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Vitesse Introduces Industry's First Field-Proven, Turnkey Software for Carrier Ethernet Service Delivery

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http://finance.yahoo.com/news/vitesse-introduces-industrys-first-field-130000341.html

THIS is how they said they would capture the market ... be the first mover and then have everyone standardize on VTSS software ... VERY interesting.

Posted by phobos - 10 years ago | Updated 10 years ago

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Having gained some credibility by solving the debt situation, the company just might bring this about.

" To date, over 40 OEMs have licensed Vitesse's CEServices™ software, with several starting"
Lets hope the crack analysts who call in Q1 pose questions to see how many more OEM's have signed on; or hopefully CRG will share that information.

Posted by GARIF - 10 years ago

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I wish I had a nickel for every VTSS press release announcing the "industries' first" this or that over the last 7 years. While producing all of these industry firsts, sales have gone from $60M/Q to $25M/Q over a 7 year period. Maybe they produce industry firsts that the industry doesn't want??? (May I remind you of VScope, a product that they had to hold a contest for EE students to win prize for suggesting the best use for it, about a year after it was announced as a game changer, because apparently they had developed a product at great cost that the "industry" didn't care about).

Posted by sharpinvestments - 10 years ago

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IOT will require Intellisec, or something like it:

http://feedly.com/e/o42dmUZz

Sharp, if you really think VTSS is doomed, just look at the past decade as a sunk cost and put your money elsewhere. It happens. It is what it is.

Personally, I don't even think VTSS can fail to capitalize on all the design wins in both traditional and emergent markets. Even if they still suck as a company, someone will want to buy the talent and intellectual property. From this point (not from the point of 2000), I see considerable upside potential. I see almost no possibility of VTSS returning to pre-bubble-pop valuations. The only potential problems I see on the horizon are macroeconomic ones and the unforseen, and that's as certain as buying a stock gets.

Posted by phobos - 10 years ago

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"The only potential problems I see on the horizon are macroeconomic ones and the unforseen, and that's as certain as buying a stock gets".

How about an incompetent CEO and Board, all of whom lavishly reward themselves for weak performance, destruction of shareholder value and incredible dilution. You don't see that as one of the "potential problems", or maybe like most of us, you see it not as a potential problem but as a continuing, on-going problem??? The only ones that are going to come out of this smelling like roses are Gardner and the Board. Don't you read the SEC filings? Thousands of options being exercised at zero based cost? (i.e. "the gifts that keep on giving".

Posted by sharpinvestments - 10 years ago

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Unfortunately, this is the nature of the casino we call "the stock market". VTSS is not exceptional in this regard. My favorite are the "analysts", who ask nothing but softball question, and whose investment banking interests openly conflict with the interests of legit shareholders. What can you do?

Posted by phobos - 10 years ago

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Our top customers in china poised for better 2014, our Q2 should reflect some of this. Crg has always said that as our Chinese customers go so do we.

http://www.fiberhomegroup.com/news/5/393.aspx

The carrier business group's growth rate "was not as pretty as the two other groups, but the base number is very big," Chief Financial Officer Cathy Meng told a press briefing.

But analysts say 4G deployment in China hasn't been as fast as expected, so revenue from the network roll-out destined for Huawei and cross-town competitor ZTE will not be seen until the first half of this year.

"For 4G, they have a delay on revenue in China," said Nomura's Huang.

"Deployment was slower than expected, so there is revenue postponed until the first half of this year, particularly some short-term delays on China Mobile's deployment speed."

The rest of Huawei's revenue, or 7 percent, comes from its enterprise segment, which makes telecommunications devices for businesses and institutions, and which is not profitable, according to Meng.

Posted by GARIF - 10 years ago

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"Though the new chips don't have earth-shattering specs, they're a good start for Broadcom's dive into LTE."

Even with its internal issues Vitesse still managed to catch broadcom with 'HER' pants down! please never take foot off that neck Crg...

http://www.fool.com/investing/general/2014/02/10/broadcoms-push-into-lte-begins-now.aspx

Posted by GARIF - 10 years ago

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GARIF - I get the impression that this is more competition for AMCC than it is for VTSS. It sounds like a network processor. Can anyone else un-muddy the water here?

Posted by phobos - 10 years ago

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phobos - let me first copy from the article:

>>

(NASDAQ: INTC ) is also fighting hard in the LTE market, and began shipping its own integrated LTE chip, the XMM 7160, back in August. ABI Research said Intel is expected to become a "significant challenger" to Qualcomm over the next few years, which means Broadcom's competition is getting even tougher.

The LTE market is growing quickly and by 2018 shipments of LTE chips in handsests are expected to hit 850 million. That's a huge opportunity for any chipmaker in the industry, Broadcom included.

<<
Qualcomm owns the smartphone processor market and has patents on what they don't produce themselves. the LG G2 and G Flex are among the latest Android phones to sport the QCOM Snapdragon Quad Core processor. the growing market is more than phones and will include all Things -- and at all price points and varying degrees of speed, and intelligence - -the BRCM entry is late but we should note that it is capable of both LTE/A at FDD and TDD (frequency and time division) ---we use mostly all FDD here in the usa --but China has decided to use the faster TDD which is faster and the domain of VTSS chips. Carriers in the usa are testing TDD --the BRCM Chipset can do both - -i don't know the specs on the QCOM or INTC chips - -that feature might be an important one.

this is not in the AMCC domain - -they battle INTC thru a different port - -and also AMD, EZCH and others. i pray for them. as VTSS earns IP revenue off their server on a chip - -sell some or ur stock will tumble.

what CRG told us and didn't tell us was very interesting:- 1) that CSCO thru Meraki is buying in THIS quarter and saved the numbers --that would be for mostly usa consumption - -as CSCO has basically been shut out of the Chinese contracts - - -the next ? is who are Meraki's customers??

2) that the orders for China Telecom by way of ZTE and Huawei and FiberHome are not in house and not in sight - -why?? Chinese new year??? a slow Horse??? the same stuff we are hearing from CSCO and Huawei - - maybe there is no WHY to WHEN will China release their corporate underlings to order hardware - -maybe it is the Snowden effect - -how much control and security is really there in the spec for LTE/A - -maybe one more government walk thru???

the 405 San Diego Freeway Sepulveda Pass widening is a year delayed. the Big Dig was several years behind. this project can move very fast - once the money and will to schedule it are in place - -as Sprint shows - -100 cities by November 2014 - -that is because the ALU LightRadio boxes are small and easy to install vs. cell towers.

anyone notice that ATT sold all their towers?? anyone with info on how ATT, VZ or T-Mobile are going to deploy LTE/A - -please come up front and share with the class.

dW1

Posted by daWiley1 - 10 years ago

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Thanks again Wiley!
I recall that Ericsson did the bulk of 4G installations but with all that the "lightRadio' has to offer, it just might be Lucent doing the bulk of LTE/A for Att, VZ and T-Mobil

Wouldn't that be sweet!!!!!

http://www.alcatel-lucent.com/solutions/lightradio

Posted by GARIF - 10 years ago

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Thanks Wiley.

I can't help but think that someone at VTSS is reading this board:

http://finance.yahoo.com/news/vitesse-mobilizes-iot-networks-gigabit-130000133.html

...and from the earnings call when someone asked about the competition:

"IoT is the new growth segment that we identified last y ear. We're getting tremendous response to our product portfolio and we're on track to meet our three-year goal to drive revenues in IoT to 20% of our total. This market's comprised of hundreds of customers, many own smaller accounts. In these accounts, our sales team says,

we don't compete with Broadcom or Marvell,

we compete with the distributors. We offer superior products, a more complete solution and we can provide better service and support to these types of customers."

Broadcom is playing catch-up in the LTE-a market and VTSS has moved on to the IoT market. I have always believed that a small company, well-focused, can run rings around a larger competitor. Is this what we're seeing?

Let's hope!

Posted by phobos - 10 years ago | Updated 10 years ago

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Broadcom committed the same sin many before her have! she underestimated/ wrote off Vitesse. Broad literally started beating her "broad" chest, started High-five-ing. Vitesse sat in a corner licking her wounds, but not totally feeling sorry for her self; she started bringing products with the bigger picture in mind! those not built rugged she would tweak 8574-04, 8552-04, 7420-02 etc, etc.

Bash brothers Vitesse was thinking ahead! Broad and friends were looking in the mirror lost in the moment, mesmerized by their illusion of success.The phoenix has returned mad as hell and plans to make a lot of money.

A man once said 'the man who has no sense of history is like a man who has no ears or eyes."

Broad suffers from perhaps man's most central sin, lets hope all of us learn from this including Vitesse.

The father of the quote learned nothing at all! perhaps it was best because my lone purpose in life would have been to make Tobacco and provide him with all his tropical needs.

HEIL HITLER!!!!!!!!!

Posted by GARIF - 10 years ago

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Oh, and much credit be given to CRG, Nuss and friends.
I trust they check the board from time to time, for amusement purposes I am sure... Then again amused workers have been shown to be more productive.

LETS LIGHT THIS BABY UP!!

Posted by GARIF - 10 years ago

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