The recent launch of the iPad, and before that the iPhone, caused a stir among both the technical press and, more important, among the general public in many parts of the world. Mobile network operators, despite what they might say in public, probably viewed the launch of the iPad with some trepidation, but help might come from an unexpected quarter.
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Mobile network operators have arrived at something of a crossroads in terms of formulating a strategy for managing the vast amounts of data about each of their subscribers that they are continuing to accumulate. Subscriber-data management (SDM) is an area that must be addressed, and the chosen approach will be critical to future competitiveness and profitability.
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Life for Western OSS/BSS vendors looking to take a slice of the Chinese telecoms software market got tougher this week with the news that Chinese vendor AsiaInfo is to buy one of its competitors, Linkage Technologies. Not only does the US$733 million deal remove a potential partner/target for an aspiring player, but it also strengthens AsiaInfo’s largely BSS portfolio with the addition of Linkage’s OSS know-how.
News that a number of leading mobile operators and network equipment manufacturers have decided to use IMS for the introduction of voice and SMS services over LTE networks could be a positive sign for a technology that seemed to have been put almost permanently on the back burner. In the last year or so, IMS began increasingly to look like a technology in need of a home, with only RCS offering any chance of a revival in it’s fortunes.
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Recent media reports that data storage and network kit vendor Brocade Communications has put itself up for sale have left the company with an all-time-high share price, a market valuation of US$3.8 billion plus and a number of possible suitors, some of whom could be in the telecoms sector.
Peter Dykes
A former network engineer with UK incumbent BT, for the last 20 years I have written about the mobile comms industry. These days, my interests lie in telecoms software. What particularly excites me at the moment is the revenue-earning potential of the combination of policy control, real-time charging and advert insertion engines.