Here is an updated version of the Investor Presentation released during the Cowen and Craig Hallum Conference which includes a new market for Vitesse:
Industrial Ethernet
and
three differentiating technologies:
VISAA, VeriTime, and intellisec
http://files.shareholder.com/downloads/ABEA-4EMVKT/2579078872x0x686149/610bdffd-62f9-4d0e-863d-f9bb9ada439e/VTSS-Oerview_08122013_FINAL.pdf
Vitesse sure has quite the list of across the board customers
Posted by christ3opher - 13 years ago | Updated 13 years ago
Thanks for posting. It looks better than many of their past presentations. I still have a couple of small issues with it. But it all comes down to revenue growth. It is time (and way past time) to grow the revenue line.
Posted by dlog - 13 years ago
Thanks chris,
Interesting listening to competitors trying to solve a riddle that Vitesse has managed to solve better any of them.
YI: Small cells in focus: Chip designers concentrate on energy efficiency
Posted on 19 August 2013 by Martha DeGrasse
Wireless service providers will soon be adding capacity to their networks with small cells powered by 28 nanometer chips that can connect more users than an entire base station once supported. Many of these small cells will be hosted by enterprise customers. While outdoor small cell deployments can be complicated by backhaul challenges and negotiations with municipalities, many carriers are finding that enterprise customers are eager to deploy indoors and use their existing power supplies. For chip designers, this presents a unique challenge as they work to maximize performance and support multiple users with a relatively limited power budget.
“These are typically devices where the entire box consumes less than 10 watts and quite frequently even less than #$%$” said Greg Fischer, vice president for carrier access at Broadcom (BRCM). “In order to build a classic enclosure that can thermally deal with the heat dissipation and not be the size of a shoebox sitting on your desk, you need to get the power consumption down significantly.”
Power over Ethernet (PoE) is commonly used to power small cells indoors. Cavium (CAVM), which designs the chipsets that power LTE small cells for Korean operators KT and SK Telecom, says that 14 watts is a very typical PoE budget for a small cell. With PoE plus, the amount of power available rises to 25 watts.
“There’s a lot going on amongst the OEMs and the chip providers to try to understand just how much can you pack into a box in terms of radio access technology and still be within the Power over Ethernet envelope,” said Fischer. The challenge for chip designers is to limit power consumption without limiting performance.
“The handset in your pocket may have more CPU performance than some of the small cell wireless base stations at the other end of the cellular air interface,” said analyst J. Scott Gardner of The Linley Group. “As carriers compress the radio-coverage area to add capacity and fill service gaps, base-station processors often must survive on a miserly power budget that restricts performance – especially in femtocells, because the RF amplifiers use much of the available power.”
“The majority or power consumption occurs at the RF level,” agreed Nick Carter, vice president of business development and product management at Qualcomm Atheros (QCOM). “The power amplifiers consume 50-70% of the power. So if the engineers can figure out a way to reduce [the amplifiers'] power consumption by half, that’s a significant improvement on the overall power budget.” Carter adds that enterprises hosting small cell deployments understand that the amount of power the cell consumes will directly impact their operating expenses.
Focus on power amplifiers
“I think that all of this is … leading to a need and a lot of interest in techniques to make the power amplifiers more efficient … trying to keep the PA very linear in its performance,” said Fischer. “There’s a lot of techniques to look at press factor reduction and digital predistortion techniques that would make the PA operate more efficiently.” Fischer said that Broadcom acquired devices and technology in these areas through its NetLogic acquisition.
Qualcomm’s Carter said that his company’s solution controls power consumption by linearizing the power amplifiers. “We provide a digital front end for RF, and that front end is able to linearize power amplifiers and therefore reduce the system power consumption at the access point level,” he said. Carter added that Qualcomm complements that access point technology with the highly efficient processor technology used in its Snapdragon chips, resulting in a solution that can optimize power consumption for both the access point and the processor.
Texas Instruments (TXN) also incorporates a digital front end in its solution, drawing on its experience with macro base stations. “We’re bringing this to small cells for the first time,” said TI’s Tom Flanagan, director of technical strategy for digital signal processing systems. “Typically it wasn’t viewed as being beneficial to small cells but because the processor is required to do things like crest factor reduction and digital signal predistortion – that processor alone would consume 5 watts. You’re in a device that has a 5 watt or less power amplifier so it really didn’t make sense to try to optimize it with another 5 watts of processing. … So you do that with some digital signal processing that we’re doing now in the SoC, and there’s a feedback loop between the analog front end and the digital radio front end.”
Radio acceleration and multi-mode
Flanagan added that TI’s use of radio acceleration packs is perhaps its biggest power-saving innovation for small cells. “Where you get the big benefit out of this is what we’re doing the radio acceleration packs,” he said. “What that’s doing is pulling the frame rate processing on the wireless network off of the programmable elements- the ARM cores and the DSP cores – handling those functions in hardware so that the software that you need to run on it is free to have the entire access to the ARM cores and the DSP cores. When you do things in hardware like that it’s obviously lower power consumption.”
Texas Instruments and Qualcomm have both recently introduced 3G/LTE, 28 nanometer small cell solutions. They’re targeting the indoor market, although their solutions can also be used outdoors. Broadcom has launched an LTE residential small cell, as well as a 3G/LTE solution and a lower power chipset that can support either 3G or LTE, but not both at the same time. Cavium has launched an LTE indoor chipset that it says can support up to 128 concurrent users. The company demonstrates the solution below.
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Posted by GARIF - 13 years ago
Nice looking presentation, but revenue (as dlog stated) is the bottom line.
Segment on Jim Cramer's "Mad Money" yesterday highlighted the primary need of VTSS- it's not more design wins and snazzy new products it's a competent CEO.
He highlighted various companies that were performing terribly and with new leadership did a miraculous turnaround:
Starbucks- After Schultz returned as CEO company has gone from $ 20 to $ 70.
Best Buy- Given up for dead with Amazon competition- under new CEO Joly from $ 11 to $ 34.
Urban Outfitters- Gone from $ 15 - $ 40 with solid management.
etc......
====================
Bottom line- When will VTSS Board ever make change???
Posted by Techinvestor - 13 years ago
at this point in time we ALL realize that:
"revenue is the bottom line"
with the amount of money invested by shareholder, William Martin and his two presently held BOD seats. There will only be a short amount of time before a change will be made if our present CEO is not up to the task of growing this company.
believe me, "revenue is the bottom line", is on everyones mind.
Posted by christ3opher - 13 years ago
Top builders have vitesse inside, lets keep in mind it takes over a year to see a dime from from projects; the dimes are coming, Oh! the dimes are coming... Lets enjoy the Rebirth of the Phoenix.
LTE Systems Skyrocket, TDD LTE Rising, Huawei, Ericsson Dominate
8/20/2013
LTE is the fastest-growing mobile network technology worldwide, 2013 will be the peak year for deployments, TDD LTE is on the rise and Huawei and Ericson dominate infrastructure contract awards, according to several recent industry reports.
More than 184 LTE networks were in service as of end-July, with another 159 planned or in deployment. The firm noted successful LTE deployments by operators including Verizon Wireless, SK Telecom, NTT DoCoMo, Everything Everywhere and Vodafone D2 (Germany), according to a report from Informa Telecoms & Media
Huawei and Ericsson dominating the market in terms of the allocation of infrastructure contracts. According to Informa’s calculations and data provided and validated by vendors, Huawei accounts for 40 percent of network contract awards, Ericsson has 34 percent and NSN follows with 17 percent. The other 9 percent is divided by Alcatel-Lucent, ZTE, Samsung and NEC .
“The top three vendors have illustrated significant technological expertise and support to mobile operators, with Huawei and Ericsson having attracted the largest share of contracts,” says Dimitris Mavrakis, coauthor of the Informa report.
As opposed to the U.S. market, network sharing is popular in foreign countries to reduce opex and consolidating infrastructure platforms.
The Global Mobile Suppliers Association counts 200 LTE networks, a slightly higher number commercially launched systems than Informa, including 182 networks deployed in FDD mode, nine TDD networks and nine FDD/TDD networks. In the longer term, several operators have expressed interest in converging TDD and FDD to increase network capacity, especially when existing unpaired spectrum holdings are available.
More than 50 mobile carriers worldwide have committed to TDD LTE technology, according to a report by Research and Markets, and more than 30 OEMs have commercially launched TD-LTE compatible devices, the majority of which support both FDD and TDD.
“In October 2012, the TD-LTE ecosystem received a major boost when China’s Ministry of Industry and Information Technology announced that the entire 190 MHz of spectrum in the 2.5/2.6 GHz band will be allocated for TD-LTE deployments in China, which harmonizes its TDD spectrum with Japan and the US, two major LTE markets,” according to Research and Markets. “These developments could allow the TD-LTE ecosystem to reach significant economies of scale, boosting further infrastructure and device investments in TD-LTE technology.”
Ericsson just announced today, Aug. 20, that it has supported South Korea’s SK Telecom in expanding LTE-Advanced commercial service network to the downtown areas of 84 cities nationwide, including the entire Seoul metropolitan area and six other major cities.
SK Telecom launched LTE-Advanced service with up to 150 Mbps speeds, June 26, in the Seoul area, the downtowns of 42 cities and 103 campus towns. With a plan to deploy 32,000 LTE-Advanced base stations by the end of the year, SK Telecom plans to expand LTE-Advanced service to 84 cities nationwide and start its LTE-Advanced service on 300 college campuses.
Posted by GARIF - 13 years ago
NASDAQ trading halt for the last 2 hrs. or so. At least VTSS can't go down.
Posted by Techinvestor - 13 years ago
Here is a list of a few of the companies that Vitesse has had a relationship with involving Industrial Ethernet
Motorola (which is now a Google Company ), GE, and Cisco are a few of the Big Companies working with Vitesse.
Some of the smaller Companies ( including present accomplishments ) working with Vitesse are:
Curtiss-Wright:
July 17, 2013
http://www.cwcdefense.com/media-center/press-release/curtiss-wright_launches_groundbreaking_fabric40_next-generation_fabric_program.html
Kongsberg:
April 9, 2013
http://www.certmag.com/read.php?in=5011
http://www.km.kongsberg.com/cameras
Moxa:
Industrial Ethernet Products
http://events.moxa.com/Zones/Industrial_Ethernet/index.htm
Bosch:
SERCOS III- machine automation
http://www.boschrexroth.com/country_units/america/united_states/en/Trends_and_Topics/Case_Studies_and_Tech_Papers/a_downloads_tech_papers/SERCOS_III/index.jsp
Posted by christ3opher - 13 years ago | Updated 13 years ago
Glass very full for Vitesse
http://www.cellular-news.com/story/61660.php
http://www.fiercetelecom.com/story/huawei-alcatel-lucent-zte-lead-optical-market-share-says-infonetics/2013-08-20
http://www.fiercetelecom.com/special-reports/green-telcos-what-carriers-are-doing-manage-energy-hungry-networks
http://www.prnewswire.com/news-releases/ceragon-continues-to-deploy-lte-backhaul-network-for-major-apac-mobile-operator-214881731.html
http://www.cellular-news.com/story/61140.php
http://www.wireless-mag.com/News/26338/Huawei_tops_mobile_infrastructure_radio_access_network_sales_in_Q2_2013.aspx
http://www.prlog.org/12151119-efficient-small-cell-backhaul-is-self-organizing-invisible-siklus-president-tells-summit.html
Posted by GARIF - 13 years ago
Microsoft CEO Steve Ballmer announces his retirement and the stock is up 5%+. When he took over MSFT, 13 years ago, the stock was at $50 per share. Trading today, even after the increase, at $34.
Posted by dlog - 13 years ago
If VTSS got rid of Gardner and replaced him with anyone (e.g. Lindsay Lohan) the stock would skyrocket!!
Posted by Techinvestor - 13 years ago
Huawei and ZTE have won the bulk of China Mobile's $3 billion 4G bonanza,
http://www.reuters.com/article/2013/08/23/us-chinamobile-4g-idUSBRE97M02020130823
" Huawei and ZTE getting the bulk of the contracts and foreign vendors getting around a third"
that foreign vendor third consists of:
" European vendors Ericsson, Alcatel-Lucent SA and Nokia Siemens Networks "
this adds up to ALL of the listed companies are the companies that buy from Vitesse.
Posted by christ3opher - 13 years ago | Updated 13 years ago
Any idea/knowledge on the progress of the TIGER??
http://electronicdesign.com/communications/switch-engine-quickens-carrier-ethernet-s-arrival-time
Posted by GARIF - 13 years ago
glass very full.
http://www.digitimes.com/news/a20130827PD208.html
Avago jumps after results beat expectations
Shares of Avago (AVGO) - which develops semiconductors for wireless products and other applications - are advancing after the company reported significantly stronger than expected third quarter results. WHAT'S NEW: Avago's third quarter EPS and revenue both surpassed analysts' consensus estimates, and the company predicted that its revenue would increase 12%-15% in the fourth quarter compared to the third quarter. Avago expects revenue from its wireless customers to jump by around 15% in the fourth quarter compared with the previous quarter. The rebound in wireless revenue during the fourth quarter will be driven by the launch of new smartphones by Avago's two largest wireless customers, the company stated. In other areas, investments that Avago has made in its wireless filters business has left it well-positioned in that market and demand for core routing infrastructure is rebounding, the company stated. ANALYST REACTION: In a note to investors, Canaccord analyst Michael Walkley wrote that the company reported strong results and is well-positioned to generate strong long-term growth and industry-leading margins. He raised his price target on the stock to $45 from $43 and kept a Buy rating on the shares. PRICE ACTION: In early trading, Avago rose $2.20, or 6%, to $38.75. OTHERS TO WATCH: Other companies that develop semiconductors for wireless companies also advanced, with Skyworks (SWKS) climbing 2.6% to $25.10, Broadcom (BRCM) rising 1.2% to $25, and Texas Instruments (TXN) adding 0.75% to $38.50.
Posted by GARIF - 13 years ago
Why are we discussing Avago results? It is a REAL company worth $ 9.6 Bil, $ 2.36 Bil in annual revenue, makes a profit, and pays a dividend.
Skyworks Solutions is another REAL company worth $ 4.9 Bil with $ 1.74 Bil in revenue and also makes a profit.
VTSS is so insignificant in this world!
Posted by Techinvestor - 13 years ago
Interesting how so many turn to the "insignificant" to help their products perform better. life of the Rodney Dangerfield of the business.
http://investor.vitesse.com/releasedetail.cfm?ReleaseID=717941
Posted by GARIF - 13 years ago
Well GARIF, let's hope we get some business from this product announcement from almost a year ago.
Posted by Techinvestor - 13 years ago
Avago confirms for me that the product was well received which should bode well for more business into the future. Being a witness of vitesse struggles the past 5 or so years, I am always looking for any light in the tunnel we been in.
almed any concerns in the customer base and if that's opening any new program
opportunities for you?
Chris: The answer, unfortunately, is yes. Over the last couple of years we've actually, I
think, done very well in working with our customers. I would characterize it as
probably 95 percent of our customers don't care or haven't really been aware. But
there's always a few that are looking, asking questions, getting quarterly updates,
etcetera. Almost entirely, we have dispelled those kinds of challenges and it's just
one more competitive barrier that we don't have to deal with anymore. It makes
life a lot easier. Is it going to amplify our design wins dramatically? Probably not.
But it will probably make those design wins a hell of a lot easier and a lot faster at
maybe three to five different accounts that have been a little challenging.
Q: Does it maybe also have any sort of impact in the size of programs you could go
after or not so much?
Chris: Yeah, that's a great question. And the answer is absolutely. In some of the
accounts that have been watching us a little bit, we get exactly that. We get to
play sort of in the tier two sockets. But would they put us with a balance sheet
problem in the biggest socket at the company? That's where they going to look
really hard. It's really a matter of energy that has gone into it. And over the last
two years it's been dramatically better than it was in the two years prior. We
expect the two years going forward to be a hell of a lot easier for the sales team
because of the strength of the balance sheet now.
"probably 95 percent of our customers don't care or haven't really been aware"
More than you wish to admit were very aware CRG! but yes I concur that Vtesse superior technology should now find itself nestled in many more BIG sockets through out the world.
The Phoenix has ri-sen from the dead.
Peace
Posted by GARIF - 13 years ago
Korea has begun the upgrade with the product that Vitesse is the leader in, LTE Advanced
8/26/2013-
http://spectrum.ieee.org/telecom/wireless/korean-telcos-advance-toward-lteadvanced?utm_source=feedburner&utm_medium=Feed:+IeeeSpectrum+(IEEE+Spectrum)
Posted by christ3opher - 13 years ago | Updated 13 years ago
Thanks chris,
Like I've said before, the day will come(soon) when many of us bagholders will line-up to give CRG and specially Nuss HUGS AND KISSES. They have positioned the company right in the middle of "THE GAME"! the Phoenix is truly ri-sen.
Many of us continue to see Vitesse with yesteryear eyes, we,re like sitting in our spaces looking/hoping for news that reinforces our clouded perceptions. It's OK fellows, come aboard the new Vitesse ship, it's no longer the TITANIC.
Peace
Posted by GARIF - 13 years ago
I admire your optimism, but let's not forget the Captain of the new Vitesse ship was still the Captain of the Titanic with the same lack of skills and common sense.
Posted by Techinvestor - 13 years ago
Posted by 