethernet revenue drove up overall first-quarter 2014 data, video and Internet services revenue to $68.2 million."
http://www.fiercetelecom.com/story/consolidated-communications-q1-metro-ethernet-revenue-jumps-21-percent/2014-05-01
Posted by phobos - 12 years ago
Posted by phobos - 12 years ago
""Metro Ethernet continues to be a leading product with a 21% increase in revenue compared to the first quarter of last year."
Similar news from crg would not be surprising.
Posted by GARIF - 12 years ago
Another data point,
"Operators should Deploy Carrier Grade Wi-Fi with their 14M Outdoor Small Cells as they Climb the Data Mountain, Argues ABI Research" --> Yes, it said "14M"!
http://www.marketwatch.com/story/operators-should-deploy-carrier-grade-wi-fi-with-their-14m-outdoor-small-cells-as-they-climb-the-data-mountain-argues-abi-research-2014-04-23
http://www.businesswire.com/news/home/20140502005849/en/Carriers-Gangbusters-WiFi-Hotspot-2.0-Infonetics-Survey#.U2d-5oFdV8E
Posted by phobos - 12 years ago | Updated 12 years ago
The network becomes the computer:
http://www.zdnet.com/cloud-computing-enters-its-second-stage-hypergrowth-ensues-7000028754/
The cloud INCLUDES the data center (how could it not?):
http://thevarguy.com/managed-services-providers-and-software-solutions/050114/365-data-centers-launches-simplified-services-smbs
Everyone is interested in the data center (not so) suddenly:
http://www.enterprisenetworkingplanet.com/datacenter/alcatel-lucents-nuage-networks-gaining-sdn-momentum.html
HP is another VTSS customer:
http://www.enterprisetech.com/2014/05/03/hp-pitches-cost-cutting-datacenter-facilities-service/
It will be very interesting to see how VTSS will spin its newly found interest in the data center tomorrow.
Posted by phobos - 12 years ago | Updated 12 years ago
17 Data centers owned by this company plus hundreds more scattered through out the western world; all ripe for Intelli help.
http://www.fool.com/investing/general/2014/04/29/why-infinera-corp-shares-will-bounce-above-10.aspx
"We expect optical industry revenue growth to accelerate due to the transition to 100G and rising network infrastructure investment, while profitability is structurally improving following significant consolidation," said Jankowski.
Posted by GARIF - 12 years ago
I believe Infinera is a VTSS customer too (page 11 of the September presentation). Good find!
Posted by phobos - 12 years ago | Updated 12 years ago
Frankly, Friends, I don't get it. For two months now we have been in a steady decline on share price. If everything is so rosy then what's the deal? Look at the charts - 50 day moving average, Point and Figure Chart, failure at the Resistance line. I'm a chart guy and the chart isn't agreeing with all this "love" that everyone is showing prior to earnings. I'm not sold - why are you? And then why nothing but declining share price. No one is getting on the train; instead they seem to be slowly getting off.
Satbob
Posted by Satbob - 12 years ago
couldn't Needham have something to do with the sell-off?
I would think that they are after a couple of flips during the ride up. With the mighty number of shares they own and the low volume occurring, they must continue have some wrangling power behind them.
with volume in trading being very low, I wouldn't doubt that many are still waiting for the Q3 "promise" to be delivered and at this point of the game I do not blame them one bit. We still have not seen any significant rise in revenue.
Satbob, the "rosy" you are hearing about are results from the customers of Vitesse. This is a step by step process and like we have all been told before, it takes many years from design win to product revenue occurring. or the downside in what we have already experienced for a good many years, from design wins to talk about the next cycle of design wins with little revenue to show in between.
Q3 is most definitely Gardners last chance to finally get it right and I believe he will. All of the "rosy" out there is the proof.
One other note is that every time recently that we have had a slew of investor conferences to attend, more investors have come on board with higher volume and this looks to be playing out all over again. Most likely with more new products
Posted by christ3opher - 12 years ago | Updated 12 years ago
My thought was too that the iffy macro economy is not generally conducive to capital spending. VTSS sells chips to the people who make capital equipment for the service providers. The market is probably nervous about the potential for a downturn in VTSS' crowded market. Also, as chist3opher comments above, there is a substantial time delay between design win and peak revenue AND this is a company who is trying to gain back its credibility after the debacle. As far as the market is concerned, the jury is still out. The market will need to be shown. Although, there are many waiting for the results to come in. This is all happening on low volume.
Posted by phobos - 12 years ago | Updated 12 years ago
Christ,
Thanks for reiterating, " it takes many years from design win to product revenue occurring." so many of us board members really have trouble understanding this.
I used to give the farmers example of preparing soil(design win)__ than comes the planting, nurturing,,,(the delay)__ finally after a year or so comes harvest time(revenue).
Imagine planting say, 10,000 coconuts which will take 4 to 5 years to drop a fruit!! starvation could creep into the picture as we wait, oh! lets not mention the occasional hurricane which could wipe-out half the crop.
GL to us tomorrow,
peace
Posted by GARIF - 12 years ago
Ciena showcases solutions with Vitesse inside,
https://finance.yahoo.com/news/brocade-ciena-show-cloud-orchestration-205936034.html
Posted by GARIF - 12 years ago
Some of this makes no sense to me...
I'm looking at the share price in the first couple of minutes of trading and it plunges $0.06 on 1800 shares traded. And it stays there. How do 1800 shares determine a nearly 2% move?
The ticker is a tale told by an idiot (with apologies to Shakespeare).
I'll check in after the call, when there is actual information.
Posted by phobos - 12 years ago
Manipulation is what determines the moves
Posted by christ3opher - 12 years ago
Shouldn't the SEC look up from surfing porn for even a minute...?
We are on a pace to set an extremely low volume. ...most shareholders are waiting for the news.
Posted by phobos - 12 years ago | Updated 12 years ago
The NASDAQ Market Makers and NYSE Specialists have their way especially with the small retail investor. Someone probably put in a Market Order at the opening which allowed the Market Maker to sell them out at a very low price. Placing a limit order might have helped, but the big institutions/hedge funds have such an advantage.
Posted by Techinvestor - 12 years ago
US Event Flexes IoT Muscle
http://www.eetimes.com/document.asp?doc_id=1322299&piddl_msgid=299059#msg_299059
Cisco Thinks The Internet Of Things Will Be A $14 Trillion Business — And The Head Of That Unit Just Left
Read more: http://www.businessinsider.com/gm-of-ciscos-iot-unit-left-2014-5#ixzz31F3uWM3I
http://www.businessinsider.com/gm-of-ciscos-iot-unit-left-2014-5
UPDATE 2-Alcatel-Lucent cuts Q1 loss, pursues turnaround
http://www.reuters.com/article/2014/05/09/alcatel-lucent-results-idUSL6N0NV11520140509
NTT SAYS NSA ACTIVITY IS CHANGING DATA CENTER BUYING HABITS (could VTSS go into the data centers... in China?)
http://www.datacenterdynamics.com/focus/archive/2014/05/ntt-says-nsa-activity-changing-data-center-buying-habits
Making Data Centers Smarter and Greener (it's important to be low-power)
http://www.siliconhillsnews.com/2014/05/08/making-data-centers-smarter-and-greener/
Opengear Gets Head Start On Data Center Management Over 4G LTE
http://www.datacenterknowledge.com/archives/2014/05/09/opengear-gets-head-start-data-center-management-4g-lte/
Sequencing, Cloud Computing, And Analytics Meet Around Genetics And Pharma
http://www.forbes.com/sites/oreillymedia/2014/05/09/sequencing-cloud-computing-and-analytics-meet-around-genetics-and-pharma/
Posted by phobos - 12 years ago | Updated 12 years ago
To further support the fact VTSS is a stock no one cares about, have you noticed for quite some time there has hardly been a post on Yahoo Finance VTSS thread.
This is sad- there used to be quite a following and interest in VTSS. The Gardner era of no focused plan or results has finally made investors throw in the towel and move on.
Posted by Techinvestor - 12 years ago
you are correct Tech, many have lost interest in Vitesse. The multiple number of fault starts have supported this. I don't really remember that much of a useful following on the Yahoo message board at all.
Today, 5/9/14 we have had a nice little run up .21 @ $3.46
this may be in preparation for next weeks Wedbush Investor conference 5/13/14 8:30 AM ET. I would expect another product or design win announcement also for support.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Christ,
Irrational exuberance got the best of me! guess I am some what of a simpleton. Board members saw this pig for what it is, I am back to reality and must accept the "wait till next year" duality of Vitesse.
The distrust of our large American companies should indeed be heavenly for INTELLISEC; Crg is pushing Switch-Intelli hard, perhaps in 4 years or so we shall start seeing real money from this. Are we planting coconuts??
Posted by GARIF - 12 years ago
right on GARIF, keep bringing worthwhile additions to the board.
It would be great to get a response from daWiley1 regarding the Vitesse dilemma. He has a exceptional way of describing the journey that we all continue to be on. We have not heard from him in awhile.
Posted by christ3opher - 12 years ago
http://vtssinvestor.com/Topic/Index/3390
Posted by phobos - 12 years ago
I must update a past comment I made in regards to the Yahoo message board. There is at least ONE past poster that I know of who brought worthwhile posts to read. GARIF, I believe that you have mentioned this Yahoo poster in the past and I will leave his name out at that. He sent me an e-mail about four months ago reflecting his present thoughts on Vitesse. This individual sells another type of product within the industry that Vitesse is in. Here are a few quotes: " 2 years ago about half of my customers moved forward with Vitesse over the competition. Today I can't name a single network/Telco/media box vendor that does not use Vitesse." " This is just the beginning of a long cycle. Design wins take 2-3 years before they produce. R&D takes 1-3 years. Those are behind us now." " Small cells and the edge are booming right now. Vitesse is winning way more than any competitor I see and engineers I talk to on a daily basis tell me their performance is unequalled."
Posted by christ3opher - 12 years ago | Updated 12 years ago
I was thinking about the earnings call... and I was attempting to decide if this was a temporary setback or debacle 2.0. Well, what did the market do? It adjusted the value of the shares downward in accord with break-even and profitability being pushed forward, but the share price didn't plunge to the sub $2 range, bracing for the full "Tomasetta-ing". We bounced off the resistance at $3.25, just like Tech predicted. I'm disappointed, but I don't think there is any Debacle 2.0 in our immediate future. I would attribute the cause to VTSS missing a design cycle during the debacle, and as a result, even though new product revenues are growing quickly, legacy revenues are declining quickly off a broader base in a down economy. I am encouraged by the acceleration of design wins, the emerging markets VTSS didn't know it had (IoT and storage), and the fact that CRG now realizes that it's not just about break-even, but about growing VTSS to a size appropriate to the size and number of markets it now serves. And this last idea didn't come from CRG: he doesn't think like that. The idea came from Mr. Martin and his two very capable additions to the board (perhaps Nuss too). I'm frustrated. But I think this may all turn out OK.
Posted by phobos - 12 years ago | Updated 12 years ago
thanks Phobos, I agree with you.
Vitesse has in no way missed a present design cycle or is even close being in a "debacle 2.0." I understand all about the missed design cycle of the past. I lived through it along with the many others here.
Vitesse is a part of a brand new form of communications. This is why now they have to "market" their product to the many companies out there looking for that right product for the new situation they are in. This takes TIME and why we have been having so many trade show events, The Internet of things Developers Conference is one example and why Nuss has been out promoting Vitesse Products with the many different web casts. This is a global cause. Vitesse has already been labeled a "start-up" company. When it comes down to it, it is. This is where the disconnect occurs between us old timer share holders AND the new shareholder, who IS looking at Vitesse as a start-up. daWiley has been saying over and over- "if you have not averaged down, you are better off selling and moving on."
In a way it is almost useless to be bringing up any comparing with revenues of the past. The revenues of the past have no meaning at all with the "new" Vitesse, whether we believe they do or not. Gardner is wishing right now that the cycle of "Legacy products" would be over and done with because they are dragging Vitesse down. but he can't because we NEED those "legacy products" to help keep the company alive until the New Vitesse product line is thriving. It will be happening.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Agreed Christ3opher, and well-said.
Posted by phobos - 12 years ago
"right on GARIF, keep bringing worthwhile additions to the board." with a touch of sarcasm!
the joke is on all of us friends! we been theorizing/hypothesizing about the conundrum that is Vitesse for years! sadly nearly every theory(some very eloquent) have not panned out. The one constant has been Crg's lack of ability to deliver on SELF IMPOSED promises.
" This takes TIME and why we have been having so many trade show events."
Year after year we're in many trade shows but results seem to lead to the same story, 'wait till next year"...
The friend from Thousand Oaks(personally I think he was Vitesse man) spoke of customers building with Vitesse and also gave the 2-3 year before D-wins start producing; what i find most troubling is WHY DOES CRG KEEP GIVING NUMBERS HE CANNOT MEET? why not lowball the situation and forever beat the numbers???
continue posting friends, will continue listening/ reading, hopefully Da-waily and others return.
Peace
Posted by GARIF - 12 years ago
Once again, we find ourselves in a very frustrating situation. Wasn't it only 2012 when VTSS came out with all the new products? So, tacking on 2~3 years would get us to 2014~2015. Make no mistake, I'm not happy about this set-back, but I do think that it is more the legacy products deteriorating more rapidly than expected and not the new products failing to grow (VTSS had 29% growth in new products this quarter - which is the equivalent of a 170%+ yearly growth rate). Believe me, I understand the frustration, but it is the nature of the beast.
Posted by phobos - 12 years ago | Updated 12 years ago
I am not looking at the situation the same as you are GARIF, not at all. The trade shows I speak of are the recent ones GARIF.
If I had believed this was a joke, believe me I would not be here.
GARIF, I believe that YOU were the one to let things "RUN WILD" over the last few quarters with over exaggerated expectations.
Posted by christ3opher - 12 years ago | Updated 12 years ago
I think we all, at one time or another, fall in love with a stock and let "irrational exuberance" set in.
If Gardner could just master one skill it should be the old UPOD (Under Promise and Over Deliver". Most successful companies set the bar low on estimates, so they can be a hero when they meet or exceed, and then leave room to raise forward guidance.
Posted by Techinvestor - 12 years ago
CRG keeps making the rookie mistake of over-promising and under-delivering. Hopefully, this is a lesson learned and we have a nice surprise in the near future - I'm not betting on it though. If and when it happens, it WILL be a surprise.
I noticed that the concensus estimate is above management's quoted range:
http://www.theflyonthewall.com/permalinks/entry.php/VTSSid2009793/VTSS-Vitesse-management-to-meet-with-Benchmark-Co
Did CRG finally learn his lesson?
Posted by phobos - 12 years ago | Updated 12 years ago
We were originally supposed to be seeing something in the range of +$30M for the third quarter.
and remember during the Q2 call Gardner did state: " At the beginning of the year we set a target of reaching non-GAAP profitability in Q3-and we still expect to be at or near that target."
the consensus would be putting revenue "near that target"
I don't believe that Gardner gives two F's about expected revenue. more of a it is what it is.
Posted by christ3opher - 12 years ago
I suppose looking at this from CRG's point of view, there is no urgency to cause a huge uptick in the top-line. The debt is taken care of, it seems Mr. Martin is not going anywhere, and as long as new product revenue continues to grow at such a stellar rate, as it displaces shrinking legacy revenue, the top line will begin to grow and attract investors. I just wish that the reach number for internal management use were different than the VTSS' number published to the investment community.
...just a thought, and a minor quibble in the grand scheme of things.
Posted by phobos - 12 years ago
Small Cells Intro Spurs Growth in Mobile Backhaul T&M, Heavy Reading Finds (when people start getting test and measurement equipment, they're thinking of installing infrastructure).
http://www.prnewswire.com/news-releases/small-cells-intro-spurs-growth-in-mobile-backhaul-tm-heavy-reading-finds-259049381.html
Ingram Micro Announces Annual SMB 500 Ranking and Research (as the economy turns for our demographic, the capex also goes up)
http://www.sys-con.com/node/3085303
The Tangled Web of IoT Security
http://www.ecommercetimes.com/story/The-Tangled-Web-of-IoT-Security-80400.html
The White House Tackles Big Data and Privacy (they've done such a stellar job until now -- sarcasm)
"Data is rapidly emerging as a key resource, and it's conceivable that it will become an actual currency in the not-too-distant future. This could impact enterprise valuations and ripple through many areas. It's critical for C-suite executives to get their head around the topic."
http://www.baselinemag.com/analytics-big-data/the-white-house-tackles-big-data-and-privacy.html
Posted by phobos - 12 years ago | Updated 12 years ago
Ciena is a customer:
http://www.lightreading.com/optical/subsea/hibernia-goes-trans-atlantic-with-ciena/d/d-id/709087
Dell is a customer:
http://www.eweek.com/networking/dell-upgrades-kace-k1000-for-internet-of-things.html
Ericsson is a customer:
http://m.lightreading.in/lightreadingindia/news-wire-feed/295821/ericsson-stays-magic-quadrant-leader-lte-infra
GM offer 4g LTE for $5/month:
http://www.foxnews.com/leisure/2014/05/14/gm-offers-onstar-subscribers-mobile-wifi-access-for-5-month/
Worried about CRG competing directly with BRCM?
http://www.fool.com/investing/general/2014/05/14/heres-why-everyones-worried-about-broadcom.aspx
Juniper is a customer:
http://www.datacenterdynamics.com/focus/archive/2014/05/juniper-networks-helps-ubs-transform-its-data-centers
CSCO (a customer) funds the cloud:
http://techcrunch.com/2014/05/14/opendns-raises-35m-from-cisco-for-its-cloud-based-enterprise-network-security-as-a-service/
Telstra squeezes more speed out of 4g LTE with novel approach:
http://www.techworld.com.au/article/545164/telstra_triples_4g_speeds_lte-a_test/
Posted by phobos - 12 years ago
Will storage be baked into small cells?
http://www.theregister.co.uk/2014/05/16/caching_in_base_stations_can_help_performance_say_boffins/
Moxa is a VTSS customer:
http://www.automationworld.com/industrial-grade-ip-gateway-connects-ethernet-and-serial-devices-3g
$1.4T is such a large number, I have trouble understanding it:
http://www.prnewswire.com/news-releases/internet-of-things-market-worth-142309-billion-by-2020-259252221.html
Ericsson is a customer:
http://www.lightreading.com/components/mobile-wireless-components/ericsson-lte-a-modem-approved-by-china-mobile/d/d-id/709017
More user control and freedom from lock-in will make cloud successful
http://www.computerweekly.com/news/2240220739/More-user-control-and-freedom-from-lock-in-will-make-cloud-successful-Werner-Vogels
SAP moves to cloud:
http://www.ibtimes.co.uk/german-software-company-sap-cut-1500-2500-jobs-cloud-computing-mission-1448814
VCs are pouring money into data center startups:
http://www.businessinsider.com/12-hottest-data-center-startups-2014-5?op=1
http://www.zdnet.com/microsoft-awards-grants-to-improve-datacenter-operations-and-efficiency-7000029491/
The need for data center IT employees is moving to the cloud:
http://www.datacenterdynamics.com/focus/archive/2014/05/shadow-it-threatening-data-center-job-security
http://www.forbes.com/sites/louiscolumbus/2014/05/15/where-cloud-computing-jobs-are-in-2014/
As SMB goes, so goes the economy:
http://channelnomics.com/2014/05/13/ingram-micro-smb-500-growth-accelerating/#.U3YLFXnD8sJ
Data security means multiple back-ups, means multiple storage sites and a multiple of the actual data stored, both at the enterprise and the data center:
http://www.techradar.com/news/computing-components/storage/smb-security-what-are-the-biggest-dangers--1248481
http://mobile.enterprisenetworkingplanet.com/datacenter/prepare-your-network-for-private-and-hybrid-cloud.html
http://www.datacenterdynamics.com/focus/archive/2014/05/network-connectivity-and-resilience-still-top-us-data-center-priorities
Posted by phobos - 12 years ago | Updated 12 years ago
Nuss speaks!
The truth about #LTE network timing: what carriers need to know via @computingnowhttp://ow.ly/wRaty #4G #smallcells
Arqiva creates IoT network in 10 cities:
http://www.electronicsweekly.com/news/business/information-technology/arqiva-creates-iot-network-10-uk-cities-2014-05/
Radio Revolutions on the Road to 5G
http://www.lightreading.com/mobile/5g/radio-revolutions-on-the-road-to-5g/a/d-id/709060?f_src=lightreading_editorspicks_rss_latest
What is 5G, when is it coming and why do we need it?
http://www.pocket-lint.com/news/128938-what-is-5g-when-is-it-coming-and-why-do-we-need-it
Our Report on Verizon’s XLTE Confirmed by evleaks
http://www.droid-life.com/2014/05/16/our-report-on-verizons-xlte-confirmed-by-evleaks/
Cloud computing, or 'The future is trying to KILL YOU'
The brutal tech truth that links the problems of Rackspace, Dell, HP, IBM, Oracle, SAP, others (the reductions in cost brought about by the cloud is forcing a consolidation within the storage industry)
http://www.theregister.co.uk/2014/05/17/cloud_computing_doom_analysis/
Upgrade to modern hardware cost effective for academic SANs
http://www.edtechmagazine.com/higher/article/2014/05/college-saves-big-upgrading-modern-data-center
The reason for backup at multiple locations
http://www.datacenterknowledge.com/archives/2014/05/16/internap-data-center-outage-takes-livestream-stackexchange/
Cloud Computing Demands Cloud Data Encryption
http://mobile.enterprisenetworkingplanet.com/netsecur/cloud-computing-demands-cloud-data-encryption.html
EDGE and HSPA/HSPA+ Holding Steady in Face of LTE Blitz – New Infonetics IP RAN Study (not if you read under the byline)
http://www.businesswire.com/news/home/20140516006042/en/EDGE-HSPAHSPA-Holding-Steady-Face-LTE-Blitz#.U3dmVnnD8sI
Microsoft: ‘The Future is Now’ for Cloud Computing
http://mspmentor.net/infocenter-cloud-based-file-sharing/051614/microsoft-future-now-cloud-computing
Operators must consider backhaul as part of overall network design
http://www.fiercewireless.com/europe/story/operators-must-consider-backhaul-part-overall-network-design/2014-05-13#ixzInnovation
How Cloud Computing Is Fueling Innovation (short video):
http://www.forbes.com/sites/ibm/2014/05/09/how-cloud-computing-is-fueling-innovation/
Why cheap smart phones will upset the industry (and greatly increase bandwidth and storage requirements)
http://rss.slashdot.org/~r/Slashdot/slashdot/~3/LRGw6AchXHs/story01.htm
Posted by phobos - 12 years ago | Updated 12 years ago
Worries about IoT:
http://www.wired.com/2014/05/iot-report/
HP is a customer:
http://www.zdnet.com/hp-intros-orchestrated-datacenter-focuses-on-automation-7000029610/
Doubt's about the cloud:
http://online.wsj.com/news/articles/SB10001424052702304908304579566662320279406?mg=reno64-wsj&url=http%3A%2F%2Fonline.wsj.com%2Farticle%2FSB10001424052702304908304579566662320279406.html
ADTRAN is a VTSS customer:
http://www.broadwayworld.com/bwwgeeks/article/ADTRAN-Reinvents-Enterprise-Service-Delivery-20140519#.U3ofFYFdV8E
NEC is a VTSS customer:
http://www.zawya.com/story/METCO_and_NEC_Cooperate_to_deploy_Microwave_Backhaul_Network_for_Zain-ZAWYA20140518111514/
CSCO (Meraki) is a VTSS customer:
http://www.marketwatch.com/story/cisco-delivers-advanced-traffic-visibility-and-control-with-new-wan-automation-engine-2014-05-18
Posted by phobos - 12 years ago | Updated 12 years ago
Thanks phobos for the customer research. Of course considering VTSS's revenues, they must all be buying 1 chip.
Posted by Techinvestor - 12 years ago
Irony alert -- Holder sues China for industrial espionage (still no indictment for NSA spying on US citizens):
http://www.dailymail.co.uk/news/article-2633886/China-escalates-tensions-summons-U-S-envoy-U-S-brings-criminal-charges-against-Chinese-Army-officials-hacking-American-companies.html
http://www.vox.com/2014/5/19/5731696/chinese-hackers-cyberespionage-theft-cybercrime
John Chambers optimistic:
http://www.crn.com/news/networking/300072879/ciscos-chambers-nobody-eats-our-lunch.htm
Half of world's population headed for the cloud:
http://www.fiercecio.com/story/half-worlds-population-headed-cloud/2014-05-19#ixzz32HIYVsMW
Mobility will be key to AT&T's $49B acquisition of DirecTV - FierceMobileIT
http://www.fiercemobileit.com/story/mobility-will-be-key-atts-49b-acquisition-directv/2014-05-19#ixzz32HIvodnV
Posted by phobos - 12 years ago | Updated 12 years ago
Great work Phobos,
oh! about the spying on the locals? was just collateral damage my friend.
Our "40" design wins at Cisco should enjoy a bright future according to Chambers....
" Chambers said. "It sounds simple, but it is very, very difficult to do, and is almost impossible to do without our architectures and technology."
In addition to Cisco's new Application Centric Infrastructure, an SDN architecture that leverages a mix of Cisco hardware and software, Chambers said Cisco's vision for fog computing, or a platform for driving compute capabilities to devices at the edge of a network, will help it emerge as the Internet of Everything leader.
Intellisec should have a field day in being adopted.
"Cisco isn't alone in its bullish stance on the Internet of Everything. Industry analyst firm Gartner said in March it expects the Internet of Things (IoT) -- a subset of the broader Internet of Everything that involves machine-to-machine, or device-to-device, connections -- to have a "potential transformational effect on the data center market, its customers, technology providers, technologies and sales and marketing models." The firm estimated that there will be 26 billion IoT-related units installed by 2020, with IoT product and service providers generating incremental revenues exceeding $300 billion."
Posted by GARIF - 12 years ago
Welcome back GARIF!
...you're right. The IoE will take a ton of bandwidth.
Posted by phobos - 12 years ago | Updated 12 years ago
LOL!!!!
Bright future for the likes of Vitesse but will the company catch up to this FUTURE sooner than later? will the wait till next year ever dissipate?? specially with most of this IoT stuff taking forever to...
Posted by GARIF - 12 years ago
True - it would be nice to know when this will all start effecting VTSS' top line. The licensing agreement with Freescale was an unexpected surprise... if we could only get a few more of those.
Posted by phobos - 12 years ago
http://www.cnbc.com/id/101653112?__source=yahoo%257cfinance%257cheadline%257cheadline%257cstory&par=yahoo&doc=101653112%257cWhy+the+cloud+needs+to+cl
Another concern of the world that Vitesse had the foresight to prepare for with her low power goodies. Notice that security is perhaps even more important than "CLEAN"! well Vitesse prepared for this too with INTELLISEC.
Posted by GARIF - 12 years ago
Is SDN already here?
http://feedproxy.google.com/~r/OmMalik/~3/e0E40Hj27RE/
Cisco Extends InterCloud Vision with ACI or, the inter-cloud; a cloud of clouds (confused yet?)
http://www.enterprisenetworkingplanet.com/netsp/cisco-extends-intercloud-vision-with-aci.html
Cisco Advances Cloud Strategy with VCE, NetApp Integration (from what I understand from these two CSCO stories, I gather that CSCO doesn't have an answer, but knows that we need one)
http://thevarguy.com/cloud-computing-channel-partner-program/052114/cisco-advances-cloud-strategy-vce-netapp-integration
An Open Cloud Environment
Today, Cloud Ethernet infrastructures have the potential to lower development costs, improve service delivery times, and enable the creation of an open cloud environment.
http://www.nojitter.com/post/240168249/an-open-cloud-environment
NEC is a customer:
http://www.menafn.com/1e8b3921-f251-4416-8ff9-7e159f6cd6d2/NEC-Provides-Russias-Largest-Fixedline-Telephone-Carrier-with-the-iPASOLINK-EX-Compact-Microwave-Communications-System?src=main
6 Things to Know About the Internet of Things
http://www.cmswire.com/cms/internet-of-things/6-things-to-know-about-the-internet-of-things-025152.php
Cloud, APIs, digital, whatever... it's all service oriented architecture
http://www.zdnet.com/cloud-apis-digital-whatever-its-all-service-oriented-architecture-7000029041/?utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
Making sense of (meta) data:
http://www.itbusiness.ca/news/first-look-at-ibms-new-mobile-friendly-concert-and-analytics-apps/48906
China's market for cloud computing to boom:
http://english.peopledaily.com.cn/business/n/2014/0523/c90778-8731799.html
Posted by phobos - 12 years ago | Updated 12 years ago
http://finance.yahoo.com/news/cisco-ceo-brutal-times-coming-200831503.html
"Show me who your friends are and I will show you who you are" perhaps longevity is in the cards for us too???
Yes sir phobos, NEC and Microwave projects has Vitesse parts all over it!! bless their hearts...
Posted by GARIF - 12 years ago
US Wireless Carriers Shifting To Voice Over LTE
http://rss.slashdot.org/~r/Slashdot/slashdot/~3/Cm8jnTueUDg/story01.htm
Are the Internet of Things (IoT) & Internet of Everything (IoT) the Same Thing?
http://viodi.com/2014/05/23/are-the-internet-of-things-iot-internet-of-everything-iot-the-same-thing/
Overture is a VTSS customer:
http://www.fortmilltimes.com/2014/05/22/3499127/global-capacity-overture-win-2014.html
Better together?
http://www.telecomstechnews.com/news/2014/apr/28/better-together-4g-small-cells-and-carrier-wi-fi/
Emerging Markets: A goldmine for Cellular Backhaul
http://www.satellitetoday.com/publications/2014/05/23/emerging-markets-a-goldmine-for-cellular-backhaul/
I believe the 9 companies cited are ALL VTSS customers:
http://www.heraldonline.com/2014/05/21/5985012/research-and-markets-small-cell.html?sp=/100/773/385/
Making sense of (meta) data:
http://www.itbusiness.ca/news/first-look-at-ibms-new-mobile-friendly-concert-and-analytics-apps/48906
China's cloud computing market to boom:
http://english.peopledaily.com.cn/business/n/2014/0523/c90778-8731799.html
Security is of existential importance in the cloud:
http://www.networkworld.com/news/2014/052214-iot-cloud-computing-nation-state-threats-281850.html
The cloud: one more thing the phone company failed to commercialize:
http://www.wired.com/2014/05/tech-time-warp-cloud-is-born/
Active optical cables use an Ethernet connection:
http://www.lightwaveonline.com/articles/2014/05/sales-of-active-optical-cables-for-use-outside-the-data-center-to-reach-12b-by-2019-says-cir.html
I wonder if Korean service provider LG got their equipment from Samsung, a VTSS customer?
http://www.zdnet.com/korean-service-provider-lg-cns-nabs-global-award-for-best-designed-data-center-7000029810/
Posted by phobos - 12 years ago | Updated 12 years ago
phobos:
LG Uplus is a divison of LG whereas you speak of another division, LG CNS.
all that I have been able to find regarding LG Uplus corp. (South Korea telecom and mobile phone provider ) and Samsung is:
" On July 17, 2013 LG Uplus launched LTE-A service and introduced Galaxy S4 LTE-A the world's first 100% LTE smart mobile phone that can utilize data, voice and text with LTE.
I will assume that Vitesse is a part of this.
the topic you speak about in your post is between LG CNS and Samsung. from what I have found the two are competing with each other.
http://www.koreatimesus.com/?p=5021
hope this helps.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Oh, OK. Thanks Chris. I'm not used to seeing the amount of vertical integration that is apparently common in Korea. I'm not sure if LG is a customer, but at least I know that Samsung is, and they are in the storage space. It is remarkable how easily VTSS re-entered the storage space. I don't even think that VTSS realized they were back in the storage space until recently.
Posted by phobos - 12 years ago
Lets not forget that new customer Crg was jumping for joy about! the man sounded like a kid at Disneyland!
Time will share the name, Microsoft, Google or LG have been my pick.
The customer Crg alluded to we are working directly with their engineers. Vitesse outsmarted them all phobos, as she sold bits and pieces but kept the essence of her storage abilities.
EXCITING TIMES
Posted by GARIF - 12 years ago
http://finance.yahoo.com/news/ibm-stops-selling-netapp-units-040100620.html
Good news for Vitesse perhaps??
Posted by GARIF - 12 years ago
For those who enjoy reading:
PEW Research on the Internet of Things
and how it will thrive by 2025.
many experts comment about the pros and cons of where the internet is going.
http://www.pewinternet.org/2014/05/14/internet-of-things/
Posted by christ3opher - 12 years ago | Updated 12 years ago
Vintage moments below from Q3 2012
How much more valuable has the next stage in our product evolution(Intellisec) made us??
Q: Thanks. And a follow-on is you've talked a lot about design wins, exposure at top
OEMs. How would the content trends play out as the design win pipeline ramps?
Are you cross-selling timing with switch engines and PHYs? I mean what's sort of
the high water marks we can look at for ASVs(?) here?
Chris: The thing that's been the most effective for us in the new product portfolio is
really the 1588 technology and the ability to get those PHYs particularly designed
in. Part of that is because the network really is going through a transition and
requires this new technology and part of that is because the way we've
implemented our technology you can very simply take a system that does not have
1588, what they call PTP unaware, and you can change the PHYs, taking out one
or more of our competitors and putting our PHYs in. With just that change you
can make your box 1588 capable and a very highly accurate 1588. It's a very
simple upgrade. People can go do it. We have a lot of people doing it. It gets us in
the game. Those are fairly complex products. They come with software. That
software is common between our PHYs and our switches. In often case we find
that is a lead into different customers and then we can follow with some of the
more complex switch technology.
We also see that trend working in a different direction, which is into OTN and I
talked a little bit about that last time in that once a company is using our 1588 ten
GB PHY technology, if they need 1588 in OTN there's a very good shot that we
can go displace an OTN vendor in a router application because we've got 1588
common between our PHYs, our switches, and our OTN products. It is a pretty
good cross-sell and what we've done with the technology is we've gotten ourselves
to the point where we're not talking about how good an eye(?) diagram looks like
or whether it's five milliwatts or less power or more power or a dollar per port
lower price. We're now talking to the systems engineers and even the network
engineers who care about Verizon's network and how accurate and how
deployable that network is. It's a much different sell than it was 24 months ago.
Posted by GARIF - 12 years ago
http://www.fool.com/investing/general/2014/05/25/marvell-has-another-marvelous-quarter.aspx
Storage time!!!
Posted by GARIF - 12 years ago
GARIF,
I'm noticing that FSL is in the number two spot between market leader BRCM, and MRVL. I'm wondering if licensing VTSS' products will push FSL to number one (?) ahead of BRCM.
Interesting article (above).
Posted by phobos - 12 years ago | Updated 12 years ago
Overture is a vtss customer:
http://www.fortmilltimes.com/2014/05/22/3499127/global-capacity-overture-win-2014.html
NEC is a vtss customer:
http://www.developingtelecoms.com/tech/networks-infrastructure/167-optical-networks/5293-nec-provides-rostelecom-with-mobile-backhaul-network.html
Ciena is a customer:
http://www.cedmagazine.com/news/2014/05/ciena-provisions-f6%E2%80%99s-100-g-network
CSCO is a customer:
http://www.jsonline.com/business/johnson-controls-cisco-building-portable-internet-data-centers-b99276158z1-260536291.html
Posted by phobos - 12 years ago | Updated 12 years ago
Affirmative Phobos!
Vitesse has helped many companies move up the food chain! Media Tek, Juniper, HP, Zte, NEC, Planet, ,, Crg spoke in the recent presentation about how Samsung is using our products in its fight for LTE relevance.
Many customers been winning awards using our technology, you mentioned Planet, RAD, overture, TaTA, Fiberhome, and many others been doing this; all should start reflecting in our bank account in the near future.
When cisco realized competitors were tugging at her heals, she decided to increase business with one of the plummer's competitors had been turning to.
Posted by GARIF - 12 years ago
In all presentations Crg display's an,
HOW WE BEAT THE COMPETITION
Notice how it has now been personalized to Broadcom? I read about how Broadcom has been loosing market shares, the authors always mention "Q" and a few other suspects including Media-Tek but you and I know Vitesse has been eating some of her lunch too.
Posted by GARIF - 12 years ago
Absolutely GARIF! Just look at the article you posted about MRVL:
"Networking's looking iffy
During the quarter, Marvell reported networking results down 3% year over year, despite double-digit sequential growth for its Xelerated network processing unit chips and increased demand for SoCs for network attached storage and Ethernet routers."
This is at a time when VTSS' new products are growing at an 80% yoy clip. Moreover, I think that when FSL marries their network processor to VTSS' switching technology, that BRCM and MRVL (the current #1 and #3 in the market space) are going to have a real problem because the network processors still seem to be a lock for these two and a space that VTSS has not (does not currently have the resources) to enter. Although, I think as CRG has previously pointed out, it is a very crowded space, and would be tough-going for new entrants at this point (good luck to AMCC).
An interesting scenario moving forward might be that FSL buys VTSS at some future point (sometime in 2016 ...?).
I can dream can't I?
Posted by phobos - 12 years ago
Cisco remains top in carrier switch/router market says ACG Research
http://www.lightwaveonline.com/articles/2014/05/cisco-remains-top-in-carrier-switch-router-market-says-acg-research.html
Huawei ready to take on Cisco in enterprise networking
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140527000078&cid=1206
BT SIGNS DATA CENTER DEAL WITH HUAWEI
http://www.datacenterdynamics.com/focus/archive/2014/05/bt-signs-data-center-deal-huawei
Huawei extends enterprise networking with Agile Controller
http://www.telecompaper.com/news/huawei-extends-enterprise-networking-with-agile-controller--1016317
Emerging Markets: A goldmine for Cellular Backhaul
http://www.satellitetoday.com/publications/2014/05/23/emerging-markets-a-goldmine-for-cellular-backhaul/
(MKTW) Nationwide Service Provider in India Selects DragonWave Solution for LTE Network
http://online.wsj.com/article/PR-CO-20140528-905979.html
Apple, Google, And Samsung Are All Making Big Moves In 'The Internet Of Things'
Read more: http://www.businessinsider.com/week-ahead-in-tech-the-internet-of-things-2014-5#ixzz331dJAjsd
Posted by phobos - 12 years ago | Updated 12 years ago
AMCC owes us IP revs if they EVER ship their Server on a Chip in production qtys.
Sprint ads on bball games with the hampster --say tri-band -that is TDD 4G-LTE/Advanced installed in 100 cities by Nov. 2014. and it uses the ALU LightRadio boxes with VTSS 1588 timing inside.
the big ? is what is VZ doing??? they now have ads for XLTE -- twice as fast they say -- what's inside??
and what is ATT and APPL doing??? HTC, Samsung and LG all have tri band Sprint Spark capable phones on the Sprint website -- are these delays being caused by the two largest carriers being late to the party or having to re-design a failed test roll-out?? and from what i hear --the iPhone 6 is NOT tri-band capable??
how come Sprint uses a talking hampster inside a roller ball to tell the public about their new network?? do they think we are all that dumb?? why not just say we are replacing our crappy WiMax 4G with a tri-band LightRadio box --show the box an say -- no more cell towers --easy installs on buildings and lampposts and super reliable faster speeds - -an where is PETA?? the hampster will use up all the oxygen inside that roller ball - -
VTSS is better than cash and worth over $6 today in any deal - -$7X 60 MM shares = $420MM - back out the debt and you get over $6 per share ---thus my premise - -VTSS is better than CASH. trade on - -iam milk this sucker til it breaks $10 --which it will.
Posted by daWiley1 - 12 years ago
Welcome back daWiley1!
I think the hamster is Andrew "Dice" Clay, "He needed da money...oh!!!".
Posted by phobos - 12 years ago | Updated 12 years ago
NEC overtakes Huawei in Q1 for #2, Ericsson leads microwave market (all three are customers)
http://www.telecomlead.com/telecom-equipment/nec-overtakes-huawei-q1-2-ericsson-leads-microwave-market-51029
Does SDN Mean 'Slowing Down Networking'?
http://www.lightreading.com/does-sdn-mean-slowing-down-networking/d/d-id/709267?f_src=lightreading_editorspicks_rss_latest
Is BRCM Headed in a Different Direction?
Broadcom To Explore Wireless Unit Sale; Stock Rises
Read More At Investor's Business Daily: http://news.investors.com/technology/060214-702937-broadcom-may-sell-or-shut-down-its-wireless-business.htm#ixzz33UlrH7Hq
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook
ARM buying Duolog Technologies; teams with Broadcom on IoT chip
http://www.zdnet.com/arm-buying-duolog-technologies-teams-with-broadcom-on-iot-chip-7000030013/
SingTel Deploys Ericsson's Self-organizing Network Solution
http://www.convergedigest.com/2013/12/singtel-deploys-ericssons-self.html
SingTel Launches 300 Mbps LTE-A
http://www.convergedigest.com/2014/06/singtel-launches-300-mbps-lte-a.html
Huawei extends enterprise networking with Agile Controller
http://www.telecompaper.com/news/huawei-extends-enterprise-networking-with-agile-controller--1016317
SMB Cloud Adopters to Run Most of Their Business in the Cloud by Year End
http://www.thehostingnews.com/smb-cloud-adopters-to-run-most-of-their-business-in-the-cloud-by-year-end-31739.html
The next big player in the cloud computing market: Telcos
http://techday.com/telco-review/news/the-next-big-player-in-the-cloud-computing-market-telcos/185331/
Google to launch 180 satellites in $1bn plan to cover the unwired (is this a problem for those with terrestrial solutions?)
http://www.zdnet.com/google-to-launch-180-satellites-in-1bn-plan-to-cover-the-unwired-7000030095/
Security in a 4G, M2M World
http://www.lightreading.com/mobile/mobile-security/security-in-a-4g-m2m-world/a/d-id/709193?f_src=lightreading_lightreading_mobile_daily_newsandviews&_mc=NL_LR_EDT_LR_mobiledaily_20140527&cid=NL_LR_EDT_LR_mobiledaily_20140527&elq=074fdc368dd243e58a770fa8f24f82c9&elqCampaignId=3962
Despite disputes, FCC plan for 3.5GHz small cell band will break new ground
http://www.maravedis-bwa.com/templateemail/newsletters/052714/despite_disputes_fcc_plan_for_3.5ghz_small_cell_band_will_break_new_ground.html
BT & Partners Plan IoT Network in UK City
http://www.lightreading.com/spit-(service-provider-it)/bt-and-partners-plan-iot-network-in-uk-city/d/d-id/709192?f_src=lightreading_lightreading_mobile_daily_newswirefeed&_mc=NL_LR_EDT_LR_mobiledaily_20140527&cid=NL_LR_EDT_LR_mobiledaily_20140527&elq=c07c023090d14af8b81f78e37c82d1e9&elqCampaignId=3956
IoT, cloud computing, and nation-state threats redefine enterprise security
http://www.computerworld.com/s/article/9248523/IoT_cloud_computing_and_nation_state_threats_redefine_enterprise_security
Posted by phobos - 12 years ago | Updated 12 years ago
SDN holds up carrier router switch spending says Infonetics
http://www.lightwaveonline.com/articles/2014/06/sdn-holds-up-carrier-router-switch-spending-says-infonetics.html
Tanzania: Mobile Network Capacity Set to Double (NEC)
http://allafrica.com/stories/201405290535.html
Facebook Testing Broadcom’s Open Compute Switches in Production (and vtss is doing what...?)
http://www.datacenterknowledge.com/archives/2014/06/03/facebook-testing-broadcoms-open-compute-switches-production/
Scalability from datacenter to IoT: Q&A with Intel
http://www.digitimes.com/news/a20140603VL207.html
Adtran Converges More, Changes MSP Space
http://www.nojitter.com/post/240168325/adtran-converges-more-changes-msp-space
Posted by phobos - 12 years ago | Updated 12 years ago
Nuss Speaks!
http://www.digitimes.com/news/a20140604VL206.html
Wow.
http://www.eweek.com/small-business/internet-of-things-revenue-to-hit-7.1-trillion-in-2020.html
BRCM wireless unit to go to INTC?
http://news.investors.com/technology/060214-702937-broadcom-may-sell-or-shut-down-its-wireless-business.htm?ref=HPLNews
JUNIPER NETWORKS AND ARUBA NETWORKS PARTNER TO DELIVER AN OPEN, CONVERGED HIGH-IQ ENTERPRISE NETWORK
http://newsroom.juniper.net/press-releases/juniper-networks-and-aruba-networks-partner-to-del-nyse-jnpr-1121002
The cloud comes to education:
http://cloudtweaks.com/2014/06/cloud-computing-education/
As Microsoft targets small business, cloud computing costs fall
http://www.theglobeandmail.com/report-on-business/international-business/microsoft-grows-cloud-computing-clients/article18977153/
Adtran is a customer
http://www.telecompaper.com/news/blue-valley-upgrades-ftth-network-with-adtran--1017614
Aviat is a customer
http://online.wsj.com/article/PR-CO-20140604-906899.html
Posted by phobos - 12 years ago | Updated 12 years ago
The world we live in now is M & A. To survive VTSS needs to merge or be bought out with a player that has sales and is profitable.
Unfortunately I don't think the current management and Board is up for this- it would end the gravy train they've been on for so long.
Hopefully they would receive an offer that would be enticing and let them make the big bucks.
Posted by Techinvestor - 12 years ago
I think if vtss tried to sell now, they might get low-balled. They need some convincing top-line growth to make a case for future cash flows.
Posted by phobos - 12 years ago | Updated 12 years ago
New iGR Study Forecasts Wired Backhaul for North American LTE Metrocell Deployments to Grow at a CAGR of 191 Percent Over the Next Five Years
http://www.marketwatch.com/story/new-igr-study-forecasts-wired-backhaul-for-north-american-lte-metrocell-deployments-to-grow-at-a-cagr-of-191-percent-over-the-next-five-years-2014-06-04
Videocon partners with Huawei for LTE-ready packet core
http://www.ciol.com/ciol/news/215678/videocon-partners-huawei-lte-ready-packet-core
100GbE per Lambda for 400GbE: The Work has Just Begun
http://www.enterprisenetworkingplanet.com/netsp/100gbe-per-lambda-for-400gbe-the-work-has-just-begun.html
Is the Internet of Things strategic to the enterprise?
http://www.zdnet.com/is-the-internet-of-things-strategic-to-the-enterprise-7000030068/
TOO MANY EMPLOYEES IGNORE BYOD SECURITY
http://blog.cloudsecurityalliance.org/2014/06/02/too-many-employees-ignore-byod-security/?utm_content=buffer9552c&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
Posted by phobos - 12 years ago | Updated 12 years ago
phobos--
" New IGR Study Forecasts Wired Backhaul for North American LTE Metrocell Deployments to Grow at a CAGR of 191 Percent Over the Next Five Years. "
this is significant growth for Vitesse revenue over the next five years, SUPPOSIBLY starting this quarter Q3 of 2014.
after a disastrous past, you and I will all be waiting for long awaited positive results.
great article above about Vitesse, with Mr. Nuss when he was interviewed by Digitimes on June 4.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Between the predictions for meteoric growth in backhaul and the IoT (http://www.vitesse.com/IoT/) market being so receptive to VTSS' products Chris , I really can't see how this could go up in flames at this point. When will the revenues ramp...? Now there's a question.
Posted by phobos - 12 years ago | Updated 12 years ago
Ethernet service price decreases (deployment increases) accelerating says TeleGeography
http://www.lightwaveonline.com/articles/2014/06/ethernet-service-price-decreases-accelerating-says-telegeography.html
Ciena (customer) Soars on Strong Demand
http://www.lightreading.com/optical/100g/ciena-soars-on-strong-demand/d/d-id/709342?_mc=RSS_LR_EDT
Operators Launching 4G-Based Femtocells to Ratchet Mobile Broadband Services, Reports Infonetics
http://www.heraldonline.com/2014/06/06/6032359/operators-launching-4g-based-femtocells.html?sp=/100/773/385/#storylink=cpy
Vitesse SparX-III Ethernet switches offer 70% faster time-to-market (key consideration)
http://www.infotechlead.com/2014/06/03/vitesse-sparx-iii-ethernet-switches-offer-70-faster-time-market-23102
MICROSOFT: BALANCE NEEDED BETWEEN PRIVACY AND NATIONAL SECURITY
http://www.datacenterdynamics.com/focus/archive/2014/06/microsoft-balance-needed-between-privacy-and-national-security
ALU Demos LTE Priority/Pre-emption for First Responders (I'm reading this as "kill switch"!)
http://www.convergedigest.com/2014/06/alu-demos-lte-prioritypre-emption-for.html
Will Ethernet Take Over The Spinning Disk (how is vtss doing with the other market it didn't know it had?)?
http://www.networkcomputing.com/storage/will-ethernet-take-over-the-spinning-disk/a/d-id/1252763
Posted by phobos - 12 years ago | Updated 12 years ago
70% quicker to market is a huge competitive advantage for anyone using our product.
Will Ethernet Take Over The Spinning Disk??
Vitesse seems to be moving full steam ahead! The half million spent on licensing must have gone into Seagates pockets.
Did CRG murmur 50 million to be made from Storage?? or did I hear wrong...
Posted by GARIF - 12 years ago
Banks eye data center capacity
http://www.enterprisetech.com/2014/06/05/banks-eye-spare-datacenter-capacity/
On the software-defined data center
http://www.networkworld.com/article/2359521/tech-debates/what-s-the-best-approach-to-building-next-generation-data-center-networks.html
Most people already using "the cloud"
http://m.talkincloud.com/cloud-computing/060614/soasta-cloud-helps-86-americans-work
Benefits of using the cloud including security
http://www.fiercecio.com/story/9-benefits-hybrid-cloud-computing-reviewed/2014-06-06
Mobile access for ubiquitous connectivity
http://www.digitalbydefaultnews.co.uk/2014/06/02/mobile-access-could-solve-digital-exclusion/
Meeker: Mobile is King of Internet Access and Content
http://viodi.com/2014/06/06/meeker-mobile-is-king-of-internet-access-and-content/
Are these CRG's surveillance cameras?
http://www.gsnmagazine.com/article/41341/pelco_ip_cameras_integrate_march_networks%E2%80%99_command
AllSeen's AllJoyn Framework Could Ease IoT Security Concerns
http://www.eweek.com/networking/allseens-alljoyn-framework-could-ease-iot-security-concerns.html
Marvell and MediaTek join IoT rush
http://www.rethink-wireless.com/2014/06/07/marvell-mediatek-join-iot-rush.htm
Posted by phobos - 12 years ago | Updated 12 years ago
Mobile Broadband Services a Higher Priority for Operators
http://www.mobilemarketingwatch.com/mobile-broadband-services-a-higher-priority-for-operators-42374/
Google Embraces Docker, the Next Big Thing in Cloud Computing
http://www.wired.com/2014/06/eric-brewer-google-docker/
HP (customer) LAUNCHES PRODUCTS TO SIMPLIFY DATA CENTER MANAGEMENT
http://www.datacenterdynamics.com/focus/archive/2014/06/hp-launches-products-simplify-data-center-management
5 of Last Week's Biggest Winners
"Thankfully Ciena's (a customer) guidance calls for strong rebound during the latter half of the year. That was enough to satisfy investors, sending shares of the provider of carrier Ethernet solutions for broadband service providers and telecommunications service companies higher."
http://www.fool.com/investing/general/2014/06/08/5-of-last-weeks-biggest-winners.aspx
The Future of Disruption -- 3 Industries Set for Massive Change
http://www.fool.com/investing/general/2014/06/09/the-future-of-disruption-3-industries-set-for-mass.aspx
How Network Functions Virtualisation will change the world…
http://techday.com/telco-review/news/how-network-functions-virtualization-will-change-the-world/185647/
Fear, uncertainty, and doubt in the Internet of Things
http://www.zdnet.com/fear-uncertainty-and-doubt-in-the-internet-of-things-7000030275/
Posted by phobos - 12 years ago | Updated 12 years ago
trading volume has been slow for the past few weeks.
the only situation to this problem and has been for some time now, is the Mo Fo---- REVENUE!!
Posted by christ3opher - 12 years ago | Updated 12 years ago
Ah, the ever elusive REVENUE. It's amazing to me they just can't sell a really decent product line. I know it's a competetive landscape, but I think their problem is they aren't willing to shake things up with Sales personnel changes.
Posted by Techinvestor - 12 years ago
Could 2015 be the year of the data center rebound (HP is a customer)?
http://online.barrons.com/news/articles/SB50001424053111903583804579614213510082626
IPv6 needed for IoT
http://www.informationweek.com/big-data/hardware-architectures/iot-ipv6-coming-to-the-connected-home/a/d-id/1269437
US carrier Ethernet CAGR 2013 to 2016 around 17%
http://toolbox.channelpartnersonline.com/resource/infographics/2014/06/u-s-carrier-ethernet-services-forecast-2013-2016.aspx
Cable companies are entering the carrier Ethernet market
http://www.channelpartnersonline.com/digital-issues/2014/06/cloud-play.aspx
Cisco pitches small cells (did Meraki finally make the case for small cells?)
http://www.theregister.co.uk/2014/06/10/cisco_pitches_small_cells_into_byodheavy_enterprises/
HP is a customer
http://www.pcr-online.biz/index.php/news/read/hp-expands-sme-cloud-offering/034125
IoT Backlash?
http://www.networkcomputing.com/cloud-infrastructure/the-looming-iot-backlash/a/d-id/1269531?_mc=RSS_NWC_EDT
ALU (customer) Offers Carrier Ethernet Solution
http://www.marketwatch.com/story/infovista-certifies-service-assurance-solution-with-latest-version-of-alcatel-lucent-5620-service-aware-manager-2014-06-10
Ciena (customer) Transforms Metro Networks
http://online.wsj.com/article/PR-CO-20140610-905854.html
Infonetics: Growing Market for Femtocell and Enterprise Small Cells
http://www.convergedigest.com/2014/06/infonetics-growing-market-for-femtocell.html
Users fear cloud breaches are more expensive
http://www.infoworld.com/t/cloud-security/users-fear-cloud-breaches-are-more-expensive-243932
Posted by phobos - 12 years ago | Updated 12 years ago
The above article brings to mind the importance of technologies like Intellisec.
Tech, according to the math, projects vitesse begun in 2012 are bearing fruit as scheduled. If the number of design wins won since 2012 are correct profit should soon be within reach.
Lets keep fingers crossed.
Posted by GARIF - 12 years ago
Well, Tech, Chris, and GARIF...we know that the ramp will happen given the acceleration of design wins AND the acceleration of new product revenue growth (80%+). The question for the investment community can vtss sustain this pattern of growth and create a profitable company. Unless and until this happens, vtss is just another company with a great story.
It's like waiting for water to boil while staring at it. It's a long time until August.
Posted by phobos - 12 years ago | Updated 12 years ago
Ericsson (customer) predicts tenfold increase in mobile data traffic in five years
http://www.cnet.com/news/ericsson-predicts-tenfold-increase-in-mobile-data-traffic-in-five-years/
LTE CONNECTIONS TO SURPASS 2.3BN BY 2020
http://www.cbronline.com/news/mobile-and-tablets/lte-connections-to-surpass-23bn-by-2020-4288150
AT&T's Ed Amoroso on Mobile Security (video)
http://www.lightreading.com/mobile/mobile-security/atandts-ed-amoroso-on-mobile-security/v/d-id/709396?_mc=RSS_LR_EDT
AT&T Turns to DOCSIS for Small Cell Backhaul
http://www.lightreading.com/mobile/small-cells/atandt-turns-to-docsis-for-small-cell-backhaul/d/d-id/709376
AOptix to Present on Mobile Backhaul Challenges at Light Reading’s Big Telecom Event
http://www.marketwatch.com/story/aoptix-to-present-on-mobile-backhaul-challenges-at-light-readings-big-telecom-event-2014-06-11
CABLECOS MAKE A CLOUD PLAY WITH ETHERNET CONNECTIONS
http://www.channelpartnersonline.com/digital-issues/2014/06/cloud-play.aspx
Overture (customer) Introduces 65vSE Open Platform for Virtualization at the Service Edge
http://www.fortmilltimes.com/2014/06/11/3537707/overture-introduces-65vse-open.html
Beyond the city limits: How Ethernet is exceeding the Metro boundary
http://www.itproportal.com/2014/06/11/beyond-the-city-limits-how-ethernet-is-exceeding-the-metro-boundary/#ixzz34LeCsC00
Sequans brings LTE to IoT (LTE, IoT, and Ethernet all seem to be connected?!)
http://www.electronicsweekly.com/news/business/sequans-brings-lte-iot-2014-06/
Ciena (customer - there has to be vtss in this box) switch bridges data center and metro networking
http://www.cedmagazine.com/news/2014/06/ciena-switch-bridges-data-center-and-metro-networking
HP (customer) Invented a New Computer That Could Make Data Centers Obsolete
http://gizmodo.com/hp-invented-a-new-computer-that-could-make-data-centers-1589212272
HP (customer) assembles 'federation' of Helion cloud providers
http://www.infoworld.com/d/cloud-computing/hp-assembles-federation-of-helion-cloud-providers-244121
Posted by phobos - 12 years ago | Updated 12 years ago
Good assessment & analogy phobos. Let's hope the market holds together here (overdue for a correction) until VTSS can show better top-line growth and hopefully profitability.
I guess a positive is the fact VTSS seems to go counter market a lot and marches to the beat of its own drummer. If we could just re-test recent highs that would be a NICE percentage gain.
Posted by Techinvestor - 12 years ago
I hope you're right about the economy holding together Tech.
http://www.businessinsider.com/hatzius-says-economy-is-growing-at-above-trend-rate-2014-6
It would be just vtss' luck to get product shipping and then have the economy tank. What can you do?
Posted by phobos - 12 years ago
Vitesse is very IN-BED with Ciena products! lucky us...
I trust Security is very central in the construction/creation of this HP masterpiece; will our wish be granted in Intellisec being part of this monumental creation???
Posted by GARIF - 12 years ago
Did these Vitesse customers use Intellisec??
http://finance.yahoo.com/news/juniper-networks-security-sdn-solutions-060000506.html
Posted by GARIF - 12 years ago
Most Americans not familiar with IoT
http://www.eweek.com/networking/3-of-4-americans-unfamiliar-with-internet-of-things-survey-says.html
Interest in IoT expands
http://mobile.enterprisenetworkingplanet.com/netsp/allseen-internet-of-things-alliance-expands.html
German language article raises good points about MACSec vs data flow security...and the writer is still worried about NSA/GCHQ intrusions
http://www.inside-it.ch/articles/36681
IP may not be secure if you are a foreign IC company in China, although opportunities exist
http://www.eetimes.com/author.asp?section_id=36&doc_id=1322731&_mc=RSS_EET_EDT
The banking industry can expand into the ranks of the "unbanked" by going mobile
http://americanprogress.org/issues/economy/report/2014/06/13/91727/expanding-financial-access-through-mobile-banking/
Don't invest in the trend. Invest in the infrastructure supporting the trend
http://m.talkincloud.com/cloud-computing-funding-and-finance/061314/are-investors-increasingly-wary-cloud-companies
HP reinvents the computer for the cloud and data center with the "memristor", and they are a customer (!)
http://www.toptechnews.com/article/index.php?story_id=031000II5KBG
An OS for the data center
http://www.toptechnews.com/article/index.php?story_id=032000J3N468
Posted by phobos - 12 years ago | Updated 12 years ago
Can someone share an interpretation of the German language article, the translation is hard to understand.
thanks
Posted by GARIF - 12 years ago
GARIF,
I think the upshot about MACSec vs. Data Flow security is that it is better to have both especially since the encryption is based upon pseudo-random sequences that can be reverse engineered. The rest of the world is still leery of NSA/GCHQ security intrustions, particularly when buying equipment from US-based firms who might be more susceptible to national security state pressure.
Treat this data point as one among many, which by itself may mean nothing, but placed in a larger context may begin to form a coherent picture (see last news item below).
Also, someone else on this board implied that Edward Snowden was responsible for Silicon Valley's present plight. Not true. The national security state and no one else is responsible for the gross constitutional violations we now experience - Snowden was just the bringer of bad news. The newspapers reported the Reichstag fire, they did not start it.
...how far we have fallen from the days of the Daniel Ellsberg.
Posted by phobos - 12 years ago | Updated 12 years ago
IoT cup claims 'instant' identification of what's in it
http://www.theregister.co.uk/2014/06/16/iot_cup_claims_instant_identification_of_whats_in_it/
The Internet of Things (IoT) is actually a pretty big deal (IoT starting to go mainstream)
http://www.rawstory.com/rs/2014/06/15/the-internet-of-things-iot-is-actually-a-pretty-big-deal/
MRV Unveils Groundbreaking Metro Service Edge Platform to Accelerate Packet Optical Convergence (Keneth Traub is CEO of MRV and also sits on VTSS' board AND Needham is also a fan - what are the chances that their equipment has VTSS' chips? ...pretty good, I would say)
http://online.wsj.com/article/PR-CO-20140616-903986.html
Access Control: Why PACS Are Moving to the Edge (bringing the intelligence to the edge also enhances security - VTSS is where the action is)
http://www.securityinfowatch.com/article/11456330/edge-access-control
Intel's Micro-Server Efforts Get No Respect (AMCC is competing against INTC)
http://www.fool.com/investing/general/2014/06/15/intels-micro-server-efforts-get-no-respect.aspx
5G already?
http://www.wpcentral.com/comment/1027625
Carrier Wi-Fi?
http://mybroadband.co.za/news/wireless/103629-carrier-wifi-and-wifi-offload-a-telecoms-business-opportunity.html
How Cloud based solutions are helping SME's to compete with the industry leaders and accelerate growth
http://www.financialexpress.com/news/how-cloud-based-solutions-are-helping-smes-to-compete-with-the-industry-leaders-and-accelerate-growth/1261004
UHD TV to Drive Networking Bandwidth in Zettabyte Era
http://www.enterprisenetworkingplanet.com/netsp/uhd-tv-set-to-drive-networking-bandwidth-in-zettabyte-era.html
Running a data center is more about controlling variable costs
http://www.datacenterknowledge.com/archives/2014/06/16/iceland-utility-touts-cheap-clean-energy-lure-data-centers/
SanDisk buys Fusion-io for $1.1 billion, beefs up data center push
http://www.zdnet.com/sandisk-buys-fusion-io-for-1-1-billion-beefs-up-data-center-push-7000030575/
I hope VTSS gets a piece of the data center build-out
http://www.washingtonpost.com/business/economy/it-digest-ibm-to-build-new-data-center-network-hp-unveils-water-cooled-computer/2014/06/14/85e798f2-f0ae-11e3-9ebc-2ee6f81ed217_story.html
FIRST DEMO OF NETWORK FUNCTIONS VIRTUALISATION IN CHICAGO (Fortinet is a customer)
http://www.datacenterdynamics.com/focus/archive/2014/06/first-demo-network-functions-virtualisation-chicago
Huawei (customer) Delivers Cloud Data Centers for Phoenix TV Global Broadcasting
http://www.convergedigest.com/2014/06/huawei-delivers-cloud-data-centers-for.html
No: people and things are nodes on the network. People are not things, but OK.
http://blogs.hbr.org/2014/06/5-hidden-assumptions-of-tech-privilege/
Nuss reiterates the benefits of MACsec and Keysec as a way to secure the eithernet network (scroll to last paragraph)
http://www.computer.org/portal/web/NGN-Insights/content?g=8150864&type=blogpost&urlTitle=secure-ethernet-everywhere%3A-future-proofing-iot-networks
Posted by phobos - 12 years ago | Updated 12 years ago
Phobos,
The "PACS" article brought to mind this quote from Crg from the Dec 2013 call,
"So, that's industrial and military switching and networking, but then y ou get to all kinds of smart grid metering,
y ou get into all sorts of piece of equipment now that are just having an Ethernet PHY or a very small Ethernet
switch. We won a design recently in a security gate for parking lots. I mean, who would imagine there'd be a n
Ethernet switch in there, but now there is."
MRV is definitely a customer of ours, we are in there!
Lets keep in mind Intellisecs unique ability to "Secure data center to data center interconnects"
I see us being part of all these new DATA CENTER PROJECTS!!!
The "SME" article should bring smiles in VTSS land.
Thanks for responding to the German Article, lets hope our Version of MACsec is the answer. Snowden is my hero!!
https://finance.yahoo.com/news/juniper-networks-security-sdn-solutions-060000506.html
"The Juniper Networks SRX5400 Series Services Gateway is a multi-service, next generation security platform for data centers and large enterprise campuses...
Intellisec is part of the above!
Posted by GARIF - 12 years ago
https://finance.yahoo.com/news/could-helion-help-hp-beat-170019844.html
Intellisec in Helion also!
Posted by GARIF - 12 years ago
The "Henry Samueli School" at UCLA is named after one of the founders of Broadcom (Samueli & Nicholas), who remains on their board:
http://newsroom.ucla.edu/releases/ucla-engineering-to-lead-nsf-project-to-improve-timekeeping-for-internet-of-things
http://www.forbes.com/profile/henry-samueli/
Why is Broadcom the beneficiary of the NSF's crony capitalism? Samueli is back on the board after a stock back-dating scandal. At least Lou had the decency to resign.
The government should not be in the business of picking winners in the marketplace.
Posted by phobos - 12 years ago | Updated 12 years ago
Hmmmm (?)
http://bits.blogs.nytimes.com/2014/06/18/facebook-makes-its-own-computer-networking-switch/?_php=true&_type=blogs&smid=tw-nytimestech&seid=auto&_r=0
http://code.facebook.com/posts/681382905244727/introducing-wedge-and-fboss-the-next-steps-toward-a-disaggregated-network/
Posted by phobos - 12 years ago | Updated 12 years ago
Nice find phobos, Be real sweet If Intellisec were WEDGED in there... could this be the case??
Posted by GARIF - 12 years ago
It's hard to tell. This is a 40G "wedge". VTSS is mostly vying in the 10G arena. It's one thing to have an open-source configuration, it's another to have open-source chips. I did notice that they threw around the term ASIC a lot, which is generally not what VTSS offers. The article also said that they are in competition with CSCO and HP, who are customers of VTSS. I tend to think that this is the competition.
Posted by phobos - 12 years ago
Vitesse is an independent contractor, sells to all comers(good for us).
I always revert to the announcement from CRG about a customer who has adopted our Intellisec, the man was ECSTATIC, EXTREMELY JUBILANT about that customer; this was a never before customer, a mega whale in Vegas terms...
I believe this to be GOOGLE, FACEBOOK, or MICROSOFT.
Time will reveal the source of this mega opportunity.
Exciting times phobos!
happy hunting Phobos, thanks
Posted by GARIF - 12 years ago
Report: Ethernet 10G, 100G service revenue will grow 300% by 2018
http://www.cedmagazine.com/news/2014/06/report-ethernet-10g-100g-service-revenue-will-grow-300-by-2018
Can't get 4G yet? Meet the country where 300Mbps LTE-A will soon be the new normal
http://www.zdnet.com/cant-get-4g-yet-meet-the-country-where-300mbps-lte-a-will-soon-be-the-new-normal-7000030725/
LTE Advanced expected to be in 40 networks globally by year-end
http://www.fiercewireless.com/story/lte-advanced-expected-be-40-networks-globally-year-end/2014-06-16#ixzz35CXBJblu
300Mbps mobile is almost here: LTE-A devices poised for release in Europe
http://www.zdnet.com/300mbps-mobile-is-almost-here-lte-a-devices-poised-for-release-in-europe-7000030673/
Cloud Computing Adoption Grows, but Hurdles Remain
http://www.eweek.com/small-business/cloud-computing-adoption-grows-but-hurdles-remain.html
Huawei (customer) Receives Best of Show Awards in Enterprise Networking and Data Center and Storage at Interop Tokyo 2014
http://www.digitaljournal.com/pr/1992363#ixzz35CXmfWEV
Nuss Speaks on IoT in OSP
http://digital.ospmag.com/jun2014/Default/36/1#&pageSet=36
Differentiating the industrial internet of things
http://www.designnews.com/author.asp?section_id=1386&doc_id=273721&cid=nl.dn14&dfpPParams=ind_182,industry_auto,industry_aero,industry_consumer,industry_gov,industry_machinery,kw_robotics,kw_motors,kw_cloud-computing,aid_273721&dfpLayout=blog
BYOD & Mobility: What Can Healthcare Learn From Enterprise?
http://blog.integratelecom.com/byod-mobility-what-can-healthcare-learn-from-enterprise/?utm_source=twitter&utm_medium=social&utm_content=blog-byodhealthcare-tw&utm_campaign=blog-byodhealth-061714&link=blog-byodhealthcare-tw
How the growing Internet of Things and interconnectedness of previously isolated networks has raised the level of threat posed by cyber attacks to national security level
http://www.information-age.com/technology/security/123458122/internet-threats#sthash.8EN8Lb9x.dpuf
Analytics at the edge: examples of opportunity in the Internet of Things
http://www.techradar.com/news/internet/analytics-at-the-edge-examples-of-opportunity-in-the-internet-of-things-1253532
Posted by phobos - 12 years ago | Updated 12 years ago
"Elisa Estonia demonstrated the carrier aggregation technology on its LTE-Advanced network using blocks of spectrum in the 1800MHz and 2600Mhz bands. Right now, the company is testing Huawei networking kit, with NSN and Ericsson equipment also set to be put through its paces in the near future."
We now have the funds to wait for LTE-A to take off and when it does We are going to benefit royally.
The INTERNET OF THREATS article and the following, "On the inhibitor front, security continues to be a strong barrier with just under half (49 percent) of respondents concerned about how secure their data is in the cloud." brings to mind the comment from CRG, "THAT'S WHY WE CREATED INTELLISEC"
Thanks again Phobos,
Posted by GARIF - 12 years ago
It seems like in early adopter Estonia, VTSS has a horse in every race.
Posted by phobos - 12 years ago
"The award winning Huawei S12700 agile switch has been built on a fully programmable architecture that supports customized business requirements and quick deployment via software upgrades without the need to replace hardware. The S12700 agile switch addresses immediate challenges such as the convergence of fixed and wireless networks, implementing cloud computing and facilitating video transmission, and can also adapt to upcoming technologies and trends such as Software Defined Networks (SDN), big data and the Internet of things. Huawei's agile network solutions, which are designed with the S12700, helps enterprises transform their business operations and provide innovative service offerings at four times the speed. Since the launch of the agile switch in August 2013, the solution has been deployed in two hundred commercial enterprise networks around the world."
The ABOVE bodes well for our future
Posted by GARIF - 12 years ago
http://www.fool.com/investing/general/2014/06/21/is-the-internet-of-things-the-next-stop-for-broadc.aspx
"However, one sticking point holding the Internet of Things back is data security. But Broadcom is trying to address this concern with its BCM20737 solution."
Should Intellisec be concerned??
Posted by GARIF - 12 years ago
Speaking of Broadcom...
Broadcom director Ravi Manik on backhaul and fronthaul networks demands (I also don't like the way that the NSF is funneling money to UCLA (see above), where BRCM founder Samueli still has a chair and a BRCM board seat - that is b*llsh*t pure and simple)
http://www.telecomlead.com/interview/broadcom-director-ravi-manik-backhaul-fronthaul-networks-demands-51416
Telco Systems' T-Marc 3348S Wins Product of the Year Award (since these guys were congratulated for their win on VTSS' Twitter page, I am assuming they are customers)
http://www.broadcastermagazine.com/pressroom/productDetail.aspx?id=13558&er=NA
How IoT can save us from world challenges
http://www.rudebaguette.com/2014/06/19/iot-can-save-us-world-challenges/
Korea goes to LTE-A
http://www.technologytell.com/gadgets/146988/sk-telecom-rolling-225-mbps-4g-service/
Wireless Network Infrastructure data points
http://www.digitaljournal.com/pr/2007181
MRV Optimizes High-Density OptiDriver(TM) Portfolio for Smaller 10G and 100G Environments (VTSS shares a board member with MRVC)
http://online.wsj.com/article/PR-CO-20140623-903410.html
Big money in big data
http://www.thestar.com.my/Business/SME/2014/06/23/Big-money-in-data-mining-Company-provides-business-intelligence-for-more-informed-decisionmaking/
Net Neutrality Retreat Threatens Cloud Growth
http://www.networkcomputing.com/cloud-infrastructure/net-neutrality-retreat-threatens-cloud-growth/a/d-id/1278756
Fortinet (customer) Reveals "Internet of Things: Connected Home" Survey Results
http://www.marketwatch.com/story/correction-fortinet-reveals-internet-of-things-connected-home-survey-results-2014-06-23
AT&T, BT's TDM-to-IP migrations to drive new copper, fiber-based Ethernet deployments, says Infonetics
http://www.fiercetelecom.com/story/att-bts-tdm-ip-migrations-drive-new-copper-fiber-based-ethernet-deployments/2014-06-23#ixzz35U0qqDOp
TeliaSonera International Carrier employs Ciena for Pan-European network upgrade (Infinera and Ciena are both customers)
http://www.fiercetelecom.com/story/teliasonera-international-carrier-employs-ciena-pan-european-network-upgrad/2014-06-23#ixzz35U1PTMmZ
Posted by phobos - 12 years ago | Updated 12 years ago
"According to Infonetics, worldwide Ethernet access device (EAD) revenue rose 11 percent in 2013 over 2012, to $958 million, due to improving economic conditions in Europe and Japan. From a vendor perspective, the five dominant EAD companies continue to be Actelis, Adva, Ciena, Overture and RAD"
A recurring theme, Vitesse associated with most of the leaders..
FORTINET findings adds to the importance of INTELLISEC.
strong article on the prowess of IoT! if only it could save us from ourselves...
On the UCLA/Ravi matter, money is flowing handsomely into many of our Colleges; Dartmouth College(very dear to my heart) recently received a 100 million anonymous gift which includes a 2-to-1 challenge to double the investment's size to 200 million.
brings to mind one of my favorite quotes,
'one of mans central sins is the perverse belief that it is possible to get something for nothing."
Posted by GARIF - 12 years ago
Something for nothing GARIF usually turns into nothing for something. That doesn't mean I like the government picking winners in the marketplace on the taxpayers dime. VTSS does not have the cash flow to give money to the PACs in Washington that run the country, or else they might be able to offload some of their R&D expenses onto a university benefiting from government largesse, like BRCM. I think this stinks, but unfortunately business belongs to the politically well-connected instead of those with vision. Do you get the impression that BRCM getting free R&D really galls me?
Posted by phobos - 12 years ago | Updated 12 years ago
Study: 7 in 10 concerned about security of Internet-of-Things
http://www.pcworld.com/article/2366165/7-in-10-concerned-about-security-of-internet-of-things.html
Cisco open-sources experimental small message encryption for cloud, IoT
http://siliconangle.com/blog/2014/06/23/cisco-open-sources-experimental-small-message-encryption-for-cloud-iot/
Network Congestion Could See 30% Failure Rate for M2M and IoT (network build-out will have to occur just from the lack of capacity)
http://m2mworldnews.com/2014/06/24/60321-network-congestion-could-see-30-failure-rate-for-m2m-and-iot/#sthash.LwewpBqM.dpuf
Gartner highlights IoT security, security vs. compliance conflict
http://searchsecurity.techtarget.com/news/2240223200/Gartner-highlights-IoT-security-security-vs-compliance-conflict
Tesco CIO: IoT could be as liberating as internet itself
http://www.essentialretail.com/news/article/53a981f8a8ed5-tesco-cio-iot-could-be-as-liberating-as-internet-itself
Aviat Networks (customer) Wins Microwave Backhaul Vendor of the Year Honor at Ghana Telecom Awards 2014
http://www.marketwatch.com/story/aviat-networks-wins-microwave-backhaul-vendor-of-the-year-honor-at-ghana-telecom-awards-2014-2014-06-24
EE Completes IP/MPLS Migration With Juniper (customer)
http://www.lightreading.com/ethernet-ip/routers/ee-completes-ip-mpls-migration-with-juniper/d/d-id/709578
Taiwan (where many fabless chip companies get their chips manufactured, including vtss) May manufacturing production index up, says MOEA
http://www.digitimes.com/news/a20140624VL200.html
Dell will not be denied the data center
http://www.v3.co.uk/v3-uk/news/2351609/dell-shakes-up-its-enterprise-storage-portfolio-unveils-nutanix-powered-arrays
Cloud building with software defined networking
http://www.edn.com/electronics-blogs/from-the-edge-/4431482/Cloud-building-with-software-defined-networking
New iGR Study Forecasts Backhaul for North American LTE Small Cell Deployments Will Grow at a CAGR of 166 Percent Over Next Five Years
Both Wired and Wireless Backhaul Solutions Will Be Used to Support Small Cells at Diverse Locations
http://www.marketwatch.com/story/new-igr-study-forecasts-backhaul-for-north-american-lte-small-cell-deployments-will-grow-at-a-cagr-of-166-percent-over-next-five-years-2014-06-24
Mobile backhaul SON revenue is expected to grow to more than $700 Million by the end of 2020, following a CAGR of 48% between 2014 and 2020.
http://www.fiercewireless.com/tech/press-releases/mobile-backhaul-self-organizing-network-son-spending-surpass-700-million-20#ixzz35Zv6pQmx
Huawei (customer) talks cable
http://www.lightreading.com/cable-video/ccap-next-gen-nets/huawei-claims-ccap-first/d/d-id/709584?_mc=RSS_LR_EDT
The case for building mobile access in the developing world
http://www.bworldonline.com/content.php?section=Economy&title=Mobile-access-boosts-Philippine-Internet-use&id=89744
NIST would be one of the few governmental bodies I would trust to do this
http://www.executivegov.com/2014/06/nist-forms-three-cloud-computing-working-groups/
D&H Dives into the Cloud Market with Cisco Meraki (customer - how remote are the chances that vtss chips are not in these boxes --> http://www.cisco.com/web/about/ac49/ac0/ac1/ac259/meraki.html )
http://thevarguy.com/cloud-computing-services-distributor-news/dh-dives-cloud-market-cisco-meraki
US Data Center Providers Neutral on Government Access to Customer Data Stored Overseas (us government intrusion still a problem internationally)
http://www.datacenterknowledge.com/archives/2014/06/24/data-center-firms-neutral-on-microsofts-data-privacy-protection-fight/
Posted by phobos - 12 years ago | Updated 12 years ago
More on FB's "Wedge":
http://www.fool.com/investing/general/2014/06/24/what-does-facebooks-wedge-device-mean-for-cisco.aspx
CSCO to FB, "Bring it on!"
http://finance.yahoo.com/news/cisco-coming-swinging-thanks-facebook-211709306.html
Juniper likes the "Wedge":
http://blogs.barrons.com/techtraderdaily/2014/06/20/juniper-likes-white-box-movement-facebook-espouses/?mod=yahoobarrons&ru=yahoo
Barons insists FB's switch a problem
http://blogs.barrons.com/techtraderdaily/2014/06/19/facebooks-switch-puts-arista-cisco-in-cross-hairs-say-jp-morgan-northland/?mod=BOL_qtoverview_barlatest
Posted by phobos - 12 years ago | Updated 12 years ago
" what happens when there is no criminal case and the government serves a subpoena?"
A young lady once posed a question in a movie(know which movie?)
"whose gonna monitor the monitor of the monitors?"
That was regarding the intrusion of the NSA upon the citizenry.
Posted by GARIF - 12 years ago
IBM projected to prosper in this brave new world! I see Vitesse riding her coat tail; but aren't we paying a huge price??
I so value the sanctity of my home...
http://finance.yahoo.com/blogs/breakout/our-connected-world--big-data--big-profits-and-no-privacy-145730316.html
Posted by GARIF - 12 years ago
Unfortunately GARIF, I think that privacy has been dead for some time. Perhaps we need to extend that same lack of privacy to the shadowy un-elected bureaucrats, PACs, and lobbyists by shining the Klieg lights of public attention on their secretive doings: what's good for us is good for them too. I think the problem is that the life of the "private" citizen has become an open book, and yet the government and its many agencies operate more secretly than ever. Time for a change perhaps.
Posted by phobos - 12 years ago
Security, security, security...
http://www.smartercomputingblog.com/cloud-infrastructure/cloud-security-trends/
How the IoT is Transforming the Meaning of Product
http://www.forbes.com/sites/danwoods/2014/06/25/how-the-iot-is-transforming-the-meaning-of-product/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+forbes/wcdN+(Forbes.com:+Business+News)
Intel Wants to Light Up the IoT Market (of course they do!)
http://www.lightreading.com/intel-wants-to-light-up-the-iot-market/d/d-id/709590
Centec and HFR Jointly Announced New MEF CE2.0 Certified NID Solution(Centec is a competitor & HFR makes the box, and yet Freescale chose VTSS over Centec: http://www.centecnetworks.com/en/NewsView.asp?ID=286&SortID=48 )
http://www.marketwatch.com/story/centec-and-hfr-jointly-announced-new-mef-ce20-certified-nid-solution-2014-06-25
flexihaul HFR: http://youtu.be/4m3QPtjIJmM
5G in the UK and beyond: What we know so far
http://thenextweb.com/mobile/2014/06/25/5g-uk-beyond-know-far/?utm_source=social&utm_medium=feed&utm_campaign=profeed
Aviat's (customer) Smallest and Lightest 70-80GHz Radio To Transform Our Skylines
http://www.policychargingcontrol.com/1669-aviat-s-smallest-and-lightest-70-80ghz-radio-to-transform-our-skylines
IBM’s (Not So) Secret Weapon: Hybrid Cloud Computing
http://www.foxbusiness.com/technology/2014/06/24/ibms-not-so-secret-weapon-hybrid-cloud-computing/
Cloud Computing Could Do More to Save the Planet Than Electric Cars (I like to define "wealth creation" as any thing and/or process that enables doing more with less - cloud computing fits that definition)
http://www.wired.com/2014/06/containers-v-virtual-machines/
CIA Information Chief Talks Cloud Computing, Culture Clash at Amazon Event
http://recode.net/2014/06/24/cia-information-chief-talks-cloud-computing-culture-clash-at-amazon-event/
Customers miss out as vendors fight cloud wars, research argues
http://www.cloudcomputing-news.net/news/2014/jun/24/customers-miss-out-vendors-fight-cloud-wars-research-argues/
IBM pumps up big data offering on its cloud marketplace with ECM
http://www.cloudcomputing-news.net/news/2014/jun/25/ibm-pumps-big-data-offering-its-cloud-marketplace-ecm/
HP (customer) refreshes enterprise switch line
5400R feature twice the switching capacity of predecessor thanks to new ASIC.
http://www.networkworld.com/article/2367684/ethernet-switch/hp-refreshes-enterprise-switch-line.html
Juniper Networks (customer) Enhances Next Generation Firewall Capabilities to Simplify and Improve Security for the Enterprise Edge. Enhancements to Juniper Networks(R) SRX Series Services Gateways Offer Enterprises Added Security and Control While Providing Greater Efficiency and Flexibility (Juniper uses the acronym "unified threat management" UTM just like VTSS)
http://www.marketwatch.com/story/juniper-networks-enhances-next-generation-firewall-capabilities-to-simplify-and-improve-security-for-the-enterprise-edge-2014-06-25
IRON MOUNTAIN USES SDN TO MAKE CABLING SIMPLER
http://www.datacenterdynamics.com/focus/archive/2014/06/iron-mountain-uses-sdn-make-cabling-simpler
IO GRANTED PATENT FOR SOFTWARE-DEFINED MODULAR FACILITY (fron SDN to SDDC "software defined data center" - is this why VTSS might be finding a home in the data center?)
http://www.datacenterdynamics.com/focus/archive/2014/06/io-granted-patent-software-defined-modular-facility
Dell (customer) Reveals Several New Data Center Appliances
http://www.eweek.com/news/dell-reveals-several-new-data-center-appliances.html
ARIA NETWORKS LAUNCHES SOFTWARE-DEFINED DATA CENTER SYSTEM
http://www.datacenterdynamics.com/focus/archive/2014/06/aria-networks-launches-software-defined-data-center-system
Posted by phobos - 12 years ago | Updated 12 years ago
"Looked at from the narrow perspective of the product capabilities, it "seems fairly pedestrian," Nolle said. But there's a complete NFV implementation underneath, putting Overture ahead of bigger players including Alcatel-Lucent, Cisco Systems, Juniper, HP, IBM, and more. "Overture does more than they need to do," Nolle said. "I have not seen a commercial offering of NFV that matches this in capability from anybody."
The above observation is most powerful! I like our chances of being part of that story.
Posted by GARIF - 12 years ago
Security, security, security...
http://talkincloud.com/saas-software-service/061914/future-cloud-computing-survey-paas-saas-adoption-rise
http://gigaom.com/2014/06/19/darpa-without-better-security-the-internet-of-things-will-be-messy/
CELLWIZE PREDICTS 30% FAILURE RATE FOR M2M, IOT SESSIONS (a reason for network upgrade)
http://www.billingworld.com/news/2014/06/cellwize-predicts-30-failure-rate-for-m2m-iot-ses.aspx
Colt Wins Leading Lights Innovative Ethernet Service Award
"Partners contributing to the development of the solution include Cyan, Accedian, Juniper Networks (customer) and Alcatel Lucent (customer)."
http://www.lightreading.com/ethernet-ip/ethernet-services/colt-wins-leading-lights-innovative-ethernet-service-award-/d/d-id/709625?_mc=RSS_LR_EDT
Huawei (customer) Unveils 5th-Gen Optical Network Architecture
http://www.lightreading.com/carrier-sdn/sdn-architectures/huawei-unveils-5th-gen-optical-network-architecture/d/d-id/709598?_mc=RSS_LR_EDT
Juniper (customer) Enhances Next-Generation Firewall
http://www.darkreading.com/perimeter/juniper-enhances-next-generation-firewall-/d/d-id/1278857
Qualcomm Upped to Buy on Strong Fundamentals
Are analysts expecting a ramp in LTE-A cellphones?
http://www.zacks.com/stock/news/138085/qualcomm-upped-to-buy-on-strong-fundamentals
Global Mobile Broadband - Insights and Statistics for a Game Changing Industry - New Market Report
http://www.digitaljournal.com/pr/2014801#ixzz35kTDWNE0
The Wireless Network Infrastructure Bible: 2014 - 2020 - Macrocell RAN, Small Cells, RRH, DAS, Cloud RAN, Carrier WiFi, Mobile Core & Backhaul
http://www.marketwatch.com/story/the-wireless-network-infrastructure-bible-2014-2020-macrocell-ran-small-cells-rrh-das-cloud-ran-carrier-wifi-mobile-core-backhaul-2014-06-25
Heavy use of Cuba mobile e-mail service strains cellular network (wireless is the defacto internet infrastructure of the developing world)
http://www.laprensasa.com/309_america-in-english/2600710_heavy-use-of-cuba-mobile-e-mail-service-strains-cellular-network.html
Aereo Ruling Sidesteps Cloud Computing Copyright Question
http://www.bloomberg.com/news/2014-06-26/aereo-ruling-sidesteps-cloud-computing-copyright-question.html
Does Aereo Decision Have Cloud Computing Implications?
http://www.techzone360.com/topics/techzone/articles/2014/06/25/382279-does-aereo-decision-have-cloud-computing-implications.htm
HP (customer) Updates 5400 Switch Portfolio for Resiliency, SDN
http://www.enterprisenetworkingplanet.com/nethub/hp-updates-5400-switch-portfolio-for-resiliency-sdn.html
Following Google’s Lead, Facebook Starts Building Its Own Networking Gear
http://www.wired.com/2014/06/facebook-networking/
Is the above story why we saw various service providers, like Google and FB (not mentioned by VTSS), in some of VTSS' presentations? Is VTSS a big presence in open-source equipment?
Is VTSS telling us just that on page 7 of the following two presentations?
http://files.shareholder.com/downloads/ABEA-4EMVKT/3282914984x0x727395/8db4e56c-faa4-4022-be33-1046595ca6fb/VTSS-Overview_SH-meeting-2014_FINAL_19022014a.pdf
http://files.shareholder.com/downloads/ABEA-4EMVKT/3282914984x0x718971/3406cb74-9227-42d9-ba39-bc7fda4b0d68/VTSS-Overview_Needham-2014_FINAL%20v2a.pdf
IoT & the Age of SCM 2.0 Enhances Supply Chain (or industrial IoT will pay for itself in this area alone)
http://www.ebnonline.com/author.asp?section_id=3630&doc_id=273790&itc=ebnonline_gnews
Posted by phobos - 12 years ago | Updated 12 years ago
GARIF - every one of those companies you named above are customers.
Posted by phobos - 12 years ago
Phobos my friend!
I posed that very question some months back about magic "page 7", is Vitesse giving us hints?? I personally believe it is.
Microsoft, Google and now Facebook have in recent months announced projects where VeriT and specially INTELLISEC could reign.
I regress to the Big company CRg hinted about last year!! this was one of the BIG GORILLAS friends. Bless your heart CRG we did "hang our hat'' on them hard.
Data centers, data centers... Someones ability to bridge these data centers safely just might stand to make a lot of money.
Q: And last question on the carrier-class PHYs: Am I right in kind of figuring out
that that could be an appealing product to the hyper-scale data center guys beyond
carrier? And if so, are those guys kind of just getting to be aware of the product or
are they fully aware of it and ramping it up or is that opportunity (?) that could
reflect (?) in the future?
Chris: Yeah, that's a good question. We have traditionally not chased the big enterprise
and particularly data center applications because we have a couple big gorilla
competitors there. Our Intellisec technology in particular is unique, it is patented,
and it is something MACsec traditionally has been deployed in the data center.
Whether there are good opportunities for doing data center extension, allowing
companies to go across multiple networks with MACsec, which is what Intellisec
enables, we're still exploring. To answer your question, I think there are some
opportunities for us. But they're not something we're going to hang our hat on too
hard right now.
Edit
Posted by GARIF - 2 months
Posted by GARIF - 12 years ago
"Facebook has now built its own networking switches, the hardware devices that shuttle information from machine to machine."
Intellisec was born for the above situations! all this stuff has to be protected well and the cheaper the better...
"HP first announced its VAN SDN vision in 2012 and has been steadily delivering components ever since. Key to the VAN approach are the applications, which include security and unified communications tools."
Security and Unified communication tools, offers plenty room for Vitesse parts.
Posted by GARIF - 12 years ago
"Facebook has now built its own networking switches, the hardware devices that shuttle information from machine to machine."
Intellisec was born for the above situations! all this stuff has to be protected well and the cheaper the better...
"HP first announced its VAN SDN vision in 2012 and has been steadily delivering components ever since. Key to the VAN approach are the applications, which include security and unified communications tools."
Security and Unified communication tools, offers plenty room for Vitesse parts.
Posted by GARIF - 12 years ago
Ops! sorry to add more clutter than...
"This poses two problems: Man-in-the-middle attacks and the possibility of misuse by the provider. The trend? End-to-end encryption of data combined with zero-knowledge cloud services; here vendors have no way to access stored files, only safeguard and retrieve them.
Vitesse in the middle of "TRENDS"!!
Posted by GARIF - 12 years ago
I truly hope Vitesse doesn't get bought out, as we offer key solutions for the "REVOLUTION'.
"But before this revolution takes hold, Goldman Sachs acknowledges one of the biggest barriers to connecting all our devices together is the issue of security. Already, Google’s operating system for cars is drawing concern that car-hacking can replace car-jacking, and in the latest round of security flaws even PayPal has been shown to be vulnerable."
http://blogs.marketwatch.com/thetell/2014/06/26/apple-google-dont-make-goldman-sachs-list-of-tech-stocks-best-positioned-for-internet-of-things/
Posted by GARIF - 12 years ago
Assessment of a key customer,
https://www.moodys.com/research/Moodys-assigns-B2-CFR-to-Ciena-Corporation-Outlook-stable--PR_302327?WT.mc_id=NLTITLE_YYYYMMDD_PR_302327
Posted by GARIF - 12 years ago
http://www.moodys.com/research/Moodys-assigns-B2-CFR-to-Ciena-Corporation-Outlook-stable--PR_302327?WT.mc_id=NLTITLE_YYYYMMDD_PR_302327
The evidence of CRG's claims would seem to be proving true in the marketplace. The wildcards are still the chilling effect of NSA spying on the sale of US telecom gear and the slow death of the petrodollar, both of which are outside of VTSS' control.
http://m.digitaltrends.com/mobile/german-government-ends-contract-with-verizon-following-nsa-revelations/#!4NUIf
Instagram Migrates from Amazon’s Cloud into Facebook Data Centers (with their fancy open-source servers)
http://www.datacenterknowledge.com/archives/2014/06/27/instagram-migrates-from-amazons-cloud-into-facebook-data-centers/
Is Microsoft working on something similar to what FB is doing?
http://www.datacenterknowledge.com/archives/2014/06/27/programmable-fpga-chips-coming-to-microsoft-data-centers/
Emerson Launches Larger Ultra-Silent Liebert Coil Condensers for Data Center Cooling (everyone wants to be involved with the datacenter)
http://www.datacenterknowledge.com/archives/2014/06/26/emerson-launches-larger-ultra-silent-liebert-coil-condensers-data-center-cooling/
Open-Stack competes favorably against Juniper...hmmm
http://www.enterprisenetworkingplanet.com/datacenter/plumgrid-scores-plum-cloud-contract.html
A commercial application of CRG's surveillance cams
http://www.cepro.com/article/adt_adds_cloud-enabled_surveillance_and_storage_for_smb/
Putting everything on the cloud could end the embarrassment of losing literally every-ones emails when subpoenaed before congress
http://www.fedtechmagazine.com/article/2014/06/hhs-recipes-cloud-computing
Cloud computing is more energy efficient and therefore beter for the environment...also, I believe VTSS uses a Linux-based platform for their carrier Ethernet suite
http://wallstcheatsheet.com/technology/cloud-computings-next-big-thing-could-help-the-environment.html/?a=viewall
Everyone seems to want to make a smart operating system for the datacenter, and they all seem to be using OpenStack to do it
http://talkincloud.com/hybrid-cloud-computing/062714/making-case-smarter-hybrid-cloud-computing
Cloud computing: facilitating cutting edge collaborative research
http://phys.org/news/2014-06-cloud-edge-collaborative.html
Stubbs Alderton & Markiles, LLP Advises Vitesse Semiconductor Corporation in $28.7 Million Public Offering (who knew?)
Read more: http://www.virtual-strategy.com/2014/06/26/stubbs-alderton-markiles-llp-advises-vitesse-semiconductor-corporation-287-million-public#ixzz35qwVJkIy
Read more at http://www.virtual-strategy.com/2014/06/26/stubbs-alderton-markiles-llp-advises-vitesse-semiconductor-corporation-287-million-public#ydEGO3p1B1lOhhmO.99
China Issues More 4G Licenses
http://www.lightreading.com/mobile/4g-lte/china-issues-more-4g-licenses/d/d-id/709647?_mc=RSS_LR_EDT
SPRINT (like the name implies) ROLLS OUT HD VOICE, LTE-A, ALL WHILE REPORTEDLY GETTING 8 BANKS TO FINANCE PENDING T-MOBILE DEAL
http://www.billingworld.com/news/2014/06/sprint-rolls-out-hd-voice-lte-a-all-while-reporte.aspx
US Supreme Court misses opportunity to curb patent trolls
http://www.bdlive.co.za/blogs/finance/2014/06/27/us-supreme-court-misses-opportunity-to-curb-patent-trolls
No more excuses, time to roll out IPv6
The adoption of IPv6 will work better if more people upgrade at the same time, says registry boss
http://www.infoworld.com/d/networking/no-more-excuses-time-roll-out-ipv6-245144
DAS: Making Small Cells Work Better (notice this is no longer about justifying small cells, but argues for one aspect of implementation)
http://www.lightreading.in/lightreadingindia/opinion/296777/das-cells?utm_source=referrence_article
DragonWave (customer): After Years Of Disappointment, Big Upside Potential In 2014
http://seekingalpha.com/article/2286813-dragonwave-after-years-of-disappointment-big-upside-potential-in-2014
EXFO's NetBlazer Series Brings to Market Carrier Ethernet Test Capabilities for CE2.0 Compliant Services (test and measurement equipment is the herald of immanent deployment)
http://www.newswire.ca/en/story/1380197/exfo-s-netblazer-series-brings-to-market-carrier-ethernet-test-capabilities-for-ce2-0-compliant-services
M2M Internet of Things innovation pushed by UK Technology Strategy Board (a panic not to be left behind sets in)
http://www.itpro.co.uk/strategy/22571/m2m-internet-of-things-innovation-pushed-by-uk-technology-strategy-board#ixzz35qz8edM0
Posted by phobos - 12 years ago | Updated 12 years ago
EQUINIX AND CIENA (customer) BOOST ON-DEMAND VIRTUAL NETWORKING
http://www.datacenterdynamics.com/focus/archive/2014/06/equinix-and-ciena-boost-demand-virtual-networking
Overhauling data center security for the good of all
http://www.zdnet.com/overhauling-data-center-security-for-the-good-of-all-7000031025/
VIDEO: Blimp flies over NSA’s Utah Data Center to protest ‘illegal mass surveillance program’ (a big concern for investors as well as civil libertarians)
http://fox13now.com/2014/06/27/group-flies-blimp-over-utah-nsa-data-center-to-protest-illegal-mass-surveillance-program/
No, the Aereo Case Doesn't Endanger Cloud Computing Services
http://www.motherjones.com/kevin-drum/2014/06/no-aereo-case-doesnt-endanger-cloud-computing-services
Aereo Ruling Means Uncertainty for Cloud Streaming Services
http://www.technologyreview.com/news/528631/aereo-ruling-means-uncertainty-for-cloud-streaming-services/
Should the Fabric Have a Core? Perhaps for a Little Longer (more for redundancy than for routing, which can be done in software - but the switching fabric is still essential... oh, and HP and Dell are customers)
http://www.enterprisenetworkingplanet.com/datacenter/datacenter-blog/should-the-fabric-have-a-core-perhaps-for-a-little-longer.html
The story of Internet icon Aaron Swartz comes to life in a new documentary (a slow news day)
http://www.pri.org/stories/2014-06-27/story-internet-icon-aaron-swartz-comes-life-new-documentary
IBM, BT, ARM among UK tech firms to deliver Internet of Things interoperability platform (is the UK emerging as an IoT powerhouse?)
http://www.businesscloudnews.com/2014/06/27/ibm-bt-arm-among-uk-tech-firms-to-deliver-internet-of-things-interoperability-platform/
Data Is Money: Why The Cloud Is Transforming Data Into A New Global Currency (is this what comes after the petrodollar?)
http://www.forbes.com/sites/netapp/2014/06/24/cloud-data-global-currency/
Posted by phobos - 12 years ago | Updated 12 years ago
Are Digital Business And Cloud Computing Joined At The Hip?
http://www.forbes.com/sites/joemckendrick/2014/06/29/are-digital-business-and-cloud-computing-joined-at-the-hip/
Samsung Confirms Galaxy S5 LTE-A Won’t See US Release
http://www.ibtimes.com/samsung-confirms-galaxy-s5-lte-wont-see-us-release-1606562
Allied Telesis Showcases Simplified Network Configuration and Management for Education Market - IP Networking Leader Showcases New Embedded Management Solution for Schools to Reduce Costs and Save Time
http://www.marketwatch.com/story/allied-telesis-showcases-simplified-network-configuration-and-management-for-education-market-2014-06-28
Verizon uses XLTE to bridge the gap between LTE and LTE-A
"He added that LTE-A with carrier aggregation is not here yet, with the first deployment having taken place last year in Korea with SK Telecom. "It likely will ramp up in 2015," Sharma said."
LTE-A seems to be a foreign language that roughly translates to "next year"
http://www.toptechnews.com/article/index.php?story_id=1300042EBMTS
Apple Doesn't Seem Interested in Broadcom's Cellular Division
http://www.fool.com/investing/general/2014/06/28/apple-doesnt-seem-interested-in-broadcoms-cellular.aspx
Posted by phobos - 12 years ago | Updated 12 years ago
" Verizon uses XLTE to bridge gap between LTE and LTE-A "
interesting paragraph from that above story:
" LTE-A is the next iteration of the global LTE standard that increases the efficiency with which the spectrum is used. This self- improving efficiency might have a somewhat longer staying power to handle the continually increasing demand, he said, than other efforts like Verizon's branded XLTE."
Looks like LTE-A is the network that will be having a very long life whereas the outlook for XLTE is looking to be short lived.
if possible, will or "is" Verizon talking with Vitesse about some changes to their XLTE Network.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Verizon provides a service (telecomm), and to do so they buy from equipment makers (ALU, CSCO, Ericsson, etc.). The equipment makers buy from VTSS. Verizon is the customer of our customer (s).
I suspect that service providers are waiting for a more robust rebound in the economy before there is an investment in capital equipment. While the market has been rising, the market is not the economy, and a lot of the market rise has been based upon financial sleight-of-hand, like share buybacks, as opposed to top line growth.
So, until then, we will all be sitting around, "waiting for Godot".
Posted by phobos - 12 years ago
Indoor Market Driving LTE Small Cell Push (Airvana, ALU, Samsung, and Ericsson are all customers)
http://www.lightreading.com/mobile/small-cells/indoor-market-driving-lte-small-cell-push/d/d-id/709636?f_src=lightreading_lightreading_daily_newsandviews&_mc=NL_LR_EDT_LR_daily_20140627&cid=NL_LR_EDT_LR_daily_20140627&elq=b48c7d31bebf45fab0cb4785545b9099&elqCampaignId=5512
EXFO lands $2M order from global tier-1 mobile network (the first step to build-out would be the purchase of test equipment associated with installation - this correlates with the data point from yesterday about 2015 being the year for LTE-A)
http://www.ept.ca/news/exfo-lands-2m-order-from-global-tier-1-mobile-network/1003134070/?&er=NA
MRV Joins Russell Microcap Index (our sister company joins the Russell)
http://www.marketwatch.com/story/mrv-joins-russell-microcap-index-2014-06-30?reflink=MW_news_stmp
'Legal' Government Spyware Can Gain Total Access to Mobile Devices (mass surveillance and militarized police are all bad for business)
http://www.infosecurity-magazine.com/view/39077/legal-government-spyware-can-gain-total-access-to-mobile-devices
Re-thinking Colocation in the Age of Cloud Computing
http://www.datacenterknowledge.com/archives/2014/06/30/re-thinking-colocation-age-cloud-computing/
Standardisation guidelines for cloud computing service level agreements developed by industry (the rules are in place)
http://www.out-law.com/en/articles/2014/june/standardisation-guidelines-for-cloud-computing-service-level-agreements-developed-by-industry/
Cloud 2.0 Promises To Transform, Disrupt Industries (everything as a service)
http://www.enterprisetech.com/2014/06/30/cloud-2-0-promises-transform-disrupt-industries/
Cloud Computing Market 2018 - Japan, ANZ Region, South Africa & Latin America Analyzed And Forecasts In Research Report At ReportsnReports.com
http://www.hostreview.com/news/140630-cloud-computing-market-2018-japan-anz-region-south-africa-latin-america-analyzed-and-forecasts-in-research-report-at-reportsnreportscom#ixzz368KjMQBC
Setting the Data-center Standard in the Internet of Things Era
http://www.dqindia.com/dataquest/feature/216808/setting-datacenter-standard-internet-things-era#sthash.MuCC1BLK.dpuf
Actions licenses ARM Cortex-A50 processor family for 64-bit tablet mkt (Arm... the next INTC/AMD?)
http://www.ciol.com/ciol/news/216813/actions-licenses-arm-cortex-a50-processor-family-bit-tablet-mkt
Russian gov to dump x86, bake own 64-bit ARM chips - reports (is it paranoia when it's true?)
http://www.theregister.co.uk/2014/06/23/russian_media_says_gov_to_dump_x86_bake_own_64bit_arm/
The enterprise may be ready for Internet of Things, but networks are not
http://www.zdnet.com/the-enterprise-may-be-ready-for-internet-of-things-but-networks-are-not-7000031054/
Real Life Applications of IOT That Would Change The World (VTSS already selling chips to be used in some of these applications)
http://www.business2community.com/tech-gadgets/real-life-applications-iot-change-world-0929570#ADHUyKWOmmUrdH1F.99
Posted by phobos - 12 years ago | Updated 12 years ago
"Forests: In the coming era, there could be development of an application that may be placed in a tree in order to prevent it from illegal logging. It will be able to inform higher authorities whenever any illegitimate deforestation activities will be detected.
50 years from now having detected/spotted phobos,dlog etc, grand son enjoying a grand moment near a protected tree with his daughter. will the "higher authority" member tweak the situation to the detriment of the boy friend???
Oh, this was passion at its grandest friends! could have easily destroyed a dozen young trees in the MAKING!
Posted by GARIF - 12 years ago
The future?
http://www.techradar.com/news/internet/data-centre/the-rise-of-photonic-switching-in-the-datacenter-1255118?src=rss&attr=all
Vitesse Joins Russell 3000® Index
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=857311
ZTE (customer) lobbying for 5G architecture based on mesh networks, cloud radio (VTSS seems to be ahead of 5G as well)
http://www.fiercewireless.com/tech/story/zte-lobbying-5g-architecture-based-mesh-networks-cloud-radio/2014-06-25
UK Data Center Providers Get Carbon Tax Break
http://www.datacenterknowledge.com/archives/2014/07/01/uk-data-center-providers-get-carbon-tax-break/
Resource Sharing Unleashes Performance Storms on the Data Center
http://www.datacenterknowledge.com/archives/2014/07/01/resource-sharing-unleashes-performance-storms-data-center/
GOOGLE’S LATEST MOVE TO DISASSEMBLE THEN REASSEMBLE BIG DATA
http://www.datacenterdynamics.com/focus/archive/2014/07/google%E2%80%99s-latest-move-disassemble-then-reassemble-big-data
WHY YOU SHOULD USE CLOUD COMPUTING
http://www.cbronline.com/news/cloud/cloud-saas/why-you-should-use-cloud-computing-4306472
The Real Cloud Computing Revolution
http://www.cio.com/article/2449646/cloud-infrastructure/the-real-cloud-computing-revolution.html
End of the landline? Mobile revolution means home phone no longer seen as essential
http://www.dailymail.co.uk/news/article-2675731/End-landline-Mobile-revolution-means-home-phone-no-longer-seen-essential.html#ixzz36Ed6h5R3
5,000 coffee farmers to access funding through mobile money (not just crowd funding: mobile crowd funding)
http://www.newvision.co.ug/news/657089-5-000-coffee-farmers-to-access-funding-through-mobile-money.html
Utility equipment: Mobile antennas enable seamless 3G/LTE in remote locations (Dragonwave & GE (?) are customers)
http://www.utilityproducts.com/articles/2014/07/utility-equipment-mobile-antennas-enable-seamless-3g-lte-in-remote-locations.html
Sacofa Backhauls With Tejas (customer) Gear
http://www.lightreading.com/optical/packet-optical/sacofa-backhauls-with-tejas-gear/d/d-id/709696?_mc=RSS_LR_EDT
New technologies you probably didn’t know you had (another data point for 4G LTE-A)
"4G LTE Advanced. Also called LTE Wideband or LTE-A, is a new wireless Internet protocol capable of reaching speeds up to 20 times faster than current 4G LTE cell connections and six times faster than standard wired connections. Not only would this bump-up in speed be used by phones, it could replace wired home Internet service. It has already been introduced in several places around the world, but don’t expect it to become a global standard in less than five years, as it will face government regulatory challenges initiated by the huge domestic cable and wireless providers, who stand to lose everything unless they adopt the new technology and make it widely available."
http://baltimorepostexaminer.com/new-technologies-probably-didnt-know/2014/07/01
National Instruments Stepping Ahead Of Agilent Technologies With New 5G LabVIEW Wireless Design Tools (is the IoT coming to test and measurement first?)?
http://www.forbes.com/sites/patrickmoorhead/2014/06/30/national-instruments-stepping-ahead-of-agilent-technologies-with-new-5g-wireless-design-tools/
Global Telecom Spending Slows - Analyst Blog
http://www.nasdaq.com/article/global-telecom-spending-slows-analyst-blog-cm366557
Impossible to (Over)estimate Impact of the Internet of Things
http://www.itbusinessedge.com/blogs/data-and-telecom/impossible-to-overestimate-impact-of-the-internet-of-things.html
Vodafone outlines how IoT is already making an impact
http://www.mobileworldlive.com/vodafone-iot-already-making-impact
Posted by phobos - 12 years ago | Updated 12 years ago
"Today’s data centers are also sharing more and more resources, leading to better return-on-investment as its capacities are better utilized."
Phobos, all these activities only heighten the need for INTELLISEC!! how can this company not THRIVE???
Your Airvana news has game changing potential, I believe us to be in the heart of that project.
Tejas, Dragonwave, Eric,.... Vitesse customers delivering the goods worldwide!!!!!!!!!
Exciting times, exciting times!!!!!!
Posted by GARIF - 12 years ago
http://www.fool.com/investing/general/2014/07/01/why-is-international-business-machines-corp-soarin.aspx
VOILA! adopters of our VeriT-Intellisec top 2 in the pecking order.
Posted by GARIF - 12 years ago
http://www.thestreet.com/story/12762623/1/why-ericsson-eric-stock-is-gaining-today.html?puc=yahoo&cm_ven=YAHOO
Really enjoyed this quote from the IBM article,
"People pay attention to the Gartner reports. This rare performance gives IBM a serious bragging and selling point when it makes the rounds for the next big-ticket customer's order of high-quality data security tools."
Vitesse seems to be associating with the top Dogs...
"show me who your friends are and I'll tell you who you are"
said the man of wisdom,
Posted by GARIF - 12 years ago
Inside the Secret Building That's Bringing Cell Service To NYC's Subway (ALU & ERIC are both customers)
"Fascinatingly, the four major US cellular carriers must all participate and supply their own hardware to bring their customers service in the subway. From the vantage of the cage, you can see tons of communications, fiber, and radio equipment from Verizon, AT&T, Sprint, and T-Mobile."
"A lot of it is made by the folks over at Alcatel-Lucent, while the rest is made by Ericsson and other assorted manufacturers."
I'm going to guess... 50% market share for ALU, 30% for ERIC, and 20% other.
http://gizmodo.com/inside-the-secret-building-thats-bringing-cell-service-1592846616
ZTE (customer) lobbying for 5G architecture based on mesh networks, cloud radio (VTSS is already there)
http://www.fiercewireless.com/tech/story/zte-lobbying-5g-architecture-based-mesh-networks-cloud-radio/2014-06-25
DoCoMo takes on 6 partners to tackle 5G (4 of the 6: ALU, Ericsson, NEC, and Samsung, are customers)
http://www.fiercewireless.com/europe/story/docomo-takes-six-partners-tackle-5g/2014-05-09
A survey of telecom trends (is IoT driving everything else?)
http://searchtelecom.techtarget.com/news/2240223740/Private-undersea-cable-is-growing-networking-trend-IoT-drives-IPv6
IoT helps manufacturers work smart
http://www.pacetoday.com.au/features/iot-helps-manufacturers-work-smart
Microsoft joins Qualcomm in bid to establish Internet of Things standards (I would feel better if they joined Freescale, but at least they admit to the trend)
http://www.zdnet.com/microsoft-joins-qualcomm-in-bid-to-establish-internet-of-things-standards-7000031155/
Huawei Honor 6: affordable octa-core processor flagship from Huawei (Huawei kicking butt on the handset side of things too)
http://www.whatech.com/mobile/reviews/23129-03-huawei-honor-6-affordable-flagship-from-huawei
EU, South Korea to Ally on Faster Mobile Access (Samsung, ALU and Ericsson are customers)
http://online.wsj.com/articles/eu-south-korea-to-lay-out-plan-for-5g-networks-1402844523
Over 17 mln Italians access internet via mobile devices (will the EU transition to 4G LTE-A/5G before North America?)
http://www.telecompaper.com/news/over-17-mln-italians-access-internet-via-mobile-devices--1023090
Small cells recast for reaching remote communities (will the small cell be the infrastructure of choice for the developing world, rural America, and very crowded places, like sports arenas (very remote or very dense)?)
http://www.rethink-wireless.com/2014/07/02/small-cells-recast-reaching-remote-communities.htm
Research and Markets: The Wireless Network Infrastructure Bible: 2014-2020 - 5G R&D spending to reach $3 billion by 2020
http://www.heraldonline.com/2014/07/02/6109707/research-and-markets-the-wireless.html?sp=/100/773/385/#storylink=cpy
Microsoft, Google form Ethernet consortium for data center networks (Ethernet - I wonder if VTSS could do a software package for the datacenter like they did for the network ( http://www.vitesse.com/products/software/CEServices ))?
http://www.zdnet.com/microsoft-google-form-ethernet-consortium-for-data-center-networks-7000031154/
The Business of Data Centers: Efficiencies and the Role of DCIM
http://www.datacenterknowledge.com/archives/2014/07/02/business-data-centers-efficiencies-role-dcim/
CoreOS: Linux for the cloud and the datacenter (VTSS' CEServices is Linux-based...)
http://www.zdnet.com/coreos-linux-for-the-cloud-and-the-datacenter-7000031137/
Posted by phobos - 12 years ago | Updated 12 years ago
" I wonder if VTSS could do a software package for the datacenter like they did for the network"
Vitesse is working on a very nice package, I surmise the half million went to licence Seagate's technology, blend it with VeriT, intellisec and some other sauce Vitesse has up its sleeves and voila!! it should bring us lots of money...
Posted by GARIF - 12 years ago
Phobos, not sure if you've posted the next article, LTE-A is becoming more and more a reality,
http://www.fiercewireless.com/story/lte-advanced-expected-be-40-networks-globally-year-end/2014-06-16
http://www.ecumenicalnews.com/article/samsung-launches-powerful-samsung-galaxy-s5-lte-a-upgrade-25333
Posted by GARIF - 12 years ago
I see brcm is active... and vtss?
http://www.foxbusiness.com/technology/2014/07/02/microsoft-and-google-collaborate-to-improve-data-center-networks/
Cloud computing still on the rise
http://www.cloudcomputing-news.net/news/2014/jul/03/uk-cloud-computing-usage-continues-rise-cif-finds/
CSCO to build Asia's first IoT innovation hub
http://m.timesofindia.com/tech/it-services/Cisco-to-build-Asias-first-Internet-of-Things-innovation-hub-in-India/articleshow/37713455.cms
IoT to transform transportation
http://electroiq.com/blog/2014/07/iot-will-transform-transportation/
MSFT joins Qualcomm in IoT standards group
http://electroiq.com/blog/2014/07/iot-will-transform-transportation/
Accedian monitors world cup coverage
http://www.itworldcanada.com/article/canadian-firm-helps-monitor-world-cup-network/95180
Accedian & VTSS
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=717940
The need for network build out?
http://www.zdnet.com/the-enterprise-may-be-ready-for-internet-of-things-but-networks-are-not-7000031054/
http://eecatalog.com/intel/2014/05/18/meet-the-challenge-of-securing-the-smart-grid/
http://www.securityweek.com/energy-companies-europe-us-hit-sophisticated-attack-campaign
Posted by phobos - 12 years ago | Updated 12 years ago
"Microsoft engineer Yousef Khalidi added that the new Ethernet specification will give “superior flexibility in matching future workloads with network equipment and cabling, with the option to 'scale-as-you-go."
Keep in mind Phobos, Vitesse often works in the weeds, in due time we will discover Vitesse heavy involvement with Microsoft and Google.
Lets not forget! a key component of any "Data center" improvement project is SECURITY!!! Broadcom ''can't touch this"
Sorry, little Mc Hammer,
Posted by GARIF - 12 years ago
"The aspect that makes the smart grid so useful — it’s interconnectedness — is what also makes it most vulnerable. Every connected device is another entry point into the overall network and affords an opportunity for tampering. Many of these devices are also connected via the Internet, providing direct access to anyone with the device’s IP address. Furthermore, a breach into one part of the network can expose every other part of the network."
"this why we created our INTELLISEC"
Posted by GARIF - 12 years ago
Wireless datapoint:
http://www.cmo.com.au/mediareleases/19808/organisations-beef-up-their-network-architectures/
Will all storage be outsourced, like fabrication in semiconductors, at some point?
http://www.business2community.com/tech-gadgets/enterprise-datacenter-dying-breed-0933972#!8oKZz
The IoT: heralding ubiquitous connectivity
http://innovationinsights.wired.com/insights/2014/07/internet-things-will-disrupt-everything/
The IoT will disrupt everything
http://www.telecomreseller.com/2014/07/03/whats-the-future-of-sip-trunking-iot-cloud-and-webrtc/
Security, security, security...
http://www.automatedtrader.net/blogs/real_time_innovations_rti/150802/guest-post-accelerating-the-iot-_-adding-security-in-legacy--systems
http://www.eurasiareview.com/04072014-indo-us-cyber-dialogue-include-hardware-security-analysis/
Huawei involved in developing world build-out
http://www.lightreading.com/huawei-video-resource-center/orange-tunisia-discusses-multi-band-antenna-with-easyret-solution/v/d-id/709766?_mc=RSS_LR_EDT
"To manage an expected 1,000x increase in mobile traffic in the coming years, ..."
http://www.eetimes.com/document.asp?doc_id=1322983&_mc=RSS_EET_EDT
Ericsson (customer) kicking butt in 5G
http://www.gadget.co.za/pebble.asp?relid=8612
Ceragon (customer) will have conference call
http://hardware.itbusinessnet.com/article/Ceragon-Networks-Second-Quarter-2014-Financial-Results-Scheduled-for-Release-on-July-28-2014-3365362
"The private cloud market is set to grow from $41 billion this year to $69 billion in 2018, posting a compound annual growth rate of 14%, according to a new report from Technology Business Research. The firm cited a survey with 331 private cloud end users across the U.S., the U.K., Germany, France, India and China.
http://www.rcrwireless.com/article/20140703/software/software-private-cloud-market-hit-69b-2018-utstarcom-completes-sdn-test/
Smart Cities
http://www.lemagit.fr/actualites/2240223889/Aguila-Technologies-connecte-les-poubelles-de-la-ville-du-futur-sous-SigFox?asrc=EM_MDN_31141459
Is LTE the Future of M2M?
http://m2mworldnews.com/2014/07/02/84769-is-lte-the-future-of-m2m/
Posted by phobos - 12 years ago | Updated 12 years ago
"According to a recent article in India's Business Standard, ZTE aims to introduce some kind of 5G prototype by 2015. Xu Juijun, senior vice president of ZTE's wireless business, said the vendor has some 1,000 engineers working on 5G."
Vitesse employee total is half of the above, yet the company continues to innovate and bring needed products to customers.
phobos, could Vitesse become a power in the Iot world??
" The good news is that as IoT networks increasingly move to Ethernet, they can leverage the stringent MEF-standardized service-definitions for “Carrier Ethernet.” We expect that low power, industrial-hardened and MEF CE 2.0-compliant equipment will play a growing role in industrial IoT settings.
"We expect to see 256-bit strong encryption, such as outlined in NIST’s FIPS 197 standard for AES encryption, to be the minimum requirement in Ethernet-based IoT networks. Further, given the IoT’s stringent timing and synchronization requirements, OEMs will look to ‘secure 1588’ technologies which provide 256-bit level encryption without compromising network timing."
" Organisations need to limit the scope of access from unauthorised parties as much as possible and assume that their networks have already been infected.
Next organisations will need to take steps to cleanse the network from threats and ensure each node can be trusted to convey the right information.
Unless organisations need to wake up to the Internet of Threats and realise that a major cyber attack on a nationwide scale is not just a possibility, but an inevitability."
Posted by GARIF - 12 years ago
Phobos, I consider the following post to be your most frightening.
http://www.networkcomputing.com/cloud-infrastructure/the-looming-iot-backlash/a/d-id/1269531?_mc=RSS_NWC_EDT
" if software preempts our own brains by making "mundane" decisions for us, don't we lose part of what's great about being human? If we blindly follow what AI tells us is the "right" decision, we'll likely end up all making the same life choices."
"Another critical issue involves the mass aggregation of big data and the abuse of power by those who collect it."
"This is not only possible with health care, but also with many other facets of our lives. If we make decisions that do not align with what a corporate or government entity mandates, we could be punished for it."
"At one time, these were opinions expressed only by a small fringe group of conspiracy theorists"
"Mark my words: People will soon wake up and realize that technology should be used as a tool to further expand human individuality and privacy, not destroy it."
i consider this to be the most frightening because of the above sentence,
Sorry Mr Andrew! I strongly disagree, people are oblivious, comatose, we are the living DEAD!!!!!!!!
Posted by GARIF - 12 years ago
LTE continues growth,
http://www.fiercewireless.com/story/t-mobile-passes-sprint-230m-lte-pops-while-verizon-dominates-306m-lte-pops/2014-07-01
Vitesse product passes the mustard,
http://www.cellular-news.com/story/59443.php
http://www.cellular-news.com/story/Operators/66461.php?utm_source=sidebar
Good news,
https://finance.yahoo.com/news/evercore-group-remains-positive-applied-120215765.html
https://finance.yahoo.com/news/ciena-now-strong-buy-higher-141014404.html
Posted by GARIF - 12 years ago
Looks like good news!
Enjoy the future, while it lasts!
Good digging GARIF.
Posted by phobos - 12 years ago
http://www.marketwatch.com/story/china-pulling-the-plug-on-ibm-oracle-others-2014-06-26?pagenumber=2
Opportunity for Intellisec??
"Ultimately, said the IT consultant, Chinese banks will only manage to kill off IOE systems if products made by Chinese suppliers can provide comparable security and capacity levels, and if the new hardware and software are compatible."
"Chu Zhuang, chief information officer at trust firm Citic Trust, said China wants to encourage the use of new technology that will help banks develop Internet financing and open-source cloud computing. These interests overshadow information-security concerns, he said.
"Some critics of the X86, open-source software and cloud-computing systems say they’re more difficult to manage than IOE systems and pose more security risks. Kang Jianming, president of the online-payment company Shanghai Fuiou Payment Service Co., said hackers may successfully target banks that switch to homegrown systems."
Posted by GARIF - 12 years ago
Intel's Internet of Things Group Is Highly Profitable
http://www.fool.com/investing/general/2014/07/05/intels-internet-of-things-group-is-stunningly-prof.aspx
Internet of Things (IoT) Market 2014-2024
http://www.marketwatch.com/story/internet-of-things-iot-market-2014-2024-2014-06-18
Surveillance cameras: another node on the network
http://www.itbusiness.ca/blog/the-untapped-potential-of-the-surveillance-camera/49807
"But a lot of the LTE-A smorgasbord is still covered up. Dual Connectivity -- an enhancement for CA that provides for simultaneous connection to macro- and low-power base stations -- is a Release 12 feature, and R12 won't be frozen by 3GPP until later this year, so it is unlikely to be deployed until 2015." - another data point
http://www.lightreading.com/mobile/4g-lte/uncovering-more-of-the-lte-a-smorgasbord/a/d-id/709772
"LTE-A is expanding its reach, with nine commercial deployments globally as of today and 40 networks expected to have LTE-A by year-end, according to the trade group 4G Americas."
http://www.koreatimes.co.kr/www/news/tech/2014/07/133_160483.html
Nokia (Siemens of the former Nokia-Siemens was a customer, I don't know if they still are) to Buy SAC Wireless
http://www.storminvestor.com/nokia-to-by-sac-wireless/237/
UK cloud computing usage continues to rise, CIF finds
http://www.cloudcomputing-news.net/news/2014/jul/03/uk-cloud-computing-usage-continues-rise-cif-finds/
Growth in Canadian Data Center Sector: Operators Illuminate the Benefits of a Canadian Data Center Site
http://smartdatacollective.com/datacenters/207586/growth-canadian-data-center-sector-operators-illuminate-benefits-canadian-data-ce
Again, should we worry?
http://www.datacenterknowledge.com/archives/2014/06/03/facebook-testing-broadcoms-open-compute-switches-production/
Posted by phobos - 12 years ago | Updated 12 years ago
phobos,
interesting articles, though very frustrating to continue reading stories that contain a very long list of companies that are likely to succeed in the IoT market, and then to not see Vitesse listed anywhere. The way in which the IoT system is being built, is it not correct to say that in a very high percentage, each signal transmitted by each IoT member will be using a Vitesse product on both ends to make that connection safe and or possible? Many of these companies are across the board Vitesse customers making a great number of these connections capable (that is a great number of $$ connections$$) Difficult to understand why this company constantly continues to fly under the radar during newsworthy events. Is this because of the Vitesse past or maybe because of the across the board client relationship, or maybe because we have yet to produce any significant revenue is the reason why. accepting the fact that Vitesse is listed on the 2014 Russell 3000 is out of the ordinary and something I had to look at a number of times to realize that it is actually true.
Posted by christ3opher - 12 years ago | Updated 12 years ago
https://www.vitesse.com/IoT/IEEE%201588v2%20Timing
https://www.vitesse.com/IoT/Intellisec
I think it very CORRECT that many are turning to Vitesse for the ABOVE necessities.
" or maybe because we have yet to produce any significant revenue is the reason why."
BINGO! BINGO!! BINGO!!!!
We are among the PLUMBERS of this business but our time for a little respect is coming.
http://www.youtube.com/watch?v=9VvLSuLmZkM
Posted by GARIF - 12 years ago
forgot to add the "TIGHT LIP" clauses in many of Vitesse dealings. She's holds secrets better than our caretakers!!!
Posted by GARIF - 12 years ago
http://seekingalpha.com/article/2300315-nsa-revelation-to-drive-alcatel-lucent-surge
Could the NSa been intercepting gear from all the network providers, or just the large ones??
Is lucent and Ericsson making use of more Vitesse gear or are we guilty because of our birth association??
Posted by GARIF - 12 years ago
@christ3opher: it really is mind boggling how little attention VTSS is receiving. The question is "will the gap between expectations and results narrow or widen in the coming months?" Let's see what the beginning of August tells us.
@GARIF: I don't think the NSA is sophisticated enough to mess with the chips themselves. I would guess they do something in firmware to facilitate eavesdropping. I think chip-makers are safe... but having said that, equipment makers would probably prefer to source locally, all other things being equal. I think VTSS has a long history will Bell Labs (CRG and Lou were both alumni), then Lucent after that, and now Alcatel-Lucent. VTSS has a history there that they never had with companies like CSCO. Although with CSCO, they now have an "in" with Meraki.
It's hard to keep track...
Posted by phobos - 12 years ago
DeepSAFE, INTELLISEC'S competitor?
"To provide protection that works below the operating system, hardware-assisted technology is required. An example of such advanced security technology is McAfee DeepSAFE, which was developed jointly by Intel and McAfee. The hardware component of DeepSAFE operates independently of the operating system and as a result cannot be directly corrupted by malware. This serves to strengthen overall security within the device by hardening it deep in the computing stack or below the rootkits."
Posted by GARIF - 12 years ago
DeepSafe seems to be AV protection:
http://www.tomshardware.com/news/McAfee-DeepSAFE-malware-rootkit-Paul-Otellini,13436.html
Intellisec would seem to be encryption:
http://www.vitesse.com/carrier-ethernet/ce-intellisec
I don't think they are competitive products.
Could anyone clarify further?
Posted by phobos - 12 years ago | Updated 12 years ago
According to Uday, Vitesse products offer the solution,
http://www.computer.org/portal/web/NGN-Insights/content?g=8150864&type=blogpost&urlTitle=the-rise-of-the-small-cells-%26-a-%E2%80%98brand-new-network%E2%80%99-
Posted by GARIF - 12 years ago
Mr. Mudoi is still around... good find GARIF.
Quoted from above:
"As noted above, small cells need to be inexpensive. That makes them extremely sensitive to overall equipment cost, power requirements and size. Especially when the small cell is located on a lamppost or the side of a building, carriers want the smallest unit possible, something that can be powered remotely and that draws as little power as possible. But how can small cells securely encrypt the data without an IPsec processor? The short answer is IEEE 802.1AE security encryption, also known as MACsec, which operates at Layer 2 of the OSI stack. The beauty of MACsec encryption is that it doesn’t need a lot of processing. Traditionally, MACsec has been limited to link-based, box-to-box applications, making it difficult for operators to deploy over networks facing latency issues over multi-hop connections. New technologies, however, implement MACsec in the PHY and allow operators to encrypt network traffic end-to-end at Layer 2. This is especially important as your data travels through third-party networks (i.e. those not owned by your carrier) where the backhaul links are shared by multiple service providers. This flexibility to use MACsec in the small cell networks offers significant capex and opex savings for carriers. And because MACsec is an IEEE standard, the new technologies that allow it to scale effectively for network-wide security are completely interoperable with network equipment from other vendors."
DeepSafe is NOT competitive with Intellisec.
Posted by phobos - 12 years ago | Updated 12 years ago
Is it time to get humans out of data centers?
http://www.techrepublic.com/article/is-it-time-to-get-humans-out-of-data-centers/
BUSINESS OPPORTUNITIES CONVERGE IN MULTI-TENANT DATA CENTERS
http://www.datacenterdynamics.com/focus/archive/2014/07/business-opportunities-converge-multi-tenant-data-centers
Beyond BYOD --> BYOA (application)
http://www.datacenterknowledge.com/archives/2014/07/07/time-take-control-byoa/
BILLIONS TO BE WIPED OFF THE VALUE OF STORAGE MARKET PREDICTS EXPERT (not if you are a part of the coming wave)
http://www.datacenterdynamics.com/focus/archive/2014/07/billions-be-wiped-value-storage-market-predicts-expert
AT&T LG G3(R) And LG G Watch(TM) (4G LTE capability - will they be buying more equipment from customer ALU?)
http://online.wsj.com/article/PR-CO-20140707-905834.html
IDT and eSilicon to Collaborate on Next-Generation RapidIO Switches (someone hoping to leapfrog VTSS first-mover market advantage?)
http://online.wsj.com/article/PR-CO-20140708-904216.html
India's 243 Million Internet Users And The Mobile E-Commerce Revolution (wireless edge network: a financial necessity for emerging economies)
http://www.forbes.com/sites/afontevecchia/2014/07/07/indias-massive-e-commerce-opportunity-and-the-explosion-of-mobile/
YouTube partners with Indian carrier to offer pre-paid mobile streaming from just $0.15 (Google knows where the money is)
http://thenextweb.com/google/2014/07/07/youtube-partners-with-indian-carrier-to-offer-pre-paid-mobile-streaming-from-0-15/
The NIST cloud computing program ( a national standard for the cloud - why not?)
http://www.itworldcanada.com/blog/the-nist-cloud-computing-program/95280
What nuclear plants and cloud computing have in common (I wonder if CRG has considered the nuclear industry as a potential market?)
http://www.nationmultimedia.com/technology/What-nuclear-plants-and-cloud-computing-have-in-co-30237828.html
Nigeria: Govts, Experts to Discuss Big Data, Cloud Computing, Broadband At Wafict 2014 (wireless will be the de-facto infrastructure in the developing world)
http://allafrica.com/stories/201407080088.html
Hybrid Cloud Computing: Big Interest
http://midsizeinsider.com/en-us/article/hybrid-cloud-computing-big-interest#.U7vfJPmY1EI
Digital transformation and the high performance enterprise
"This Digital Efficiency Report suggests that transactions online can already be 20 times cheaper than by phone, 30 times cheaper than postal and as much as 50 times cheaper than face-to-face. By going digital by default, the government could save between £1.7 and £1.8 billion each year."
http://www.zdnet.com/digital-transformation-and-the-high-performance-enterprise-7000031038/
Cloud: The answer to a more effective Government (along with less government overall - ed.)
http://www.cloudcomputing-news.net/news/2014/jul/07/cloud-answer-more-effective-government/
Qantas checks in with cloud computing
http://www.itnews.com.au/News/389173,qantas-checks-in-with-cloud-computing.aspx/0
Cloud Computing: Platforms for Productivity (cloud computing is currently widely adopted)
http://midsizeinsider.com/en-us/article/cloud-computing-platforms-for-productiv#.U7vfTPmY1EI
ERP and CRM systems dominate business cloud computing spending: IDC (cloud data points)
"The figures, compiled from IDC’s Worldwide Semi-annual Public Cloud Services Tracker, show the worldwide market for cloud services hit $US45.7 billion ($A48.7b) during 2013. Of that total, $US10.78 billion (24%) was spent on ERP systems and $US8.13 billion (18%) was spent on CRM."
...
"Other major cloud-based service categories included servers at $US3.981 billion or 9% of the market, collaborative applications (such as Office 365) at $US3.37 billion, and security software at $US2.922 billion.
The strength of ERP and CRM spending meant the Software-as-a-Service model accounted for 72% of the market, with Platform-as-a-Service and Infrastructure-as-a-Service making up 14% each."
http://www.smartcompany.com.au/technology/trends/42717-erp-and-crm-systems-dominate-business-cloud-computing-spending-idc.html#
New Consortium Pushes for 25 and 50 Gbps Data Center Ethernet Connectivity (VTSS timed the market just right)
http://www.enterprisenetworkingplanet.com/netsp/new-consortium-pushes-for-25-and-50-gbps-data-center-ethernet-connectivity.html
Posted by phobos - 12 years ago | Updated 12 years ago
Vitesse among the "new and innovative" who would have THUNK this a year ago...
http://www.forbes.com/sites/benkepes/2014/07/08/cloudian-wins-big-funding-the-new-storage-players-to-the-fore/?partner=yahootix
"There is significant positioning occurring in the storage industry. The traditional players such as EMC and NetApp are largely being left behind by new and innovative companies. Clearly the move to more distributed IT architectures will result in a new breed of vendors coming to the fore. This investment is an indication of just how big the opportunity is, and how much investors want to be a part of this new wave of companies."
Posted by GARIF - 12 years ago
Credit must be given to our punching bag phobos, Crg managed to keep his eyes on the prize while dealing with all the financial stuff.
Crg and gang have really used their meager resources $$ wisely! could it be the best is yet to come???
Posted by GARIF - 12 years ago
Do keep in mind GARIF, that CRG saw the potential of Ethernet at the networks' edge, wireless, SMB/SME, and eventually in the carriers themselves. IoT and storage snuck up on VTSS and bit them in the *ss, which I think in no way diminishes what management has accomplished. Early on they decided to go for the most rapidly growing markets with the most potential to grow really big. In the grand scheme of things it is much better to be lucky than good. These guys have been both.
Posted by phobos - 12 years ago | Updated 12 years ago
agreed phobos. the Vitesse crew has had a whole lotta luck on their side, whole lotta LUCK!!!
All on our backs,
the loan shark loan that brought on the 1 for 20 RS was performed on the backs of the lowly shareholder who for the most part, stayed on to fund to where we are now. if not for this, Vitesse no more long ago!
this all before Mr. Martin arrived.
just waiting now for the obvious,that being REVENUE
Posted by christ3opher - 12 years ago | Updated 12 years ago
The Rise of the Small Cells & A ‘Brand New Network’?
http://www.computer.org/portal/web/NGN-Insights/content?g=8150864&type=blogpost&urlTitle=the-rise-of-the-small-cells-%26-a-%E2%80%98brand-new-network%E2%80%99-
Internet of Things to Stress Enterprise Networks
http://www.eweek.com/small-business/internet-of-things-to-stress-enterprise-networks.html
Cisco beefs up network security in a hyper-connected world
http://www.financialexpress.com/news/cisco-beefs-up-network-security-in-a-hyperconnected-world/1267365
4G LTE and other high-speed tools ready for the battlefield
http://defensesystems.com/Articles/2014/06/24/Army-4G-LTE-battlefield-network.aspx?Page=1
CONSORTIUM SET TO BOOST IOT (another day another consortium)
http://www.datacenterdynamics.com/focus/archive/2014/07/consortium-set-boost-iot
http://www.newsfactor.com/news/Another-Day--Another-IoT-Consortium/story.xhtml?story_id=020001YTB9H4
Why Cisco, Intel, and Qualcomm are funding IoT startups (because it's cheaper to buy the winner, than to fund uncertain internal research)
http://www.networkworld.com/article/2369673/internet-of-things/why-cisco-intel-and-qualcomm-are-funding-iot-startups.html
Worldwide semiconductor equipment spending surging after a weak 2013
http://www.information-age.com/industry/hardware/123458215/worldwide-semiconductor-equipment-spending-surging-after-weak-2013-gartner#sthash.3Oaj4ntn.dpuf
http://www.datacenterdynamics.com/focus/archive/2014/07/worldwide-semiconductor-capital-equipment-spend-increase-15-2014
Exfo Rolls Out New Version of NetBlazer (test equipment always precedes installation)
http://insurancenewsnet.com/oarticle/2014/07/07/exfo-rolls-out-new-version-of-netblazer-a-526638.html#.U71U5vmY1EI
Net Neutrality Must Apply to Mobile Internet Access Too
http://gizmodo.com/net-neutrality-must-apply-to-mobile-internet-access-too-1602262260
Cloud Computing: Two Wins, One Incomplete (the mechanics of cloud evolution)
http://forwardthinking.pcmag.com/none/325330-cloud-computing-two-wins-one-incomplete
http://www.eweek.com/cloud/five-trends-show-why-cloud-computing-is-far-from-mature.html
http://www.toptechnews.com/article/index.php?story_id=020000BXS3XW
North American enterprise network spending focuses on the cloud says Infonetics survey
"The survey reveals that the enterprises that responded spent an average of $1.1 million on networking equipment in 2013. That figure is expected to grow 19% this year, based attendee feedback."
http://www.lightwaveonline.com/articles/2014/07/north-american-enterprise-network-spending-focuses-on-the-cloud-says-infonetics-survey.html
Ethernet Faces High-Bandwidth Growing Pains
The road to 100 Gbps+ Ethernet is proving more complicated than it first appeared, at least for those considering hyperscale deployments.
http://www.enterprisenetworkingplanet.com/datacenter/datacenter-blog/ethernet-faces-high-bandwidth-growing-pains.html
Fortinet (customer) Strengthens Mid-Enterprise with Next-Gen Firewall
http://thevarguy.com/network-security-and-data-protection-software-solutions/070814/fortinet-strengthens-mid-enterprises-new-nex
CONSTRUCTION BEGINS ON CHINA MOBILE’S NEW DATA CENTER IN CHONGQING
http://www.datacenterdynamics.com/focus/archive/2014/07/construction-begins-china-mobile%E2%80%99s-new-data-center-chongqing
Data-Center-In-a-Box Startup NIMBOXX Raises $12M, Launches Product
http://www.datacenterknowledge.com/archives/2014/07/08/data-center-in-a-box-startup-nimboxx-raises-12m-launches-product/
SALESFORCE PLANS TWO NEW DATA CENTERS IN CANADA
http://www.datacenterdynamics.com/focus/archive/2014/07/salesforce-plans-two-new-data-centers-canada
Posted by phobos - 12 years ago | Updated 12 years ago
"Why Cisco, Intel, and Qualcomm are funding IoT startups (because it's cheaper to buy the winner, than to fund uncertain internal research)"
Or cheaper to buy products from A winner! interesting how even though Cisco has bought these Security companies, it continues to go heavy on INTELLISEC.
NO DOUBT INTELLISEC IS PART OF FORTINET'S NEW FORTRESS!
Salesforce name continuously pops up in Vitesse presentation charts, perhaps our goodies are being added in the construction of her D-centers??
China Mobil constructing! we are definitely there...
No worries Christ, REVENUES are coming...
Oh!! by the way, your requested information, does it make sense? does it seem like the company is indeed plucking down half mil or so for someones technology???
We're all on the same mission, many eyes can be better than two! we're all trying to keep our sanity as we wait for the long promised 'REVENUE, PROFITS".
Peace, peace and happy hunting to us all...
Posted by GARIF - 12 years ago
Poll: IoT Will Require Network Overhaul (VTSS should play a roll here)
http://www.lightreading.com/iot/poll-iot-will-require-network-overhaul/d/d-id/709853
IoT firms set to get stronger support from govt (China)
http://www.ecns.cn/business/2014/07-10/123413.shtml
Light bulb illuminates WiFi weakness: IOT security needs to improve (security... security... security... !)
http://www.scmagazineuk.com/light-bulb-illuminates-wifi-weakness-iot-security-needs-to-improve/article/360032/
http://semiengineering.com/locking-down-the-chip/
http://semiengineering.com/locking-down-the-chip-2/
Silicon Valley giants unite for IoT standard
http://www.eetasia.com/ART_8800700978_499488_NT_b85850b6.HTM
Users opt for faster broadband speeds; U.S. falls in Akamai report
http://searchtelecom.techtarget.com/news/2240224211/Users-opt-for-faster-broadband-speeds-US-falls-in-Akamai-report
4G “TO BECOME THE DEFAULT” OVER NEXT FEW YEARS, SAYS EE
http://www.cbronline.com/news/tech/networks/telecoms/4g-to-become-the-default-over-next-few-years-says-ee-4314494
LTE Advanced deployments are growing globally
http://www.fiercewireless.com/story/lte-advanced-deployments-are-growing-globally/2014-07-08
4G 'inherently less secure' than 3G
http://www.telegraph.co.uk/technology/internet-security/10951812/4G-inherently-less-secure-than-3G.html
Alcatel-Lucent Hits 10 Gbps Over Copper Wire
http://www.wirelessweek.com/news/2014/07/alcatel-lucent-hits-10-gbps-over-copper-wire
MI5 and police to be granted access to our mobile and internet data to fight terror (if you have all the security there is, but grant the government access... ?)
http://www.express.co.uk/news/uk/487935/MI5-and-police-to-be-granted-access-to-our-mobile-and-internet-data-to-fight-terror
Cloud Computing Giants Add to Open Source Credentials With Kubernetes (public, private, or hybrid cloud?)
http://bits.blogs.nytimes.com/2014/07/10/cloud-computing-giants-add-to-open-source-credentials-with-kubernetes/?_php=true&_type=blogs&_r=0
IBM (IBM) Announces $3B Investment in Cloud Computing, Big Data Initiatives (7nm chips by decade's end - what then?)
http://www.streetinsider.com/Corporate+News/IBM+(IBM)+Announces+$3B+Investment+in+Cloud+Computing,+Big+Data+Initiatives/9650603.html
IDC: ERP LEADS CLOUD COMPUTING SPENDING (some interesting data points)
http://www.pymnts.com/news/2014/idc-erp-leads-cloud-computing-spending/#.U76W0vldWvY
Do the privacy reforms rain on the cloud computing parade?
http://www.lexology.com/library/detail.aspx?g=faffb5ec-dc9d-4fa0-afd6-8d4a38ec367b
Posted by phobos - 12 years ago | Updated 12 years ago
one thing for sure is:
news items involving the multiple branches of communication pertaining to Vitesse continues to grow more and more everyday.
a good thing? obviously?
a lot of work, much appreciated phobos.
Posted by christ3opher - 12 years ago | Updated 12 years ago
The 'Internet Of Things' Will Soon Be A Truly Huge Market, Dwarfing All Other Consumer Electronics Categories
http://www.businessinsider.com/internet-of-things-will-soon-be-a-truly-huge-market-dwarfing-all-other-consumer-electronics-categories-2014-7#ixzz37ARmb9KZ
New IoT Group to Get Devices Talking Among Themselves
http://www.technewsworld.com/story/80720.html
4 Internet of Things consortiums draw 'lines in the sand' for next big battle
http://www.fierceenterprisecommunications.com/story/4-internet-things-consortiums-draw-lines-sand-next-big-battle/2014-07-09
This Telecom Equipment Maker Is Down, But Not Out
http://www.fool.com/investing/general/2014/07/10/this-telecom-equipment-maker-is-down-but-not-out.aspx
2014 Lightwave Innovation Awards (there's a few of VTSS' cusomers mentioned in here)
http://www.lightwaveonline.com/articles/print/volume-31/issue-4/features/2014-lightwave-innovation-awards.html
The Big Telecom Switch
http://www.lightreading.com/ethernet-ip/ethernet-services/the-big-telecom-switch/a/d-id/709854
Ericsson pushes HSPA to 63Mbps (not necessarily good news)
http://www.rethink-wireless.com/2014/07/11/ericsson-pushes-hspa-63mbps.htm
60GHz: A Frequency to Watch
http://www.lightreading.com/mobile/backhaul/60ghz-a-frequency-to-watch/d/d-id/709910?f_src=lightreading_editorspicks_rss_latest
Huawei prepares 4G deployment with Kenya operator
http://www.telecompaper.com/news/huawei-prepares-4g-deployment-with-kenya-operator--1024896
MNOs add VPN services
Africa's wireless carriers are primed to provide protected business services for enterprises.
http://www.itweb.co.za/index.php?option=com_content&view=article&id=136001:MNOs-add-VPN-services&catid=190
Ericsson 5G Reaches 5 Gbps
Live over the air demos conducted at lab in Sweden
http://www.tvtechnology.com/distribution/0099/ericsson-g-reaches--gbps/271246#sthash.Pu3yjEr1.dpuf
Global Public Safety Mobile Broadband Market 2014 - 2020 Forecasts and Analysis
http://www.itbusinessnet.com/article/Global-Public-Safety-Mobile-Broadband-Market-2014---2020-Forecasts-and-Analysis-3377212
UNBUNDLING THE INTERNET
Indian mobile operators are now charging users like cable companies, one site at a time (mobile: the new cable)
http://qz.com/232685/indian-mobile-operators-are-now-charging-users-like-cable-companies-one-site-at-a-time/
Microsoft CEO Nadella reinforces mobile-first, cloud-first vision in company memo
http://www.cloudcomputing-news.net/news/2014/jul/11/microsoft-ceo-nadella-reinforces-mobile-first-cloud-first-vision-company-memo/
GSA Plans New Cloud Computing Special Item Number
http://www.executivegov.com/2014/07/gsa-plans-new-cloud-computing-special-item-number/
With Windows Server fading away, Microsoft unveils Azure storage appliances
There may be less of a role for Windows Server in the data center than ever before. Ironically, what takes its place could very well bear Microsoft's trademark.
http://www.fierceenterprisecommunications.com/story/windows-server-fading-away-microsoft-unveils-azure-storage-appliances/2014-07-09
Posted by phobos - 12 years ago | Updated 12 years ago
"If hybrid cloud storage had existed years ago, we wouldn't have needed the complex storage and data management technologies and processes that we have today," writes Microsoft's Marc Farley in a company blog post Wednesday. "When you integrate off-site cloud storage with local enterprise storage many of the difficult storage management problems disappear."
I continue to believe Micro adopted Intellisec!
Lightwave mentions many of our customers indeed, Adtran, Cyan, Infinera... isn't ADVA a customer too??
Posted by GARIF - 12 years ago
Vitesse customers taking different approach, either way WIN WIN for us,
http://www.fool.com/investing/general/2014/07/09/software-is-the-future-of-broadband-network-profit.aspx
Posted by GARIF - 12 years ago
Wouldn't this be better for Vitesse??
"By comparison, the goal of the IIC (Intel + IBM + Cisco + AT&T + Microsoft) is the establishment of use cases and standards requirements for IoT implementations in business and government. The idea here is the cultivation of customers, as well as an investment center in the customer playing a greater role in defining the IoT than the manufacturer. But one of the IIC's undertones is the inclusion of, if not the outright preference for, existing and legacy infrastructures--using the technologies out there today without inventing new ones. That makes sense, coming from an organization founded by companies with the greatest stake in old and existing equipment and standards."
Posted by GARIF - 12 years ago
"Wouldn't this be better for Vitesse??"
To know, you would have to define "legacy infrastructure". VTSS is depending upon the adoption of many new technologies and that the intelligence of the network shifts toward the network's edge. Ethernet is definitely a legacy protocol, but infrastructure implies hardware and topology as well.
The short answer: I don't know.
You may want to look this over before deciding:
http://winsupersite.com/windows/sdk-release-better-understanding-windows-iot
Ultimately, what MSFT means by infrastructure may be different from what VTSS means.
Posted by phobos - 12 years ago | Updated 12 years ago
"According to market research firm Infonetics, the carrier Ethernet market will grow to approximately $39 billion in 2017."
http://online.wsj.com/article/PR-CO-20140709-904933.html
Dell Taking Pragmatic, Strategic Approaches to IoT
http://www.eweek.com/networking/dell-taking-pragmatic-strategic-approaches-to-iot.html
LG G3 'Prime' Emerges In Korean Ad Boasting Specs Improving Power, Speed
http://www.designntrend.com/articles/16649/20140713/lg-g3-prime-korean-specs-power-speed.htm
4G “TO BECOME THE DEFAULT” OVER NEXT FEW YEARS, SAYS EE
http://www.cbronline.com/news/tech/networks/telecoms/4g-to-become-the-default-over-next-few-years-says-ee-4314494
Second batch of O3B comms satellites successfully launched (will vtss sell backhaul chips here as well?)
http://www.electronicsweekly.com/news/military-aerospace-electronics/second-batch-o3b-comms-satellites-successfully-launched-2014-07/#sthash.8eazTg1M.dpuf
Huawei to unveil faster 4G
http://www.standardmedia.co.ke/business/article/2000127724/huawei-to-unveil-4g
Amazon Unveils Zocalo for Cloud-Based Collaboration (everyone wants to be in storage and cloud)
http://www.toptechnews.com/article/index.php?story_id=030000HWO6WO
Cloud computing: Sky is the limit for IT firms
http://www.business-standard.com/article/companies/cloud-computing-sky-is-the-limit-for-it-firms-114071200846_1.html
Microsoft Buys Disaster Recovery Service InMage
http://www.toptechnews.com/article/index.php?story_id=030000HWO6YC
Microsoft Targets CRM in Government Cloud (oxymoron alert?)
http://www.cio-today.com/article/index.php?story_id=031000HZPCO9
What is Impact of Spy Scandal on U.S. Cloud Computing Business?
http://www.techzone360.com/topics/techzone/articles/2014/07/11/383598-what-impact-spy-scandal-us-cloud-computing-business.htm
IS EMC WAVING OR DROWNING IN THE DATA LAKE?
http://www.datacenterdynamics.com/focus/archive/2014/07/emc-waving-or-drowning-data-lake
DATA MANAGEMENT COSTS GETTING TOO MUCH FOR SMBS, SAYS IDC STUDY
http://www.datacenterdynamics.com/focus/archive/2014/07/data-management-costs-getting-too-much-smbs-says-idc-study
Employees worry BYOD means more overtime
http://www.fiercemobileit.com/story/employees-worry-byod-means-more-overtime/2014-07-07
Posted by phobos - 12 years ago | Updated 12 years ago
UBS's Top Communications Tech Stocks for the Rest of 2014 Include Ciena (NYSE: CIEN), Cisco Systems (NASDAQ: CSCO), Juniper Networks (NYSE: JNPR) - 24/7 Wall St.
http://247wallst.com/technology-3/2014/07/14/ubs-top-communications-tech-stocks-to-buy-for-the-rest-of-2014/#ixzz37SEUVZi6
Low cost LTE could boost operators' IoT play
http://www.mobileworldlive.com/low-cost-lte-boost-operators-iot
How Wearables & IoT Will Go To Work
http://www.informationweek.com/mobile/mobile-devices/how-wearables-and-iot-will-go-to-work/a/d-id/1297247
The Internet of Things will Change the Face of Supply Chain Management, but it will require a Revolution in Analytics First
http://logisticsviewpoints.com/2014/07/14/internet-things-will-change-face-supply-chain-management-will-require-revolution-analytics-first/
Fortinet Delivers On-Demand, Pay-As-You-Go Virtual Web Application Firewalls (WAFs) for Amazon Web Services (AWS)
http://www.marketwired.com/press-release/fortinet-delivers-on-demand-pay-as-you-go-virtual-web-application-firewalls-wafs-amazon-nasdaq-ftnt-1929301.htm
Integrated Components Accelerate LTE
http://www.lightreading.com/mobile/4g-lte/integrated-components-accelerate-lte/a/d-id/709923?_mc=RSS_LR_EDT
MSIP publishes data on South Korean operator’s LTE base stations
"We have some 210,000 base stations once we include smaller ones that help establish a better mobile network environment inside buildings or underground … When we reported to the government, we categorised a group of small stations in one area as a single station.
Meanwhile, the market’s second largest cellco by subscribers KT reportedly boasts the largest number of LTE-Advanced sites, with 107,097 up and running, compared to 63,885 for SKT and 37,619 for LG Uplus."
http://www.telegeography.com/products/commsupdate/articles/2014/07/14/msip-publishes-data-on-south-korean-operators-lte-base-stations/
NSR—Is Low Cost Airline In-Flight Connectivity Heading For The Mainstream Market?
http://www.satnews.com/story.php?number=906749960&menu=1
New iGR Study Examines the Cost Savings That Mobile Operators Can Expect When Moving to a C-RAN Architecture
http://www.marketwatch.com/story/new-igr-study-examines-the-cost-savings-that-mobile-operators-can-expect-when-moving-to-a-c-ran-architecture-2014-07-14
Ceragon (customer) Selected for 4G/LTE Network Expansion in Oceania
http://www.stockhouse.com/news/press-releases/2014/07/14/ceragon-selected-for-4g-lte-network-expansion-in-oceania#PrQA8EpIp0qaVkRf.99
China Mobile to quit WiFi rollout
"After spending 17 billion yuan on WiFi hotspots – more than $US2.75 billion at the current exchange rate – China Mobile has quit on the rollout and will redirect its spend to LTE."
http://www.theregister.co.uk/2014/07/13/china_mobile_to_quit_wifi_rollout/
The Wireless Network Infrastructure Bible: 2014 - 2020 - Macrocell RAN, Small Cells, RRH, DAS, Cloud RAN, Carrier WiFi, Mobile Core & Backhaul
http://www.marketwatch.com/story/the-wireless-network-infrastructure-bible-2014-2020-macrocell-ran-small-cells-rrh-das-cloud-ran-carrier-wifi-mobile-core-backhaul-2014-06-25
How Flash Storage Transforms Data Centers
http://www.bloomberg.com/video/how-flash-storage-transforms-data-centers-3_9EpfCvTG~pQ7qrFv6CGQ.html
Army moving enterprise apps to core data centers
http://defensesystems.com/articles/2014/07/14/army-enterprise-apps-core-data-centers.aspx?admgarea=DS
Cellular In The Enterprise Datacenter
http://www.networkcomputing.com/wireless-infrastructure/cellular-in-the-enterprise-datacenter/a/d-id/1297233
Blueprint: Distributed and Virtualized Data Center Architecture
http://www.convergedigest.com/2014/07/blueprint-evaluating-distributed-and.html
Contract Data Center Engineers in High Demand (deployment is near)
http://tech.co/contract-data-center-engineers-high-demand-2014-07
Fortinet (customer!) Unveils Security On-Demand for Amazon Web Services
http://talkincloud.com/cloud-computing-security/071414/fortinet-unveils-security-demand-amazon-web-services
Cloud Computing Giants Add to Open Source Credentials With Kubernetes
http://bits.blogs.nytimes.com/2014/07/10/cloud-computing-giants-add-to-open-source-credentials-with-kubernetes/?_php=true&_type=blogs&_r=0
IT Digest: IBM to invest $3 billion in cloud computing, big data research
http://www.washingtonpost.com/business/economy/it-digest-ibm-to-invest-3-billion-in-cloud-computing-big-data-research/2014/07/11/593a5436-0088-11e4-8fd0-3a663dfa68ac_story.html
Posted by phobos - 12 years ago
What’s next for Wi-Fi? A second wave of 802.11ac devices, and then: 802.11ax (VTSS' Wi-Fi stategy?... see the "cellular in the enterprise" and the "say goodbye to desktop phones" articles below)
http://www.embedded.com/electronics-products/electronic-product-reviews/connectivity/4432170/Vitesse-Ethernet-switches-support-gigabit-Wi-Fi?_mc=sm_emb
http://www.pcworld.com/article/2366929/what-s-next-for-wi-fi-a-second-wave-of-802-11ac-devices-and-then-802-11ax.html
EXFO Launches New BrixNGN Infrastructure Performance Suite (the test and measurement equipment always come before deployment)
http://insurancenewsnet.com/oarticle/2014/07/15/exfo-launches-new-brixngn-infrastructure-performance-suite-a-530217.html#.U8U4wvmY1EI
Aviat Networks Achieves FIPS 140-2 Level 2 Validation for Microwave Radio Security (Aviat is a customer)
http://online.wsj.com/article/PR-CO-20140715-906410.html
Global Millimeter Wave Equipment Market 2014-2018: Key Vendors are BridgeWave Communications (customer), E-Band Communications, Siklu and Sub10 Systems
http://globenewswire.com/news-release/2014/07/15/650658/10089356/en/Global-Millimeter-Wave-Equipment-Market-2014-2018-Key-Vendors-are-BridgeWave-Communications-E-Band-Communications-Siklu-and-Sub10-Systems.html#sthash.o3wagcBn.dpuf
QuickBooks In The Cloud Computing Era: How Mobile Does Your Manufacturing Operation Want To Be?
http://www.mbtmag.com/articles/2014/07/quickbooks-cloud-computing-era-how-mobile-does-your-manufacturing-operation-want-be
CIENA (customer) UNVEILS SOFTWARE TO ENABLE VNC
http://www.datacenterdynamics.com/focus/archive/2014/07/ciena-unveils-software-enable-vnc
Samsung, ARM, and Nest launch Thread, a low-power network for the smart home
http://www.pcworld.com/article/2454120/samsung-arm-and-nest-launch-thread-group-to-tie-home-iot-devices-together.html
http://www.pcadvisor.co.uk/news/internet/3530623/samsung-arm-and-nest-launch-thread-group-to-tie-home-iot-devices-together/
"Internet of Things" Presents Enormous Untapped Potential for Canadian Businesses
http://www.marketwatch.com/story/internet-of-things-presents-enormous-untapped-potential-for-canadian-businesses-2014-07-15-8173423
http://www.computerdealernews.com/news/big-channel-opportunity-seen-in-iot-boom-study/35248
Analytically speaking, Dell (customer?) delves into the Internet of Things
http://www.zdnet.com/dell-delves-into-the-internet-of-things-7000031576/
Intel, Qualcomm execs both say IoT will benefit from one standard (so long as it's theirs!)
http://www.fiercewireless.com/story/intel-qualcomm-execs-both-say-iot-will-benefit-one-standard/2014-07-14
BlackBerry Ltd (who?) Has An Edge When It Comes To IoT
http://www.valuewalk.com/2014/07/blackberry-ltd-has-an-edge-when-it-comes-to-iot/
Fujitsu Unveils World's Highest Capacity E-Band Radio for the North American Market
http://online.wsj.com/article/PR-CO-20140715-905926.html
Say goodbye to desktop phones (VTSS offering Wi-Fi just in time)
http://www.networkworld.com/article/2453743/wireless/say-goodbye-to-desktop-phones.html
Telecoms New Zealand to launch LTE 700MHz in August
http://www.telecoms.com/272392/telecoms-new-zealand-to-launch-lte-700mhz-in-august/?utm_source=rss&utm_medium=rss&utm_campaign=telecoms-new-zealand-to-launch-lte-700mhz-in-august
TOP SECRET: FAU Cryptology Center Seeking New Tenants
http://bocanewsnow.com/2014/07/15/top-secret-fau-cryptology-center-seeking-new-tenants/
Cellular In The Enterprise Data Center
http://www.networkcomputing.com/wireless-infrastructure/cellular-in-the-enterprise-data-center/a/d-id/1297233
FOCUS 36: HOW DATA IS REDEFINING THE INDUSTRY AND OUR LIVES
http://www.datacenterdynamics.com/blogs/focus-36-how-data-redefining-industry-and-our-lives&u=4888
Posted by phobos - 12 years ago | Updated 12 years ago
"What’s next for Wi-Fi? A second wave of 802.11ac devices, and then: 802.11ax (VTSS' Wi-Fi stategy?... see the "cellular in the enterprise" and the "say goodbye to desktop phones" articles below)"
long live wireless, hands free, brain cooking devices, not to mention BEES disorienting gadgets... i wish more companies and specially the dummies in love with these DNA altering/affecting specially for young developing kids toys, would pause and think, think, beyond the joy of the moment.
While galavanting in Hanover NH, I approached a lady wearing a "love The Planet" shirt and shared with her how dangerous our cellies are said to be by many experts, specially for young kids; "I have a 7 year old I refuse to give him a phone" replied the proud mom. But you're giving it to your fetus, I chimed as she was as it turned out 6 month pregnant.
Posted by GARIF - 12 years ago
"With more devices gaining Web connectivity as part of the Internet of Things movement, hackers have greater opportunities to exploit weaknesses, said Patrick Gilmore, CTO of data-center and telecommunications service provider the Markley Group. The people who write software for printers may not be worried about security, he said."
Phobos, the INTELLISEC vision might turnout to be our greatest move... anyone not agree with that?????
Posted by GARIF - 12 years ago
Aviat is first of many vitesse customers that will start making such announcements! similar to MEF Vitesse is first to the gate
Posted by GARIF - 12 years ago
Good news from the China front!!!
http://finance.yahoo.com/news/zte-raises-forecast-6-month-130600663.html
Smart of Vitesse to pursue Storage with emergency thus putting herself in position to cash in on the data center craze!
http://finance.yahoo.com/news/cisco-doubles-down-data-center-123000146.html
Posted by GARIF - 12 years ago
More Than Half of Networks Not Ready for Internet of Things
http://www.toptechnews.com/article/index.php?story_id=020000MITIVW
Device security must be at the heart of Internet of Things development
http://www.information-age.com/technology/security/123458246/device-security-must-be-heart-internet-things-development#sthash.kgRqzzXI.dpuf
Internet Of Things: 4 Areas IT Can Prep
http://www.informationweek.com/strategic-cio/digital-business/internet-of-things-4-areas-it-can-prep/a/d-id/1297288
How Wearables & IoT Will Go To Work
http://www.informationweek.com/mobile/mobile-devices/how-wearables-and-iot-will-go-to-work/a/d-id/1297247
Thread Group Spins New IoT Networking Protocol
http://www.lightreading.com/iot/iot-strategies/thread-group-spins-new-iot-networking-protocol/d/d-id/709970
Mobile access: It’s so much more than calendar and email
http://www.dynamicbusiness.com.au/technology/mobile-access-its-so-much-more-than-calendar-and-email-15072014.html
NetApp Private Storage adds an Azure cloud option
http://www.infoworld.com/d/cloud-computing/netapp-private-storage-adds-azure-cloud-option-246347
Cloud Computing Remains Tough Sell For Data, Study Finds
http://www.waterstechnology.com/inside-reference-data/news/2355512/cloud-computing-remains-tough-sell-for-data-study-finds
Five worst SMB security threats... and how to solve them
http://www.pcpro.co.uk/features/389806/five-worst-smb-security-threats-and-how-to-solve-them#ixzz37e1oYZOl
Microsoft aims to power Chicago datacenter with wind power
http://www.zdnet.com/microsoft-aims-to-power-chicago-datacenter-with-wind-power-7000031681/
Publisher Conde Nast heads to the cloud
http://www.cio.com/article/2453894/data-center/why-a-media-giant-sold-its-data-center-and-headed-to-the-cloud.html
TATA COMMUNICATIONS INVESTS US$200M IN INDIAN DATA CENTER CAPACITY
http://www.datacenterdynamics.com/focus/archive/2014/07/tata-communications-invests-us200m-indian-data-center-capacity
Data Centers Edge Toward Innovation
http://www.informationweek.com/strategic-cio/executive-insights-and-innovation/data-centers-edge-toward-innovation/d/d-id/1297315
Early Haswell Xeon Buyers Push Intel Datacenter Biz
http://www.enterprisetech.com/2014/07/15/early-haswell-xeon-buyers-push-intel-datacenter-biz/
Electric vehicles drive IoT research at four universities
http://gcn.com/Articles/2014/07/15/Electric-vehicles-Internet-of-Things.aspx?Page=1
News from the "evil empire" (with news of BRCM noticing VTSS' niche, we need to take more notice of the top-line than ever)
http://www.virtual-strategy.com/2014/07/16/broadcom-extends-small-cell-leadership-new-devices-residential-enterprise-and-outdoor-mar
http://www.fool.com/investing/general/2014/06/17/can-broadcoms-connectivity-business-survive.aspx
http://www.lightreading.com/comms-chips/broadcoms-ethernet-club-revealed-(sort-of)/d/d-id/686733
Verizon Successfully Accomplishes 100G NID Trial
http://online.wsj.com/article/PR-CO-20140716-908635.html
New 25-Gig Ethernet Spec Targets Data Center (how does vtss targe this market? - do they just route lower speed signals in parallel and not at the nominal rate of 25Gb/s?)
http://www.lightreading.com/new-25-gig-ethernet-spec-targets-data-center/d/d-id/709726
Posted by phobos - 12 years ago | Updated 12 years ago
"Over past months, a number of companies in the data center ecosystem, including [equipment] vendors and the data center operators themselves, have recognized that this is a potential optimization point for performance and specifically performance per unit cost in the access layer of their networks, meaning the interface layer that goes between the server and the top-of-rack switch."
The IEEE is considering a study group on 25-Gig, he adds, but in the meantime, the rapid expansion of cloud services, both in type and volume, is creating a greater sense of urgency within the data center world.
I trust Vitesse has a game plan,
http://investor.vitesse.com/releasedetail.cfm?releaseid=616903
"The company now has data centres at 44 locations globally. In India, Tata Communications has data centres in Delhi, Mumbai, Bangalore, Kolkata, Chennai and Pune."
Our aggressive move in securing Storage technology makes total sense! i can see INTELLISEC linking Tata centers amonf other things...
Posted by GARIF - 12 years ago
We're in good hands Phobos,
http://investor.vitesse.com/releasedetail.cfm?releaseid=817079
Posted by GARIF - 12 years ago
802.11ac (Wi-Fi) Wave 2: Sooner Than You Think, Part 2 (from the vtss Twitter page - is the title trying to tell vtss' followers something? -ed.)
http://www.networkworld.com/article/2452520/wi-fi/802-11ac-wave-2-sooner-than-you-think-part-2.html
Energy harvesting and IoT in building automation
http://www.idtechex.com/research/articles/energy-harvesting-and-iot-in-building-automation-00006721.asp?donotredirect=true
Mr. George Romas, Technical Director, Cybersecurity Solutions Group, HP Enterprise Services, U.S. Public Sector
http://www.securitysolutionswatch.com/Interviews/in_Boardroom_HP_Romas2.html
Should You Trust Tor?
http://dissidentvoice.org/2014/07/should-you-trust-tor/
UK lower house passes law to access web, mobile data
http://www.deccanchronicle.com/140717/world-europe/article/uk-lower-house-passes-law-access-web-mobile-data?page=2
Cloud Computing Is Killing the Traditional Office
http://www.newsweek.com/2014/07/25/cloud-computing-killing-traditional-office-259338.html
U.S. Army Goes After Application Sprawl Before Tackling Data Center Consolidation
http://www.datacenterknowledge.com/archives/2014/07/16/u-s-army-goes-application-sprawl-tackling-data-center-consolidation/
No-wait data centers (FaceBook strikes again)
http://newsoffice.mit.edu/2014/no-wait-data-centers-0717
GREEN INITIATIVES BLOSSOM IN ASIA PACIFIC DATA CENTER SECTOR
http://www.datacenterdynamics.com/focus/archive/2014/07/green-initiatives-blossom-asia-pacific-data-center-sector
Internet Of Things: 8 Pioneering Ideas
http://www.informationweek.com/big-data/big-data-analytics/internet-of-things-8-pioneering-ideas/d/d-id/1297334?_mc=RSS_IWK_EDT&image_number=2
Internet Of Things: 4 Areas IT Can Prep
http://www.informationweek.com/strategic-cio/digital-business/internet-of-things-4-areas-it-can-prep/a/d-id/1297288
ALCATEL-LUCENT OPENS NEW TAIWAN DATA CENTER
http://www.datacenterdynamics.com/focus/archive/2013/12/alcatel-lucent-opens-new-taiwan-data-center
Broadcom Raises Small-Cell Bid
“All vendors target small cells, but TI and Freescale also offer and have greater presence in macro cells. Because of software compatibility across basestations of different sizes, TI and Freescale have an advantage over Broadcom,” Linley Group analyst Jag Bolaria told EE Times. “Broadcom, however, can boast a more complete product line and greater breadth of complementary products such as WiFi, DSL, PON, Ethernet -- the latter are particularly important in residential and small offices.” (what if, for example Freescale bought Vitesse? Would that enable Freescale to compete better with Broadcom? Interesting idea. -ed.)
http://www.eetimes.com/document.asp?doc_id=1323107&
"There was speculation during the period that Broadcom may acquire Mellanox to grab Ethernet share. Broadcom has a market cap of about $22.1 billion and a dividend yield near 1.3 percent. The operating margin is greater than the industry average but less than larger rivals Qualcomm and Texas Instruments."
http://finance.yahoo.com/news/big-short-interest-swings-3-113630084.html
Why You Should Buy Alcatel-Lucent's Turnaround
http://www.gurufocus.com/news/268320/why-you-should-buy-alcatellucents-turnaround
Airtel Zambia To Launch 147 LTE Sites
http://pctechmag.com/2014/07/airtel-zambia-to-launch-147-lte-sites/
Juniper boosts DDoS Secure appliance to mitigate UDP-based amplification attacks
http://www.networkworld.com/article/2455040/security0/juniper-boosts-ddos-secure-appliance-to-mitigate-udp-based-amplification-attacks.html
It’s Superfast and Awesome… But How Secure is Your 4G Network?
http://vpncreative.net/2014/07/16/superfast-awesome-secure-4g-network/
Cloud computing: An important component of the physical infrastructure for smart cities
http://www.cloudcomputing-news.net/news/2014/jul/16/cloud-computing-as-an-important-component-of-the-physical-infrastructure-for-smart-cities/
The growth of on-demand cloud computing
"According to research from the European Commission, on-demand cloud computing could generate up to €250 billion (£197 billion) to European Union GDP in 2020, as well as 3.8 million jobs."
http://www.itproportal.com/2014/07/16/the-growth-of-on-demand-cloud-computing/#ixzz37jNx90rq
BLACKROCK TO BUILD NEW YORK DATA CENTER
http://www.datacenterdynamics.com/focus/archive/2014/07/blackrock-build-new-york-data-center
The Role of Internet Exchanges in the Data Center Interconnect Market (I wonder if vtss could operate in the data center interconect equipment market?)
http://www.datacenterknowledge.com/archives/2014/07/16/data-center-interconnect-market-role-ixs/
Seagate Releases New Line of SMB/SOHO NAS
http://www.tomshardware.com/news/nas-storage-seagate-network-storage,27258.html
Posted by phobos - 12 years ago | Updated 12 years ago
Absolutely! that we're riding at the top of this WAVE!!
Vitesse CTO Martin Nuss said, "Cloud approaches to manage and automate unified Enterprise wired and wireless deployments have fundamentally changed requirements for Enterprise Edge aggregation. Scaling the wired and wireless .11ac deployments, however, requires much better and granular packet flow classification capability to manage and enforce policies network-wide and optimize user experience for rich media content and critical business applications. Vitesse Ethernet technologies and product portfolio are uniquely positioned to capitalize on this industry transition and solve other problems at the Enterprise Edge, including supporting Wave 2 802.11ac upgrades."
Plenty of money to be made for the solvers of Security issues, lets hope Vitesse is among the few.
"4G might claim to take mobile devices to the next level; however, if its network structure and security levels are not up to the mark, it might soon lose customers. Mobile operators will have to focus on comprehensive and consistent security measures. Networks, apps, and devices – 4G has to ensure that none of these components are left unguarded, and a user’s personal information never falls into the hands of cybercriminals.'
Posted by GARIF - 12 years ago
Ericsson steadies the ship with solid Q2 financials, driven by its networks division
http://www.telecomtv.com/articles/financial/ericsson-steadies-the-ship-with-solid-q2-financials-driven-by-its-networks-division-11574/
VoLTE Rises, Riding Software
"Thanks in part to the advent of 4G LTE networks, service providers are back in an upgrade cycle, and spending on voice systems is on the rise. Revenues for the carrier IP telephony market grew about 19% in the first quarter of 2014 and are likely to increase in the coming year driven by the rise of Voice over LTE (VoLTE) and the need to replace aging 2G and 3G gear."
http://www.eetimes.com/author.asp?section_id=36&doc_id=1323134
SAP Reports Cloud Computing Tailwind
"SAP posted a 39% increase in cloud revenue in the second quarter, outpacing Oracle and Salesforce.com, but tougher quarters lie ahead."
http://www.informationweek.com/software/enterprise-applications/sap-reports-cloud-computing-tailwind/d/d-id/1297366
CLOUD, OUTSOURCING AND M2M DRIVING EUROPEAN DATA CENTER GROWTH
"The market is expected to see a compound annual growth rate of 16 per cent up to 2018 despite several restraints. The United Kingdom, Germany, France and Benelux are predicted to be the largest markets in the region."
http://www.datacenterdynamics.com/focus/archive/2014/07/cloud-outsourcing-and-m2m-driving-european-data-center-growth
Survey suggests federal network complexity (shocker! -ed.) is limiting data center consolidation
http://fedscoop.com/survey-suggests-federal-network-complexity-limiting-data-center-consolidation/#sthash.N2bfVi1q.dpuf
The Google-AT&T Fiber Rivalry Is Good News for This Company (Adtran)
"...ADTRAN beat consensus estimates in the second quarter. Its top line improved around 9% from last year, while operating income jumped an impressive 38% year over year. Adjusted earnings came in at $0.30 per share, significantly better than last year's $0.21 per share. This is a robust performance despite the weakness that ADTRAN is seeing in the U.S."
"In April, AT&T laid out its plan of rolling out fiber-optic services to 100 cities and municipalities in the U.S. Ma Bell will provide speeds of up to 1 Gigabit per second to 21 new metro areas. This move from AT&T is likely in response to Google's fiber initiatives."
http://www.fool.com/investing/general/2014/07/17/the-google-att-fiber-rivalry-is-good-news-for-this.aspx
Blueprint: Enterprise Agility – How the CE Services Market Will Top $50bn in 2015
http://www.convergedigest.com/2014/07/blueprint-enterprise-agility-how-ce.html
Brocade partners with Ciena and Aruba to take on Cisco
http://www.fool.com/investing/general/2014/07/17/4-reasons-why-brocade-communications-systems-inc-i.aspx
High-bandwidth industrial Ethernet solutions for quad-play networks (Moxa is a customer)
http://www.pacetoday.com.au/news/moxa-releases-high-bandwidth-industrial-ethernet-s
Can Intel Corporation’s Ambitious 2015 Smartphone Plans Compete With Qualcomm? (both will be depending upon a wireless infrastructure that is LTE-A)
http://www.fool.com/investing/general/2014/07/17/can-intel-corporations-ambitious-2015-smartphone-p.aspx
5G Is Impossible without Enhanced Spectral Efficiency (Wi-Bro-A, not LTE-A?)
http://www.koreaittimes.com/story/39092/5g-impossible-without-enhanced-spectral-efficiency
The Self-Organizing Networks (SON) Ecosystem: 2014 - 2020
http://www.marketwatch.com/story/the-self-organizing-networks-son-ecosystem-2014-2020-2014-07-17
60GHz: Private Companies & Startups (BridgeWave mentioned)
http://www.lightreading.com/components/mobile-wireless-components/60ghz-private-companies-and-startups-/d/d-id/709997
The Public Safety LTE & Mobile Broadband Market: 2014 - 2020
http://www.prnewswire.com/news-releases/the-public-safety-lte--mobile-broadband-market-2014---2020-267549201.html
The NFV, SDN & Wireless Network Infrastructure Market: 2014 - 2020
http://www.marketwatch.com/story/the-nfv-sdn-wireless-network-infrastructure-market-2014-2020-2014-07-17
AT&T, Google and others pick apart FCC's 3.5 GHz spectrum-sharing scheme
http://www.fiercewireless.com/tech/story/att-google-and-others-pick-apart-fccs-35-ghz-spectrum-sharing-scheme/2014-07-17
The M2M adoption barometer 2014
"In the 12 months since our first M2M Adoption Barometer things have changed a lot. The percentage of companies saying that they are using M2M has grown by over 80%, and we’ve seen shifts between regions and vertical sectors."
http://m2m.vodafone.com/cs/m2m/insight_news/2014-07-02-the-m2m-adoption-barometer-2014
Posted by phobos - 12 years ago | Updated 12 years ago
"(BridgeWave mentioned)" one of our other customer SIKLU made a cameo appearance too. Someday soon many of these associations will start adding to the bottom line.
Hey! perhaps the wish will start bearing fruit sooner than later, ADTRAN very good news indeed.
Another customer positive news,
http://finance.yahoo.com/news/fortinets-fortiadc-wins-tmcs-2014-130000718.html
Posted by GARIF - 12 years ago
You're right about Siklu GARIF. Just look on page 125 of the following document:
http://europro.rs/Siklu/Siklu%20EH-1200%20Install%20&%20Full%20User%20Manual.pdf
"Siklus TC is based on Vitesse VSC8574 HW stamping and distributed TC algorithm to synchronize the 2 ends of the link. The synchronization error between the 2 sides and as a results the correction field accuracy should be <100ns and comply with the most stringent accuracy level required (accuracy class level 6) on all of the Ethernet ports."
Siklu uses "VeriTime".
Posted by phobos - 12 years ago
Ericsson's Network Boss Outlines Top Priorities
http://www.lightreading.com/spit-(service-provider-it)/bss-(inc-billing-revenue-assurance)/ericssons-network-boss-outlines-top-priorities/d/d-id/710012
Vision-Enabled Robots Improve Automation (video surveillance + M2M manufacturing?)
http://www.photonics.com/Article.aspx?AID=56480
Know the Difference Between IoT and M2M
http://www.automationworld.com/information-management/know-difference-between-iot-and-m2m
State of BYOD and Mobile Security Report: Latest Insights, Trends and Stats
http://securityintelligence.com/state-of-byod-and-mobile-security-report-latest-insights-trends-and-stats/?utm_content=buffer11559&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer#.U8p3rfmY1EJ
BGP FlowSpec Emerges in Juniper DDoS Secure
http://www.enterprisenetworkingplanet.com/netsecur/bgp-flowspec-emerges-in-juniper-ddos-secure.html
Verizon Preps for 100G Ethernet NID Era
http://www.lightreading.com/ethernet-ip/100g-ethernet/verizon-preps-for-100g-ethernet-nid-era/d/d-id/710014
USD 1 trillion to be spent on telecom and datacom over next 5 years
http://www.indiantelevision.com/iworld/telecom/usd-1-trillion-to-be-spent-on-telecom-and-datacom-over-next-5-years-140719
Ericsson jumps on strong Q2; Alcatel-Lucent, Nokia also rally
http://seekingalpha.com/news/1852265-ericsson-jumps-on-strong-q2-alcatel-lucent-nokia-also-rally
Cloud Computing Market in Japan 2014-2018: Key Vendors are Amazon, Fujitsu, Google, IBM, Microsoft and salesforce.com (This listing reminds me of one of the slides in VTSS' many presentations)
http://www.prnewswire.co.uk/news-releases/cloud-computing-market-in-japan-2014-2018--key-vendors-are-amazon-fujitsu-google-ibm-microsoft-and-salesforcecom-267700911.html
As Hybrid Cloud Computing Matures, Opportunities Abound
http://midsizeinsider.com/en-us/article/as-hybrid-cloud-computing-matures-oppor#.U8p0wPmY1EI
(The Need For) Business Agility Drives Cloud Adoption
http://www.cio.com/article/2455960/cloud-computing/business-agility-drives-cloud-adoption.html
Posted by phobos - 12 years ago | Updated 12 years ago
You truly are doing some serious vitesse homework Phobos! thanks for your energy...
The following talks about Marvell, but the same question could have been asked about Vitesse.
http://www.fool.com/investing/general/2014/07/17/heres-how-marvell-technology-has-opened-up-a-huge.aspx
Notice how there is no mention of Timing & Sync something Vitesse considers vital for IoT,
"Evidently, the company is trying to touch each corner of the IoT opportunity, and if it succeeds in any one, then its financial performance can take off like never before."
Similarly so would our financial performance,
"With a mix of hardware and software expertise, Marvell is trying to accelerate the deployment times of original equipment manufacturers for bringing new IoT applications.'
We're not trying we've been doing it! correct??
"Marvell also sells storage chips, which is another way it might profit from the Internet of Things. Seagate and Western Digital contribute approximately 36% to Marvell's top line, and both of these storage companies should see a bump in demand due to the growing requirement for storage."
"Data center capacity will have to be upgraded to address the huge influx of data. Already, both Western Digital and Seagate are seeing strong demand from enterprise customers,"
Thus crg's heavy spending on Seagates new approach(in my opinion).
"Being in the good books of Cisco should help Marvell's IoT endeavors."
opening opportunities for Marvell/Vitesse to sell more of its products.
Hell, they are our #1 customer!!!!!!!!! we are definitely riding on the coat of Cisco.
Posted by GARIF - 12 years ago
A very uplifting story on Marvell. very confusing though. if Vitesse is THE only supplier that focuses on timing, security and power then why has no one ever written a story in so much detail about the little POS called VITESSE ????
Aahhhhhh, it would not be because of the fact that Vitesse has yet to produce a quarter with significant revenue? very strange
Posted by christ3opher - 12 years ago | Updated 12 years ago
According to Crg from the Dec,4 2012 call,
"based on our strong design win performance
in 2011 and 2012, we expect this type of growth to continue over the next several
years. Second, in 2012 we continued to take market share from our competition in
critical markets. Our SynchroPHY physical air solutions and our unique Carrier
Ethernet Switch engines have contributed to more than 300 total design wins in
2012, making our two-year total over 600 design wins. We estimate the lifetime
value of these design wins at over $500 million. Third, we strengthened our
market position in the critical IP Edge markets, particularly in the fastest-growing
segment, infrastructure for mobile access. In 2012 we closed more than 50 design
wins at leading OEMs in IP Edge, including Huawei, Alcatel-Lucent, Ericsson,
Cisco, Juniper, Nokia Siemens, DragonWave, Samsung and ZTE. Today nearly
50 percent of our design wins are in this market as we successfully transition the company away from the SONET core to the Ethernet IP Edge."
" As an example, our VeriTime packet
timing technology for 4G LTE networks has been adopted by over 50 customers,
including most of the market leaders."
"We’re currently addressing new opportunities for both our Gigabit
Ethernet PHY and Gigabit Ethernet Switch Core within consumer, industrial,
machine-to-machine and automotive applications that are looking to adopt
Ethernet technology."
(remember! just like Marvell if we succeed in any one , our financial performance could take off like never before also).
Since according to Crg it takes from 12 to 36 months for design Wins to start paying... The "quarters with significant revenue' should be arriving starting next week Christ3.
A strong Q3 should loosen the wallets of fund buyers, as we could be THAT DIAMOND IN THE ROUGH!!
PEACE
Posted by GARIF - 12 years ago
Agreed to what is being said GARIF, but let us get into reality when it involves Vitesse. You, I and many others specifically know what has occurred over the last EIGHT years, when it comes down to what is said and what actually occurs.
we ALL have been previously told that Vitesse would be at break even and would be producing a plus $30M in Quarter 3. Quarter 2 we were then told " we expect to be at or NEAR that target" and that projected revenue would be in the " range between $26.5 and $28.5 million". so the wheels have already begin to come off !!!.
Maybe this is the reason why trading volume is nil. we still have two weeks to see if the above story turns positive.
or
maybe CEO Gardner has FINALLY realized the importance of "under promise and over deliver" ( I seriously doubt it )
All WE know is that it has been a very long eight years of BABBLE from the Vitesse management team. I, for one will be ecstatic if Quarter 3 is a $30 M Quarter. ( after the many years of let downs I STILL doubt it !!! )
Posted by christ3opher - 12 years ago | Updated 12 years ago
What is Intel's role in the internet of things?
http://www.techradar.com/news/world-of-tech/future-tech/what-is-intel-s-role-in-the-internet-of-things--1258171
RAD (customer) to Provide Train-to-Ground Broadband Communications Solution for São Paulo Monorail
http://www.prnewswire.com/news-releases/rad-to-provide-train-to-ground-broadband-communications-solution-for-sao-paulo-monorail-267921221.html
4G upgrade lifts VoLTE market
http://www.eetasia.com/ART_8800701602_499488_NT_18decde5.HTM
Cavium and Quortus Enable Unique LTE RAN and EPC on Single Chip for Portable Applications (should vtss think along the same lines?)
http://www.marketwatch.com/story/cavium-and-quortus-enable-unique-lte-ran-and-epc-on-single-chip-for-portable-applications-2014-07-21-818300
In China, more people now access the internet from a mobile device than a PC
http://thenextweb.com/asia/2014/07/21/in-china-more-people-now-access-the-internet-from-a-mobile-device-than-a-pc/
More options in the 'cloud'
http://timesofindia.indiatimes.com/home/education/news/More-options-in-the-cloud/articleshow/38776812.cms
Huawei's enterprise business helps lift sales by 19 percent YoY
http://www.zdnet.com/huaweis-enterprise-business-helps-lift-sales-by-19-percent-yoy-7000031803/
Mellanox Expands LinkXTM Family of Cables to Add Flexibility to Data Center Connectivity
http://www.virtual-strategy.com/2014/07/21/mellanox-expands-linkxtm-family-cables-add-flexibility-data-center-connectivity?page=0,0#ixzz386roJqkI
Posted by phobos - 12 years ago | Updated 12 years ago
"Our significant global presence has helped us achieve stable and continuous growth in the carrier network, enterprise, and consumer businesses," he said
This is very good news for Vitesse, we just might beat/surpass $30 million for Q3 after all.
Posted by GARIF - 12 years ago
"Our significant global presence has helped us achieve stable and continuous growth in the carrier network, enterprise, and consumer businesses," he said
This is very good news for Vitesse, we just might beat/surpass $30 million for Q3 after all.
Posted by GARIF - 12 years ago
Whistling past the graveyard. From the continuing action on the stock, it certainly doesn't look like anyone seems to agree with the $30 million Q3 concept. It doesn't even look as if they think the debt will be paid with the money from shares issued. I bet it won't affect bonuses however - good job VTSS. Continuing on trajectory - but for what? 2 weeks and I am ready for another bad news story - that's what the Market is telling us - an they haven't been wrong on this puppy yet. Just crappy, crappy, crap - oh yeah, I am discussed with this same old s#%&!
Posted by Satbob - 12 years ago
If there is another horrible quarter, then we were lied to. There's no other way around it. The competition is coming up with "me too" products, vtss' customers are experiencing growth, and the overall world economy seems to be recovering. I could see a bottom line that is poor due to added SG&A costs in other areas, but I can't see an on-going anemic top-line. Concsensus BE was just north of $29M. I would at least like to see VTSS reach the consensus estimate (still a loss) and prove everyone wrong. Unfortunately, the smart money usually knows before the call what's happening, and the slow bleed does not bode well. Thank God it's on very low volume, so it may not mean anything.
Posted by phobos - 12 years ago
On the plus side of the ledger, the declne has been on low volume as you stated phobos, BM has increased his position, good product line, infusion of cash from last stock sale.
On negative side, number one is bad management, terrible track record of meeting commitments, technically we have broken down, debt still overhanging company. We may need a selling squall on heavy volume to wash out willing sellers and build new base. CRG can always do another reverse split!
Posted by Techinvestor - 12 years ago
If we have another horrible quarter it would mean that competitors "me too products" did better than just close the gap against Vitesse.
This is a key, key quarter for Crg's continued employment in my opinion. lets hope Q3's numbers were seriously lowballed(keep our fingers crossed christ3).
Posted by GARIF - 12 years ago
Why we need to slow down on the gigabit Wi-Fi standard, 802.11ax (Nuss disagrees - see twitter post)
http://venturebeat.com/2014/07/20/why-we-need-to-slow-down-on-the-gigabit-wi-fi-standard-802-11ax/
How M2M Applies To The Everyday Workforce (if it didn't, what would be the point?)
http://www.bsminfo.com/doc/how-m-m-applies-to-the-everyday-workforce-0001
Internet of Things Faces Security Hurdles
http://blogs.ptc.com/2014/07/17/internet-of-things-faces-security-hurdles/
Comment: IoT could be killed by too many standards
http://www.electronicsweekly.com/news/design/communications/iot-killed-many-standards-2014-07/
New software platform looks to open up the internet of things
http://betanews.com/2014/07/22/new-software-platform-looks-to-open-up-the-internet-of-things/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed+-+bn+-+Betanews+Full+Content+Feed+-+BN
Canadian Businesses Leverage the IoT Advantage for Growth and Profitability
http://www.policychargingcontrol.com/technology-and-solution-trends/1897-canadian-businesses-leverage-the-iot-advantage-for-growth-and-profitability
A guide to the confusing Internet of Things standards world
http://www.networkworld.com/article/2456421/internet-of-things/a-guide-to-the-confusing-internet-of-things-standards-world.html
Jason Hope Thinks Hospitality Industry Needs Internet Of Things, Too
http://www.inquisitr.com/1366473/jason-hope-thinks-hospitality-industry-needs-internet-of-things-too/
How the Internet of Things Is Making Food Safer
http://smartdatacollective.com/rick-delgado/213311/how-internet-things-making-food-safer
(another) New IoT networking protocol established (I'm so glad VTSS is ensconced within the infrastructure)
http://www.newelectronics.co.uk/electronics-news/new-iot-networking-protocol-established/62701/
Verizon (a customer of our customers) reports solid Q2 results as tablets offset slowing smartphone sales
http://bgr.com/2014/07/22/verizon-earnings-q2-2014/
WTF is ... Virtual Customer Premises Equipment?
http://www.theregister.co.uk/2014/07/22/the_global_conspiracy_to_lobotomise_your_router/
RAD to Provide Train-to-Ground Broadband Communications Solution for So Paulo Monorail
http://hardware.itbusinessnet.com/article/RAD-to-Provide-Train-to-Ground-Broadband-Communications-Solution-for-So-Paulo-Monorail-3393810
Tektronix (test and measurement heralds deployment) Showcases New and Enhanced Optical Test Solutions at ECOC 2014
http://www.emsnow.com/npps/story.cfm?pg=story&id=54415
Sonics Upgrades Flagship On-Chip Network To Improve Memory Subsystem Support And Quality Of Service (should vtss create a NoC for IoT?)
http://www.marketwatch.com/story/sonics-upgrades-flagship-on-chip-network-to-improve-memory-subsystem-support-and-quality-of-service-2014-07-22
Comporium Upgrading to ARRIS E6000(TM) Converged Edge Router for Bandwidth, Speed, Lower TCO
http://online.wsj.com/article/PR-CO-20140722-905346.html
Why Alcatel-Lucent Is Ripe For A Turnaround
http://www.gurufocus.com/news/269124/why-alcatellucent-is-ripe-for-a-turnaround
Software Toolbox Expands Connectivity Application for Manufacturing, Building Automation and Energy Management Sectors
http://www.marketwired.com/press-release/software-toolbox-expands-connectivity-application-manufacturing-building-automation-1931809.htm
Rexall Selects Allstream for Comprehensive Telecommunications Solution
http://online.wsj.com/article/PR-CO-20140721-905903.html
What’s Ericsson Telling Investors About The Future For Mobile Infrastructure?
http://www.fool.com/investing/general/2014/07/21/whats-ericsson-telling-investors-about-the-future.aspx
Verizon Communications: Buy This Carrier For The Long Run
http://www.gurufocus.com/news/269086/verizon-communications-buy-this-carrier-for-the-long-run
4G services launched in Israel after operators get temporary permission to use spectrum
http://www.zdnet.com/4g-services-launched-in-israel-after-operators-get-temporary-permission-to-use-spectrum-7000031859/
Telstra to launch commercial trial of 700MHz LTE and LTE-Advanced in six locations
http://www.telegeography.com/products/commsupdate/articles/2014/07/22/telstra-to-launch-commercial-trial-of-700mhz-lte-and-lte-advanced-in-six-locations/
Integrated Components Accelerate LTE (is vtss' next step SoC?)
http://www.lightreading.com/mobile/4g-lte/integrated-components-accelerate-lte/a/d-id/709923
AOptix Deploys Multi-Gigabit Wireless Communications System at NASA Kennedy Space Center
http://www.marketwatch.com/story/aoptix-deploys-multi-gigabit-wireless-communications-system-at-nasa-kennedy-space-center-2014-07-22
Hughes and Thales Complete Successful Test of Rapidly Deployable LTE Mobile Network via Satellite
http://online.wsj.com/article/PR-CO-20140722-907422.html
Comcast Corporation (NASDAQ:CMCSA) | LIONSGATE AND COMCAST PARTNER TO CREATE IMMERSIVE MULTI-PLATFORM MOVIE EXPERIENCES
http://jutiagroup.com/20140722-comcast-corporation-nasdaqcmcsa-lionsgate-and-comcast-partner-to-create-immersive-multi-platform-movie-experiences/
Stock Update: Comcast Corporation (NASDAQ:CMCSA) – Comcast Launches X1 DVR With Cloud Technology And Live In-Home Streaming In Atlanta
http://jutiagroup.com/20140721-stock-update-comcast-corporation-nasdaqcmcsa-comcast-launches-x1-dvr-with-cloud-technology-and-live-in-home-streaming-in-atlanta/
Towerstream to Report Second Quarter 2014 Financial Results on August 11, 2014
http://online.wsj.com/article/PR-CO-20140721-909489.html
Huawei and China Unicom Cloud Co sign strategic cooperation deal
http://www.smetimes.in/smetimes/news/industry/2014/Jul/22/huawei-and-china-unicom-cloud-co-sign-strategic-cooperation-deal.html#sthash.EXEvLcdI.dpuf
Vodafone looks to boost rural mobile access with new initiative
http://www.thedrum.com/news/2014/07/22/vodafone-looks-boost-rural-mobile-access-new-initiative
China Mobile Web Use Explodes
"In other news, mobile Web use in China has officially surpassed PC browsing, according to a new report from the China Internet Network Information Center (CNNIC). The country now has about 632 million online users, up from about 618 million at the end of 2013. Mobile devices are helping fuel that growth, with 83.4 percent accessing the Web via the mobile Internet, the first time it has overtaken PC use, which landed at about 81 percent."
http://www.pcmag.com/article2/0,2817,2461190,00.asp?kc=PCRSS03069TX1K0001121&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ziffdavis%2Fpcmag%2Fbreakingnews+(PCMag.com+Breaking+News)
In China, access to Internet through mobile devices now outpaces PCs
http://dailydigestnews.com/2014/07/in-china-access-to-internet-through-mobile-devices-now-outpaces-pcs/
Colorado Utility Adds Mobile Intelligence
http://www.lightreading.com/utilities/colorado-utility-adds-mobile-intelligence/d/d-id/710038?_mc=RSS_LR_EDT
Toshiba's VIPedge Cloud-Based Business Telephone Solution Wins 2014 Cloud Computing Excellence Award
http://www.marketwatch.com/story/toshibas-vipedge-cloud-based-business-telephone-solution-wins-2014-cloud-computing-excellence-award-2014-07-22
Will European Union SLA Standards Go Global?
http://talkincloud.com/cloud-computing-slas/072214/will-european-union-sla-standards-go-global
IBM Adds Super-Fast Networking Capabilities to the Cloud
http://recode.net/2014/07/22/ibm-adds-super-fast-networking-capabilities-to-the-cloud/
Cloud hardware spending passed $4bn across EMEA for 2014, IDC asserts
http://www.cloudcomputing-news.net/news/2014/jul/21/cloud-hardware-spending-passed-4bn-across-emea-2014-idc-asserts/
What Are HP's Plans for OpenStack?
http://talkincloud.com/cloud-computing-and-open-source/072214/what-does-hp-have-mind-openstack-next
Cisco enterprise controller going through paces
http://www.networkworld.com/article/2455139/sdn/cisco-enterprise-controller-going-through-paces.html
Will Cisco Help This Cloud Company Conquer Enterprise?
http://www.fool.com/investing/general/2014/07/21/will-cisco-help-this-cloud-company-conquer-enterpr.aspx
Internet of Things to Stress Enterprise Networks
http://www.eweek.com/small-business/internet-of-things-to-stress-enterprise-networks.html
The Age of Wearable Data Engines
http://www.datacenterknowledge.com/archives/2014/07/22/age-wearable-data-engines/
Green Data Center Market [Solutions (Server, Networking, Power, Cooling, Management, Green Solutions), Services (Professional, Monitoring, SI), Users (Cloud, Colocation, Enterprises)] - Global Advancements, Worldwide Forecasts & Analysis (2014-2019)
http://www.marketwatch.com/story/green-data-center-market-solutions-server-networking-power-cooling-management-green-solutions-services-professional-monitoring-si-users-cloud-colocation-enterprises-global-advancements-worldwide-2014-07-22
Sviral raises $20M to build distributed data centers from leftover computing power (exclusive)
http://venturebeat.com/2014/07/22/sviral-raises-20m-to-build-distributed-data-centers-from-leftover-computing-power-exclusive/
Big Switch releases SDN switching fabric for datacenters
http://www.zdnet.com/big-switch-releases-sdn-switching-fabric-for-datacenters-7000031865/
Posted by phobos - 12 years ago | Updated 12 years ago
http://www.fool.com/investing/general/2014/07/21/whats-ericsson-telling-investors-about-the-future.aspx
" We obviously made great progress in the quarter, growing 29
percent sequential. But whether we can get to the 55, I think, is just basically due
to windage(?) and how customers come in for us in the end of Q3 and into Q4. So
I’d say we’re still going after it, but we admitted last quarter it was definitely a
tougher goal than when we put it out there in September."
Doesn't Ericsson's report assure a 30 million plus Q for us???
http://marketrealist.com/2014/07/cloud-computing-changing-face-industry/
"Organizations are still uneasy about the data and security issues facing the cloud. But it’s not like the cloud is the only space plagued with security concerns. Every IT system faces security issues that meet with software updates and security specialists. So the sooner the cloud finds a solution to these issues, the faster it will change the existing IT landscape."
The one constant in all the wonderful gifts of technology as in above is SECURITY, SECURITY, SECURITY!! is vitesse among the elite solvers of this issue or are we too small to be taken seriously??
Posted by GARIF - 12 years ago
" or are we too small to be taken seriously?? "
this the reason why in a recent past post I stated:
" the Vitesse product line is going to take a lot more of what no one wants to hear, including myself, that being TIME "
Posted by christ3opher - 12 years ago | Updated 12 years ago
Shouldn't our ability to bring certain products to market quicker mitigate some of this?
the second wave of MEF should be in full gear,
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=819440
MEF Services, Network Equipment, and Professional Certification Programs Growing In Worldwide Popularity
CE 2.0 Services Certification Emerging As A Competitive Differentiator
Los Angeles, March 4, 2014 — The MEF (Metro Ethernet Forum) is pleased to provide an industry update on its Carrier Ethernet 2.0 Services, CE 2.0 Network Equipment, and MEF Professional Certification programs, all of which have become increasingly popular worldwide over the past year.
CE 2.0 Services Certification. Just 12 months after the announcement of the first CE 2.0 Certified Service Provider, there are now 21 CE 2.0 Providers with 87 CE 2.0 Services in 10 countries. CE 2.0 certifications for service providers grew at double the rate of CE 1.0 certifications in an equivalent period of time, and the number of services certified in 4Q 2013 equalled the total for all the services certified in the first three quarters of 2013.
“We have a healthy pipeline of service providers moving through the CE 2.0 certification process.” said Kevin Vachon, Chief Operating Officer of the MEF. “We are particularly excited about growing interest in CE 2.0 E-Access Certification, which enables retail CE 2.0 service provides to extend their coverage via partnerships with wholesale providers in a more efficient, cost-effective manner.”
“When judging the 2013 MEF Carrier Ethernet awards for service providers, it was clear that numerous finalists and winners regarded CE 2.0 certification, planned certification, or compliance as an important competitive differentiator,” said Rosemary Cochran, Principal at Vertical Systems Group. “Looking at the U.S. market in particular, our firm’s 2013 Carrier Ethernet LEADERBOARD analysis revealed that the top-ranked company in the incumbent, competitor, and MSO Ethernet provider segments already has gained CE 2.0 certification. Additionally, the fastest growing company on the U.S. LEADERBOARD, was the first to be CE 2.0 certified.”
CE 2.0 Network Equipment Certification. Today, there are 31 CE 2.0 Certified Network Equipment Vendors with more than 120 CE 2.0 platforms. The widespread availability and increasing deployment of CE 2.0 network platforms is a critical enabler of CE 2.0 Services Certification growth.
MEF Certified Professionals. Over the past year, the number of MEF Certified Professionals has tripled to more than 1,700 in 224 organizations in 58 countries. 87% of MEF Certified Professionals are employed by MEF member companies, and 62% are employed by service providers.
Posted by GARIF - 12 years ago
"Doesn't Ericsson's report assure a 30 million plus Q for us???"
Now take Ericsson and add the results and bullish outlook of that of Alcatel-Lucent. Hmmm.
How could it not happen? Production has to be ramping.
Posted by phobos - 12 years ago
Agreed phobos,
this is a legitimate reason WHY, this time ( one of many that were before past failures ) we have proof that Vitesse is moving forward with their product line. years before we had not come across, not even close to the amount of stories stating that Vitesse customers were actually showing a rise in revenue. BUT, then again just look at trading volume and that will give you an answer. We are all waiting for the ACTUAL rise in revenue to be physically announced before those who have an interest, will decide to buy. many times over investors have been severely burnt by the actions of the present management team regarding $$$$.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Perhaps too, the addition to the Russell was in preparation for those still on the sidelines to buy-in at long last. The stars would seem to be aligning.
My only worry, as I've mentioned before, is that VTSS is around a 50/50 mix of new and legacy products. I'm just worried that if the new products ramp, the legacy lines will tank and lead to disappointing overall top-line results.
I'm just going to have to keep an eye on revenues from the new products, and their growth rate, the design wins (given that new markets have just been entered we should continue to see sustained to accelerated growth there), and just hold my nose that these are not audited metrics.
I really don't see how this time (this time will be different! ...right) vtss could have had "softness in China", or other equally embarrassing fubar: this is it.
Posted by phobos - 12 years ago
If anyone can "Snatch defeat from the jaws of victory" CRG can do it! He has a proven track record and a body of work we can all cite!
Posted by Techinvestor - 12 years ago
FUBAR- right on phobos!!!
I believe that you have picked the ideal word for the utmost perfect description of Vitesse as a company. perfect!!!
Posted by christ3opher - 12 years ago | Updated 12 years ago
Actually the company has snatched victory from the mouth of "defeat"! The company is a SURVIVOR! but now we're hoping the time has arrived for her to THRIVE(turn a profit) and continue on such trajectory.
The future is this QQQ, buyers are waiting on the sidelines to see us beat the lowball numbers, 30M would do the job followed with raised G for Q4. 31 million for Q3 plus raised "G" along with clearer picture of INTELLISECS penetration, would really drive buyers insane!!!
"Evidently, the company is trying to touch each corner of the IoT opportunity, and if it succeeds in any one, then its financial performance can take off like never before."
The above quote is about Marvell, but if a smaller company succeeds heavily in any one thing, hell its roof could fall off...
Imagine announcements/clearer hints about having Salesforce, Google, Amazon, Microsoft, SAP, or Facebook as customers??
Don't laugh but I believe Intelli/VeriT and our Storage abilities make this very possible!! in fact I believe 3 of those companies to be using our products, Microsoft, Google, Salesforce, in due time we shall know the truth.
Peace
Posted by GARIF - 12 years ago
http://finance.yahoo.com/news/juniper-forecasts-third-qtr-results-215329181.html
Mixed bag from Juniper,
Posted by GARIF - 12 years ago
Interesting read from Juniper. Between contracts slipping and M&A activity, it's difficult to know what's going on. There will likely be more clarity at the call.
Posted by phobos - 12 years ago
Huawei E5786 MiFi available tomorrow, first to support SingTel's 300Mbps 4G service
http://digital.asiaone.com/digital/news/huawei-e5786-mifi-available-tomorrow-first-support-singtels-300mbps-4g-service#sthash.DhoHGBPZ.dpuf
Telstra to shut down its 2G network by the end of 2016
http://www.techradar.com/news/phone-and-communications/http-www-techradar-com-au-news-phone-and-communications-telstra-to-shut-down-its-2g-network-by-the-end-of-2016-1258549-1258549
LTE, LTE-Advanced & 5G Ecosystem Market to Grow at 40% CAGR by 2020
http://www.whatech.com/market-research-reports/press-release/24814-lte-lte-advanced-5g-ecosystem-market-to-grow-at-40-cagr-by-2020
Wireless Network Infrastructure Bible Market Macrocell RAN, Small Cells, RRH, DAS, Cloud RAN, Carrier WiFi, Mobile Core & Backhaul
http://www.whatech.com/market-research-reports/press-release/24809-wireless-network-infrastructure-bible-market-macrocell-ran-small-cells-rrh-das-cloud-ran-carrier-wifi-mobile-core-backhaul
Microsemi Buys Mingoa
http://www.socaltech.com/microsemi_buys_mingoa/s-0056085.html
Small cell device tech set to connect workplace Wi-Fi with 3G and LTE
http://www.computerworld.com.au/article/550652/small_cell_device_tech_set_connect_workplace_wi-fi_3g_lte/
Broadcom Posts Strong Q2 as Earnings Zoom Past Estimates
http://finance.yahoo.com/news/broadcom-posts-strong-q2-earnings-135011157.html
Cloud computing becoming the norm in SA, says Microsoft -
http://www.itwebafrica.com/home-page/channel/612-south-africa/233259-cloud-computing-becoming-the-norm-in-sa-says-microsoft#sthash.KohfrZHs.dpuf
Oracle builds on BlueKai acquisition with Data Cloud
http://www.infoworld.com/d/cloud-computing/oracle-builds-bluekai-acquisition-data-cloud-246785
Cloud computing boosts Microsoft Q4 revenue
http://www.thehindubusinessline.com/features/smartbuy/tech-news/cloud-computing-boosts-microsoft-q4-revenue/article6240155.ece
Research and Markets: World Market for Cloud Computing in Healthcare 2012-2020 - Concise Analysis of the $3.9 Billion Industry
http://www.heraldonline.com/2014/07/23/6164719/research-and-markets-world-market.html?sp=/100/773/385/#storylink=cpy
Cisco Launches DevNet To Woo Developers
http://www.toptechnews.com/article/index.php?story_id=112003I4LQOG
Huawei and Go IP partner to deliver high value enterprise networking solutions to the Indian ICT market
http://www.telecomtiger.com/Corporate_fullstory.aspx?storyid=20525§ion=S162
MIT CUTS DATA CENTER LATENCY
http://www.datacenterdynamics.com/focus/archive/2014/07/mit-cuts-data-center-latency
Infonetics: US$1 Trillion to Be Spent on Telecom and Datacom Equipment and Software Over Next 5 Years
http://www.marketwatch.com/story/infonetics-us1-trillion-to-be-spent-on-telecom-and-datacom-equipment-and-software-over-next-5-years-2014-07-22
Cisco to Open 3 More IoT Innovation Labs
http://www.lightreading.com/iot/m2m-platforms/cisco-to-open-3-more-iot-innovation-labs/d/d-id/710060
UPnP Forum Bridges IoT and Cloud With UPnP+
http://www.marketwatch.com/story/upnp-forum-bridges-iot-and-cloud-with-upnp-2014-07-23
It’s On: The IoT Standards Games
http://www.itbusinessedge.com/blogs/integration/its-on-the-iot-standards-games.html
Open-source Approaches To Ensure IoT Success
http://m2mworldnews.com/2014/07/22/15424-open-source-approaches-to-ensure-iot-success/
The Apple/IBM deal: iOS claims the IoT
http://www.computerworld.com/s/article/9249914/The_Apple_IBM_deal_iOS_claims_the_IoT
The Difference Between the Internet of Things and the Internet for Things
http://machinedesign.com/guest-commentary/difference-between-internet-things-and-internet-things
Fortinet: First to Deliver 1 Terabit Per Second Firewall Throughput
http://online.wsj.com/article/PR-CO-20140723-907923.html
Juniper Dips on Q2 Earnings Miss; Q3 Revenue Outlook Tepid
http://finance.yahoo.com/news/juniper-dips-q2-earnings-miss-130017628.html
Cloud and the Internet of Things: Inextricably linked
http://thoughtsoncloud.com/2014/07/cloud-internet-things-inextricably-linked/
Verizon Delivers Sixth Consecutive Quarter of Double-Digit Operating Income and Earnings Growth
http://www.verizon.com/investor/news_verizon_delivers_sixth_consecutive_quarter_of_doubledigit_operating_income_and_earnings_growth_07222.htm
AppliedMicro to Host Fiscal First Quarter 2015 Earnings Conference Call on July 29, 2014
http://finance.yahoo.com/news/appliedmicro-host-fiscal-first-quarter-200500870.html
PMC to Host Second Quarter 2014 Earnings Conference Call on July 31, 2014
http://finance.yahoo.com/news/pmc-host-second-quarter-2014-210000667.html
Earnings announcement* for CSCO: Aug 13, 2014
http://www.nasdaq.com/earnings/report/csco
AT&T announces earnings at the close today.
Posted by phobos - 12 years ago | Updated 12 years ago
AT&T Second Quarter Profit Slips As Customers Flock To Cheaper Plans
http://www.forbes.com/sites/maggiemcgrath/2014/07/23/att-second-quarter-profit-slips-as-customers-flock-to-cheaper-plans/?partner=yahootix
Posted by phobos - 12 years ago
The Internet of Things Is Bigger than Texting Refrigerators and Fitbit
http://www.itbusinessedge.com/blogs/integration/the-internet-of-things-is-bigger-than-texting-refrigerators-and-fitbit.html
Here’s why the Internet of things just became very interesting
http://venturebeat.com/2014/07/24/heres-why-the-internet-of-things-just-became-very-interesting/
Cisco's IoT Fog Rolls Into Chicago
http://www.lightreading.com/iot/iot-strategies/pics-ciscos-iot-fog-rolls-into-chicago/d/d-id/710070
Microsemi buys Irish comms firm Mingoa
http://www.newelectronics.co.uk/electronics-news/microsemi-buys-irish-comms-firm-mingoa/62754/
Taiwan June manufacturing production index down on month, up on year, says MOEA
http://www.digitimes.com/news/a20140724VL200.html
Broadcom cutting 2.5K jobs, will wind down baseband ops
http://seekingalpha.com/news/1860235-broadcom-cutting-2_5k-jobs-will-wind-down-baseband-ops
What It Takes to Build Next-Generation Data Centers
http://www.biztechmagazine.com/article/2014/07/building-next-generation-data-center
SingTel launches commercial 300Mbps 4G service with Huawei mobile MiFi device
http://www.telegeography.com/products/commsupdate/articles/2014/07/24/singtel-launches-commercial-300mbps-4g-service-with-huawei-mobile-mifi-device/
Huawei E5786 MiFi first to support SingTel's 300Mbps 4G service
http://digital.asiaone.com/digital/news/huawei-e5786-mifi-available-tomorrow-first-support-singtels-300mbps-4g-service#sthash.F7sWoSyQ.dpuf
Carrier Aggregation Is a Significant Highlight in the LTE-A Market, Heavy Reading Says
http://www.broadwayworld.com/bwwgeeks/article/Carrier-Aggregation-Is-a-Significant-Highlight-in-the-LTE-A-Market-Heavy-Reading-Says-20140721#.U9ETHPmY1EI
Five billion dollars by 2020 for NFV/SDN in the Cloud RAN
http://www.telecomtv.com/articles/5g/five-billion-dollars-by-2020-for-nfv-sdn-in-the-cloud-ran-11589/
Verizon tests 100G Ethernet; House bill pushes Wi-Fi spectrum access
http://searchtelecom.techtarget.com/news/2240225331/Verizon-tests-100G-Ethernet-House-bill-pushes-Wi-Fi-spectrum-access
Should Long-Term Comcast Investors Be Worried About Google and AT&T?
http://www.fool.com/investing/general/2014/07/23/should-long-term-comcast-investors-be-worried-abou.aspx
Facebook now has 399 million users who login only from mobile devices
http://thenextweb.com/facebook/2014/07/23/facebook-now-399-million-users-login-mobile-devices/
Cloud computing becoming the norm in SA, says Microsoft -
http://www.itwebafrica.com/home-page/channel/612-south-africa/233259-cloud-computing-becoming-the-norm-in-sa-says-microsoft#sthash.hnKR0F67.dpuf
Alibaba's cloud computing unit eyeing government agencies
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000083&cid=1206
VMware opens up second UK data centre, sees customer demand
http://www.cloudcomputing-news.net/news/2014/jul/24/vmware-opens-second-uk-data-centre-sees-customer-demand/
SAP Extends Open Source Collaboration with OpenStack, CloudFoundry Support
http://thevarguy.com/cloud-computing-services-and-business-solutions/072414/sap-extends-open-source-collaboration-openstack-and-
Cloud migration best practices for law firms
http://www.cloudcomputing-news.net/news/2014/jul/23/cloud-migration-best-practices-for-law-firms/
A must-know overview of the cloud computing business
"According to Statista, by 2016, cloud storage industry revenue is expected to be approximately $4.04 billion. More than 70% of businesses and IT professionals have already implemented cloud storage systems or plan to in the near future. Cloud storage seemed to be the main reason for three out of four IT professionals’ migration to the cloud."
http://marketrealist.com/2014/07/must-know-overview-cloud-computing-business/
Trends In Cloud Computing
http://www.hostreview.com/blog/140723-trends-in-cloud-computing
Flash, Cloud Computing Boost EMC's Q2 Earnings
http://www.infostor.com/backup-and_recovery/cloud-storage/flash-cloud-computing-boost-emcs-q2-earnings.html
Microsoft Q4 2014 Earnings: Cloud Drives Revenue
http://talkincloud.com/cloud-computing-funding-and-finance/072314/microsoft-q4-2014-earnings-cloud-drives-revenue
Industry analyst firm raises Alcatel-Lucent Enterprise networking LAN portfolio rating to "Very Strong"
http://www.menafn.com/1093888418/Industry-analyst-firm-raises-Alcatel-Lucent-Enterprise-networking-LAN-portfolio-rating-to-%22Very-Strong%22
Juniper Exits Junos Pulse Business with $250 Million Sale
http://www.enterprisenetworkingplanet.com/netsecur/juniper-exits-junos-pulse-business-with-250-million-sale.html
Fortinet, Barracuda Networks, and Intel Security Lead in ABI Research’s Enterprise Virtual Network Security Appliance Competitive Assessment
http://www.sys-con.com/node/3125941
Wearables will make first breakthrough in enterprise, panelists say
http://www.networkworld.com/article/2457727/wireless/wearables-will-make-first-breakthrough-in-enterprise-panelists-say.html
Google: From 112 Servers to a $5B-Plus Quarterly Data Center Bill
http://www.datacenterknowledge.com/archives/2014/07/23/from-112-servers-to-5b-spent-on-google-data-centers-per-quarter/
Modular Data Center Reduces the Cost of Ownership for Data Center by One Fifth
http://cloudtimes.org/2014/07/23/modular-data-center-reduces-the-cost-of-ownership-for-data-center-by-one-fifth/
Hedge Fund Elliot Management Pushing EMC to Spin Off VMware
http://www.datacenterknowledge.com/archives/2014/07/24/hedge-fund-elliot-management-pushing-emc-spin-vmware/
Videocon d2h Selects Brocade Ethernet Fabrics to Turbocharge Its Data Center Networks
http://www.marketwired.com/press-release/videocon-d2h-selects-brocade-ethernet-fabrics-turbocharge-its-data-center-networks-bse-511389-1932318.htm
http://www.fool.com/investing/general/2014/07/17/4-reasons-why-brocade-communications-systems-inc-i.aspx
HP BUYS TULSA DATA CENTER FOR $150M
http://www.datacenterdynamics.com/focus/archive/2014/07/hp-buys-tulsa-data-center-150m
Posted by phobos - 12 years ago | Updated 12 years ago
phobos,
as you continue to list the headings that come about on a daily basis,( unbelievable in the amount of work that is involved ) the number of headings continues to grow more and more as the days go by. Since the majority of headings have something directly to do with Vitesse, one would have to believe that this company has finally developed their product line into something worth producing. Here we are again in the drought of released news as we wait for the upcoming quarterly call. In less than two weeks Vitesse will finally be releasing one of their most important conference calls to date.
Posted by christ3opher - 12 years ago
christ3opher,
the posts have either something to do with vtss (not much recently), their customers, their markets, or their competitors.
I can't imagine that we've seen accelerating design wins for new product since 2011, we've entered new markets (IoT, storage (re-entered), and just recently Gigabit WiFi), and that the growth in new product revenues are not about to overtake the decline in legacy product revenues.
VTSS has aligned itself with Seagate in storage, Fortinet is among the leaders in virtual network security (see above), and ALU and Ericsson seem to have the carrier class markets all sewn up. Oh, and we licensed vtss' switching technology to Freescale (who I believe is number two in network processors).
How could this be a bad earnings call?
Similar to Enrico Fermi's question when asked if he thought there was extra terrestrial life ("If there is extraterrestrial life, then where are they?"), if this is not a good call, we might all be forced to ask:
"If business is so good, then where are the revenues?"
Posted by phobos - 12 years ago
I'm sure VTSS is being ultraconservative in booking sales after getting caught years ago booking product sales way before acceptable accounting rules.
As i've stated before, I also think another contributing factor is a poor sales force/sales management that just doesn't execute.
Posted by Techinvestor - 12 years ago
"Market Research Reports has produced The Wireless Network Infrastructure Bible: 2014 – 2020 - Macrocell RAN, Small Cells, RRH, DAS, Cloud RAN, Carrier WiFi, Mobile Core & Backhaul, and in it sees an impressive future for all things NFV and SDN with the so-called ‘Cloud RAN’ concept. This is where signal encoding/decoding and other RAN (radio access network) functions are moved about in software, perhaps onto a local backhaul node or even whisked back across the network into a data centre. All with an eye to optimising performance, resilience and, importantly, cost."
Vitesse has been helping customers for all of the above,
https://www.vitesse.com/campaigns/downloads/ConvergeNetworkDigest-Vitesse-CTO-Viewpoint-17-12-2013.pdf
"Fortinet comes out first due to its highly modular network security solutions for the VM space, offering the most comprehensive VM product lines currently on the market. Not only does it have support for various network requirements, it has invested significantly in a wide-ranging and varied security feature set for a dedicated VM product line that can be easily integrated and assimilated.''
''
Alcatel-Lucent Enterprise's portfolio diversity was also credited with being "Very Strong" because it offers a full range of products from 10/100 Mbps access switches to high-density 40GbE core switches."
Many of our customers are Thriving indeed, Fortinet and lucent are just 2 of many examples,
“Like the mobile revolution, IoT will create new companies and new categories. The importance of IoT expands beyond “pure play” enablers… as the market begins to take shape {and} continues to evolve; we expect a similar ecosystem of software vendors to develop.”
Is IoT about to help us morph, will we soon find that Vitesse is deeply embedded in the IoT plumbing?
https://www.vitesse.com/IoT/IEEE%201588v2%20Timing
Posted by GARIF - 12 years ago
PHOBOS, this post of yours might be our GOLDEN TICKET, with INTELLISEC in the middle,
http://www.computer.org/portal/web/NGN-Insights/content?g=8150864&type=blogpost&urlTitle=it%E2%80%99s-all-about-timing%3A-why-network-synchronization-matters
Posted by GARIF - 12 years ago
Fortinet delivers as one "comeback kid"(vitesse) helps another,
http://news.investors.com/072414-710224-fortinet-q2-earnings-revenue-exceed-expectations.htm?ven=yahoocp&src=aurlled&ven=yahoo
The promise continues,
http://www.forbes.com/sites/patrickmoorhead/2014/07/23/appliedmicro-can-improve-on-big-data-workloads-with-upcoming-gen-2-features/?partner=yahootix
Posted by GARIF - 12 years ago
"MarketsandMarkets, the market research company and consulting firm, forecasts the global Modular Data Center Market to grow from $6.52 billion in 2014 to $26.02 billion by 2019, at a Compound Annual Growth Rate (CAGR) of 31.9%. MarketsandMarkets categorized the MDC Market by types including containerized and individual module: IT, power, cooling and generator; by deployment size: midsize, enterprise and large data center; by regions including North America, Europe, Asia-Pacific, Middle East and Africa and Latin America."
""According to Statista, by 2016, cloud storage industry revenue is expected to be approximately $4.04 billion. More than 70% of businesses and IT professionals have already implemented cloud storage systems or plan to in the near future. Cloud storage seemed to be the main reason for three out of four IT professionals’ migration to the cloud."
The Vitesse team calmly continues to position the company in the right areas, from a base of meager resources.
Posted by GARIF - 12 years ago
phobos, this is quite a unique approach from Airvana! Vitesse continues to play roles in disruptive/novel approaches,
"“There’s a clear interest among operators in serving indoor enterprise environments with scalable, distributed solutions that are also cost-effective. OneCell is well-distinguished from solutions that address this space using macrocell baseband units, and is particularly attractive compared to the cost of traditional Distributed Antenna Systems,” said Ed Gubbins, senior analyst with Current Analysis. “Airvana has an established track record and credibility in small cells, and solutions such as OneCell that use standard Ethernet LANs in these scenarios will be compelling to operators and enterprises alike.”
Posted by GARIF - 12 years ago
Don't Underestimate The Impact Of The Internet Of Things
http://www.forbes.com/sites/mikekavis/2014/07/21/dont-underestimate-the-impact-of-the-internet-of-things/
Cloud Computing in Education Market worth $12.38 Billion by 2019
http://ca.finance.yahoo.com/news/cloud-computing-education-market-worth-140000924.html
ADVA's Q2 revenue rises 11.6% to $117M on strong enterprise solutions sales
http://www.fiercetelecom.com/story/advas-q2-revenue-rises-116-117m-strong-enterprise-solutions-sales/2014-07-25
Research and Markets: Optical Data Center Markets: Volume I - Optical Opportunities Inside the Data Center
http://www.heraldonline.com/2014/07/25/6173256/research-and-markets-optical-data.html?sp=/100/773/385/#storylink=cpy
INVENTOR PULLS UNUSED HOUSEHOLD PCS TOGETHER FOR DATA CENTER
http://www.datacenterdynamics.com/focus/archive/2014/07/inventor-pulls-unused-household-pcs-together-data-center
Imagination Positions Itself for 802.11ah & IoT
"The Whisper Radio Processing Unit (RPU) from its Ensigma division uses optimized, configurable PHY and MAC blocks to support common IoT protocols such as WiFi, Bluetooth, and Zigbee with low power and a low cost." (should vtss think in terms of Bluetooth and Zigbee too? -ed.)
http://www.eetimes.com/document.asp?doc_id=1323217
Aviat Networks Appoints Chuck Kissner as Executive Chairman
http://www.marketwatch.com/story/aviat-networks-appoints-chuck-kissner-as-executive-chairman-2014-07-25
Comparing radio and cellular for mission-critical communications
http://www.itweb.co.za/index.php?option=com_content&view=article&id=136403:Comparing-radio-and-cellular-for-mission-critical-communications&catid=456
SK Telecom to deploy Elastic Cell by 2016 (Ericsson provides equipment)
http://www.rethink-wireless.com/2014/07/25/sk-telecom-deploy-elastic-cell-2016.htm
Huawei in pact with Go IP for enterprise networking
http://www.infotechlead.com/2014/07/23/huawei-in-pact-with-go-ip-for-enterprise-networking-24399
Telecom Italia opens up Turin LTE-A trial to public
http://www.telecompaper.com/news/telecom-italia-opens-up-turin-lte-a-trial-to-public--1027663
60 GHz Startup Targets Mobile
http://www.eetimes.com/document.asp?doc_id=1323223
DragonWave Inc. Prices C$25 Million Public Offering of Units
http://www.mediacastermagazine.com/press-releases/story.aspx?id=1003175182&er=NA
Mobile Network Security will be Laid Bare by Attacks on 15 Million Small Cells Unless Operators Take Additional Measures, According to ABI Research
http://www.marketwatch.com/story/mobile-network-security-will-be-laid-bare-by-attacks-on-15-million-small-cells-unless-operators-take-additional-measures-according-to-abi-research-2014-07-24
Healthcare Sciences Publisher PLM and IBM Speed Access to Medical Information to Deliver Better Patient Care with Mobile
http://www.marketwatch.com/story/healthcare-sciences-publisher-plm-and-ibm-speed-access-to-medical-information-to-deliver-better-patient-care-with-mobile-2014-07-25
CLOUD COMPUTING STYMIES DIGITAL FORENSICS INVESTIGATIONS (...but is it as good as erasing all your emails and recycling the hard drives?... Riddle me that!)
http://www.nextgov.com/cloud-computing/2014/07/cloud-computing-complicates-digital-forensics-investigations/89579/
Avaya Pushing Cloud-Based Unified Communications
http://www.toptechnews.com/article/index.php?story_id=121002086P82
THE CLOUD COMPUTING REPORT: How Different Cloud Services Are Competing For Users And Pushing Up Usage
http://www.businessinsider.com.au/cloud-report-competing-for-users-and-pushing-up-usage-2014-7
ownCloud 7 Release Enhances Open Source Private Clouds
http://thevarguy.com/cloud-computing-services-and-business-solutions/072514/owncloud-7-release-enhances-open-source-private-clou
Regional oil & gas sector turns to cloud computing
http://gulfnews.com/business/technology/regional-oil-gas-sector-turns-to-cloud-computing-1.1363776
CloudSigma, OpenVPN Partner on Remote Access to Public Cloud Deployments
http://talkincloud.com/cloud-computing/072414/cloudsigma-openvpn-partner-remote-access-public-cloud-deployments
Posted by phobos - 12 years ago | Updated 12 years ago
Win Win for Vitesse?
http://www.bloomberg.com/news/2014-05-28/china-s-inspur-wooing-ibm-customers-as-hacking-dispute-escalates.html
Posted by GARIF - 12 years ago
The possiblities are endless (Huawei?) as to who might take up the slack.
Posted by phobos - 12 years ago
" Regardless of location and size, operators must provide Small Cell networks with at least the same level of security that is expected from the mobile network. “Small Cells are inevitable parts of future mobile networks, but IP-based backhaul and location risks, like being out of operator direct reach and open to public access, leave the network exposed to various possible attacks,” warns Ahmed Ali, research analyst at ABI Research.'
" a Small Cells security structure must restrain any possible new security threat that may arise,” continues Ali."
INTELLISEC was born for such necessities!
Crg! I know you read our drivel from time to time, please shed more light/specifics on the traction of INTELLISEC next week. It would be interesting/fascinating to know how many customers have adopted the INTELLISEC/VeriTime solution.
Thanks for giving us some love on the kinetic's connection.
Peace
Posted by GARIF - 12 years ago
"LTE has emerged as the first truly global mobile communications standard. Commonly marketed as the “4G” standard, LTE promises to provide higher data rates and lower latency at a much lower Total Cost of Ownership (TCO) than 3G technologies."
"Huawei and Ericsson lead the LTE infrastructure market with a combined market share of 44%
Samsung is expected to significantly increase its stake in LTE infrastructure contracts, and eventually become a Tier-1 vendor by 2017"
With nearly ALL the infrastructure vendors as customers, could VeriTime be becoming a standard also?
Posted by GARIF - 12 years ago
With nearly ALL the infrastructure vendors as customers, could VeriTime be becoming a standard also?
Will we find out next week that we are the Timing King?
http://www.youtube.com/watch?v=7wr8ZgurPOU
Posted by GARIF - 12 years ago
Vitesse customer,
http://www.marketwatch.com/story/zyxel-incentivizes-solution-providers-to-upgrade-smb-security-2014-07-23
Posted by GARIF - 12 years ago
http://techcrunch.com/2014/07/27/enterprise-investments-surge-to-over-5-4-billion/
Posted by phobos - 12 years ago
25G Ethernet moving fast
http://www.networkworld.com/article/2457660/cisco-subnet/25g-ethernet-moving-fast.html
VTSS has been at the 25G/100G for a while (from Feb 2011):
http://www.vitesse.com/news/releaseDetails?releaseid=616903
Blueprint: Enterprise Agility – How the CE Services Market Will Top $50bn in 2015
http://www.convergedigest.com/2014/07/blueprint-enterprise-agility-how-ce.html
Home automation opens up IoT market for telcos: Ovum
http://www.zdnet.com/home-automation-opens-up-iot-market-for-telcos-ovum-7000032026/
IoT security: How to do it (mostly) right
http://gigaom.com/2014/07/27/iot-security-how-to-do-it-mostly-right/
Dell Panel: BYOD, IoT Increase Security Challenges
http://www.eweek.com/security/dell-panel-byod-iot-increase-security-challenges.html
Government champions Internet of things with new legislation
http://business-technology.co.uk/2014/07/government-champions-internet-of-things-with-new-legislation/
French regulator consults on open spectrum for IoT
http://www.telecoms.com/274692/french-regulator-consults-on-open-spectrum-for-iot/
Broadband Industry Leaders Sign on to Share Expertise at BroadbandVision Show
http://www.heraldonline.com/2014/07/28/6179575/broadband-industry-leaders-sign.html?sp=/100/773/385/
Cisco, IBM constructs high-performance SAN to offer managed backup services
http://www.wwpi.com/index.php?option=com_content&view=article&id=17545:cisco-ibm-constructs-high-performance-san-to-offer-managed-backup-services&catid=324:breaking-news&Itemid=2701735
Alcatel-Lucent Invests in CounterTack
http://www.lightreading.com/mobile/mobile-security/alcatel-lucent-invests-in-countertack/d/d-id/710126?_mc=RSS_LR_EDT
Wilson's Weekend Whine: slow connections are dividing the web -- and making me mad (what if everyone had a fast connection?)
http://betanews.com/2014/07/27/wilsons-weekend-whine-slow-connections-are-dividing-the-web-and-making-me-mad/
KPN follows LTE-A launch with VoLTE trial
http://www.telegeography.com/products/commsupdate/articles/2014/07/28/kpn-follows-lte-a-launch-with-volte-trial/
Italy's TIM in LTE-A trial
http://www.totaltele.com/view.aspx?ID=487077
MRV Appoints Jeannie H. Diefenderfer to Its Board of Directors
http://online.wsj.com/article/PR-CO-20140728-903650.html
Ceragon Networks Announces Public Offering of its Ordinary Shares
http://www.marketwatch.com/story/ceragon-networks-announces-public-offering-of-its-ordinary-shares-2014-07-28
Startup unveils 60GHz WiFi chip aimed at mobile devices
http://www.eetindia.co.in/ART_8800701900_1800005_NT_25c8058b.HTM
Roundup Of Free Cloud Computing Online Courses Midyear Update
http://www.forbes.com/sites/louiscolumbus/2014/07/27/roundup-of-free-cloud-computing-online-courses-midyear-update/
Six reasons why cloud computing will transform the way banks serve clients – and the five hurdles to overcome
http://www.bankingtech.com/236322/six-reasons-why-cloud-computing-will-transform-the-way-banks-serve-clients-and-the-five-hurdles-to-overcome/?utm_source=rss&utm_medium=rss&utm_campaign=six-reasons-why-cloud-computing-will-transform-the-way-banks-serve-clients-and-the-five-hurdles-to-overcome
Cloud Computing Market To Reach US$ 121.1 Billion By 2015 - New Report By MarketsandMarkets
http://www.hostreview.com/news/140728-cloud-computing-market-to-reach-us-1211-billion-by-2015-new-report-by-marketsandmarkets#ixzz38m8SI3na
How network convergence can improve the mobile experience
http://betanews.com/2014/07/28/how-network-convergence-can-improve-the-mobile-experience/
SDN: It’s All About the Apps
http://www.enterprisenetworkingplanet.com/datacenter/datacenter-blog/sdn-its-all-about-the-apps.html
Q2 Was Good to U.S. Wholesale Data Center Providers
http://www.datacenterknowledge.com/archives/2014/07/28/q2-good-u-s-wholesale-data-center-providers/
THE EVOLVING ASEAN DATA CENTER MARKET
http://www.datacenterdynamics.com/focus/archive/2014/07/evolving-asean-data-center-market
IBM WORKS WITH STATE OF CALIFORNIA ON CLOUD PLATFORM
http://www.datacenterdynamics.com/focus/archive/2014/07/ibm-works-state-california-cloud-platform
Data Center Infrastructure Support Services market in the GCC is expected to grow at a CAGR of 10.86 percent over the period 2013-2018
http://www.whatech.com/data-centre/press-release/25558-data-center-infrastructure-support-services-market-in-the-gcc-2014-2018
Report: FISC judges own stock in telecoms they let NSA access (who watches the watchers?)
http://arstechnica.com/tech-policy/2014/07/report-fisc-judges-own-stock-in-telecoms-they-let-nsa-access/
Posted by phobos - 12 years ago | Updated 12 years ago
"Over the last few years, several advanced computing technologies and services have been introduced to improve the computing process. As a result, the demand for data centers is increasing among enterprises and end-users worldwide. With the increased demand for online computing and the adoption of cloud computing services, the number of new data centers established across GCC countries has increased exponentially. GCC countries have been experiencing a high adoption of modern IT equipment to cater to the growing computing and storage demands. Data center service providers and enterprises are procuring various supporting solutions such as DCIM solutions, advanced cooling systems, modern UPS, and racks that give high-level computing performance."
Data centers, Data Centers! could it be that INTELLISEC is nestled in the middle of most of them allowing for safe linkage/communication?? are we alone in that capability???
Any one know of a similar solution???
Is SNOWDEN from New Hampshire or just a lover of the LIVE FREE OR DIE motto??
Posted by GARIF - 12 years ago
VTSS' customers seem to be ramping... let's wait and see.
I don't know if the following ever got posted. If it didn't, here it is and if it did my apologies in advance:
What works in telecom can work in high-speed manufacturing: Leveraging IoT with Vitesse
http://www.digitimes.com/news/a20140604VL206.html?chid=8
Posted by phobos - 12 years ago | Updated 12 years ago
Connecting Islands of Industrial IoT
"In a May interview, Linley Group's Loring Wirbel described these newer networks as "islands of IP addressability surrounded by vast oceans of unmanaged stuff," with the IP-addressable islands accounting for only about 20% of the industrial networks currently operating. That means that about 80% of the potential IIoT market remains unleveraged."
http://www.eetimes.com/author.asp?section_id=36&doc_id=1323248
ThyssenKrupp Gets A Lift From IoT
http://www.cruxialcio.com/iot-lifts-maintenance-ops-thyssenkrupp-9411
Getting 4G Ready for IoT (there's a lot of customers on the list)
http://www.lightreading.com/iot/m2m-platforms/getting-4g-ready-for-iot/d/d-id/710134
Internet of Things Market worth $1423.09 Billion by 2020
http://www.whatech.com/market-research-reports/press-release/25646-internet-of-things-market-worth-1423-09-billion-by-2020
Carrier opportunities: How to expand the potential of Ethernet outside the WAN
"Infonetics expects a total of £110 billion to have been spent on Carrier Ethernet equipment between 2012 and 2016, arguing that £19 billion was spent in 2011 alone. The amount of global business bandwidth contributed by Ethernet services surpassed that of legacy systems in 2012, and the contribution is expected to reach 75 per cent by 2017. The growth rate is likely to slow as most legacy systems are replaced, but the increasing demand for data shows no signs of abating. According to Cisco, fixed Internet connection bandwidth requirements will have grown on average at a rate of 32 per cent every year between 2010 and 2015. Mobile data usage will have grown by an average 92 per cent every year."
http://www.itproportal.com/2014/07/29/carrier-opportunities-how-to-expand-the-potential-of-ethernet-outside-the-wan/#ixzz38rKo8OS2
Testbed will help clouds and networks shake hands
http://www.pcworld.com/article/2459020/testbed-will-help-clouds-and-networks-shake-hands.html
Level 3 Reports Second Quarter 2014 Results
http://www.marketwatch.com/story/level-3-reports-second-quarter-2014-results-2014-07-29-5203054
Broadband Industry Leaders Sign on to Share Expertise at BroadbandVision Show (Ericsson and ZTE are customers)
http://www.broadwayworld.com/bwwgeeks/article/Broadband-Industry-Leaders-Sign-on-to-Share-Expertise-at-BroadbandVision-Show-20140728#.U9eI9fmY1EI
Bernstein Ups Juniper To Buy On Turnaround Potential
http://blogs.barrons.com/techtraderdaily/2014/07/28/bernstein-ups-juniper-to-buy-on-turnaround-potential/
http://www.enterprisenetworkingplanet.com/netsysm/inside-junipers-integrated-operating-plan-to-drive-growth.html
Comcast out, CenturyLink in as Denver Broncos upgrade Wi-Fi backhaul, Internet connectivity
http://www.fiercewireless.com/tech/story/comcast-out-centurylink-denver-broncos-upgrade-wi-fi-backhaul-internet-conn/2014-07-26
TRADING WITH CHINA CASE STUDY – CCS
http://www.businessweekly.co.uk/export-to/asia/17292-trading-with-china-case-study--ccs
Ceragon Networks Reports Second Quarter 2014 Financial Results
"Revenues for the second quarter of 2014 were $90.4 million, about the same as the $90.1 million reported for the second quarter of 2013, and up 28% from $70.5 million in the first quarter of 2014."
http://finance.yahoo.com/news/ceragon-networks-reports-second-quarter-120000340.html
GOOD MOBILE SIGNAL ‘MORE IMPORTANT THAN HOSPITAL ACCESS’ TO UK HOUSEHUNTERS
http://www.cbronline.com/news/tech/networks/telecoms/good-mobile-signal-more-important-than-hospital-access-to-uk-househunters-4329060
Is OpenStack the future of Cloud Computing
http://www.zdnet.com/is-openstack-the-future-of-cloud-computing-7000032072/
Amazon Is Facing A Cloud Crisis, As Microsoft Muscles In
http://www.forbes.com/sites/georgeanders/2014/07/28/amazon-is-facing-a-cloud-crisis-as-microsoft-muscles-in/
http://www.toptechnews.com/article/index.php?story_id=1300025LLDHQ
Six reasons why cloud computing will transform the way banks serve clients – and the five hurdles to overcome
http://www.bankingtech.com/236322/six-reasons-why-cloud-computing-will-transform-the-way-banks-serve-clients-and-the-five-hurdles-to-overcome/
Cetrom Debuts New Cloud Computing Solutions at GBTA Convention (the cloud for hospitality)
http://www.travelagentcentral.com/technology/cetrom-debuts-new-cloud-computing-solutions-gbta-convention-47112
Infonetics: Tight battle for 2nd place after Cisco in enterprise networking infrastructure scorecard
Infonetics: Tight battle for 2nd place after Cisco in enterprise networking infrastructure scorecard (I do not know that Brocade is a customer of Vitesse, but I do know that Brocade and Ciena are working on solutions together - every one of the companies named could be Vitesse' customers)
http://www.marketwatch.com/story/infonetics-tight-battle-for-2nd-place-after-cisco-in-enterprise-networking-infrastructure-scorecard-2014-07-28
Q2 Was Good to U.S. Wholesale Data Center Providers
http://www.datacenterknowledge.com/archives/2014/07/28/q2-good-u-s-wholesale-data-center-providers/
TELCOS LOOK TO DATA CENTERS FOR PROFIT GROWTH
http://www.datacenterdynamics.com/focus/archive/2014/07/telcos-look-data-centers-profit-growth
BIG SWITCH GOES HYPERSCALE WITH CLOUD FABRIC (Broadcom is a partner, then again so is Fortinet)
http://www.datacenterdynamics.com/focus/archive/2014/07/big-switch-goes-hyperscale-cloud-fabric
What's Alcatel-Lucent Really Worth (worth considering since Bell Labs had a relationship to Vitesse' founders even before there was a Vitesse)?
http://www.fool.com/investing/general/2014/07/14/whats-alcatel-lucent-really-worth.aspx
http://seekingalpha.com/article/2317095-3-terrific-reasons-to-buy-alcatel-lucent-on-the-pullback
IBM WORKS WITH STATE OF CALIFORNIA ON CLOUD PLATFORM
http://www.datacenterdynamics.com/focus/archive/2014/07/ibm-works-state-california-cloud-platform
Posted by phobos - 12 years ago | Updated 12 years ago
phobos, it would not be surprising if vitesse with INTELLISEC was directly involved with Big Switch.
Posted by GARIF - 12 years ago
"Telecom providers will invest heavily in data center facilities in the immediate future to grow revenues, predicts a new report from analyst firm Research and Markets."
Vitesse in the sweet spot !!
Phobos, Vitesse products are so all over this article, you would think it was written exclusively about the company,
Carrier opportunities: How to expand the potential of Ethernet outside the WAN
Read more: http://www.itproportal.com/2014/07/29/carrier-opportunities-how-to-expand-the-potential-of-ethernet-outside-the-wan/#ixzz38uEYAJNR
Posted by GARIF - 12 years ago
UTStarcom to Showcase Innovative Broadband Products at CableLabs Summer Conference (should vtss have a strategy for cable?)
http://www.virtual-strategy.com/2014/07/30/utstarcom-showcase-innovative-broadband-products-cablelabs-summer-conference
Laying the Ground for Local Content
http://www.newvision.co.ug/news/352-blogger-laying-the-ground-for-local-content.aspx
The convergence of IT security and physical access control
http://www.cso.com.au/article/551232/convergence_it_security_physical_access_control/
Seattle Takes Oracle’s Cloud
http://bits.blogs.nytimes.com/2014/07/29/seattle-takes-oracles-cloud/?_php=true&_type=blogs&_r=0
Vormetric Takes Encryption Services to Rackspace Cloud
http://talkincloud.com/cloud-computing-security/073014/vormetric-takes-encryption-services-rackspace-cloud
BlackBerry plans to focus on security for the enterprise
http://www.computerworld.com/s/article/9250044/BlackBerry_plans_to_focus_on_security_for_the_enterprise?taxonomyId=17
Bitcoin Mining Heavyweight Takes Space at CenturyLink Data Centers
http://www.datacenterknowledge.com/archives/2014/07/30/untitled/
NASA request for information summarizes the datacenter market
http://www.zdnet.com/nasa-request-for-information-summarizes-the-datacenter-market-7000032083/
HP Warns Of IoT Security Risks
http://www.informationweek.com/cloud/software-as-a-service/hp-warns-of-iot-security-risks/d/d-id/1297617
http://emptylighthouse.com/hp-study-reveals-70-internet-things-devices-vulnerable-attack-1888042044
As IoT changes how carriers make money, Ericsson is buying new smarts
http://www.pcworld.com/article/2459360/as-iot-changes-how-carriers-make-money-ericsson-is-buying-new-smarts.html
Government broadband speed targets slammed
http://www.mobilenewscwp.co.uk/2014/07/30/government-broadband-speed-targets-slammed/
INPHI ANNOUNCES DEFINITIVE AGREEMENT TO ACQUIRE CORTINA SYSTEMS, INC., A LEADER IN NETWORK INFRASTRUCTURE
http://www.einnews.com/pr_news/216210926/inphi-announces-definitive-agreement-to-acquire-cortina-systems-inc-a-leader-in-network-infrastructure
ZyXEL Announces Intelligent Layer 2 Ethernet Switches for Converged Data, Video and Voice Applications
http://www.sys-con.com/node/3129276
How network virtualisation will advance the telecom sector
http://www.telecomstechnews.com/news/2014/jul/30/network-virtualisation-will-advance-the-telecom-sector/
Xilinx Highlights All Programmable SoCs and FPGAs for Smarter Systems Design at NIWeek 2014
http://online.wsj.com/article/PR-CO-20140730-908055.html
Fortinet delivers on-demand, pay-as-you-go virtual WAFs for AWS
http://www.dqindia.com/dataquest/news/218435/fortinet-delivers-demand-pay-virtual-wafs-aws#sthash.xCGju3Bu.dpuf
Mouser Launches New Communications Applications Site (came across an article yesterday asking 'should there be a department store for the IoT?' Can Digikey be far behind?)
http://www.pddnet.com/news/2014/07/mouser-launches-new-communications-applications-site
Italians open LTE-A Christmas presents early, as Telecom Italia showcases superfast 4G
http://www.zdnet.com/italians-open-lte-a-christmas-presents-early-as-telecom-italia-showcases-superfast-4g-7000032139/
Posted by phobos - 12 years ago | Updated 12 years ago
From above:
UTStarcom to Showcase Innovative Broadband Products at CableLabs Summer Conference (should vtss have a strategy for cable?)
http://www.virtual-strategy.com/2014/07/30/utstarcom-showcase-innovative-broadband-products-cablelabs-summer-conference
I will again ask: should (is) vtss involved in cable?
http://www.marketwatch.com/story/japans-izukyu-cable-selects-arris-e6000-converged-edge-router-2014-07-30
http://www.arrisi.com/
Posted by phobos - 12 years ago
Zyxel and Fortinet continue to bring wonderful products to market flowered with Vitesse parts. Xilinx still a customer correct?
"A lot of vendors are starting to go to a unified mobile security platform. And that is the core of where the future of mobile security is headed. It is merging the security at the application layer, the operating system layer and the network layer into a single platform," said Tyler Fields, an analyst for Forrester Research who covers mobile security, at the event. Those vendors "that make the unified platform will succeed in the long run," he said."
Security issues are the talk of the town, I truly hope Crg gives a better breakdown on the progress of our SECURITY solutions.
Posted by GARIF - 12 years ago
for a company with meager resources I would prefer they focus energy in their current markets, hopefully leading to market leadership in a couple of areas.
Imagine Vitesse moving up the Security protection chain? this alone could bring us riches comparable to finding the EL DORADO!!!!
Posted by GARIF - 12 years ago
phobos,
here is a 2002 story I was able to dig up that includes Arris (broadband cable provider). maybe someone can pinpoint a possible relationship with Vitesse.
http://www.thefreelibrary.com/RPR+Alliance+Bolsters+Membership-with-Leading-Semiconductor,+Test,...-a094390629
both Vitesse and Arris are members of the (RPR) Resilient Packet Ring Alliance, an industry advocacy group promoting resilient packet ring technology and its standardization of IEEE 8021.7 effort worldwide.
Posted by christ3opher - 12 years ago | Updated 12 years ago
GARIF, Finally you have fully uncovered the truth that is VTSS - "EL DORADO!!!!" - the fabled tale. The countdown has begun. $2.5- - $2.70 coming. Another buying opportunity???
Posted by Satbob - 12 years ago
Put this in your pipes and smoke it - "http://www.hussmanfunds.com/wmc/wmc140728.htm"
Posted by Satbob - 12 years ago
Is Vitesse part of this story?
http://finance.yahoo.com/news/cisco-broadens-storage-networking-portfolio-120000653.html
our top customers on roller coaster rides,
"“There was a dichotomy,” Eric Beaudet, an analyst at Natixis, said in a note. While part of Alcatel’s earnings benefited from the growth in new-generation mobile technology in countries like China and the U.S., the rest was “disappointing,” Beaudet said.'
"Softer’ Business
Second-quarter reports by Nokia and Ericsson beat estimates, with the companies projecting a recovery in carrier spending. Ericsson’s sales and profit margins were helped by contracts in China and the Middle East, also fueling expectations for a strong report from Alcatel-Lucent.
“Much of the business looked softer, with the exception of wireless,” George C. Notter, an analyst at Jefferies LLC, said in a note. “The shares already price in a very bullish outcome from the company’s cost-reduction efforts.”
Posted by GARIF - 12 years ago
@christ3opher --> I have been wondering why vtss does not do more business with cable companies since they too seem to be involved with Ethernet and be involved at the network's edge (and storage), like vtss' other customers. Is it just that there are bigger fish to fry and that vtss has more of a traditional connection to telecom and enterprise than to cable? Is the equipment essentially the same? I don't know.
@satbob --> I don't doubt that the overall market is overvalued, or that vtss, based upon its future prospects and current valuation, could very well be undervalued. Let's pay particular attention to the growth in new product revenue and the growth in design wins during the earnings call. Yes, these are not audited metrics, but they should be traceable to top-line performance eventually. If the design wins don't start showing up soon, CRG will be facing a hostile crowd at the earnings call (including the analysts, who will hopefully put aside the usual softball questions - unless Needham is immanently going to be the beneficiary of yet another dilutive public offering).
...busy day today. I will pick up my scanning the news later on.
Posted by phobos - 12 years ago | Updated 12 years ago
10 Important Things to Know About Enterprise Mobility (see item 5) -
http://www.eweek.com/mobile/slideshows/10-important-things-to-know-about-enterprise-mobility.html#sthash.gv5WiUGG.dpuf
RUNNING BARE METAL GIVES BETTER PERFORMANCE
http://www.datacenterdynamics.com/focus/archive/2014/07/running-bare-metal-gives-better-performance
C7 Data Centers Adds Comcast (Cable!) Business Ethernet to Expand Network Connectivity Options at New Salt Lake City Facility
http://online.wsj.com/article/PR-CO-20140731-912302.html
http://uk.finance.yahoo.com/news/c7-data-centers-adds-comcast-130000507.html
http://jutiagroup.com/20140731-market-update-comcast-corporation-nasdaqcmcsa-c7-data-centers-adds-comcast-business-ethernet-to-expand-network-connectivity-options-at-new-salt-lake-city-facility/
http://security.itbusinessnet.com/article/Japans-Izukyu-Cable-Selects-ARRIS-E6000-Converged-Edge-Router-3414483
DARPA collaboration launches breakthrough elastic cloud-to-cloud networking
http://www.rdmag.com/news/2014/07/darpa-collaboration-launches-breakthrough-elastic-cloud-cloud-networking
http://fedscoop.com/nsa-prism-cloud-computing/
In-vehicle 4G LTE a 'game changer,' exec says
http://www.mlive.com/auto/index.ssf/2014/07/gm_marketing_head_in-vehicle_4.html
http://www.motortrend.com/roadtests/coupes/1407_2015_cadillac_ats_coupe_first_drive/
Microwave Transmission Radio Unit Shipments Forecast to Grow Nearly 10 Percent Annually Through 2018, According to Dell'Oro Group
http://www.marketwatch.com/story/microwave-transmission-radio-unit-shipments-forecast-to-grow-nearly-10-percent-annually-through-2018-according-to-delloro-group-2014-07-31
Outdoor Small Cell Security A Major Concern for Network Operators, Says ABI Research
http://www.policychargingcontrol.com/technology-and-solution-trends/1933-outdoor-small-cell-security-a-major-concern-for-network-operators-says-abi-research
Cavium Beats Q2 Estimates, Will Acquire Xpliant
http://blogs.barrons.com/techtraderdaily/2014/07/30/cavium-beats-q2-estimates-will-acquire-xpliant/?mod=yahoobarrons&ru=yahoo
http://seekingalpha.com/news/1884695-cavium-buying-switching-chip-startup-for-90m
NEC narrows losses despite lower revenues
http://www.telecompaper.com/news/nec-narrows-losses-despite-lower-revenues--1028511
Global Cloud Computing Service Market Expects to Reach $555 Billion Worth by 2020
http://www.business2community.com/cloud-computing/global-cloud-computing-service-market-expects-reach-555-billion-worth-2020-0961446#0iuEq8olGUBPhShw.99
http://mspmentor.net/infocenter-cloud-based-file-sharing/073014/oxford-study-finds-strong-correlation-between-cloud-computing-an
Brocade Receives High Acclaim for Efforts in NFV and Enterprise Networking
http://www.marketwatch.com/story/brocade-receives-high-acclaim-for-efforts-in-nfv-and-enterprise-networking-2014-07-31
Nokia in wireless network deal with Panasonic
http://www.beaumontenterprise.com/business/technology/article/Nokia-in-wireless-network-deal-with-Panasonic-5658698.php
Chinese LTE a highlight for ALU's Q2
http://www.rethink-wireless.com/2014/07/31/chinese-lte-highlight-alus-q2.htm
Silicon Labs Launches Industry's Lowest Jitter Clock Family For Data Centers And Internet Infrastructure (timing is important)
http://www.semiconductoronline.com/doc/silicon-labs-launches-industry-jitter-clock-family-data-centers-internet-infrastructure-0001
Albis Technologies Simplifies Migration to Full Carrier Ethernet Services With New ACCEED 2104 EDD (what was I saying about cable...?)
http://www.tvtechnology.com/thewire.aspx?entryid=2763&add=view
Why Applied Micro Circuits (AMCC) Stock Is Down Today
http://www.thestreet.com/story/12826515/1/why-applied-micro-circuits-amcc-stock-is-down-today.html?puc=yahoo&cm_ven=YAHOO
Posted by phobos - 12 years ago | Updated 12 years ago
while reading the above article on AMCC:
" we believe APM's material time-to market advantage should yield solid X-Gene sales growth near term, and even a niche share within the $12B+ server market eager for new competition should allow APM to achieve its target to double quarterly sales for the company exiting C2016. However, we now anticipate a more linear progression toward this revenue level. which lead to the price target decrease. analyst said. "
AMCC price target was lowered to $12 from $16 .
the " X-Gene" is where Vitesse will be receiving a royalty off the products that are sold. and the way analysts are looking at it, Vitesse will be receiving their royalty checks in a more" drawn out " manner. which is OK as long as whizz CEO Gardner has not been expecting those payments to be more up front than what they will be.
Posted by christ3opher - 12 years ago | Updated 12 years ago
I would suggest that AMCC is in trouble because of the following:
http://finance.yahoo.com/news/applied-micro-ships-microserver-chips-003500296.html
AMCC is challenging INTC... really? What are they thinking? Also, AMCC has an outrageously high valuation --> P/S is above 3... and these days that's high. AMCC is headed to the very low $7 range with a more reasonable P/S of around 2.5... similar to competitor PMCS.
PMCS at the close today:
http://biz.yahoo.com/cc/1/143671.html
Posted by phobos - 12 years ago | Updated 12 years ago
"ABI listed data privacy threats, service fraud, denial of service, and operation malfunctioning as some of the security threats posed by the outdoor small cells and cautioned operators that pre-emptive measures are crucial to ensure that subscribers' confidence in the network is not impacted. ABI recommended a wide range of security measures including storing credentials in protected unit, authenticating femto and core mutually and performing location verification which are required for main functions such as device booting and establishment of core connection."
Years of preparation has allowed us to become a go to for ''pre-emptive measures"
"Yes, these are not audited metrics, but they should be traceable to top-line performance eventually. If the design wins don't start showing up soon, CRG will be facing a hostile crowd at the earnings call (including the analysts, who will hopefully put aside the usual softball questions - unless Needham is immanently going to be the beneficiary of yet another dilutive public offering)."
So much on the line my friends with CREDIBILITY at the heart of it all... were the "design wins" given juicier colors? will Crg deliver finally(never has)? the world waits on the sidelines waiting to see if the company has truly shed its fathers style of CREATIVE TINKERING.
Posted by GARIF - 12 years ago
http://www.linleygroup.com/newsletters/newsletter_detail.php?num=5195
"But Vitesse will face competition from enterprise switch leaders Broadcom and Marvell, which have added Carrier Ethernet features to chips that offer all-10GbE ports."
Competitors attempting to neutralize our competitive edge, will be interesting...
Posted by GARIF - 12 years ago
Good article GARIF. It is a competitive field.
If vtss doesn't wind up as number one or two in its market, the only thing to do is what former GE Chairman Jack Welch used to say, "If you're not number one or two in the market, then you either have to fix it, sell it , or close it down."
I hope that whatever the outcome that there is decisive action and that the company doesn't continue to struggle along for years with the only people making money those at the top of management.
If vtss can't emerge from this build-out as a market leader, then they need to sell this company (if they still can at that time) in order to maximize shareholder returns. Period. No excuses.
If the management can't bring themselves to such a decision, then, at such time, I need to sell my investment and just recognize the loss as a sunk cost.
This should all become more obvious in a year or two, much of that during the next earnings call.
Posted by phobos - 12 years ago | Updated 12 years ago
Good news from NEC on the Mobil Backhaul front, bodes well for Vitesse.
Trouble for VeriTime??
"Simplifying Clock Trees with ClockBuilder Pro
With Silicon Labs’ Si534x family and new ClockBuilder Pro software, high-performance clock configuration has never been simpler or faster. ClockBuilder Pro is designed to help system designers quickly and easily create custom Si534x clocks for their applications. This easy-to-use software integrates the equivalent of more than 150 engineer-years of Silicon Labs’ DSPLL® timing technology and applications expertise to simplify clock tree design and speed time to market. Using the intuitive ClockBuilder Pro GUI, designers can quickly generate sophisticated device configurations in less than five minutes, minimizing software development overhead.
Silicon Labs’ complimentary ClockBuilder Go app for mobile devices simplifies the design process even further. System designers can quickly jumpstart their clock tree designs on their smartphones and tablets by leveraging Silicon Labs’ built-in frequency planning algorithms to synthesize virtually any clock frequency. ClockBuilder Go is available today for iOS mobile devices, and Android support will be available later this year."
Posted by GARIF - 12 years ago
I don't know if this sychronizes the clocks across the network though, which is what IEEE1588 does (vtss' particular version they've called "sychrophy"). This sounds like it's for creating clock frequencies within a device. I don't know that this is competition out on the network.
Posted by phobos - 12 years ago
Is there a big miss in our near future?
http://finance.yahoo.com/q/bc?s=VTSS&t=6m&l=on&z=l&q=l&c=pmcs%2Camcc
Everyone seems to know but the retail investor. Hello Camarillo, come in Camarillo, is anyone there Camarillo...? Hello...?
I'm headed to the beach.
Posted by phobos - 12 years ago
Customer to bring Vitessed infused products later this month, good for further out in time, but the future is now! critical that this company share a strong Q3.
http://www.kyland.com/news_detail2/pid/155/tp/168/did/113.html
Posted by GARIF - 12 years ago
1-in-5 Mobile Connections to be on 4G LTE by 2019, China, Japan and India Major Drivers
http://www.policychargingcontrol.com/mobile-data-services-trends/1863-1-in-5-mobile-connection-to-be-on-4g-lte-by-2019-china-japan-and-india-major-drivers
Next Big Internet of Things
http://www.insurancenetworking.com/news/data_management/next-big-internet-of-things-34716-1.html
Internet of Things Laid Bare: 25 Security Flaws Per Device
http://www.infosecurity-magazine.com/view/39558/internet-of-things-laid-bare-25-security-flaws-per-device/
The internet of things and opportunities in the mobile market
http://www.techradar.com/news/phone-and-communications/the-internet-of-things-and-opportunities-in-the-mobile-market-1258561
Comcast Plugs Into Newest C7 Data Center in Utah (is vtss involved with the people who make equipment for cable?)
http://www.datacenterknowledge.com/archives/2014/08/01/comcast-plugs-newest-c7-data-center-utah/
BofAML: China July Economic Data Preview
http://www.chinamoneynetwork.com/2014/08/01/bofaml-china-july-economic-data-preview
Intro to LTE-Advanced
http://edn.com/electronics-blogs/catching-waves/4432910/Intro-to-LTE-A
The 2G, 3G and 4G Wireless Network Infrastructure with an Evaluation of WiFi and WiMAX Market: 2014 - 2020 Report by Researchmoz.us
http://www.digitaljournal.com/pr/2097347#ixzz39F4Qboh3
Stock Update (NASDAQ:CMCSA): Comcast Increases Internet Speeds in California, Kansas, Missouri and Texas
http://jutiagroup.com/20140801-stock-update-nasdaqcmcsa-comcast-increases-internet-speeds-in-california-kansas-missouri-and-texas/
How Educators Around The World Are Implementing Mobile Learning
http://www.innovationexcellence.com/blog/2014/08/01/how-educators-around-the-world-are-implementing-mobile-learning/#sthash.OP3vQSgb.dpuf
Cloud computing provides great benefits
http://www.ahwatukee.com/money/article_349b3e80-199a-11e4-b456-0019bb2963f4.html
Michael Dell Invests in Cloud Video Surveillance
http://talkincloud.com/cloud-computing-funding-and-finance/michael-dell-invests-cloud-video-surveillance
Storage: The heart of the next generation data centre
http://www.cloudcomputing-news.net/news/2014/aug/01/storage-heart-next-generation-data-centre/
SDN Adoption Plans Not Clear Cut
http://www.enterprisenetworkingplanet.com/datacenter/sdn-adoption-plans-not-clear-cut.html
2014 IT Spending: Getting More For Less
http://www.networkcomputing.com/data-centers/2014-it-spending-getting-more-for-less/a/d-id/1297702
Cisco and the art of data center co-opetition
http://www.zdnet.com/cisco-and-the-art-of-data-center-co-opetition-7000032221/
Facebook's Attempts To Democratize Data Center Efficiency Through The OCP
http://www.forbes.com/sites/benkepes/2014/08/01/facebooks-attempts-to-democratize-data-center-efficiency-through-the-ocp/
Beating the Data Center Numbers Game
http://www.fedtechmagazine.com/article/2014/08/beating-data-center-numbers-game
CAVIUM BUYS XPLIANT FOR US$90M
http://www.datacenterdynamics.com/focus/archive/2014/08/cavium-buys-xpliant-us90m
OPENCLOUD PROJECT SET TO BRIDGE THE GAP IN DATA CENTERS
http://www.datacenterdynamics.com/focus/archive/2014/07/opencloud-project-set-bridge-gap-data-centers
Posted by phobos - 12 years ago | Updated 12 years ago
"According to Cavium president and CEO Syed Ali, Xpliant's products will allow Cavium to offer complete end to end solutions for computing, networking and storage as the firm develops products for next generation of virtualised software defined infrastructure.'
I marvel at Vitesse engineering as for years they've had to make do with little money and yet find ways to bring relevant products to market; soon we shall know if these products are starting to hit the home-runs we've been waiting for.
31 million dollar quarter a drop in the bucket for many could start an all out attack on this companies shares!
will we be like the song says,
SO CLOSE BUT YET SO FAR AWAY...
Posted by GARIF - 12 years ago
http://www.fiercetelecom.com/story/mef-certifies-20-vendors-under-ce-20-specification/2013-01-29
having helped a large chunk of the first wave, we should hear great news news about the second wave.
Posted by GARIF - 12 years ago
How NFV Gets a Foot in the Door for SDN
http://www.lightreading.com/nfv/nfv-strategies/how-nfv-gets-a-foot-in-the-door-for-sdn/a/d-id/709972?_mc=RSS_LR_EDT&utm_content=bufferf2fac&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
The Data Centers of Tomorrow Will Use the Same Tech Our Phones Do
http://www.wired.com/2014/08/datacenter-of-the-future/
Study Says 70% of Internet of Things Smart Devices are Prone to Hacking
http://www.chinatopix.com/articles/5608/20140804/internet-of-things-iot-hp-hewlett-packard-gadgets-hacking-gartner-study-security-risk-smart-devices-internet-mobiles.htm
Internet of things: The future is here
http://www.business-standard.com/article/management/internet-of-things-the-future-is-here-114080300624_1.html
Internet of Things: Challenges of Securing IP-Enabled Devices -
http://www.dqindia.com/dataquest/column/218544/internet-things-challenges-securing-ip-enabled-devices
@ThingsExpo Announces IoT Sponsorship Opportunities
http://www.sys-con.com/node/3133838
SILICON LABS NEW CHIPSET FOR HIGH PERFORMANCE NETWORKING
http://www.datacenterdynamics.com/focus/archive/2014/08/silicon-labs-new-chipset-high-performance-networking
Intel preview: Will the next Xeon include SDN, NFV 'inside?'
http://www.fierceenterprisecommunications.com/story/intel-preview-will-next-xeon-include-sdn-nfv-inside/2014-08-04
MRV Empowers Serverius to Extend High-Capacity Fiber to Amsterdam, Frankfurt and Beyond
http://www.marketwatch.com/story/mrv-empowers-serverius-to-extend-high-capacity-fiber-to-amsterdam-frankfurt-and-beyond-2014-08-04-8159127
Cloud Revenue Jumps, Led by Microsoft and IBM
http://bits.blogs.nytimes.com/2014/08/03/cloud-revenue-jumps-led-by-microsoft-and-ibm/?_php=true&_type=blogs&_r=0
Posted by phobos - 12 years ago | Updated 12 years ago
phobos:
you asked if Vitesse were involved with cable?
I believe it's just a matter of time.....
Five in One Does Go ( page 12 )
http://electronicspecifier.com/magazine/esd/august2014/
Posted by christ3opher - 12 years ago | Updated 12 years ago
http://www.usatoday.com/story/tech/2014/08/07/internet-of-things-security-computers-black-hat/13709219/
"The greater the connection, the higher the risk. It's a balance," said Mathew Solnik, a security researcher with Accuvant Labs in Los Angeles.. "That's why we're working so hard now, so that in five years, when these products are out on the market, we've prevented that from happening."
Will Vitesse play a nice part in that solution or will the cry continue "wait till next year"
Posted by GARIF - 12 years ago
"Thus far, in 2014, design wins are up over 45% compared with 2013. Many of these design wins are coming from new customers. With 90 new customers added so far this year, we're on track to beat the nearly 100 new customers added in 2013. Our focus in IoT is supporting this growth as it now accounts for about 30% of our new wins." -- CRG
I'm wondering when and if vtss will be able to say something similar (above) about storage or automotive (?) -- ed.
Forecast of Public Safety LTE & Mobile Broadband Market by 2020
"Researcher estimates the global spending on private LTE market including base stations (eNodeBs), mobile core (EPC) and backhaul will account for $2 Billion annually by the end of 2020. By the same time, the installed base of private public safety LTE base stations (eNode Bs) will reach nearly 155,000 globally, following a CAGR of nearly 60% between 2014 and 2020, and will serve nearly 4 Million private public safety LTE subscribers worldwide."
http://www.whatech.com/market-research-reports/press-release/24387-forecast-of-public-safety-lte-mobile-broadband-market-by-2020
Can Mass Surveillance Create A Harmonious Society (for our overlords?!)?
http://cloudtweaks.com/2014/08/mass-surveillance-create-harmonious-society/?utm_source=twitterfeed&utm_medium=twitter
Parks: Over 45% of U.S. pay-TV subscribers want cloud-based DVR (yes, vtss is aware of cable tv, as christ3opher noted above)
http://www.fiercecable.com/story/parks-over-45-us-pay-tv-subscribers-want-cloud-based-dvr/2014-07-31?utm_medium=nl&utm_source=internal
IBM signs landmark cloud computing security deal in China
http://betanews.com/2014/08/08/ibm-signs-landmark-cloud-computing-security-deal-in-china/
Aggressive cloud adopters get competitive advantage, roars latest research
http://www.cloudcomputing-news.net/news/2014/aug/08/aggressive-cloud-adopters-get-competitive-advantage-roars-latest-research/
Cloud computing revenue jumps, led by Microsoft and IBM
http://www.startribune.com/business/270074311.html
The Data Centers of Tomorrow Will Use the Same Tech Our Phones Do
http://www.wired.com/2014/08/datacenter-of-the-future/
New PwC Study Pegs IoT’s Growth by Sensor Investments
http://thevarguy.com/business-technology-solution-sales/080614/new-pwc-study-pegs-iot-s-growth-sensor-investments
Data Centers Move To Metro
http://www.networkcomputing.com/data-centers/data-centers-move-to-metro/a/d-id/1297877?_mc=RSS_NWC_EDT
Lumos adds 673 fiber-enabled cell sites in Q2, reconfirms year-end target of 825 total sites
http://www.fiercetelecom.com/story/lumos-adds-673-fiber-enabled-cell-sites-q2-reconfirms-year-end-target-825-t/2014-08-08
Post-Earnings Scrutiny - Alcatel-Lucent
http://www.marketwatch.com/story/post-earnings-scrutiny-alcatel-lucent-2014-08-07
Early Indicators of OnStar 4G LTE Take-Rate Positive, GM Says
http://wardsauto.com/vehicles-technology/early-indicators-onstar-4g-lte-take-rate-positive-gm-says
Research and Markets: Global Small Cell Backhaul Market Report 2014-2019: Access Technology Generation (2G, 3G, and 4G/LTE) & Backhaul Technology (Copper, Fiber, Millimeter wave, Microwave, Sub-6 GHz, and Satellite) Analysis
http://www.businesswire.com/news/home/20140806005728/en/Research-Markets-Global-Small-Cell-Backhaul-Market#.U-YSOPmY1EI
Virtualizing Small Cell Performance Monitoring
http://www.lightreading.com/lg_redirect.asp?piddl_lgid_docid=710244&_mc=RSS_LR_EDT
Posted by phobos - 12 years ago | Updated 12 years ago
Can Mass Surveillance Create A Harmonious Society?
perhaps if one can monitor the monitor of the monitor!!!
" (yes, vtss is aware of cable tv, as christ3opher noted above)"
Phobos, Vitesse seems to be aware of many opportunities but are we being successful against the larger fisherman in these oceans? or are we suffering the same fate as the third Owl chick born(usually gets starved out by her 2 older/stronger siblings)
"Step 3: Adopt a converged approach
A converged approach means combining the optical and packet layers into a single network platform and locating IP routers only where needed, such as within the data center. The converged approach is more cost-effective for aggregating and switching lower-speed traffic in the metro network, and far simpler."
Vitesse focus is in the right places,
Posted by GARIF - 12 years ago
GARIF --> "Adopt a converged approach"
Traub also a director of MRVC that provides:
"MRV Communications is a global provider in converged packet and optical solutions that empower the optical edge and network integration services for leading communications service providers."
Creative minds think alike.
Posted by phobos - 12 years ago | Updated 12 years ago
what to do, what to do??
http://finance.yahoo.com/news/weakness-seen-vitesse-semiconductor-vtss-105447531.html
Posted by GARIF - 12 years ago
lets hope the other insiders share Traub's bosses opinion.
Posted by GARIF - 12 years ago
Colt Pulls the Trigger on Data Center Virtualization (early SDN & NVF adopter reaps rewards)
http://www.lightreading.com/data-center/data-center-infrastructure/colt-pulls-the-trigger-on-data-center-virtualization/d/d-id/710258
Startup Mimosa Unveils First Gigabit Wireless Offerings
http://www.eweek.com/networking/startup-mimosa-unveils-first-gigabit-wireless-offerings.html#sthash.8QCjh6mB.dpuf
Enterprises are increasingly virtualizing IT infrastructure by migrating storage, application, and database servers into cloud/hosted datacenters
http://www.networkworld.com/article/2461663/wan-optimization/how-packet-micro-shaping-maximizes-bandwidth-utilization.html
Research and Markets: Analysis of the Global Active Monitoring Network Performance Market to 2020
http://www.businesswire.com/news/home/20140807005510/en/Research-Markets-Analysis-Global-Active-Monitoring-Network#.U-jDzrHQrIs
Mobile app gives mobile access to local libraries (what was CRG saying about 'ethernet everywhere'?)
http://dnews.com/local/article_8e58b6df-aa9c-5593-90a1-d04340ed41ce.html
What I Use (Home Swap): Cellular Internet Access
Getting better—and cheaper—every year
http://winsupersite.com/mobile/what-i-use-home-swap-cellular-internet-access
Customization is the name of the game in cloud computing
http://betanews.com/2014/08/11/customization-is-the-name-of-the-game-in-cloud-computing/
IBM Rolling Out Hybrid Cloud Services Based on SoftLayer
http://www.cio-today.com/article/index.php?story_id=022000D4RCN0
IBM Obtains a Cloud Computing Security Contract from a Large Chinese Financial Data Provider
http://greatresponder.com/2014/08/10/ibm-obtains-a-cloud-computing-security-contract-from-a-large-chinese-financial-data-provider/
Noting the Convergence of Public, Private Clouds
http://talkincloud.com/hybrid-cloud-computing/080814/noting-convergence-public-private-clouds
For IT giants, cloud computing delivers what it promises
http://forbesindia.com/article/boardroom/for-it-giants-cloud-computing-delivers-what-it-promises/38345/1#ixzz3A5ifs6Bd
Apple’s Reno data center ramps up for significant expansion
http://www.zdnet.com/apples-reno-data-center-ramps-up-for-significant-expansion-7000032462/
The next data center dinosaur: Traditional storage
http://www.zdnet.com/the-next-data-center-dinosaur-traditional-storage-7000032262/
Watch out for five datacenter trends
http://www.thejakartapost.com/news/2014/08/09/watch-out-five-datacenter-trends.html
DMP Launches the world's smallest GPU IP core for Wearables and Internet of Things (IoT)
http://www.design-reuse.com/news/35168/dmp-gpu-ip-core-wearables-iot.html
Seagate Wireless Plus Review: No Ordinary Hard Drive (one's own personal portable cloud)
http://gadgets.ndtv.com/laptops/reviews/seagate-wireless-plus-review-no-ordinary-hard-drive-573147
Cisco introduces IoT certification
http://www.techzim.co.zw/2014/08/cisco-introduces-iot-certification/
@ThingsExpo Launches Internet of Things Journal (#IoT)
http://www.sys-con.com/node/3142397
@RedHatNews To Present "Enterprise Internet of Things" @ThingsExpo (#IoT) (I wonder if vtss could come up with IoT software the way they did for carrier? -- ed.)
http://www.sys-con.com/node/3142309
(MKTW) TeraGo Reports Second Quarter 2014 Results (growing companies buy capital equipment)
http://online.wsj.com/article/PR-CO-20140807-915532.html
How 'Internet of Things' Startup Jasper Became A $1.4 Billion Company
http://www.businessinsider.com/jasper-internet-of-things-service-2014-8#ixzz3A5l8ocZA
Posted by phobos - 12 years ago | Updated 12 years ago
Top 5 Myths About 802.11ac
http://www.businesscomputingworld.co.uk/top-5-myths-about-802-11ac/
The Tech Shift and Fresh Business Models Driving NFV/SDN
http://www.billingworld.com/blogs/baker/2014/08/the-tech-shift-and-fresh-business-models-driving.aspx
Dev kit for TI one-chip IoT W-Fi node
http://www.electronicsweekly.com/news/design/embedded-systems/dev-kit-ti-one-chip-iot-w-fi-node-2014-08/
Karnataka Govt, Nasscom to set up Hack-celerator, IoT Lab
http://www.thehindubusinessline.com/features/smartbuy/karnataka-govt-startup-warehouse/article6308450.ece
Internet of Things: Know all about the top technology for 2014
http://economictimes.indiatimes.com/articleshow/40054721.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
Data-Centric IoT Messaging (is the IoT the key to the data center?)
http://www.eejournal.com/archives/articles/20140811-dds/
Energy harvested from body, environment could power wearables, IoT devices
http://www.infoworld.com/d/mobile-technology/energy-harvested-body-environment-could-power-wearables-iot-devices-248056
Assessing the Future of IoT in Retail
http://www.information-management.com/news/assessing-the-future-of-iot-in-retail-10025970-1.html
The 3 ways the Internet of things will unfold
http://www.infoworld.com/d/consumerization-of-it/the-3-ways-the-internet-of-things-will-unfold-247978
Microsoft ships Galileo super-mini-Windows PC to Internet of Things developers
http://www.pcworld.com/article/2463640/microsoft-pitches-windows-for-internet-of-things-to-maker-community.html
Data Centers Move To Metro (VTSS is in the Metro-edge...)
http://www.networkcomputing.com/data-centers/data-centers-move-to-metro/a/d-id/1297877
Nokia Networks, Vodafone roll out first commercial 700 MHZ LTE network in New Zealand
http://www.digitaljournal.com/pr/2114969#ixzz3ABek8mSH
Nvidia's Q2'15 Earnings Growth Driven By PC Gaming, Data Center And Tegra Processors
http://www.forbes.com/sites/greatspeculations/2014/08/11/nvidias-q215-earnings-growth-driven-by-pc-gaming-data-center-and-tegra-processors/
Ceragon Selected for Large-scale Rural Broadband Network Project in Colombia
http://www.marketwatch.com/story/ceragon-selected-for-large-scale-rural-broadband-network-project-in-colombia-2014-08-12
TSMC July revenues hit all-time high
http://www.digitimes.com/news/a20140809PD204.html
IBM Beefs Up Cloud Security Portfolio With Another Acquisition
http://www.datacenterknowledge.com/archives/2014/08/11/ibm-beefs-up-enterprise-cloud-security-with-lighthouse-acquisition/
Facebook Autoscale to reduce power usage
http://www.datacenterdynamics.com/focus/archive/2014/08/facebook-autoscale-reduce-power-usage
Federal CIOs Lean on Virtualization, Shared Services to Trim Data Centers
http://www.cio.com/article/2463186/government-use-of-it/federal-cios-lean-on-virtualization-shared-services-to-trim-data-centers.html
TelNet Worldwide Partners With EdgeConneX® to Deliver Next Generation Data Center Solutions in Southeast Michigan
http://www.marketwired.com/press-release/telnet-worldwide-partners-with-edgeconnexr-deliver-next-generation-data-center-solutions-1937208.htm
X-ISS Completes HPC Datacenter Relocation and Expansion with 99.97% Uptime
http://www.hpcwire.com/off-the-wire/x-iss-completes-hpc-datacenter-relocation-expansion-99-97-uptime/
Rackspace Builds Up DevOps Services Portfolio
http://www.datacenterknowledge.com/archives/2014/08/12/rackspace-devops-emb-9am-et-ys/
Adopting SDN
http://www.datacenterdynamics.com/focus/archive/2014/08/adopting-sdn
Airlines Save Cash Using GE and Pivotal’s ‘Data Lake’ Tech
http://www.datacenterknowledge.com/archives/2014/08/11/airlines-save-cash-using-ge-and-pivotals-data-lake-tech/
IBM SoftLayer heads north with first data center in Canada
http://www.zdnet.com/ibm-softlayer-heads-north-with-first-data-center-in-canada-7000032517/
10 signs Google Glass is disrupting the enterprise
http://www.networkworld.com/article/2462172/wireless/161486-10-signs-google-glass-is-disrupting-the-enterprise.html
Wearables will shake up enterprise infrastructure as we know it
http://www.businesscloudnews.com/2014/08/11/wearables-will-shake-up-the-enterprise-infrastructure-as-we-know-it/
IBM Acquires Identity and Access Management Platform
http://talkincloud.com/cloud-computing-mergers-and-acquisitions/081214/ibm-acquires-identity-and-access-management-platform
Is JDS Uniphase (JDSU) Poised to Beat Earnings this Season?
http://www.nasdaq.com/article/is-jds-uniphase-jdsu-poised-to-beat-earnings-this-season-analyst-blog-cm378978#ixzz3ABiCbEr8
Self-Organizing networks (SON) ecosystem market exceeding conventional mobile network optimization revenue by over 20%
http://www.whatech.com/market-research-reports/press-release/it/27281-self-organizing-networks-son-ecosystem-market-research-report-2020
Posted by phobos - 12 years ago | Updated 12 years ago
I'm going to post just one link here today:
http://recode.net/2014/08/14/cisco-ceo-chambers-defends-plan-for-job-cuts/
CSCO is dealing with its own (lack of) hockey stick:
"Sales to the data center grew 30 percent but accounted for only $772 million in revenue during the quarter or about six percent of sales. Security grew by 29 percent, but amounted to only $447 million or about four percent of sales."
Aren't those data center sales routers of a sort that must contain switches?
"Its biggest business, switching, which accounts for 30 percent of revenue, declined year on year to $3.7 billion, down four percent. Routing, which accounts for 16 percent of sales, fell seven percent to $1.9 billion."
I guess not (?). After parsing a little more BS we get to what could be the heart of the problem:
"One factor that hasn’t hurt Cisco’s results, he says, was the allegation made in a book based on documents leaked by Edward Snowden concerning supposed back doors being installed in Cisco-made gear. The documents, which included photos, alleged that the U.S. National Security Agency had intercepted equipment from Cisco and other manufacturers while in transit and loaded them with surveillance software. The photos, which were never independently verified, appeared to show NSA technicians working with Cisco equipment. Cisco is not said to have cooperated in the NSA’s efforts, and Chambers reiterated that during the interview."
It all boils down to security. Interesting.
Posted by phobos - 12 years ago
"Sales to the data center grew 30 percent but accounted for only $772 million in revenue during the quarter or about six percent of sales. Security grew by 29 percent,"
The above bodes well for Vitesse, remember that Cisco was our first Storage customer.
Lets hope future results don't take a big hit from the Snowden..
Posted by GARIF - 12 years ago
http://finance.yahoo.com/news/nokias-streak-deal-wins-lte-163003746.html
Is the above good news for Vitesse or are we on the sidelines here too??
"as goes China so goes Vitesse"
Hasn't infrastructure been part of the goings on in China for years?? or can it be that competitors have gotten the bulk of this "infrastructure" work over Vitesse?
Posted by GARIF - 12 years ago
Choosing BYOD vs. CYOD? The path to both is secure data
http://www.fiercemobileit.com/story/choosing-byod-vs-cyod-path-both-secure-data/2014-08-13?utm_medium=twitter&utm_source=dlvr.it&utm_campaign=rss
Managing security and uptime in the cloud
http://www.businessspectator.com.au/article/2014/8/12/technology/managing-security-and-uptime-cloud-0
Four Ways To Create A Mobile-Ready Business
http://www.forbes.com/sites/ibm/2014/08/11/four-ways-to-create-a-mobile-ready-business/?utm_content=buffer5701c&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
Developers Churn Out More Cloud Apps, But Security Concerns Linger
http://www.enterprisetech.com/2014/08/11/developers-churn-cloud-apps-security-concerns-linger/
Report: Smart cities to quadruple by the year 2025 (is vtss in bed with Atmel?)
http://atmelcorporation.wordpress.com/2014/08/01/report-smart-cities-to-quadruple-by-the-year-2025/
InfoSec pros worried BYOD ushers in security exploits, survey says
http://www.scmagazine.com/infosec-pros-worried-byod-ushers-in-security-exploits-survey-says/article/362484/
BYOD Policies Lag, Despite Employee Use of Personal Devices - See more at:
http://www.eweek.com/small-business/byod-policies-lag-despite-employee-use-of-personal-devices.html#sthash.LDDMRd5t.dpuf
Smart fires up LTE-A 5(? - ed.) G network
http://www.sunstar.com.ph/cebu/business/2014/08/13/smart-fires-lte-5g-network-359507
LTE-Advanced Network Deployment Gains Strong Global Momentum - Analyst Blog
http://www.zacks.com/stock/news/144024/lte-advanced-network-deployment-gains-strong-global-momentum#ixzz3AZDY19FU
AT&T: LTE-A Devices Go Mainstream in 2015 (will there be infrastructure?)
http://www.lightreading.com/mobile/4g-lte/atandt-lte-a-devices-go-mainstream-in-2015/d/d-id/710347
LTE, LTE-A Subscriptions to Exceed 430 Million
http://www.pcb007.com/pages/zone.cgi?a=102561
Juniper Debuts New EX4600 Switch for High-IQ Networking
http://www.enterprisenetworkingplanet.com/nethub/juniper-debuts-new-ex4600-switch-for-high-iq-networking.html
Cisco Cuts Jobs, Paints Glum First Quarter Outlook (thank you GARIF --> http://blogs.barrons.com/techtraderdaily/2014/08/12/applied-micro-fbr-cuts-to-hold-deterioration-of-legacy-biz-overshadows-server-chip-promise/?mod=yahoobarrons&ru=yahoo )
http://www.enterprisenetworkingplanet.com/netsysm/cisco-cuts-jobs-paints-glum-first-quarter-outlook.html
Intel Buys LSI’s Networking Business for $650M
http://www.datacenterknowledge.com/archives/2014/08/14/intel-buys-lsis-networking-business-650m/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+DataCenterKnowledge+%28Data+Center+Knowledge%29
Juniper Networks ‘just do it’ for Nike
http://www.datacenterdynamics.com/focus/archive/2014/08/juniper-networks-%E2%80%98just-do-it%E2%80%99-nike
Silver Peak says invention will speed up SaaS
http://www.datacenterdynamics.com/focus/archive/2014/08/silver-peak-says-invention-will-speed-saas
Ceragon Selected for High-Capacity Wireless Backbone Network in Colombia
http://www.policychargingcontrol.com/2134-ceragon-selected-for-high-capacity-wireless-backbone-network-in-colombia
South Korea's mobile broadband puts our 4G to shame
http://www.wired.co.uk/news/archive/2014-08/14/south-korea-lte-a
Who's Doing Best in LTE-A? (looks like vtss' customer list)
http://www.lightreading.com/mobile/4g-lte/whos-doing-best-in-lte-a/a/d-id/710335?
Cloud Computing Will Be Used by 78 Percent of Small Businesses in 2020
http://www.thewhir.com/web-hosting-news/cloud-computing-will-used-78-percent-small-businesses-2020
PEG Bandwidth picks Ekinops for 100G route expansion
http://www.lightwaveonline.com/articles/2014/08/peg-bandwidth-picks-ekinops-for-100g-route-expansion.html
Samsung Buys SmartThings To Boost IoT Efforts
http://www.hngn.com/articles/39313/20140816/samsung-buys-smartthings-boost-iot-efforts-continues-startups-operation-norm.htm
When Will You Touch The Internet of Things?
http://www.forbes.com/sites/adrianbridgwater/2014/08/13/when-will-you-touch-the-internet-of-things/
The internet is getting too big for its routers
http://www.pbs.org/newshour/rundown/internet-getting-big-routers/
VC investors choose cloud computing, mobile tech
http://www.cnet.com/news/vc-investors-choose-cloud-computing-mobile-tech/
Posted by phobos - 12 years ago | Updated 12 years ago
GARIF - scroll all the way to the bottom of the article you linked to above:
http://finance.yahoo.com/news/nokias-streak-deal-wins-lte-163003746.html
I quote: "Other better-ranked stocks worth considering in this sector include Ericsson (ERIC) and DragonWave Inc. (DRWI), both of which have a Zacks Rank #2 (Buy)."
ALL are vtss' customers.
Posted by phobos - 12 years ago
My goodness, YES, YES! even VIP, didn't catch this...
I believe now like never before that the design Wins are genuine because the big buyers would not have purchased without this re-assurance.
So yes, vitesse parts are in many places, germinating and will soon produce the results we been waiting for.
Whose doing best in LTE-A?
indeed vitesse seems to be all over this area, even Radisys might be a customer along with Airspan by way of Jarvis,
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=672469
"To manage these speeds and to also allow greater penetration of signal into buildings, the mobile network providers have had to shift from an infrastructure of macrocells to small cells, with base stations that are able to control each other so there is less overlap in signal and can also allow joint transmission of data, which is much faster."
Is this where Vitesse is thriving, the infrastructure work crg has talked about?
Posted by GARIF - 12 years ago
I saw an article about cable:
http://www.cnet.com/news/the-future-of-tv-may-be-what-comcast-dreams-q-a/
Posted by phobos - 12 years ago
Apple reportedly expanding global data center presence with new facility in Curacao
http://appleinsider.com/articles/14/08/16/apple-reportedly-expanding-global-data-center-presence-with-new-facility-in-curacao
Data Centers - A Healthy Career Choice
http://www.datacenterdynamics.com/blogs/kevin-miller/data-centers-healthy-career-choice&u=5766
Bezos’s law signals it’s time to ditch the data center
"According to “Bezos’s law,” a unit of computing power price is reduced by 50 percent approximately every three years. AppZero’s Greg O’Connor looks at why the economic gap that favors cloud providers will only widen over time."
http://gigaom.com/2014/08/16/bezoss-law-signals-its-time-to-ditch-the-data-center/
Mastering the modern data center
http://www.datacenterdynamics.com/focus/archive/2014/08/mastering-modern-data-center
EE network problems due to data center
http://www.datacenterdynamics.com/focus/archive/2014/08/ee-network-problems-due-data-center
The ‘Internet of Things’ ate my network
http://www.rcrwireless.com/20140811/opinion/reader-forum-the-internet-of-things-ate-my-network-tag10
The World's Prettiest Places Without Internet Access
http://www.huffingtonpost.com/2014/08/15/pretty-places-without-internet-access_n_3961920.html
Intel's Acquistion Of LSI's Networking Business To Boost Its Presence In IoT
http://www.forbes.com/sites/greatspeculations/2014/08/15/intels-acquistion-of-lsis-networking-business-to-boost-its-presence-in-iot/
Enterprise Data Storage and IoT -- Time for a Reality Check
http://www.forbes.com/sites/johnwebster/2014/07/31/enterprise-data-storage-and-iot-time-for-a-reality-check/
The Bitcoin Service Provider: New Tenant Class for Data Centers
http://www.datacenterknowledge.com/archives/2014/08/15/bitcoin-mining-data-center-a-new-class-for-data-center-providers/
Posted by phobos - 12 years ago | Updated 12 years ago
GOOD TECHNOLOGY TM MOBILITY INDEX REPORT Q2 2014
http://media.www1.good.com/documents/rpt-mobility-index-q2-2014.pdf
Long Term Rise in LTE Across North America
http://www.virtual-strategy.com/2014/08/18/long-term-rise-lte-across-north-america-0#Xh4UhXqqSsXJtH9P.99
Lampposts to become broadband towers
http://www.techcentral.co.za/joburg-lampposts-to-become-broadband-towers/50394/
DAS: The ultimate small cell
http://www.lightreading.in/lightreadingindia/opinion/297565/das-ultimate-cell?utm_source=referrence_article
X as a service (XaaS): What the future of cloud computing will bring
http://www.cloudcomputing-news.net/news/2014/aug/18/x-as-a-service-xaas-what-the-future-of-cloud-computing-will-bring/
CloudSigma Changes Data Center Strategy, Moves Into Three New U.S. Locations
http://www.datacenterknowledge.com/archives/2014/08/18/cloudsigma-launches-cloud-data-centers-in-silicon-valley-miami-hawaii/
GuardiCore raises $11M to protect data centers from within
http://venturebeat.com/2014/08/18/guardicore-raises-11m-to-protect-data-centers-from-within/
Huawei helps China Construction Bank go modular
http://www.datacenterdynamics.com/focus/archive/2014/08/huawei-helps-china-construction-bank-go-modular
Powering the Internet of Everything by Equipping the Workforce
http://www.datacenterknowledge.com/archives/2014/08/18/powering-the-internet-of-everything-by-equipping-the-workforce/
Manufacturer buys M2M firm to target IoT business
http://www.electronicsweekly.com/news/manufacturing/manufacturer-buys-m2m-firm-target-iot-business-2014-08/
IoT Brings Plenty of Security Concerns, Opportunities
http://thevarguy.com/it-network-software-solutions/081814/iot-brings-plenty-security-concerns-opportunities
Intel ARMs Itself for IoT, SDN Opportunities
http://www.lightreading.com/iot/iot-strategies/intel-arms-itself-for-iot-sdn-opportunities/a/d-id/710377?_mc=RSS_LR_EDT
Why Brocade May Be A Good Pickup
http://seekingalpha.com/article/2432585-why-brocade-may-be-a-good-pickup
Mallinson: LTE Advanced is bringing more than just carrier aggregation in 3GPP Release 12
http://www.fiercewireless.com/europe/story/mallinson-lte-advanced-bringing-more-just-carrier-aggregation-3gpp-release/2014-08-18
Optical hardware spending increases 27% in 2Q14 says Infonetics
http://www.lightwaveonline.com/articles/2014/08/optical-hardware-spending-increases-27-in-2q14-says-infonetics.html
The Global Standard for Digital Transaction Management™ DocuSign® Selects Integra™ for Voice, Data & Cloud Connectivity
http://insurancenewsnet.com/oarticle/2014/08/18/the-global-standard-for-digital-transaction-management%E2%84%A2-docusign-selects-integr-a-544743.html#.U_JXMmM0eMU
Ciena Corporation (CIEN): New Analyst Report from Zacks (for what it's worth - ed.) Equity Research - Zacks Equity Research Report
http://www.zacks.com/stock/research/CIEN/equity-research#ixzz3AmApq6J8
Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value
http://seekingalpha.com/article/2432785-buffetts-ibm-stake-surpasses-7-percent-with-strong-upside-to-fair-value
Posted by phobos - 12 years ago | Updated 12 years ago
"This is the latest security software to deal with problems that arise when companies adopt new technologies — specifically with software-defined networking, GuardiCore says. Investors have also recently backed security startups like Internet-of-things-focused Mocana and Elastica, which focuses on securing cloud application usage."
Our latest funding was successful in large part because of our INTELLISEC.
"HP notes in its report that while the technology is catching on fast, it is still in its early stages, giving manufacturers an opportunity to tighten security standards before more adopters are put at risk. Solution providers need to investigate those security concerns, related security products and craft a plan on how to protect customers from IoT compromises, while deriving some ongoing revenue at the same time."
According to Crg Switch designs are very strong, sounds like INTELLISEC is making many friends...
Posted by GARIF - 12 years ago
Oracle Enterprise Mobility Survey Shows IT Spend Rising -
http://www.eweek.com/mobile/oracle-enterprise-mobility-survey-shows-it-spend-rising.html#sthash.h2ZA5mqw.dpuf
Plugging into the future
http://www.datacenterdynamics.com/focus/archive/2014/08/plugging-future
430 Million LTE and LTE-A Subscriptions Expected by End of 2014, Unlimited Data Plans Make A Comeback - ABI Research
http://www.policychargingcontrol.com/mobile-data-services-trends/2141-430-million-lte-and-lte-a-subscriptions-expected-by-end-of-2014-unlimited-data-plans-make-a-comeback
Long Term Rise in LTE Across North America
http://www.sys-con.com/node/3152190
Wyoming, a cloud leader? Take notes, America
http://www.infoworld.com/d/cloud-computing/wyoming-cloud-leader-take-notes-america-248619
Microsoft Cloud Service Azure Experienced Global Outage
http://www.bloomberg.com/news/2014-08-18/microsoft-s-cloud-computing-service-azure-experiencing-outage.html
Connectivity is Crucial for Cloud Computing Success: GTT White Paper
HyTrust, Intel Partner to Add Physical Data Security to Cloud
http://thevarguy.com/cloud-computing-services-and-business-solutions/hytrust-intel-partner-add-physical-data-security-clo
Entuity Partners With Dell Networking to Deliver Enterprise-Class Network Management to Dell Customers
http://www.marketwired.com/press-release/entuity-partners-with-dell-networking-deliver-enterprise-class-network-management-dell-1939412.htm
Cannon Technologies launches T4 modular pods
http://www.datacenterdynamics.com/focus/archive/2014/08/cannon-technologies-launches-t4-modular-pods
Telefónica and Brocade establish benchmarks
http://www.datacenterdynamics.com/focus/archive/2014/08/telef%C3%B3nica-and-brocade-establish-benchmarks
'Street power' could slash electricity bills for facilities
http://www.datacenterdynamics.com/focus/archive/2014/08/street-power-could-slash-electricity-bills-facilities
Embratel upgrades data network to Carrier Ethernet
http://www.telecompaper.com/news/embratel-upgrades-data-network-to-carrier-ethernet--1031813
METCO and AVAYA providing endless advanced solutions for Radisson Blu Kuwait
http://www.zawya.com/story/METCO_and_AVAYA_providing_endless_advanced_solutions_for_Radisson_Blu_Kuwait-ZAWYA20140819080954/
Posted by phobos - 12 years ago | Updated 12 years ago
Thanks always for your posts phobos, I read through believe it or not all of them!! one thing is very clear from them,
THE LUST FOR TECHNOLOGICAL TOYS IS ALIVE AND WELL
Our little company has professed having key components for this out of control lust of ours, they just ask us to hang in there.
Soon we will produce as promised chimes our fearless leader! buyers of recent offerings with whom I am sure he shared some very personal information, liked what they saw/heard.
Today more than ever I am convinced the DESIGN wins were not a concoction, they are freaking real!!! the big boys did the due diligence for us, bless their hearts.
So we wait as the results of our involvement in this Technological madness starts producing serious results.
Peace
Posted by GARIF - 12 years ago
I do this GARIF mostly for my due-dilligence (and my OCD), but it's good to know that others get something out of reading these news clippings too!
Cavium Surges In Communications Chip Market
http://news.investors.com/081214-712871-freescale-leads-communications-processor-market.htm?ven=yahoocp&src=aurlled&ven=yahoo
I wonder where VTSS' Service-Aware Architecture ViSAA chips fit in. Also, INTC bought some of the resources of AVGO, and BRCM is exiting this market I believe. VTSS is supplying IP to market leader FSL.
AMCC won't be coming online for a while:
http://blogs.barrons.com/techtraderdaily/2014/08/12/applied-micro-fbr-cuts-to-hold-deterioration-of-legacy-biz-overshadows-server-chip-promise/?mod=yahoobarrons&ru=yahoo
Posted by phobos - 12 years ago | Updated 12 years ago
Gartner: IoT at least 5 years away from benefitting businesses
http://www.fiercewireless.com/europe/story/gartner-iot-least-5-years-away-benefitting-businesses/2014-08-13?utm_content=buffer0b1aa&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
Being "5 years away from benefitting business" doesn't seem to be hurting VTSS:
"Design wins continued to be very strong. Thus far, in 2014, design wins are up over 45% compared with 2013. Many of these design wins are coming from new customers. With 90 new customers added so far this year, we're on track to beat the nearly 100 new customers added in 2013. Our focus in IoT is supporting this growth as it now accounts for about 30% of our new wins."
Microsoft giving away free Windows 8.1 for IoT fans
http://www.techradar.com/news/software/operating-systems/microsoft-giving-away-free-windows-8-1-for-iot-fans-1262166
Intel's Acquistion Of LSI's Networking Business To Boost Its Presence In IoT
http://www.forbes.com/sites/greatspeculations/2014/08/15/intels-acquistion-of-lsis-networking-business-to-boost-its-presence-in-iot/
Ocean Mist Farms embraces the IoT to grow better crops and save water
http://www.techrepublic.com/article/ocean-mist-farms-embraces-the-iot-to-grow-better-crops-and-save-water/
Regulation will increasingly disrupt the IoT landscape (our gubmint doing what it does best - ed.)
http://www.machinetomachinemagazine.com/2014/08/20/regulation-will-increasingly-disrupt-the-iot-landscape/
Cisco share in telecoms routers and carrier Ethernet dropped to 41% in Q2 (this probably means it has given up share to what have traditionally been telecom players, like Alcatel-Lucent and Ericsson - ed.)
http://www.telecomlead.com/news/cisco-share-telecoms-routers-carrier-ethernet-dropped-41-q2-52519
MRV Earns MEF CE 2.0 Certification for its OptiSwitch(R) High-Density 10GE Pre-Aggregation Platform (our somewhat sister company -ed.)
http://online.wsj.com/article/PR-CO-20140820-906399.html
ADTRAN Continues Driving Gigabit Broadband Evolution
http://www.marketwatch.com/story/adtran-continues-driving-gigabit-broadband-evolution-2014-08-20
Overview: Soros Fund’s new position in Level 3 Communications
http://marketrealist.com/2014/08/soros-fund-management-opens-new-position-level-3-communications/
The Connected Car, Part 3: No Shortcuts to Security
http://www.technewsworld.com/story/80918.html
First Half Spending Boosts 2Q Router and Switching Market
"In spite of this positive growth, ACG Research anticipates a challenging market in the second half of the year and lower service provider routing spend in Q3 with projects being pushed out to 2015." (bad news - perhaps though vtss was NOT gaming the shareholders by boosting eol parts in the near term... this could be just a slow market)
http://www.einnews.com/pr_news/219260736/first-half-spending-boosts-2q-router-and-switching-market
DISA harnesses the power of the cloud
http://www.c4isrnet.com/article/20140819/C4DISA/308190007/DISA-harnesses-power-cloud
Apple iPhone 6 may sport faster LTE modem (demand for more bandwidth could spur infrastructure build-out - ed.)
http://www.cnet.com/news/apple-iphone-6-may-sport-faster-lte-modem/
Overview: Soros Fund’s new position in Time Warner Cable
http://marketrealist.com/2014/08/soros-fund-management-starts-new-position-time-warner-cable/
Long Term Rise in LTE Across North America
http://www.whatech.com/wireless/press-release/27750-long-term-rise-in-lte-across-north-america
Smartsheet improves access for mobile users (the spreadsheet is arguably what drove the original microcomputer revolution for business - ed.)
http://betanews.com/2014/08/20/smartsheet-improves-access-for-mobile-users/
Ottawa warned its wireless plan for cities may hurt rural Web access
http://www.bnn.ca/News/2014/8/20/Ottawa-warned-its-wireless-plan-for-cities-may-hurt-rural-Web-access-.aspx
RISC creator is pushing open source chips for cloud computing and the internet of things
http://gigaom.com/2014/08/19/risc-creator-is-pushing-open-source-chips-for-cloud-computing-and-the-internet-of-things/
Simplifying the Complex: datacenter management made easy
http://www.cio.com/article/2466589/data-center/simplifying-the-complex-datacenter-management-made-easy.html
Software-Defined Networking: Beyond the Hype
http://www.datacenterknowledge.com/archives/2014/08/20/software-defined-networking-beyond-the-hype/
Ericsson boosts IoT, XaaS, billing capabilities with MetraTech acquisition
http://www.fiercewireless.com/europe/story/ericsson-boosts-iot-xaas-billing-capabilities-metratech-acquisition/2014-07-30
Posted by phobos - 12 years ago | Updated 12 years ago
For sure this is one of the reasons smart money continues to give CRG the benefit of the doubt.
"TREND and DRIVER HIGHLIGHTS
Data center interconnect is a vital part of the service provider edge; 6% of the overall edge market is dedicated to data center interconnect.
Operators are more focused on the drivers in the edge of the network. The outlook for routers: the edge segment, which is projected to reach $12.2 B in 2018, is three times the size of the core router market, which will increase $3.3 billion in 2018."
Posted by GARIF - 12 years ago
Study reveals 70% of IoT devices are vulnerable to attack
http://h30507.www3.hp.com/t5/HP-DISCOVER-Insider/Study-reveals-70-of-IoT-devices-are-vulnerable-to-attack/ba-p/168772?jumpid=sc_sfgdw51nmc#.U_dg-GM0eMU
Reality Check: Think the ‘Internet of Things’ (IoT) is insecure? Call AAA
http://www.rcrwireless.com/20140819/opinion/reality-check-think-the-internet-of-things-is-insecure-call-aaa-tag10
OVH Drops 10,000-Server Container Into Montreal Data Center
http://www.datacenterknowledge.com/archives/2014/08/21/ovh-montreal-data-center/
Customizing opportunity at Intel
http://www.datacenterdynamics.com/focus/archive/2014/08/customizing-opportunity-intel&u=4888
KVH brings new private cloud to market in Japan
http://www.datacenterdynamics.com/focus/archive/2014/08/kvh-brings-new-private-cloud-market-japan
Smart reports 121% surge in data traffic in H1 as 4G sites pass 10k mark
http://www.telegeography.com/products/commsupdate/articles/2014/08/21/smart-reports-121-surge-in-data-traffic-in-h1-as-4g-sites-pass-10k-mark/
Infographic: Growing Use of Mobile Devices to Access Ag Markets
http://www.sys-con.com/node/3156937
China Telecom, IBM Team to Deliver Cloud Computing to the Chinese Market
http://www.marketwatch.com/story/china-telecom-ibm-team-to-deliver-cloud-computing-to-the-chinese-market-2014-08-22
Salesforce Benefits From Cloud Computing Trend; Beats Estimates And Raises Guidance
http://www.bidnessetc.com/24517-salesforce-benefits-from-cloud-computing-trend-beats-estimates-and-raises-g/
Enabling a new future for cloud computing
http://phys.org/news/2014-08-enabling-future-cloud.html
The inside-out 2020 mobile network
http://www.rcrwireless.com/20140822/opinion/reality-check-enterprise-edge-network-tag9
OpenStack Neutron Set for New Updates in Juno Release
http://www.enterprisenetworkingplanet.com/datacenter/openstack-neutron-set-for-new-updates-in-juno-release.html
Brocade: Revenue Up Despite Soft Carrier Demand
http://www.lightreading.com/data-center/data-center-infrastructure/brocade-revenue-up-despite-soft-carrier-demand/d/d-id/710440
Mesh Network Key to Winning IoT Race
http://www.eetimes.com/document.asp?doc_id=1323606
IoT to drive wireless connected devices to 40.9 billion in 2020, says ABI Research (ok, now it's getting ridiculous! - ed.)
http://www.digitimes.com/news/a20140822PR205.html
Posted by phobos - 12 years ago | Updated 12 years ago
Comcast, Level 3 Flex Ethernet Muscles
http://www.lightreading.com/ethernet-ip/ethernet-services/comcast-level-3-flex-ethernet-muscles/d/d-id/710450
Mobile access to Facebook grow 55% in Brazil in Q2
http://www.telecompaper.com/news/mobile-access-to-facebook-grow-55-in-brazil-in-q2--1032722
Creating the Gold ‘Standard’ for Cloud Computing
"OpenStack recently made its most significant release, Havana, which addresses two of the biggest inhibitors that plague cloud adopters: concerns over the safety of their data and ensuring that their existing enterprise security (! - ed.) is easily integrated.
http://www.wired.com/2014/04/creating-gold-standard-cloud-computing/
Beijing, Hebei team up for cloud computing park
http://www.ecns.cn/2014/08-22/131022.shtml
Peak 10 Expands Cincinnati Data Center
http://www.datacenterknowledge.com/archives/2014/08/22/peak-10-expands-cincinnati-data-center/
Intel Is Already Inside Your Data Center, But Wants a Bigger, Better Spot
"Intel has also redoubled efforts to become a significant force in the merchant switch silicon market long dominated by Broadcom BRCM +0.15% and others (vtss? -ed.)."
I wonder when management would consider selling vtss to intc?
http://www.forbes.com/sites/kurtmarko/2014/08/20/intel-in-your-data-center/
Data Center Downtime Among Federal Agencies Spurs Calls For More IT Investment
http://www.crn.com/news/data-center/300073803/data-center-downtime-among-federal-agencies-spurs-calls-for-more-it-investment.htm
Internet of Things By The Numbers: Market Estimates And Forecasts
"Janus Bryzek, known as “the father of sensors” (and a VP at Fairchild Semiconductor), thinks there are multiple factors “accelerating the surge” in interest. First, there is the new version of the Internet Protocol, IPv6, “enabling almost unlimited number of devices connected to networks.” Another factor is that four major network providers—Cisco, IBM IBM -0.43%, GE and Amazon—have decided “to support IoT with network modification, adding Fog layer and planning to add Swarm layer, facilitating dramatic simplification and cost reduction for network connectivity.” Last but not least, Bryzek mentions new forecasts regarding the IoT opportunity, with GE estimating that the “Industrial Internet” has the potential to add $10 to $15 trillion (with a “T”) to global GDP over the next 20 years, and Cisco increasing to $19 trillion its forecast for the economic value created by the “Internet of Everything” in the year 2020. “This is the largest growth in the history of humans,” says Bryzek."
http://www.forbes.com/sites/gilpress/2014/08/22/internet-of-things-by-the-numbers-market-estimates-and-forecasts/
Is the Internet of Things All Hype (it's probably less 'hype' than Motley Fool)?
http://www.fool.com/investing/general/2014/08/23/is-the-internet-of-things-all-hype.aspx
Smart World Weekly: Wearable tech for ALS, open platform for IoT
http://siliconangle.com/blog/2014/08/22/smart-world-weekly-wearable-tech-for-als-open-platform-for-iot/
Vertical Systems Group: Mid-2014 U.S. Carrier Ethernet LEADERBOARD
"AT&T, Verizon, tw telecom, CenturyLink, Time Warner Cable,Comcast, Cox, Level 3 and XO. Port shares were calculated using the base of enterprise installations of Ethernet services, plus input from Vertical Systems Group's independent surveys of Ethernet service providers. The LEADERBOARD threshold is four percent (4%) or more of billable port installations." (only 4%... we have a long way to go yet -ed.)
http://www.fierceenterprisecommunications.com/press-releases/vertical-systems-group-mid-2014-us-carrier-ethernet-leaderboard
Posted by phobos - 12 years ago | Updated 12 years ago
"OpenStack recently made its most significant release, Havana, which addresses two of the biggest inhibitors that plague cloud adopters:"
I trust Vitesse will soon announce her contribution to this project! lets hope it's well received.
Posted by GARIF - 12 years ago
Is Open Source Becoming the De Facto Standard in the Data Center?
http://www.business2community.com/tech-gadgets/open-source-becoming-de-facto-standard-data-center-0984698#OUcquFLRQMoz3Aqg.99
New government bare-metal clouds to probe virtualization, IoT frontiers
http://www.zdnet.com/new-government-bare-metal-clouds-to-probe-virtualization-iot-frontiers-7000032897/
Microsoft Research’s DeLorean minimizes network delays in Cloud Computing
http://www.inferse.com/16965/microsoft-researchs-delorean-minimizes-network-delays-cloud-computing/
Posted by phobos - 12 years ago
" I wonder when management would consider selling vtss to intc ? "
when Mr. Martin tells them to
I know it's hard to believe but I still think Martin will be receiving a multi-bagger here. question is when
Posted by christ3opher - 12 years ago | Updated 12 years ago
Internet of Things (#IoT) Tops Gartner Hype Cycle for Emerging Technologies – What Does It Mean?
http://blogs.flexerasoftware.com/ecm/2014/08/internet-of-things-iot-tops-gartner-hype-cycle-for-emerging-technologies-what-does-it-mean.html#sthash.BZrcNkgW.dpuf
Cisco teams up with LG CNS on IoT
http://www.koreatimes.co.kr/www/news/tech/2014/08/133_163520.html
MRV Reports Second-Quarter 2014 Results
http://www.businesswire.com/news/home/20140825005207/en/MRV-Reports-Second-Quarter-2014-Results
Moving towards intelligent camera networks (I'm not sure how I should feel about this - ed.)
http://www.indiasecurityworld.com/india-security-world/interviews/297659/moving-intelligent-camera-networks
Internet of Things: Big Impediments, Big Needs
http://www.pcb007.com/pages/zone.cgi?a=102794
Working Toward the Wide Area LAN
"AT&T is hoping to commercialize the system under its NetBond solution, although company execs have not said how quickly that would happen." (ATT likes to buy from ALU, which is a customer - ed.)
http://www.enterprisenetworkingplanet.com/datacenter/datacenter-blog/working-toward-the-wide-area-lan.html
Posted by phobos - 12 years ago | Updated 12 years ago
"I know it's hard to believe but I still think Martin will be receiving a multi-bagger here. question is when"
It's the waiting...
Posted by phobos - 12 years ago
Customers continue to Hoard opportunities, sooner than later we should start seeing profits! example,
"The deployment is expected to complete in 2015."
There are many such completions coming about from Vitesse customers.
http://finance.yahoo.com/news/ceragon-selected-large-scale-rural-090000099.html
http://finance.yahoo.com/news/russias-mts-raises-contract-ericsson-085014684.html
Posted by GARIF - 12 years ago
Companies sell mobile phone spying tools to governments worldwide (great - ed.)
http://www.wsws.org/en/articles/2014/08/26/cell-a26.html
Why Federal Agencies Lag Behind On Mobile Tech
http://www.informationweek.com/government/mobile-and-wireless/why-federal-agencies-lag-behind-on-mobile-tech/d/d-id/1306625?_mc=RSS_IWK_EDT
Here's Why ADTRAN's Business Should Improve
http://www.gurufocus.com/news/275431/heres-why-adtrans-business-should-improve
Reality Check: Alternatives to the norm — planning for power and backhaul
http://www.rcrwireless.com/20140826/opinion/reality-check-alternatives-to-the-norm-planning-for-power-and-backhaul-tag10
HFR Chooses WebNMS to Deliver Carrier Ethernet Mobile Network Solutions with End-to-End Management
http://www.marketwatch.com/story/hfr-chooses-webnms-to-deliver-carrier-ethernet-mobile-network-solutions-with-end-to-end-management-2014-08-26
Fast Moving Stocks : Infinera Corporation (NASDAQ:INFN), Halozyme Therapeutics (NASDAQ:HALO), Ruthigen, (NASDAQ:RTGN), First Capital Bancorp (NASDAQ:FCVA), DragonWave (NASDAQ:DRWI)
http://www.crazyjoys.com/fast-moving-stocks-infinera-corporation-nasdaqinfn-halozyme-therapeutics-inc-nasdaqhalo-ruthigen-nasdaqrtgn-first-capital-bancorp-inc-nasdaqfcva-dragonwave-nasdaqdrwi,201435620
T-Mobile quadruples data in response to new Sprint pricing (infrastructure will need to be added - ed.)
http://www.cnet.com/news/t-mobile-quadruples-data-in-response-to-new-sprint-pricing/
More Mobile: Applying on the Go (head-hunters go mobile - ed.)
http://www.workforce.com/articles/20734-more-mobile-applying-on-the-go
Chameleon: Cloud computing for computer science
http://phys.org/news/2014-08-chameleon-cloud-science.html
VMware Debuts OpenStack Open Source Cloud Computing Distribution
http://thevarguy.com/cloud-computing-services-and-business-solutions/082614/vmware-debuts-openstack-open-source-cloud-computing-?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheVarGuy+%28The+VAR+Guy%29
Video: Experts guide businesses to cloud computing
http://techpageone.dell.com/technology/cloud-computing/video-experts-guide-businesses-to-cloud-computing/#.U_ycnWM0eMU
IBM Launches First SoftLayer Data Center in Australia Extending Local Cloud Computing Capabilities
http://www.marketwatch.com/story/ibm-launches-first-softlayer-data-center-in-australia-extending-local-cloud-computing-capabilities-2014-08-26
Explore cloud computing in education market that is expected to be worth $12.38 billion by 2019
http://www.whatech.com/market-research-reports/press-release/it/28220-cloud-computing-in-education-market-worth-12-38-billion-by-2019
VMworld 2014: Midokura's Overlay SDN, Network Virtualization Gain Traction
http://www.enterprisenetworkingplanet.com/netos/vmworld-2014-midokuras-overlay-sdn-network-virtualization-gain-traction.html
The state should help kickstart a micro-enterprise revolution (be careful what you wish for... sometimes you get it... good and hard! - ed.)
http://www.theguardian.com/media-network/media-network-blog/2014/aug/26/state-kickstart-micro-enterprise-revolution
New Study: America's Data Centers Consuming -- and Wasting -- Growing Amounts of Energy
http://switchboard.nrdc.org/blogs/pdelforge/new_study_americas_data_center.html
Data Erasure Technology: Ensuring Security, Savings and Compliance (is this one solution for security and energy efficiency? - ed.)
http://www.datacenterknowledge.com/archives/2014/08/26/data-erasure-technology-ensuring-security-savings-and-compliance/
NRDC: Multi-Tenant Data Centers Need To Play Bigger Energy Efficiency Role
http://www.datacenterknowledge.com/archives/2014/08/25/data-center-energy-efficiency-role/
IBM adds Linux services to data center offering
http://www.datacenterdynamics.com/focus/archive/2014/08/ibm-adds-linux-services-data-center-offering
NTT Com offers Enterprise Mail from Singapore
http://www.datacenterdynamics.com/focus/archive/2014/08/ntt-com-offers-enterprise-mail-singapore
VMworld 2014 day 1: Industry Bytes – VMTurbo Optimizes the Virtual Data Center
http://windowsitpro.com/blog/vmworld-2014-day-1-industry-bytes-vmturbo-optimizes-virtual-data-center
Foreign data center subject to reach of U.S. government (when did we become the evil empire? - ed.)
http://www.lexology.com/library/detail.aspx?g=cf8a8036-4da7-4a5e-84d3-eeb3af676fd6
Intel in Taiwanese IoT tie-tup
http://www.theregister.co.uk/2014/08/26/intel_in_taiwanese_iot_tietup/
US Launches Smart Cities Effort
http://www.eetimes.com/document.asp?doc_id=1323652&_mc=RSS_EET_EDT
Intel Shrinks 3G Chip for IoT
http://www.eetimes.com/document.asp?doc_id=1323649
Blackberry creates new division focusing on IoT, embedded software (everone is getting into IoT - ed.)
http://www.cbronline.com/news/mobile-and-tablets/blackberry-creates-new-division-focusing-on-iot-embedded-software-4346763
WebNMS inks partnership with Korean telecom network vendor HFR
http://www.telecomlead.com/telecom-equipment/webnms-inks-partnership-korean-telecom-network-vendor-hfr-52618
Is Ethernet the new wide area network (yes - ed.)?
http://www.itproportal.com/2014/08/26/is-ethernet-the-new-wide-area-network/
Cisco switches top for services providers
http://www.channelweb.co.uk/crn-uk/news/2361849/cisco-switches-top-for-services-providers
Infonetics: Carrier broadband 'binge' drives aggregation market past $2B mark in Q2
http://www.fiercetelecom.com/story/infonetics-carrier-broadband-binge-drives-aggregation-market-past-2b-mark-q/2014-08-25
Verizon's Voice over LTE rollout means video calls, HD voice, and Alaska
http://www.pcworld.com/article/2598860/for-verizon-volte-means-video-calls-hd-voice-and-alaska.html
Operators will move key functions to virtual routers add 100GbE says Infonetics
http://www.lightwaveonline.com/articles/2014/08/operators-will-move-key-functions-to-virtual-routers-add-100gbe-says-infonetics.html
Singapore launches facility to help businesses leverage IP for growth
http://business.asiaone.com/news/singapore-launches-facility-help-businesses-leverage-ip-growth#sthash.F2xFq6Mx.dpuf
Maxscend Partners with CEVA to Offer Complete Wi-Fi and Bluetooth Solutions for Mobile Platforms, Wearables and IoT Devices
http://www.design-reuse.com/news/35261/maxscend-ceva-wi-fi-bluetooth.html
Edge Velocity Corporation Named to the "Inc. 5000" List of the Fastest-Growing Private Companies in America
http://www.providencejournal.com/business/press-releases/20140825-edge-velocity-corporation-named-to-the-inc.-5000-list-of-the-fastest-growing-private-companies-in-america.ece
i3D.net Grows International Optical Network with MRV
http://www.marketwatch.com/story/i3dnet-grows-international-optical-network-with-mrv-2014-08-26?reflink=MW_news_stmp
Posted by phobos - 12 years ago | Updated 12 years ago
phobos,
your list is getting longer and longer, which is a good thing.
interesting story about Adtran and how the evolution of Ethernet is growing and will not be stopped. The only problem in the way is a lack of the all mighty dollar, which will slow things down, causing delays but will not keep from happening. Just how the Vitesse story is playing out.
Posted by christ3opher - 12 years ago | Updated 12 years ago
Everyone wants to be where VTSS already is. The economy is still plenty choppy, but tomorrow's networks will need VTSS' products and demand seems to be growing.
Posted by phobos - 12 years ago
""We asked carriers to name the top three," he said.
Frontrunners Alcatel-Lucent, Cisco, Huawei, and Juniper were also the leading vendors worldwide in router and Ethernet switch revenue market share, according to Infonetics. The second tier of vendors – as rated by services providers – was Adtran, Ciena, Ericsson, Overture Networks, Tellabs, and ZTE."
"WE ARE THE SWITCH KING" has chimed Crg in the past.
Agree phobos, "Everyone wants to be where Vitesse already is"
truly fascinating how ALL of the above are key customers of Vitesse, coincidence? I think not! it's due to great products from the little company.
Lets not forget the better margin "SWITCH" brings us. Vitesse sales team must be having fun piggy backing behind Intelli/VeriT...
May you live in interesting times!
Posted by GARIF - 12 years ago
Operators will move key functions to virtual routers, add 100GbE says Infonetics
http://www.lightwaveonline.com/articles/2014/08/operators-will-move-key-functions-to-virtual-routers-add-100gbe-says-infonetics.html
Openreach Strengthens Ethernet Access Direct Services with Ciena
http://www.marketwatch.com/story/openreach-strengthens-ethernet-access-direct-services-with-ciena-2014-08-28
Leading European Communications Companies and Research Organizations Have Launched an EU Project Developing the Future 5Th Generation Cellular Mobile Networks
http://www.heraldonline.com/2014/08/28/6270364/leading-european-communications.html?sp=/100/773/385/#storylink=cpy
DragonWave Chief Financial Officer Russell Frederick to Present at the Rodman & Renshaw 16th Annual Global Investment Conference
http://www.mediacastermagazine.com/press-releases/story.aspx?id=1003227225&er=NA
The Most Simple Explanation Of Cloud Computing Ever, From Google
http://www.businessinsider.in/The-Most-Simple-Explanation-Of-Cloud-Computing-Ever-From-Google/articleshow/41025114.cms
How to decipher cloud computing jargon
http://www.brw.com.au/p/tech-gadgets/how_to_decipher_cloud_computing_QMw6Ohqp06CiiXon4IVwZP
Latin America cloud computing market to grow at 26.1% CAGR by 2018
http://www.whatech.com/cloud-computing/press-release/28417-latin-america-cloud-computing-market-to-grow-at-26-1-cagr-by-2018
VMworld 2014: Why Partners Want Hybrid Cloud Computing
http://thevarguy.com/private-and-public-cloud-infocenter/082714/vmworld-2014-why-partners-want-hybrid-cloud-computing
Cloud computing cable in Inner Mongolia deliberately severed
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140828000133&cid=1102
Dropbox Stays In The Game With New Cloud Computing Plans
http://www.dumb-out.net/dropbox-stays-game-new-cloud-computing-plans/4992
Is Cloud Computing the Last Step toward Technological Globalization? (No, but it's a significant step - ed.)
http://www.scientificcomputing.com/blogs/2014/08/cloud-computing-last-step-toward-technological-globalization
Want a more efficient data center? Maybe it’s time you tried a core and pod setup
http://gigaom.com/2014/08/27/want-a-more-efficient-data-center-maybe-its-time-you-tried-a-core-and-pod-setup/
Data Centers May Ride on ASICs (or, they may not - ed.)
http://www.eetimes.com/document.asp?doc_id=1323676&_mc=RSS_EET_EDT
HID Global Brings Intelligence to the Door with Its New EDGE EVO Solo Solution for Stand-Alone Networked Access Control in the SMB Market
http://www.cso.com.au/mediareleases/20263/hid-global-brings-intelligence-to-the-door-with/
LTE-A is not 5G
http://manilastandardtoday.com/2014/08/27/lte-a-is-not-5g/
Broadcom wants to let 1,000 IoT devices bloom with $19.99 development kit (thank God BRCM doesn't get it - ed.)
http://www.pcworld.com/article/2599840/broadcom-wants-to-let-1000-iot-devices-bloom-with-1999-development-kit.html
Three security practices that IoT will disrupt
http://www.csoonline.com/article/2599509/data-protection/three-security-practices-that-iot-will-disrupt.html
Juniper CEO on IoT, co-creation and the IOP
http://www.networkworld.com/article/2599255/cisco-subnet/juniper-ceo-on-iot-co-creation-and-the-iop.html
Electrolux Joins AllSeen IoT Standards Group
http://www.eweek.com/blogs/first-read/electrolux-joins-allseen-iot-standards-group.html
How Businesses Should Prepare For Internet Of Things – Brian Pereira
http://www.business2community.com/tech-gadgets/businesses-prepare-internet-things-brian-pereira-0981727#Sr7C0oSL0sdWZDEp.99
IoT Startup Banking on WiFi Connectivity ( http://investor.vitesse.com/releasedetail.cfm?ReleaseID=858198 )
http://www.lightreading.com/iot/iot-startup-banking-on-wifi-connectivity/d/d-id/710477
MRV Dismisses & Replaces CFO After Financial Error (I hope CRG is reading this - ed.)
http://www.lightreading.com/optical/packet-optical/mrv-dismisses-and-replaces-cfo-after-financial-error/d/d-id/710525
VSG: Comcast, Level 3's impending purchases will alter Ethernet landscape
http://www.fierceenterprisecommunications.com/story/vsg-comcast-level-3s-impending-purchases-will-alter-ethernet-landscape/2014-08-25
Comcast, Level 3 Flex Ethernet Muscles
http://www.lightreading.com/ethernet-ip/ethernet-services/comcast-level-3-flex-ethernet-muscles/d/d-id/710450
EXFO Launches Real-Time Network Performance Monitoring Solution (test & measurement leads installation - ed.)
http://online.wsj.com/article/PR-CO-20140828-913298.html
Infonetics: Strong sequential growth for carrier routers and switches in 2Q14 masks long-term trend
http://www.fiercewireless.com/tech/press-releases/infonetics-strong-sequential-growth-carrier-routers-and-switches-2q14-masks
HideMyAss Expand Their VPN Network (EVERYONE is concerned about security - ed.)
http://vpncreative.net/2014/08/28/hidemyass-expand-vpn-network/
Posted by phobos - 12 years ago | Updated 12 years ago
Alibaba opens fifth data center for public cloud business
http://www.foxbusiness.com/industries/2014/08/29/alibaba-opens-fifth-data-center-for-public-cloud-business/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+foxbusiness%2Futilities+%28Internal+-+Utilities+-+Text%29
Google to crash into top 5 IaaS vendors
http://www.datacenterdynamics.com/focus/archive/2014/08/google-crash-top-5-iaas-vendors
HP Unveils Next-Gen ProLiant Servers for Data Center Transformation
http://www.eweek.com/servers/hp-unveils-next-gen-proliant-servers-for-data-center-transformation.html
SAP and China Telecom to launch cloud facility
http://www.datacenterdynamics.com/focus/archive/2014/08/sap-and-china-telecom-launch-cloud-facility
Solveforce Shares Tips for Choosing a Ethernet Fiber Internet
http://www.virtual-strategy.com/2014/08/28/solveforce-shares-tips-choosing-ethernet-fiber-internet-sacramento-california#8diLCHMuy4iAdrBA.99
DirecTV Price Target Hiked; Acquisition On Pace
http://news.investors.com/technology/082814-715173-directv-group-gets-price-target-boost.htm
DOCSIS Channel Shipments Soar In Q2
http://multichannel.com/news/technology/docsis-channel-shipments-soar-q2/383439
Making Data the Centerpiece of your Business
http://www.information-age.com/node/51205
Nokia, Intel and European telcos behind MiWaveS small cell project for 5G
http://www.telecomtv.com/articles/5g/nokia-intel-and-european-telcos-behind-miwaves-small-cell-project-for-5g-11686/
UTSTARCOM HOLDINGS CORP. to be Featured at 2014 MarcumBP China Best Ideas Investment Conference
http://online.wsj.com/article/PR-CO-20140829-913470.html
In a cloud and mobile world-Making collaboration less confusing
http://www.kmworld.com/Articles/News/News-Analysis/In-a-cloud-and-mobile-world-Making-collaboration-less-confusing-98768.aspx
Cloud computing
Silver lining
Tech giants are waging a price war to win other firms’ computing business
http://www.economist.com/news/business/21614186-tech-giants-are-waging-price-war-win-other-firms-computing-business-silver-lining
Cloud computing offers significant benefits for corporates
http://www.vancouverdesi.com/news/cloud-computing-offers-significant-benefits-for-corporates/785644/
Capitalizing on opportunities presented by the Internet of Things
http://www.techradar.com/news/mobile-computing/capitalizing-on-opportunities-presented-by-the-internet-of-things-1262670
IEEE Standards Association (IEEE-SA) Steers the Future of the Internet of Things (IoT)
http://www.businesswire.com/news/home/20140828005136/en/IEEE-Standards-Association-IEEE-SA-Steers-Future-Internet
VTSS is hiring
http://career8.successfactors.com/career?company=VitesseSC
I keep getting no listings when I go to the search facility on the page though... ?
Posted by phobos - 12 years ago | Updated 12 years ago
phobos,
Career section now up and running
Posted by christ3opher - 12 years ago
Freescale Semiconductor showcases IoT wall (VTSS inside? - ed.)
http://timesofindia.indiatimes.com/tech/tech-news/Freescale-Semiconductor-showcases-IoT-wall/articleshow/41261307.cms
Seagate's Intel Rangeley NAS Pro 4-bay Review (VTSS inside? - ed.)
http://www.anandtech.com/show/8404/seagate-intel-rangeley-nas-pro-4bay-review
http://www.bit.com.au/News/391293,looking-for-storage-seagate-has-five-new-small-business-nas-devices.aspx
http://www.pcworld.com/article/2462600/networkattached-storage-devices-more-vulnerable-than-routers-researcher-finds.html
Scale-out NAS product survey: The big six
"...the firm predicts that by 2015, scale-out NAS revenues will comprise 80% of the NAS market by revenue and 75% by capacity."
"The most often-used connectivity technology is 10GbE (VTSS in the sweet spot - ed.) – none of the suppliers we surveyed provide 40GbE – although Infiniband is used by many for inter-node connections."
http://www.computerweekly.com/feature/Scale-out-NAS-product-survey-The-big-six
Worldwide RAN Market Tops $16 B in 1H 2014, Growing at the Fastest Pace Since 2011, According to Dell'Oro Group (top 3 suppliers are VTSS' customers - ed.)
http://www.fiercewireless.com/tech/press-releases/worldwide-ran-market-tops-16-b-1h-2014-growing-fastest-pace-2011-according
Small Cell Market Worth $4.8 Billion by 2019
http://www.prnewswire.co.uk/news-releases/small-cell-market-worth-48-billion-by-2019-272903861.html
Cloud, Mobile, Big Data Driving IBM System Demand
http://www.eweek.com/servers/cloud-mobile-big-data-driving-ibm-system-demand.html
Carrier WiFi And Small Cells In LTE And Beyond Market Size 2014 Industry Shares, Growth, Opportunities And Forecasts 2019: MarketResearchReports.Biz
http://security.itbusinessnet.com/article/Carrier-WiFi-And-Small-Cells-In-LTE-And-Beyond-Market-Size-2014-Industry-Shares-Growth-Opportunities-And-Forecasts-2019:-MarketResearchReportsBiz-3463966
NFV, SDN & Wireless Network Infrastructure Market Size 2014 Industry Analysis, Share, Growth, Trends and Forecast 2020: MarketResearchReports.Biz
http://www.digitaljournal.com/pr/2149990
Alcatel-Lucent exec says LTE Advanced Release 12 freeze may be delayed to 2015 (the future will be great if it ever gets here - ed.)
http://www.fiercewireless.com/tech/story/alcatel-lucent-exec-says-lte-advanced-release-12-freeze-may-be-delayed-2015/2014-08-25
RCR Insights: Wi-Fi Offload
http://www.rcrwireless.com/20140826/hetnet-news/rcr-insights-wi-fi-offload-tag4
The Road to Software-Defined Data Center
http://www.datacenterknowledge.com/archives/2014/08/28/road-software-defined-data-center/
Rep. Peters Hails SDSU Data Center to ‘Reveal Hidden Patterns’
http://timesofsandiego.com/tech/2014/08/29/peters-helps-inaugurate-new-data-center-sdsu/
Cloud brings affordable luxury to computing
http://www.hindustantimes.com/technology/gadgets-updates/cloud-brings-affordable-luxury-to-computing/article1-1258024.aspx
Cloud Computing Breaches: What Are the Risks?
http://midsizeinsider.com/en-us/article/cloud-computing-breaches-what-are-the-r
Coming Soon to a Government Near You: Cloud Computing
http://www.governing.com/columns/tech-talk/gov-cloud-computing-model.html
OpenText Aiming Growth At Cloud Computing
http://news.investors.com/investing/082914-715416-opentext-aiming-at-cloud-computing.htm
Too Much Mobile Email Access Puts Network at Risk
http://midsizeinsider.com/en-us/article/too-much-mobile-email-access-puts-networ
Visibility: Key to network defense
http://www.c4isrnet.com/article/20140829/C4ISRNET14/308290002/Visibility-Key-network-defense
ID and access management required for enterprise architecture
http://www.c4isrnet.com/article/20140829/C4ISRNET14/308150015/ID-access-management-required-enterprise-architecture
Boston company working to bring LANL data-security technology to market
http://www.bizjournals.com/albuquerque/news/2014/08/29/boston-company-working-to-bring-lanl-data-security.html
IoT Focus: Wrestling with the Design, Time to Market, and Cost Challenges of IoT
http://www.design-reuse.com/industryexpertblogs/35288/wrestling-with-the-design-time-to-market-and-cost-challenges-of-iot.html
IDC Study: Software-Defined Networking Fuels the Growth of Cloud and IoT
http://cloudtimes.org/2014/08/29/idc-study-software-defined-networking-fuels-the-growth-of-cloud-and-iot/
Broadcom hopes to woo IoT developers with $20 WICED development kit
http://www.techtimes.com/articles/14386/20140829/broadcom-hopes-to-woo-iot-developers-with-20-wiced-development-kit.htm
UK lags France and Gemany in big data analytics, but sees itself ahead
http://www.computerweekly.com/news/2240227808/UK-lags-France-and-Gemany-in-big-data-analytics-but-sees-self-ahead
Splunk Soars As Big Data Products Spark Q2 Beat
http://news.investors.com/technology/082914-715312-splunk-grows-in-machine-data-market.htm
Artificial intelligence, big data and harnessing the “body’s hidden drugs”
http://medcitynews.com/2014/08/artificial-intelligence-big-data-harnessing-bodys-hidden-drugs/
5 Powerful Ways Retailers Can Leverage Big Data and Hadoop
http://smartdatacollective.com/michelenemschoff/226886/5-powerful-ways-retailers-can-leverage-big-data-and-hadoop
Quick guide to big data use and opportunities
http://www.ababj.com/blogs-3/books-for-bankers/item/4874-quick-guide-to-big-data-use-and-opportunities
Here’s why the democratization of big data really, really should excite you. Yes … you.
http://gigaom.com/2014/08/28/heres-why-the-democratization-of-big-data-really-really-should-excite-you-yes-you/
Big Data and Chicago's Traffic-cam Scandal (here's why big data should NOT excite you - ed.)
http://online.wsj.com/articles/holman-jenkins-big-data-and-chicagos-traffic-cam-scandal-1409353019
Big Data used mostly for Business Intelligence in India: Survey
http://timesofindia.indiatimes.com/tech/it-services/Big-Data-used-mostly-for-Business-Intelligence-in-India-Survey/articleshow/41259724.cms
Posted by phobos - 12 years ago | Updated 12 years ago
Emerging standards, and questions, about the Internet of Things
http://www.zdnet.com/emerging-standards-and-questions-about-the-internet-of-things-7000033145/
SK deploys IoT-based management system at fish farm
http://www.telecompaper.com/news/sk-deploys-iot-based-management-system-at-fish-farm--1033982
Alibaba Establishes 5th Datacenter to Strengthen Public Cloud Computing Portfolio
http://greatresponder.com/2014/08/30/alibaba-establishes-5th-datacenter-to-strengthen-public-cloud-computing-portfolio/
IBM Launches Watson Based Cloud Computing Platform for Researchers
http://greatresponder.com/2014/08/30/ibm-launches-watson-based-cloud-computing-platform-for-researchers/
New Study: America's Data Centers Consuming, and Wasting, Growing Amounts of Energy
http://theenergycollective.com/nrdcswitchboard/475496/new-study-americas-data-centers-consuming-and-wasting-growing-amounts-energy
Five Factors In Building Giants Of The Big Data Era
http://techcrunch.com/2014/08/30/five-factors-in-building-giants-of-the-big-data-era/
Thinking Small For Bigger Data Impact
http://inside-bigdata.com/2014/08/30/thinking-small-bigger-data-impact/
AIS to deploy small cell network across Thailand
http://www.telecompaper.com/news/ais-to-deploy-small-cell-network-across-thailand--1033978
Posted by phobos - 12 years ago | Updated 12 years ago
WiFi & Sound System Highlight Memorial Stadium Improvements
http://www.1011now.com/home/headlines/WiFi--Sound-System-Highlight-Memorial-Stadium-Improvements-272809291.html
Holy Terabyte! First football crowd at Levi’s Stadium uses 2.13 TB of Wi-Fi traffic, with nearly 25K fans on Wi-Fi at once
http://www.mobilesportsreport.com/2014/08/holy-terabyte-first-football-crowd-at-levis-stadium-uses-2-13-tb-of-wi-fi-traffic-with-nearly-25k-fans-on-wi-fi-at-once/
Is your infrastructure in for a VoLTE of shock?
"According to analyst Chetan Sharma, the fourth quarter of 2013 was the turning point in which the U.S. mobile industry started making more money from data than from voice..."
http://www.rcrwireless.com/20140901/opinion/reader-forum-is-your-infrastructure-in-for-a-volte-of-shock-tag10
Small Cell to Grow at CAGR 41%, to be Worth $4.8 Billion by 2019
http://www.policychargingcontrol.com/technology-and-solution-trends/2239-small-cell-to-grow-at-cagr-41-worth-4-8-billion-by-2019
A project on mm-wave key radio tech launched in EU
http://www.eeherald.com/section/news/onws20140901001.html
Next-Gen TV Tops New NAB Tech's Agenda
http://www.tvnewscheck.com/article/78823/nextgen-tv-tops-new-nab-techs-agenda
Growing Security Concerns Make F5 Networks a Good Investment
http://www.gurufocus.com/news/276330/growing-security-concerns-make-f5-networks-a-good-investment
Global Online Video Platforms Market to Double by 2019, says Frost & Sullivan
http://www.policychargingcontrol.com/2271-global-online-video-platforms-market-to-double-by-2019-says-frost-sullivan
Europe details plan to nab 700MHz broadcast spectrum for mobile by 2020
http://www.zdnet.com/europe-details-plan-to-nab-700mhz-broadcast-spectrum-for-mobile-by-2020-7000033167/
Close to 30% of EMT's Data Traffic Goes Over 4G network
http://www.policychargingcontrol.com/mobile-data-services-trends/2264-a-third-of-emt-s-data-traffic-now-goes-over-4g-network
Mobile and wireless backhaul market worth $23.3 Billion by 2018
http://www.whatech.com/market-research-reports/press-release/telecommunications/28590-mobile-and-wireless-backhaul-market-worth-23-3-billion-by-2018
Telkom primed for universal broadband
http://www.itweb.co.za/index.php?option=com_content&view=article&id=137305:telkom-primed-for-universal-broadband
4chan user reportedly hacks iCloud with nude celeb pics – as Google strengthens security
http://www.cloudcomputing-news.net/news/2014/sep/01/4chan-user-reportedly-hacks-icloud-nude-celeb-pics-google-strengthens-security/
Data center companies are finding Cleveland fertile ground for growing their server farms
http://www.startribune.com/lifestyle/273374661.html
Microsoft defies US court order
"The group has set out five key principles:
Limiting government’s authority to collect users’ information
Oversight and accountability
Transparency about government demands
Respecting the free flow of information
Avoiding conflicts among governments (what would happen if the governement obeyed our already existing constitution? - ed.)"
http://www.datacenterdynamics.com/focus/archive/2014/09/microsoft-defies-us-court-order
Server sales up 1.3% in Q2
http://www.datacenterdynamics.com/focus/archive/2014/09/server-sales-13-q2
Broadcom reveals $20 'Pi in the sky' IoT development widget
http://www.theregister.co.uk/2014/09/01/broadcom_reveals_20_pi_in_the_sky_iot_development_widget/
Intel to Talk IoT, Wearables, Server Chips at IDF
http://www.eweek.com/pc-hardware/intel-to-talk-iot-wearables-server-chips-at-idf.html
Cisco hosts ThingHack hackathon for IoT enthusiasts
http://timesofindia.indiatimes.com/city/bangalore/Cisco-hosts-ThingHack-hackathon-for-IoT-enthusiasts/articleshow/41366805.cms
Industrial Internet of Things Survey Results Part 1: Motivations and Expectations
http://www.arcweb.com/strategy-reports/2014-08-31/industrial-internet-of-things-survey-results-part-1-motivations-and-expectations.aspx
How Is Marvell addressing the Internet of Things Opportunity?
"In the latest earnings call, the management highlighted that Marvell enhanced its family of SoC with Wi-Fi and Bluetooth (should VTSS have wi-fi and Bluetooth? - ed.)."
"Marvell also sells storage chips, which is another way it might profit from the Internet of Things. Seagate and Western Digital contribute approximately 36% to Marvell's top line, and both of these storage companies should see a bump in demand due to the growing requirement for storage. The IoT will result in huge streams of data which will be stored in data centers. (data centers and the IoT are connected... couldn't you think of a storage location as a 'thing'? - ed.)"
http://www.gurufocus.com/news/276202/how-is-marvell-addressing-the-internet-of-things-opportunity
Out in the Open: Hackers Build a Skype That’s Not Controlled by Microsoft
http://www.wired.com/2014/09/tox/
Posted by phobos - 12 years ago | Updated 12 years ago
"Nowadays, mobile operators are ready to increase investments in their backhaul networks, and this presents huge opportunity for equipment vendors as well as service providers in the backhaul space. Also, with the rising popularity of small cells and Long-Term Evolution (LTE) deployments, the mobile and wireless backhaul market is ready to embrace new backhaul technology players who can offer cost-effective and high-performance solutions, especially in the small-cell space."
What Vitesse has been waiting to hear is here.
"and both of these storage companies should see a bump in demand due to the growing requirement for storage."
Would a company who has enhanced(security/timing) one of these companies product do even better??
Has Vitesse not made Seagate's Revolutionary product evolutionary???
Posted by GARIF - 12 years ago
Advanced Cable Edge Architectures
http://www.multichannel.com/thewire/harmonic-showcase-advanced-cable-edge-architectures-and-virtualized-video-infrastructure-2014-scte-cable-tec-expor/383564
New Intercept Leak Shows That Intelligence Agencies Are Ready And Willing To Perform Economic Espionage If US Tech Edge 'Slips' (will they be picking market winners too? -ed.)
http://www.techdirt.com/articles/20140905/11222828433/new-intercept-leak-shows-that-intelligence-agencies-are-ready-willing-to-perform-economic-espionage-if-us-tech-edge-slips.shtml
Breach Exposes CU's APT Vulnerability
http://www.cutimes.com/2014/09/05/breach-exposes-cus-apt-vulnerability?t=cyber-security-fraud
Why The Industrial IoT Must Be Mobile
http://www.informationweek.com/strategic-cio/digital-business/why-the-industrial-iot-must-be-mobile/d/d-id/1306959
Intilop Releases Altera's Stratix IV/V FPGA platform with their 16K Concurrent-TCP-Session Hardware Accelerator
http://www.marketwatch.com/story/intilop-releases-alteras-stratix-ivv-fpga-platform-with-their-16k-concurrent-tcp-session-hardware-accelerator-2014-09-05
Tecore Networks Paves the Road for VoLTE, Providing Network Solutions to the Edge – Closing the Digital Divide in the U.S.
http://www.businesswire.com/news/home/20140905005652/en/Tecore-Networks-Paves-Road-VoLTE-Providing-Network
Vodafone kicks off LTE-A with commercial launch in three Spanish cities
http://www.zdnet.com/vodafone-kicks-off-lte-a-with-commercial-launch-in-three-spanish-cities-7000033359/
Russia round-up: MegaFon extends LTE-A to St Petersburg; Vimpelcom follows suit in Moscow; Roskomnadzor confirms 4G rollout progress
http://www.telegeography.com/products/commsupdate/articles/2014/09/04/russia-round-up-megafon-extends-lte-a-to-st-petersburg-vimpelcom-follows-suit-in-moscow-roskomnadzor-confirms-4g-rollout-progress/
Movistar to launch LTE-A in Madrid and Barcelona in October
http://www.telegeography.com/products/commsupdate/articles/2014/09/05/movistar-to-launch-lte-a-in-madrid-and-barcelona-in-october/
Analyst Angle: Dark fiber’s role in the mobile backhaul ecosystem
http://www.rcrwireless.com/20140903/opinion/analyst-angle-dark-fibers-role-in-the-mobile-backhaul-ecosystem-tag9
JDS Uniphase Poised to Gain from Wireless Backhaul Demand
http://www.nasdaq.com/article/jds-uniphase-poised-to-gain-from-wireless-backhaul-demand-analyst-blog-cm387043#ixzz3CXePuAt3
Ntelos selects Alcatel-Lucent to support network build-out
http://www.telecompaper.com/news/ntelos-selects-alcatel-lucent-to-support-network-build-out--1034844
Millimeter wave equipment market to grow at CAGR of 61.25% by 2018
http://www.whatech.com/market-research-reports/press-release/telecommunications/29213-millimeter-wave-equipment-market-to-grow-at-cagr-of-61-25-by-2018
Frost & Sullivan Commends Accedian Networks for Developing Advanced Performance Assurance Solutions that Provide End-to-End Network Visibility
http://www.digitaljournal.com/pr/2157228#ixzz3CXevGRRL
Nokia Networks Offers WiMax-to-LTE Migration
http://www.lightreading.com/mobile/4g-lte/nokia-networks-offers-wimax-to-lte-migration-/d/d-id/710635
Library partners with Hoopla Digital to give patrons online and mobile access to free movies, TV shows and more
http://www.swvatoday.com/news/floyd/article_4686044e-3462-11e4-b990-001a4bcf6878.html
NGFW benefits include identity awareness, secure mobile access
http://searchsecurity.techtarget.com/tip/NGFW-benefits-include-identity-awareness-secure-mobile-access
Free mobile Wikipedia access launched on Smart network
http://www.gmanetwork.com/news/story/377948/scitech/technology/free-mobile-wikipedia-access-launched-on-smart-network
Defining the New Mobile — Moving Beyond the Device
http://www.wired.com/2014/09/defining-the-new-mobile-moving-beyond-the-device/
GENBAND Unveils Its Simply Mobile Framework, Wireless Access Gateway Solution
http://www.trutower.com/2014/09/03/genband-simply-mobile-launch/#tZOC78g2WkOWGW8s.99
Mobile connections could make feds more productive (I'm not sure if that's desireable - ed.)
http://www.federaltimes.com/article/20140905/MOB/309050006/Mobile-connections-could-make-feds-more-productive
T-Mobile Accuses Huawei of Theft From Laboratory
http://www.nytimes.com/2014/09/06/business/t-mobile-accuses-huawei-of-theft-from-laboratory.html?_r=0
Microsoft offers its Azure cloud computing service to Chinese e-retailers
http://www.internetretailer.com/2014/09/05/microsoft-offers-cloud-computing-services-chinese-e-retailers
Business Choice Awards 2014: Cloud Computing Services
http://www.pcmag.com/article2/0,2817,2465579,00.asp
Tech companies look to grow their presence in cloud computing market
http://www.cctv-america.com/2014/09/04/tech-companies-grow-presence-in-cloud-computing-service-market
Celebrity Hack Forces Cloud Computing To Address Privacy
http://www.ibtimes.com/celebrity-hack-forces-cloud-computing-address-privacy-1676252
Cloud computing becoming the new norm, despite concerns
http://www.vbjusa.com/category-table/10449-cloud-computing-becoming-the-new-norm-despite-concerns
State governments experiment with cloud computing
http://www.marketplace.org/topics/tech/state-governments-experiment-cloud-computing
Busting cloud myths: Four user instances where cloud computing failed
http://www.computerweekly.com/news/2240228157/Busting-cloud-myths-Four-user-instances-where-cloud-computing-failed
Mom-and-pop shops fly to the cloud
http://www.cnbc.com/id/101965116
IEEE conference on cloud computing
http://www.thehindubusinessline.com/features/smartbuy/tech-news/ieee-conference/article6383752.ece
Data Centers, The Future Is Both Consolidated and Dispersed
http://www.forbes.com/sites/tomcoughlin/2014/09/05/data-centers-the-future-is-both-consolidated-and-dispersed/
UK research bodies secure national data center
http://www.datacenterdynamics.com/focus/archive/2014/09/uk-research-bodies-secure-national-data-center
tw telecom extends nationwide network
http://www.datacenterdynamics.com/focus/archive/2014/09/tw-telecom-extends-nationwide-network
Rethinking the data center network
http://www.infoworld.com/t/data-center/rethinking-the-data-center-network-249719
How to cope with the big data variety problem
http://www.techrepublic.com/article/how-to-cope-with-the-big-data-variety-problem/
12 Big Data Definitions: What's Yours?
http://www.forbes.com/sites/gilpress/2014/09/03/12-big-data-definitions-whats-yours/
Big data
All latest updates
Turning the tables
http://www.economist.com/news/business-and-finance/21613499-returning-favour (predicting the behavior of a politician/sociopath doesn't seem like much of a challenge - ed.)
Big data skills growing "exponentially," says AWS Data Science GM
http://www.techrepublic.com/article/big-data-skills-growing-exponentially-says-aws-data-science-gm/
MapR Technologies Brings Enterprise-Class to Big Data and Operational Data Alike
http://www.datamation.com/commentary/mapr-technologies-brings-enterprise-class-to-big-data-and-operational-data-alike.html
Financial Marketers Unprepared For Era Of Big Data
http://vtssinvestor.com/Topic/Index/2378
Forget big data – here's how one adviser uses small data
http://www.investmentnews.com/article/20140905/TECH/140909959/forget-big-data-heres-how-one-adviser-uses-small-data#
Personal Healthcare: Big Data Great, Small Data Better
http://www.informationweek.com/healthcare/analytics/personal-healthcare-big-data-great-small-data-better/a/d-id/1306954
Performance metrics: A new twist on big data?
http://techpageone.dell.com/business/performance-metrics-a-new-twist-on-big-data/#.VAsIY2M0eMU
Using big data to get a big mobile strategy in place
http://www.pizzamarketplace.com/articles/how-to-leverage-big-data-for-your-mobile-strategy/
Making Sense of IoT Data With Machine Learning Technologies
http://www.forbes.com/sites/mikekavis/2014/09/04/making-sense-of-iot-data-with-machine-learning-technologies/
10 Hot Internet of Things Startups
http://www.cio.com/article/2602467/consumer-technology/10-hot-internet-of-things-startups.html
Good vibrations will power IoT for a California offshore mussel ranch
http://www.pcworld.com/article/2603700/good-vibrations-will-power-iot-for-a-california-offshore-mussel-ranch.html
Intel: IoT Is A Fuel For Increased Sales
http://seekingalpha.com/article/2473905-intel-iot-is-a-fuel-for-increased-sales
IFA 2014 highlights home of the future, wearables and IoT
http://blogs.vancouversun.com/2014/09/06/ifa-2014-highlights-home-of-the-future-wearables-and-iot/
Qualcom expands reach of its IoT platforms
http://www.eweek.com/networking/qualcomm-expands-reach-of-its-iot-platforms.html
IoT developers get support, new tools from tech heavyweights
http://siliconangle.com/blog/2014/09/04/iot-developers-get-support-new-tools-from-tech-heavyweights/
WallyHome IoT Moisture Sensors Much More Interesting Than They Seem
http://www.cepro.com/article/wallyhome_iot_moisture_sensors_much_more_interesting_than_they_seem/
Web Content Storms Ethernet Market
http://www.lightreading.com/ethernet-ip/ethernet-services/web-content-storms-ethernet-market/d/d-id/710676
Comcast Business Does 10-Gig In Knoxville
Multi-Million Investment Beefs Up Fiber-Based Ethernet Platform
http://www.multichannel.com/news/technology/comcast-business-does-10-gig-knoxville/383548#sthash.oewmDViT.dpuf
Windstream on Growth Trajectory, Competition Still a Woe
http://www.nasdaq.com/article/windstream-on-growth-trajectory-competition-still-a-woe-analyst-blog-cm387621#ixzz3CXlvimj1
Ciena Ramps in Q3, Dampens Q4 Expectations (sounds like VTSS - ed.)
http://www.lightreading.com/optical/packet-optical/ciena-ramps-in-q3-dampens-q4-expectations/d/d-id/710631
VSG: Orange, BT, Verizon maintain lead in global Ethernet market
http://www.fiercetelecom.com/story/vsg-orange-bt-verizon-maintain-lead-global-ethernet-market/2014-09-04
Ciena Goes Back Into The Penalty Box
http://seekingalpha.com/article/2471875-ciena-goes-back-into-the-penalty-box
Carriers move to virtual routers; AT&T's business mobility push
http://searchtelecom.techtarget.com/news/2240228094/Carriers-move-to-virtual-routers-ATTs-business-mobility-push
2014 Hot Interconnects: Hardware for Software Defined Networks & NFV – Part II.
http://viodi.com/2014/09/05/2014-hot-interconnects-hardware-for-software-defined-networks-nfv-part-ii/
Nokia Networks Boosts RAN Capacity, Upgrades Liquid Radio
http://www.lightreading.com/mobile/4g-lte/nokia-networks-boosts-ran-capacity-upgrades-liquid-radio-/d/d-id/710597
Saguna, Akamai to Demo RAN-based Content Delivery Network
http://www.policychargingcontrol.com/2302-saguna-and-akamai-showcase-the-world-s-first-content-delivery-network-operating-from-the-mobile-base-station
Opportunities and Challenges in Small Cells, Carrier WiFi, DAS & C-RAN Market Till 2020
http://www.digitaljournal.com/pr/2162329#ixzz3CXqcvXZO
Cellwize Evaluates the Role of SON in Small Cell Networks at LTE Asia
http://www.realwire.com/releases/Cellwize-Evaluates-the-Role-of-SON-in-Small-Cell-Networks-at-LTE-Asia
Small cell security gateway functions extend to Wi-Fi
http://www.rcrwireless.com/20140903/network-infrastructure/small-cell-security-functionality-extends-wi-fi-tag4
Crown Castle Gets Favorable IRS Ruling on REIT Status for Small-Cell Networks
http://www.nasdaq.com/article/crown-castle-gets-favorable-irs-ruling-on-reit-status-for-smallcell-networks-20140902-01262
Small cells add to last mile mix
http://www.itweb.co.za/index.php?option=com_content&view=article&id=137425:small-cells-add-to-last-mile-mix
Research and Markets: Small Cell Market 2014-2019 - Type (Picocell, Femtocell, Microcell), Services (Installation/Integration, Network Planning, Maintenance & Support), Operating Environment (Indoor, Outdoor) & by Verticals
http://www.businesswire.com/news/home/20140903006537/en/Research-Markets-Small-Cell-Market-2014-2019--
Discover Global small cell equipment market outlook to 2018
http://www.whatech.com/technology-news/238-technology-law/29146-research-report-on-small-cell-equipment-market-trends-analysis-and-forecasts-up-to-2018
Huawei Executive Talks About the Small Cell Market, New Products and Huawei’s Contribution in the US
http://www.rcrwireless.com/20140903/sponsored/huawei-small-cell-new-products-us-contributions
HetNet Ecosystem Investments to Reach USD 20 Bln in 2020, Says Signals and Systems Telecom in Its New Study Published at MarketPublishers.com
http://www.digitaljournal.com/pr/2168377#ixzz3CXsBfSCx
Nokia upgrades base stations for WiMax
http://www.eetindia.co.in/ART_8800703704_1800005_NT_f418e2f0.HTM
Birdstep To Take the Connected Car A Step Ahead at the Upcoming CTIA with its Wi-Fi Driven Experience Continuity Solution
http://www.policychargingcontrol.com/services-innovations/2319-birdstep-to-take-the-connected-car-a-step-ahead-at-the-upcoming-ctia-with-its-wi-fi-driven-experience-continuity-solution
Huawei to Deliver Keynote and Showcase Product Portfolio at 2014 CCA Annual Convention
http://www.sys-con.com/node/3171575
Nimble Storage: Here Comes the NAS, Says Summit
http://blogs.barrons.com/techtraderdaily/2014/09/04/nimble-storage-here-comes-the-nas-says-summit/
Seagate NAS Pro (4-Bay) Review
http://www.storagereview.com/seagate_nas_pro_4bay_review
Scalable NAS Server offers enterprise-class storage software
http://news.thomasnet.com/fullstory/Scalable-NAS-Server-offers-enterprise-class-storage-software-20032072
Synology Announces The DS115j Single-Bay NAS
http://www.storagereview.com/synology_announces_the_ds115j_singlebay_nas
Disk Storage System Sales Slip in Q2: IDC
http://www.infostor.com/nas/disk-storage-system-sales-slip-in-q2-idc.html
Harvard’s José Gómez-Ibáñez: Key insights on the future of transportation and infrastructure
http://journalistsresource.org/studies/environment/transportation/harvard-jose-gomez-ibanez-transportation-infrastructure-research-chat#
AT&T enhances mobile coverage at Camp Randall Stadium
http://www.telecompaper.com/news/atandt-enhances-mobile-coverage-at-camp-randall-stadium--1035380
Odisha capital Bhubaneswar to be first fully WiFi enabled city in India
http://www.orissadiary.com/CurrentNews.asp?id=53208
Posted by phobos - 12 years ago | Updated 12 years ago
Global Telemedicine Market to Hit USD36.3 Billion in 2020, IoT and M2M Healthcare Solutions to Benefit
http://www.policychargingcontrol.com/mobile-data-services-trends/2333-global-telemedicine-market-to-hit-usd36-3-billion-in-2020-iot-and-m2m-healthcare-solutions-to-benefit
The Infusion of Brand Marketing and Big Data Analytics
http://www.business2community.com/big-data/infusion-brand-marketing-big-data-analytics-0994537
Off-the-grid texting device GoTenna attracts antisurveillance crowd (two take-aways: we're headed towards a massively decentralized mesh network for communication and bitcoin, or something like it, will eventually replace our bankster bum-wad known as the petro dollar - ed.)
http://www.cnet.com/news/off-the-grid-texting-device-gotenna-attracts-antisurveillance-crowd/
Sprint Teaming Up with 15 New Carriers to Extend 4G Coverage to Rural Areas
http://www.hngn.com/articles/41583/20140906/sprint-teaming-up-with-15-new-carriers-to-extend-4g-coverage-to-rural-areas.htm
Sprint Extends its LTE Roaming Footprint
http://www.convergedigest.com/2014/09/sprint-extends-its-lte-roaming-footprint.html
EMEA: Driving your smartphone to work
http://www.rcrwireless.com/20140806/devices/emea-driving-your-smartphone-to-work-tag11
Posted by phobos - 12 years ago | Updated 12 years ago
Could Huawei become our top customer again in the near future?
http://www.slideshare.net/TBR_Market_Insight/tbr-ep-huawei-analyst-conference
Phobos, you continue to share that there is money to be made in areas where Vitesse focuses, lets hope our little company delivers...
Useless,
Posted by GARIF - 12 years ago
802.11ac Drives Industry Refresh Cycle (Nuss speaks with a lot of other industry heavyweights - see the video - they look confident)
http://www.convergedigest.com/2014/09/80211ac-drives-industry-refresh-cycle.html
Vitesse and RubyTech Show 2.5G Managed Ethernet Switch Design for 802.11ac
http://www.convergedigest.com/2014/09/vitesse-and-rubytech-show-25g-managed.html
SDN and Network Virtualization: A Reality Check
http://www.networkworld.com/article/2604023/sdn/sdn-and-network-virtualization-a-reality-check.html
New iGR Study Forecasts Operational Expenditures for North American LTE Metrocells Will Exceed Network Equipment Spending by 2018
http://www.marketwatch.com/story/new-igr-study-forecasts-operational-expenditures-for-north-american-lte-metrocells-will-exceed-network-equipment-spending-by-2018-2014-09-10
BuildItSecure.ly: Initiative to help vendors secure their IoT devices
http://www.techrepublic.com/article/builditsecure-ly-initiative-to-help-vendors-secure-their-iot-devices/
Check out IBM’s proposal for an internet of things architecture using Bitcoin’s block chain tech (will Bitcoin replace the petro dollar? - ed.)
http://gigaom.com/2014/09/09/check-out-ibms-proposal-for-an-internet-of-things-architecture-using-bitcoins-block-chain-tech/
Blueprint: What’s Next for Carrier Ethernet?
http://www.convergedigest.com/2014/09/blueprint-whats-next-for-carrier.html
75% of MNOs Say IP/MPLS and Carrier Ethernet Key to Delivering Fixed Communication Services for Enterprises (interesting that VTSS just released a carrier ethernet software mod along these lines - ed.)
http://www.policychargingcontrol.com/2370-75-of-mnos-say-ip-mpls-and-carrier-ethernet-key-to-delivering-fixed-communication-services-for-enterprises
2Q14 Worldwide Enterprise Router Revenue Reported at $867 Million
http://www.enterprisenetworkingplanet.com/nethub/2q14-worldwide-enterprise-router-revenue-reported-at-867-million.html
Graphene developers edge towards breakthrough
http://www.bdlive.co.za/life/2014/09/10/graphene-developers-edge-towards-breakthrough
Netgear unveils first Category 6-capable LTE-A hotspot
http://www.telecompaper.com/news/netgear-unveils-first-category-6-capable-lte-a-hotspot--1035917
Who's Doing Best in LTE-A?
http://www.lightreading.com/mobile/4g-lte/whos-doing-best-in-lte-a/a/d-id/710335
Hetnet Software Tackles IP Backhaul Automation, Virtualized EPC
http://www.lightreading.com/mobile/backhaul/hetnet-software-tackles-ip-backhaul-automation-virtualized-epc-/d/d-id/710751?_mc=RSS_LR_EDT
New iGR Study Forecasts Operational Expenditures for North American LTE Metrocells Will Exceed Network Equipment Spending by 2018
http://www.marketwatch.com/story/new-igr-study-forecasts-operational-expenditures-for-north-american-lte-metrocells-will-exceed-network-equipment-spending-by-2018-2014-09-10
Bell Mobility Deploys First 4x4 MIMO in Canada with Ceragon's FibeAir IP-20C
http://www.prnewswire.com/news-releases/bell-mobility-deploys-first-4x4-mimo-in-canada-with-ceragons-fibeair-ip-20c-274439971.html
Frost & Sullivan: Cloud Computing Set for Exponential Growth in South Africa and Kenya as Infrastructure Develops
http://www.prnewswire.co.uk/news-releases/frost--sullivan-cloud-computing-set-for-exponential-growth-in-south-africa-and-kenya-as-infrastructure-develops-274586111.html
Update: Cisco's Partnership With Red Hat To Make Cloud Computing Cheaper
http://seekingalpha.com/article/2481545-update-ciscos-partnership-with-red-hat-to-make-cloud-computing-cheaper
Cloud computing with silver lining
http://www.plymouthherald.co.uk/Cloud-computing-silver-lining/story-22898815-detail/story.html
A telco as cloud powerhouse? CenturyLink might pull it off
http://www.infoworld.com/t/cloud-computing/telco-cloud-powerhouse-centurylink-might-pull-it-249969
BOOM IN 10G ETHERNET SWITCH SALES TO DATA CENTERS (VTSS at the sweet-spot - ed.)
http://www.datacenterdynamics.com/focus/archive/2014/09/boom-10g-ethernet-switch-sales-data-centers
The Government-Academia Complex and Big Data Religion
http://www.forbes.com/sites/gilpress/2014/09/09/the-government-academia-complex-and-big-data-religion/
Next-gen analytics, Big Data core to telcos’ strategy: Teradata
http://economictimes.indiatimes.com/articleshow/42174209.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
The Key Findings on Big Data Study
http://www.business2community.com/big-data/key-findings-big-data-study-0996546
Alcatel-Lucent, Qualcomm Team Up in Small Cell Market - Analyst Blog
http://www.nasdaq.com/article/alcatel-lucent-qualcomm-team-up-in-small-cell-market-analyst-blog-cm388858#ixzz3CupEf9oe
Small-cells-as-a-service to launch in Norway
http://www.telecoms.com/283002/small-cells-as-a-service-to-launch-in-norway/?utm_source=rss&utm_medium=rss&utm_campaign=small-cells-as-a-service-to-launch-in-norway
Ericsson enters small cell upgrade race with integrated solution
http://www.rcrwireless.com/20140909/wireless/ericsson-enters-small-cell-upgrade-race-integrated-solution-tag4
Freescale VortiQa Software Solution for Small Cell Base Station Processors Supports Rapid Deployment of TDD-LTE
http://www.virtual-strategy.com/2014/09/09/freescale-vortiqa-software-solution-small-cell-base-station-processors-supports-rapid-dep#ixzz3CupXUouN
HetNet News: Alcatel-Lucent, Nokia unveil new small cells, CommScope readies ION-E
http://www.rcrwireless.com/20140908/hetnet-news/hetnet-news-alcatel-lucent-unveils-new-small-cells-commscope-readies-ion-e-tag4
Nokia Networks doubles small cell capacity, drives HetNet performance #NetworksPerform
Flexi Zone range enhanced by double-capacity LTE/Wi-Fi picocell. 3-D geolocation brings new dimension to indoor planning services.
http://www.prweb.com/releases/2014/09/prweb12150955.htm
Nokia Launches Double Capacity LTE/Wi-Fi Picocell
http://www.convergedigest.com/2014/09/nokia-launches-double-capacity-ltewi-fi.html
SAN-free, NAS-free? Scottish PHDs lift kilt on how they'll pull storage out of the aether
http://www.theregister.co.uk/2014/09/10/storage_out_of_the_aether/
AT&T's network core grows up to serve watches, IoT
http://www.computerworld.com/article/2604474/atts-network-core-grows-up-to-serve-watches-iot.html
Posted by phobos - 12 years ago | Updated 12 years ago
"reescale Semiconductor (NYSE: FSL) today announced new VortiQa L1 baseband software for TDD-LTE on the QorIQ Qonverge BSC913x family of base station system-on-chip (SoC) solutions, enabling OEMs and ODMs to rapidly deliver small cell solutions to the evolving...
Our association helping out nicely!
"75% of MNOs Say IP/MPLS and Carrier Ethernet Key to Delivering Fixed Communication Services for Enterprises (interesting that VTSS just released a carrier ethernet software mod along these lines - ed.)"
Vitesse continues to anticipate the need of the markets better then most. When you have meager resources you can't afford to be wrong! Thanks crg and team.
"In the last quarter sales of 10, 40 and 100 Gigabit Ethernet data center switches increased by one million ports. Cisco enjoyed much of the growth, gaining market share with its Nexus portfolio of data center switches, according to Crehan Research, which forecast a strong migration to higher Ethernet speeds as the price of switches drops significantly. Investors in new servers, such as Intel’s Grantley-based machines, are likely to demand 10 Gigabit Ethernet adapters to provide the supporting network structure, according to Crehan."
Great news for the "SWITCH KING" indeed!!!!
Posted by GARIF - 12 years ago
5G is coming but don't forget LTE-Advanced, says 4G Americas
http://www.fiercewireless.com/tech/story/5g-coming-dont-forget-lte-advanced-says-4g-americas/2014-09-09
CCA Annual Convention Kicks Off with Focus on LTE
http://www.virtualpressoffice.com/publicsiteContentFileAccess?fileContentId=1739368&fromOtherPageToDisableHistory=Y&menuName=News&sId=&sInfo=
New iGR Study Forecasts Operational Expenditures for North American LTE Metrocells Will Exceed Network Equipment Spending by 2018
"According to iGR's most recent forecast, the number of actual LTE metrocells deployments is expected to increase at a rate of 127 percent."
http://www.marketwired.com/press-release/new-igr-study-forecasts-operational-expenditures-north-american-lte-metrocells-will-1945727.htm
Posted by phobos - 12 years ago | Updated 12 years ago
"Metrocells, as defined by iGR, are low power single sector-channel, independent small cells that can support several hundred users. They are essentially a small, independent base transceiver station (BTS) that is often deployed on lampposts or sides of buildings to support mobile data demand in dense metropolitan areas."
Serval Light must be having a field day being implemented by many... Once again Vitesse continues to bring ideal products for the necessities of our times.
Peace,
useless
Posted by GARIF - 12 years ago
https://www.vitesse.com/news/releaseDetails?releaseid=870483
Vitesse shares with experts that her INTELLISEC and VERITIME are critical for LTE Networks future. Never have I heard Vitesse speak with such confidence.
Posted by GARIF - 12 years ago
http://finance.yahoo.com/news/billion-devices-lte-networks-2017-211500191.html
Posted by GARIF - 12 years ago
GARIF - why "useless"?
http://www.vitesse.com/news/releaseDetails?releaseid=870483
...if you delete the secure "s", you can follow the link.
I see that VTSS (Nuss) is making the case for MACsec and IEEE1588, or VTSS' version of same.
Looking at the timing of Nuss' talk and the share price action yesterday, did Nuss push up the price of VTSS' shares by $0.05 ($3.4M of appreciation of shares out)?
Posted by phobos - 12 years ago | Updated 12 years ago
http://www.thestreet.com/story/12876857/1/broadcoms-push-into-the-internet-of-things-will-be-a-winner.html?puc=yahoo&cm_ven=YAHOO
The hated one WAKING up to the IoT potential, but they lack key ingredients like VeriT and Intellisec!!
Will Vitesse become Broadcom property??
Useless? in response to Christ, honest assessment of my contribution to the forum.
Vitesse seems to be more assertive these days, they seem to have realized that their products(veriT, Intelli) are truly unique; am I alone in seeing that many in the business are starting to give her the EF HUTTON response?
Speaking of EF Hutton/Rodney Dangerfield, love drifting our way...
http://finance.yahoo.com/q/ud?s=VTSS
Posted by GARIF - 12 years ago
http://finance.yahoo.com/news/zte-successfully-becomes-exclusive-supplier-012600267.html;_ylt=AwrSyCMbTxNUn3YAvveTmYlQ
Great news for our FTTx's products
http://finance.yahoo.com/news/nokia-networks-wins-lte-deployment-175002353.html
http://finance.yahoo.com/news/nokia-networks-china-telecom-fdd-181002268.html
I'am starting to believe ARUBA is a Vitesse customer,
http://news.investors.com/091214-717151-morgan-stanley-forecasts-slowing-enterprise-wifi-revenue-growth.htm?ven=yahoocp&src=aurlled&ven=yahoo
Useless,
Posted by GARIF - 12 years ago
http://www.mobilitytechzone.com/topics/4g-wirelessevolution/articles/2014/09/11/388660-vitesse-helps-enterprises-ready-80211ac.htm
"O’Connell tells MobilityTechzone: “We are the first to market with a reference design for this, and it’s optimized.”
" So companies that want to play in this space will want to jump through the window of opportunity quickly"
"The company is a smaller competitor to Broadcom and Marvell, Mudoi said, but it’s a consistent innovator, and as a result wins a good share of business."
Board members used to comment about mass exodus of Vitesse employees, it's obvious today that no such thing happened.
Useless
Posted by GARIF - 12 years ago
The Dark Side of Big Data
http://knowledge.wharton.upenn.edu/article/dark-side-big-data/
Apply forensics to big data with a visualization tool
http://www.techrepublic.com/article/apply-forensics-to-big-data-with-a-visualization-tool/
Google Is Giving Startups $100,000 in Cloud Computing Credits For Free
http://www.businessinsider.com/google-is-giving-startups-100000-in-cloud-computing-credits-2014-9
Cloud computing under siege
http://fcw.com/articles/2014/09/12/cloud-under-siege.aspx
Top 6 Trends In Cloud Computing
http://www.business2community.com/cloud-computing/top-6-trends-cloud-computing-01006644
Cutting the cloud computing carbon cost
http://www.ecnmag.com/news/2014/09/cutting-cloud-computing-carbon-cost
Cloud computing threat intelligence platforms: The next big thing?
http://searchcloudsecurity.techtarget.com/news/2240230505/Cloud-computing-threat-intelligence-platforms-The-next-big-thing
Analytics as a Cloud Service?
http://midsizeinsider.com/en-us/article/analytics-as-a-cloud-service
Future Data Center Trends
http://www.datacenterknowledge.com/archives/2014/09/11/future-data-center-trends/
VMware, Cisco patch flaws in data-center gear and software
http://www.computerworld.com/article/2607027/vmware-cisco-patch-flaws-in-data-center-gear-and-software.html
Seagate Gets Into Cloud Hardware Solutions Business
http://www.datacenterknowledge.com/archives/2014/09/12/seagate-gets-cloud-hardware-solutions-business/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:DataCenterKnowledge%28DataCenterKnowledge%29
C-Level Executives Seeing Big Results From Big Data
http://www.cio.com/article/2607333/big-data/c-level-executives-seeing-big-results-from-big-data.html
Will America’s market for big data take off?
http://fortune.com/2014/09/11/will-americas-market-for-big-data-take-off/
Pademobile Brings Mobile Bitcoin Access to 3 Million in Mexico
http://www.cryptocoinsnews.com/pademobile-brings-mobile-bitcoin-access-3-million-mexico/
Mobile app gives Texans access to public safety services
http://gcn.com/articles/2014/09/12/texas-dps-app.aspx
Change Coming to CIO Journal’s Mobile Access
http://blogs.wsj.com/cio/2014/09/12/change-coming-to-cio-journals-mobile-access/
Future of the enterprise: Heavy investment in Internet of Things security
http://www.zdnet.com/future-of-the-enterprise-heavy-investment-in-internet-of-things-security-7000033610/
Intel Using IoT to Improve Efficiency of Its Chip Fab Facilities
http://www.cio.com/article/2607023/networking-hardware/intel-using-iot-to-improve-efficiency-of-its-chip-fab-facilities.html
Cisco Focuses on Railroads With New IoT Solution
http://www.eweek.com/networking/cisco-focuses-on-railroads-with-new-iot-solution.html
Xilinx and its Ecosystem Demonstrate All Programmable Solutions for Smarter Vision Systems at IBC 2014
http://www.marketwatch.com/story/xilinx-and-its-ecosystem-demonstrate-all-programmable-solutions-for-smarter-vision-systems-at-ibc-2014-2014-09-13?reflink=MW_news_stmp
Entropic Demos Inverto's Unicable II Multi-Switch Powered by Entropic's Second-Generation Digital Channel Stacking Switch (dCSS) at IBC; Shows 24 Live Video Streams Off a Single-Cable Run
http://www.marketwatch.com/story/entropic-demos-invertos-unicable-ii-multi-switch-powered-by-entropics-second-generation-digital-channel-stacking-switch-dcss-at-ibc-shows-24-live-video-streams-off-a-single-cable-run-2014-09-13-3184034?reflink=MW_news_stmp
4G LTE network increases present new threat to BYOD security
http://www.itproportal.com/2014/09/12/4g-lte-network-increases-present-new-threat-byod-security/#ixzz3DDXFLweu
In Telecom, Wireless Still the Key - Zacks Analyst Interviews
http://www.nasdaq.com/article/in-telecom-wireless-still-the-key-zacks-analyst-interviews-cm390086#ixzz3DDXKwwha
AT&T eyes bundle of DirecTV and 50Mbps wireless broadband
http://www.cedmagazine.com/news/2014/09/at-t-eyes-bundle-of-directv-and-50mbps-wireless-broadband
Posted by phobos - 12 years ago | Updated 12 years ago
“BYOD is revolutionizing Enterprise connectivity, with the real potential to enable a better-connected and more productive workforce,” said Dr Nuss. “As an industry, however, we need to focus on overcoming this potential security threat so that 4G LTE networks can continue to flourish and businesses can reap the benefits of BYOD, while keeping their networks secure.”
Nuss continues to tell the world Vitesse can be counted on to help with the 4 V's and 4 P's...
Posted by GARIF - 12 years ago
Vitesse Recommends Ethernet-based Encryption and Packet-Based Network Timing to Mitigate Small Cells Security Concerns (there's nothing like a trade-show to get the word out - ed.)
"BYOD is revolutionizing enterprise connectivity, with the real potential to enable a better-connected and more productive workforce. As an industry, however, we need to focus on overcoming this potential security threat so that 4G LTE networks can continue to flourish and businesses can reap the benefits of BYOD, while keeping their networks secure.”
Martin Nuss, CTO at Vitesse
http://www.policychargingcontrol.com/2385-vitesse-recommends-ethernet-based-encryption-and-packet-based-network-timing-to-mitigate-small-cells-security-concerns
IoT platforms and the product iteration argument
http://gigaom.com/2014/09/14/iot-platforms-and-the-product-iteration-argument/
Bhubaneswar to be Wi-Fi enabled
http://timesofindia.indiatimes.com/city/bhubaneswar/Bhubaneswar-to-be-Wi-Fi-enabled/articleshow/42446369.cms
Posted by phobos - 12 years ago | Updated 12 years ago
Will VTSS get a piece of this?
Xilinx Inc (XLNX), China Mobile (CHL) Enter Development Collaboration for Virtualized 5G Networks
http://www.streetinsider.com/Corporate+News/Xilinx+Inc+%28XLNX%29,+China+Mobile+%28CHL%29+Enter+Development+Collaboration+for+Virtualized+5G+Networks/9830764.html
Posted by phobos - 12 years ago
http://news.investors.com/technology/091614-717450-cisco-completes-sourcefire-integration-to-challenge-rivals.htm?ven=yahoocp,yahoo&src=aurlled
http://finance.yahoo.com/news/broadsoft-selects-juniper-networks-power-120000233.html
http://news.investors.com/091214-717202-csco-chkp-ftnt-panw-intc-gain-security-appliance-share.htm?ven=yahoocp&src=aurlled&ven=yahoo
http://news.investors.com/091014-716847-home-depot-breach-underscores-security-software-need.htm?ven=yahoocp&src=aurlled&ven=yahoo
http://finance.yahoo.com/news/fortinet-named-leader-2014-gartner-150000599.html
We know for sure Vitesse is getting action with above companies.
http://finance.yahoo.com/news/dragonwave-harmony-enhanced-delivers-next-120000450.html
plenty of Vitesse in this DragonW introduction,
Posted by GARIF - 12 years ago
http://www.airvana.com/news-events/press-releases/2014-press-releases/airvana-onecell-wins-2014-ctia-emerging-technology-award-at-super-mobility-week/
and the good news continues...
Posted by GARIF - 12 years ago
http://finance.yahoo.com/news/cavium-demonstrate-multiple-opendataplane-odp-204800962.html
"Cavium demonstrations include 40Gbps of IPSEC processing in both Linux User Mode and in a Bare Metal environment using OpenDataPlane APIs as well as a live capture of clear and encrypted data packets"
Competitor touting IPSEC, an old school technology by Vitesse standards...
Posted by GARIF - 12 years ago
IBM opens massive 'cloud computing' data center in RTP
http://www.wral.com/ibm-opens-massive-cloud-computing-data-center-in-rtp/14003686/
Newly minted MacArthur ‘genius’ could make cloud computing more secure
http://venturebeat.com/2014/09/19/ibm-craig-gentry-macarthur/
Cloud computing push: Infosys inks pacts with Huawei, Microsoft, Hitachi
http://firstbiz.firstpost.com/biztech/cloud-computing-push-infosys-inks-pacts-with-huawei-microsoft-hitachi-100519.html
Brocade Launches Commercial Vyatta OpenDaylight SDN Controller
http://www.enterprisenetworkingplanet.com/datacenter/brocade-launches-commercial-vyatta-opendaylight-sdn-controller.html
AT&T Plans Network on Demand, Targets Enterprise Market - Analyst Blog
http://www.nasdaq.com/article/att-plans-network-on-demand-targets-enterprise-market-analyst-blog-cm392529#ixzz3E3gQ3eP7
Key Cisco defections in data center, OpenStack
http://www.networkworld.com/article/2686002/cisco-subnet/key-cisco-defections-in-data-center-openstack.html
Amazon reveals plans to spend whopping $1.1 billion on Ohio data center
http://www.geekwire.com/2014/amazon-reveals-plans-spend-whopping-1-1-billion-ohio-data-center/
Predicting crime with Big Data ... welcome to "Minority Report" for real
http://www.networkworld.com/article/2686051/big-data-business-intelligence/predicting-crime-with-big-data-welcome-to-minority-report-for-real.html
Is our education system gearing up for the Big Data boom
http://www.financialexpress.com/news/is-our-education-system-gearing-up-for-the-big-data-boom/1291393/0
Intel buys Powerwave patents for RAN push
http://www.rethink-wireless.com/2014/09/19/intel-buys-powerwave-patents-ran-push.htm
HetNet News: Small cells, SDN deliver 4G option for rural carriers
http://www.rcrwireless.com/20140922/hetnet-news/hetnet-news-small-cells-sdn-deliver-4g-options-rural-carrier-tag4
New report looks into HetNet industry opportunities, challenges, strategies & forecasts to 2020
http://www.whatech.com/market-research-reports/press-release/telecommunications/30042-hetnet-industry-bible-small-cells-carrier-wifi-das-c-ran-2014-2020-opportunities-challenges-strategies-forecasts
Seagate NAS Two-Bay SOHO NAS Review
http://www.tweaktown.com/reviews/6681/seagate-nas-two-bay-soho-nas-review/index.html
IEEE standards group wants to bring order to IoT
http://www.pcworld.com/article/2686692/ieee-standards-group-wants-to-bring-order-to-iot.html
Internet of Things (IoT) Leaders: ARM, Broadcom, Cisco, Freescale, Google, Intel, McAfee, Oracle, PTC, Qualcomm, Samsung
http://www.marketwatch.com/story/internet-of-things-iot-leaders-arm-broadcom-cisco-freescale-google-intel-mcafee-oracle-ptc-qualcomm-samsung-2014-09-15
Reader Forum: Accelerating ‘IoT’ with an open-source, embedded platform for connected applications
http://www.rcrwireless.com/20140922/opinion/reader-forum-accelerating-iot-with-an-open-source-embedded-platform-for-connected-applications-tag10
Tata Communications achieves first live F1® 4K feed over fibre
http://www.formula1.com/news/headlines/2014/9/16391.html
LTE-A Now Live on More Than 20 Networks
http://www.lightreading.com/mobile/4g-lte/lte-a-now-live-on-more-than-20-networks/d/d-id/710943
Clouding the Edge for LTE-A and Beyond
http://www.lightreading.com/mobile/4g-lte/clouding-the-edge-for-lte-a-and-beyond/a/d-id/710910
MEDIA ALERT: New MRV White Paper Unlocks the Evolution to Converged Packet-Optical and P-OTS 3.0
http://www.heraldonline.com/2014/09/22/6346671_media-alert-new-mrv-white-paper.html?sp=/100/773/385/&rh=1#storylink=cpy
http://www.mrv.com/sites/default/files/white_papers/us_pdfs/accelerating_packet-optical_convergence_-_a_blueprint_for_pots_3.0.pdf
Posted by phobos - 11 years ago | Updated 11 years ago
So much for my privacy!!
"That problem exists in a nutshell in the medical equipment industry, according to Dr. Julian Goldman, director of medical device interoperability at Massachusetts General Hospital in Boston. The makers of various types of devices for monitoring patients’ health don’t design their products to share data or even acknowledge one another, so doctors can’t get as good information as they might, he said. For example, measurements taken by a blood oxygen sensor on a patient’s finger can be affected by the actions of a blood-pressure monitor that squeezes the patient’s arm, but the systems don’t automatically account for that effect, Goldman said.
“If we don’t look at the lessons today in health care, the Internet of Things is not going to be an Internet of Things, it’s going to be a pile of things,” Goldman said."
"Clouding the Edge for LTE-A and Beyond"
Nice article, I trust Vitesse is working on a happy medium...
Posted by GARIF - 11 years ago
MEF: New Initiatives Tied to Existing Standards Groups
http://www.lightreading.com/ethernet-ip/ethernet-services/mef-new-initiatives-tied-to-existing-standards-groups/d/d-id/711042
How Intel, Microsoft and the wireless carriers will finally realize the promise of an 'always connected' PC
http://www.pcworld.com/article/2683974/how-intel-microsoft-and-the-wireless-carriers-will-finally-realize-the-promise-of-an-always-connect.html
Exclusive: MEF to Rival ONF, OpenDaylight With SDN Strategy
http://www.lightreading.com/carrier-sdn/sdn-architectures/exclusive-mef-to-rival-onf-opendaylight-with-sdn-strategy/d/d-id/711000
Brocade's investor day highlighted by something old, something new
http://www.networkworld.com/article/2687948/cisco-subnet/brocades-investor-day-highlighted-by-something-old-something-new.html
Intel Tries To Conquer Mobile Market By Investing In Chinese Chip Makers
http://www.gurufocus.com/news/280846/will-juniper-networks-improve-in-the-future
Feeling Edgy? Join the Crowd
http://www.lightreading.com/nfv/nfv-elements/feeling-edgy-join-the-crowd/a/d-id/711079
EE’s 400mbps 4G Network is COMING to London First
http://www.knowyourmobile.com/mobile-phones/ee-4g/22720/ees-400mbps-4g-network-coming-london-first
The rush to VoLTE and the power of TDD-FDD – LTE Asia highlights
http://www.mobileworldlive.com/rush-volte-power-tdd-fdd-lte-asia-highlights
Ceragon Networks, The Dark Days Are Over, Clear Skies For 100% Upside
http://seekingalpha.com/article/2511575-ceragon-networks-the-dark-days-are-over-clear-skies-for-100-percent-upside
Alcatel-Lucent extends mobile backhaul capabilities, allowing operators to accelerate small cell deployment to offer customers widespread LTE access
http://www.marketwatch.com/story/alcatel-lucent-extends-mobile-backhaul-capabilities-allowing-operators-to-accelerate-small-cell-deployment-to-offer-customers-widespread-lte-access-2014-09-23-62031056
Alcatel-Lucent's New MPR Units for Small-Cell Backhaul
http://www.zacks.com/stock/news/148270/alcatel-lucents-new-mpr-units-for-small-cell-backhaul
Alcatel-Lucent extends mobile backhaul capabilities
http://www.financial-news.co.uk/24218/2014/09/alcatel-lucent-extends-mobile-backhaul-capabilities-201/
Alcatel-Lucent adds wireless backhaul solutions for LTE small cells
http://www.rcrwireless.com/20140924/network-infrastructure/small-cell-backhaul-gets-boost-tag4
Optical Fiber Best for Backhaul
http://www.lightreading.com/huawei-ultra-broadband-forum/poll-optical-fiber-best-for-backhaul/a/d-id/711004
Unified cloud computing management sparks agility
http://techpageone.dell.com/technology/unified-cloud-computing-management-sparks-agility/#.VCbzMBY0_U0
Why cloud computing is still a hard sell, but doesn’t have to be
http://gigaom.com/2014/09/27/why-cloud-computing-is-still-a-hard-sell-but-doesnt-have-to-be/
Cloud Computing Accounts for Just 1% of HHS' IT Budget, GAO Finds
http://www.ihealthbeat.org/articles/2014/9/26/cloud-computing-accounts-for-just-1-of-hhs-it-budget-gao-finds
The sky is falling: Is cloud computing right for your business?
http://thenextweb.com/insider/2014/09/26/sky-falling-cloud-computing-right-business/
Red Hat CEO announces a shift from client-server to cloud computing
http://www.zdnet.com/red-hat-ceo-announces-a-shift-from-client-server-to-cloud-computing-7000033930/
WEDG: An Alternative to Cloud Computing That'll Keep Your Privates Safe
http://gizmodo.com/wedg-an-alternative-to-cloud-computing-thatll-keep-you-1638965685
Mobile Cloud Computing Growth and Midsize Firms
http://midsizeinsider.com/en-us/article/mobile-cloud-computing-growth-and-midsiz
Energy Department poorly overseeing cloud computing initiatives, audit finds
http://www.fiercegovernmentit.com/story/energy-department-poorly-overseeing-cloud-computing-initiatives-audit-finds/2014-09-25
Juniper’s Cloud Computing Gaining Traction With New Orders
http://www.trefis.com/stock/jnpr/articles/257246/junipers-cloud-computing-gaining-traction-with-new-orders/2014-09-25
Cloud Computing Solutions and the IT Budget
http://midsizeinsider.com/en-us/article/cloud-computing-solutions-and-the-it-bud
Report: Feds Underreport Data Center Consolidation Savings by Billions
http://www.datacenterknowledge.com/archives/2014/09/26/feds-underreport-fdcci-data-center-consolidation-savings-by-billions/
The perks of having no datacenter
http://siliconangle.com/blog/2014/09/25/the-perks-of-having-no-datacenter-inforum14/
Data Centers and Cloud: A Perfect Storm
http://www.datacenterknowledge.com/archives/2014/09/25/data-centers-cloud-perfect-storm/
Ten trends driving the DCIM evolution
http://www.datacenterdynamics.com/focus/archive/2014/09/ten-trends-driving-dcim-evolution
The state readies for Big Data with passage of bill
http://www.app.com/story/news/local/new-jersey/2014/09/26/state-readies-big-data-passage-bill/16300267/
The Truth About Big Data
http://www.datamation.com/applications/the-truth-about-big-data.html
IBM champions cloud, big data, open source to transform healthcare at TED summit
http://www.zdnet.com/ibm-champions-cloud-big-data-open-source-to-transform-healthcare-at-ted-summit-7000033921/
Network modernization is key to lev
http://www.federaltimes.com/article/20140926/FEDIT03/309260021/Network-modernization-key-leveraging-big-data
Will We Have Any Privacy After the Big Data Revolution?
http://time.com/3430090/will-we-have-any-privacy-after-the-big-data-revolution/
How the big-data revolution can help design ideal cities
http://www.theglobeandmail.com/life/home-and-garden/architecture/how-the-big-data-revolution-can-help-design-ideal-cities/article20767073/
5 Ways Big Data Impacts the Insurance Industry
http://smartdatacollective.com/gilallouche/240831/5-ways-big-data-impacts-insurance-industry
Cloudera CTO on Big Data analytics and security risks
http://diginomica.com/2014/09/24/cloudera-cto-big-data-analytics-security-risks/
How Big Data Is Failing Us
http://gawker.com/how-big-data-is-failing-us-1638605758
New GE Power Express Remote Combiner Powers 'Small-Cell' Telecommunications and Distributed Antenna System Networks
http://www.newswiretoday.com/news/146878/New-GE-Power-Express-Remote-Combiner-Powers-Small-Cell-Telecommunications-and-Distributed-Antenna-System-Networks/
With rising cellular data demands, tower company looks to alternative technology
http://www.houstonchronicle.com/business/technology/article/With-rising-cellular-data-demands-tower-company-5776021.php
Alcatel-Lucent's New MPR Units for Small-Cell Backhaul
http://www.zacks.com/stock/news/148270/alcatel-lucents-new-mpr-units-for-small-cell-backhaul
Nokia Networks Expands Small Cell Range
http://www.lightreading.com/mobile/small-cells/nokia-networks-expands-small-cell-range/d/d-id/710693
HetNet News: Small cells, SDN deliver 4G option for rural carriers
http://www.rcrwireless.com/20140922/hetnet-news/hetnet-news-small-cells-sdn-deliver-4g-options-rural-carrier-tag4
Buffalo Rolls Out NAS Storage For SMBs, Home Offices
http://www.texastechpulse.com/buffalo_rolls_out_nas_storage_for_smbs_home_offices/s-0057120.html
Cloud Storage Goes Local for SANs & NAS
http://www.sys-con.com/node/3195114
Top DAS vendors
http://www.rcrwireless.com/20140923/hetnet-news/top-das-vendors-tag4
IoT gets huge
http://www.multichannel.com/news/technology/internet-things-becoming-huge-thing/384177
Huawei buys UK’s Neul to boost IoT smarts
http://www.zdnet.com/huawei-buys-uks-neul-to-boost-iot-smarts-7000033955/
IoT gets new platform for developers, funding and more
http://siliconangle.com/blog/2014/09/26/iot-gets-new-platform-for-developers-funding-and-more/
ITU Telecom Young Innovators Competition: New challenge on Internet of Things for social good
http://www.businesswire.com/news/home/20140926005436/en/ITU-Telecom-Young-Innovators-Competition-challenge-Internet
In pursuit of universal IoT standards
http://radar.oreilly.com/2014/09/in-pursuit-of-universal-iot-standards.html
Distribution of Aircraft Frequencies, Promotion of IoT Use to be Discussed
http://www.businesskorea.co.kr/article/6508/2014-itu-plenipotentiary-conference-distribution-aircraft-frequencies-promotion-iot-use
IoT’s future depends on defining standards, APIs
http://techpageone.dell.com/technology/iots-future-depends-on-defining-standards-apis/#.VCbvGRY0_U0
$196B Wireless M2M Market and IoT Industry 2020 Forecasts and Analysis
http://www.marketwatch.com/story/196b-wireless-m2m-market-and-iot-industry-2020-forecasts-and-analysis-2014-09-26-82033058
ARM Cortex M7 chip promises to give IoT a shot in the arm
http://www.techtimes.com/articles/16339/20140924/arm-cortex-m7-chip-promises-to-give-iot-a-shot-in-the-arm.htm
One Million Carrier Ethernet Service Ports Projected in U.S. by 2018
http://www.fiercetelecom.com/press-releases/one-million-carrier-ethernet-service-ports-projected-us-2018
Globe Business bolsters top Carrier Ethernet events
http://www.sunstar.com.ph/manila/business/2014/09/26/globe-business-bolsters-top-carrier-ethernet-events-367691
Networking pioneer Bob Metcalfe hails Ethernet-as-a-Service effort
http://www.networkworld.com/article/2687554/ethernet-switch/networking-pioneer-bob-metcalfe-hails-ethernet-as-a-service-effort.html
Will your next broadband connection be an Ethernet connection (Yes!!! -- ed.)?
http://www.itproportal.com/2014/09/23/will-your-next-broadband-connection-be-an-ethernet-connection/
Posted by phobos - 11 years ago | Updated 11 years ago
"In case you haven't noticed, the edge of the network is where everything is happening today."
"Why Ethernet?
The technology that is set to bring Ethernet broadband to the masses is Carrier Ethernet 2.0, the latest iteration of the standard created by the Metro Ethernet Forum. The first version of Carrier Ethernet inaugurated a robust set of standards for creating WAN connections over a single service provider's network. Two main types of service were defined, E-Line and E-LAN, which are aimed at point-to-point or point-to-multipoint connections and multipoint-to-multipoint, respectively. Both have virtual private and non-virtual private flavours. With the virtual private versions, services can be multiplexed over the same infrastructure, but this still doesn't mean services can be supplied to multiple customers in a commoditised fashion over the same infrastructure."
"Success is when hard work meets opportunity"
Years of preparation/anticipating has helped Vitesse become a leading Plumber in the industry.
Posted by GARIF - 11 years ago
Small Cells Expand to Europe
http://www.sys-con.com/node/3201357
How IoT big data will transform manufacturing automation
http://www.techrepublic.com/article/how-iot-big-data-will-transform-manufacturing-automation/
HP Starts Shipping 64-bit ARM Servers
http://www.datacenterknowledge.com/archives/2014/09/29/hp-starts-shipping-64-bit-arm-servers/
See What’s Buried in the Swiss Bunkers Turned Into Secretive Data Centers
http://www.wired.com/2014/09/yann-mingard-deposit/
How Will Cisco (CSCO) Stock Respond to Global Cloud Computing Network Investment?
http://www.thestreet.com/story/12894703/1/how-will-cisco-csco-stock-respond-to-global-cloud-computing-network-investment.html
Ciena on market trends: 100G adoption, mobile backhaul, SDN and more
http://www.rcrwireless.com/20140926/wireless/ciena-market-trends-100g-adoption-mobile-backhaul-sdn-tag6
Carrier WiFi equipment market exploding to $2.1 billion by 2016; Data Offload of cellular networks is key driver
http://community.comsoc.org/blogs/michaelweiss/carrier-wifi-equipment-market-exploding-21-billion-2016-data-offload-cellular-net
802.11ac Wi-Fi CPE Shipments to Capture 18% of the Total 176 Million Access Points in 2014
http://www.abiresearch.com/press/80211ac-wi-fi-cpe-shipments-to-capture-18-of-the-t
Posted by phobos - 11 years ago | Updated 11 years ago
"Imagine a world where smart systems, Internet of Things (IoT) sensors, and robotics combine to automate large areas of manufacturing, linking wired and wireless networks throughout the world in the making of products, and relying on both structured and unstructured big data to get the job done. McKinsey & Company describes smartmanufacturing as a "type of information system--through sensors and actuators embedded in physical objects...[where] processes govern themselves, where smart products take corrective action to avoid damages and where individual parts are automatically replenished."
"govern themselves, take corrective action, individual parts automatically replenished"
Lets hope KYle Reese comes to our rescue someday!!!!!!!!!!
or will our future generations even know or think they should be rescued?? board members??
Perhaps another useless question from useless but we SHALL SEEEE....
Posted by GARIF - 11 years ago
http://finance.yahoo.com/news/cisco-adds-more-30-intercloud-120000841.html
http://finance.yahoo.com/news/cisco-hopes-30-intercloud-partners-150302940.html
Posted by GARIF - 11 years ago
Nigeria: IoT - Over 15 Billion Devices to Be Connected By 2015
http://allafrica.com/stories/201409301330.html
Telco Systems Releases ViNOX™, the First Carrier SDN Network Operating System with OpenFlow Support
http://www.digitaljournal.com/pr/2223494#ixzz3EoS7YYFQ
Aviat Networks Receives Expected NASDAQ Notice Related to Delay in Form 10-K Filing
http://www.marketwatch.com/story/aviat-networks-receives-expected-nasdaq-notice-related-to-delay-in-form-10-k-filing-2014-09-30
AT&T Announces High-speed Cable, Internet, Voice Service For Local Market
http://www.wilmingtonbiz.com/marketingmedia/2014/09/29/atandt_announces_high-speed_cable_internet_voice_service_for_local_market/12358
Telkom 4G launch set for 2014
http://mybroadband.co.za/news/wireless/110766-telkom-4g-launch-set-for-2014.html
5G mobile networks will support an internet that’s so good you can feel it
http://theconversation.com/5g-mobile-networks-will-support-an-internet-thats-so-good-you-can-feel-it-32260
For Larry Ellison and Oracle, 'Cloud' Is the Word
http://www.toptechnews.com/article/index.php?story_id=1310026754LI
Cisco to Pump $1 Billion Into Global Cloud Computing Network
http://recode.net/2014/09/29/cisco-to-pump-1-billion-into-global-cloud-computing-network/
Pricing the Cloud 2014 Market Research Report With 2019 Cloud Computing Pricing and Revenue Forecasts
http://www.marketwatch.com/story/pricing-the-cloud-2014-market-research-report-with-2019-cloud-computing-pricing-and-revenue-forecasts-2014-09-29
Chief analytics officer: The ultimate big data job?
http://www.computerworld.com/article/2688352/chief-analytics-officer-the-ultimate-big-data-job.html
It's Not Big Data, It's the Big Idea, Stupid
http://adage.com/article/advertising-week-2014/big-data-big-idea-stupid/295199/
HetNet Review - Small Cells, DAS, & Integrated Wi-Fi Feature Report
http://www.virtual-strategy.com/2014/09/30/hetnet-review-small-cells-das-integrated-wi-fi-feature-report#ixzz3EoT8lA4Z
Follow us: @virtualstrategy on Twitter | VirtualStrategyMagazine on Facebook
Mind Commerce Evaluates Telecom Infrastructure Market in 2014 Edition of Report
http://www.digitaljournal.com/pr/2223920#ixzz3EoTGB400
Connectivity market set to soar, but data security is big worry
http://www.automotiveit.com/connectivity-market-set-to-soar-but-data-security-worries-abound/news/id-009536
LTE small cells present security threat, says Vitesse CTO
http://www.fiercewireless.com/tech/story/lte-small-cells-present-security-threat-says-vitesse-cto/2014-09-14
Is VTSS about to get a new website?
http://www.vitesse.com/
Posted by phobos - 11 years ago | Updated 11 years ago
" Nuss suggested that packet-based network timing using IEEE 1588 is the preferred GPS alternative for small cells if it can be secured."
Oh! my company by the way just happens to have the ideal solution for these problems...
Posted by GARIF - 11 years ago
Intel pushes factory IoT with $9 million cost savings at plant
http://www.pcworld.com/article/2690192/intel-pushes-factory-iot-with-9-million-cost-savings-at-plant.html
Mitsubishi Leverages IoT for Factory Operations
http://mobileenterprise.edgl.com/news/Mitsubishi-Leverages-IoT-for-Factory-Operations95591
Alcatel-Lucent sells enterprise networking unit to China Huaxin
http://www.pcworld.com/article/2690292/alcatellucent-sells-enterprise-networking-unit-to-china-huaxin.html
Cavium Joins Linux Foundation Open Platform for NFV Project
http://www.broadwayworld.com/bwwgeeks/article/Cavium-Joins-Linux-Foundation-Open-Platform-for-NFV-Project-20141001
Ruckus Wireless Expands its Unique Line of New Smart 11ac Indoor and Outdoor ZoneFlex Access Points
http://money.cnn.com/news/newsfeeds/articles/prnewswire/SF26418.htm
New Cisco Systems IP surveillance cameras equipped for heavy-duty analytics
http://urgentcomm.com/cisco/new-cisco-systems-ip-surveillance-cameras-equipped-heavy-duty-analytics
EMC Introduces VNX-VSS100 And Isilon Enhancements For Surveillance Storage
http://www.storagereview.com/emc_introduces_vnxvss100_and_isilon_enhancements_for_surveillance_storage
Seagate Surveillance HDDs Hit GA
http://www.storagereview.com/seagate_surveillance_hdds_hit_ga
LTE-A: curb your enthusiasm
http://www.itweb.co.za/index.php?option=com_content&view=article&id=138077:LTE-A-curb-your-enthusiasm&catid=146
Analyst Angle: Backhaul isn’t always about fiber
http://www.rcrwireless.com/20141001/opinion/analyst-angle-backhaul-isnt-always-about-fiber-tag9
OPNFV Collaboration Project Launched
http://www.enterprisenetworkingplanet.com/datacenter/opnfv-collaboration-project-launched.html
Posted by phobos - 11 years ago | Updated 11 years ago
http://finance.yahoo.com/news/global-tier-1-operator-continues-090000517.html
http://finance.yahoo.com/news/gigabit-wi-fi-maintains-rapid-120000682.html
What has Airvana been up to recently? I haven't heard much from the company.
For our 3G business, we have been busy shipping 1.5M units, and several analysts have indicated we are the number one supplier worldwide for 3G small cells. We have also been in stealth mode working for the past three years on the OneCell architecture and innovations, and now that the product is in trials, have decided to announce it. You will be hearing a lot more from Airvana because this is just the beginning -- there is much more to come.
The above was posed in June of this year, another vitesse customer working on a GAME changer...
Posted by GARIF - 11 years ago
Forensics and the Internet of Things: the car of the future will be a data goldmine
http://www.information-age.com/technology/mobile-and-networking/123458505/forensics-and-internet-things-car-future-will-be-data-goldmine#sthash.W8VT5K7g.dpuf
Posted by phobos - 11 years ago
Posted by