TelecomNext: Notebook Nuggets

LAS VEGAS – TelecomNext – As the desert sun sets today on the first iteration of this telecommunications industry tradeshow, we're nearly as in awe of the first day's hype as we are of the second and third days' tumbleweeds.

The press can argue that the show was a roaring success. Telco execs were relatively plentiful and easy to find. But we attend and eat for free.

The paying customers -- the vendors, especially -- weren't so thrilled as Wednesday's sessions rolled to a close. And a few exhibitors were perturbed that folks who did come to see the booths were flushed out of the room everytime one of the marathon keynote sessions kicked off.

One show better than two?
The results of our informal poll at TelecomNext indicated that most people are disappointed that the United States Telecom Association (USTelecom) and Telecommunications Industry Association (TIA) have gone their separate ways to split Supercomm, into two individual tradeshows, TelecomNext and Globalcomm.

The main points of grief? Another show to travel to, a split marketing budget, and more expenses. As one person put it, “I’ve told a story here, and now in three months I have to make up another story?”

Several attendees expressed the hope that somehow, sometime in the future the shows would once again combine.

”We don’t think this industry can sustain two shows. We’d like to see it going back to one show,” said Ed Gracyk, director of marketing and communications for Microsoft Corp. (Nasdaq: MSFT) TV.

Taco Bell neutrality
Net Neutrality was far from a neutralized topic at this show. And Scott Ford, the CEO of Alltel Corp. (NYSE: AT), had one of the more colorful takes on the subject in his Wednesday afternoon keynote address:

”I'm here to advocate that we have grocery store neutrality. You can come to the grocery store, pay $50, and you can have just whatever you want, take a cart, just load up on it. Or Taco Bell neutrality -- it's $25 a month, I can drive up and I can have a taco or whatever, or I can come with all those people in the Verizon commercial… bring them to load up on Taco Bell.

”Taco Bell neutrality, grocery store neutrality, Net neutrality… They all make the same amount of sense.”

Taco Bell neutrality? Sounds like a munchy idea to us.

Tandberg tandem
SkyStream Networks Inc. CEO Jim Olson had some promising comments on his company’s upcoming merger with Norwegian video specialist Tandberg Television . He points out that his company could add substantial growth to the Tandberg business: Skystream booked $31 million in revenue in 2005 and is expecting $40 million to $50 million in revenue in 2006. The company turned profitable in the fourth quarter of 2005. (See Tandberg Compresses SkyStream.)

Tandberg specializes in video encoding for content distribution in formats such as MPEG-4. Skystream makes a video headend encoding and switch product, Mediaplex. The idea is that Skystream can integrate Tandberg’s encoding technology into its headend product.

Skystream also supplies VOD servers, and one of its customers is MovieBeam Inc. , a digital content delivery service that Olson describes as “very successful.” MovieBeam is now a private, venture-backed company that was spun out of Disney.

The impending merger might make Tandberg a player to watch, especially in the M&A arena, given the rising interest in video by the major telcos. This success may be catching the eye of investors, which have recently bid Tandberg shares up to 60 Norwegian krone on the Oslo exchange. That’s up from a low of about 18 krone in 2003.

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Mark Sebastyn 12/5/2012 | 4:00:33 AM
re: TelecomNext: Notebook Nuggets Hatteras better hope they start selling to Verizon rather than XO, because it looks like those copper pairs from the prem to the CO that XO leases from big Telco are going up in price.

PS Love the Taco Bell Quote.
DCITDave 12/5/2012 | 4:00:32 AM
re: TelecomNext: Notebook Nuggets So you think UNE-P will crush the copper bonders?

o-man 12/5/2012 | 4:00:32 AM
re: TelecomNext: Notebook Nuggets Nice play on words...

you knead to do that more often
aswath 12/5/2012 | 4:00:31 AM
re: TelecomNext: Notebook Nuggets I agree Net/Taco Bell Neutrality make equal amount of sense. Except, the transposition of Net Neutrality to Taco Bell is TB demanding a hungry customer to pay more because it satisfy them more. Just as they charge by the amount of beans I want, let the carriers charge by the amount of bandwidth I consume. Let them also charge for QoS, if I am ready to pay for it. But they should not be allowed to look into my apllication and how useful it is for me.
rjmcmahon 12/5/2012 | 4:00:30 AM
re: TelecomNext: Notebook Nuggets On the topic of grocery store neutrality are slotting allowances. It may turn out that such policies actually drives those with market power to manufacture scarcity which in turn limits new offerings. (In speech, it may actually shut out dissent.)


Slotting allowances are lump-sum payments that manufacturers make to retailers for shelf space. They have become increasingly widespread in recent years, particularly in the grocery industry. A popular view is that these payments are a consequence of there being more products than can be profitably carried given the availability of shelf space. Under this view, slotting allowances arise because of the scarcity of shelf space. In this paper, we show that the causality can also go the other way. The scarcity of shelf space may in part be due to slotting allowances. This has policy implications. Since fewer products can be stocked when shelf space is scarce, it follows that slotting allowances may be anticompetitive even when their effect on retail prices is ambiguous.
Mark Sebastyn 12/5/2012 | 4:00:29 AM
re: TelecomNext: Notebook Nuggets Phil:

UNE-P was rolled back for consumers, and it looks like the FCC wants allow the same for business connections. You had a good article recently on this.


Though I think the ruling applies to the UNE-P links, not the backhaul infrastructure as the articel states.

What happens to CLECs when their free ride (not free, but govt. price controlled) on others infrastructure ends? Bonding or no bonding, they will be left at a structural cost disadvantage to the Telcos.


Note - regulation is not my strong point.
paolo.franzoi 12/5/2012 | 4:00:27 AM
re: TelecomNext: Notebook Nuggets
Leased copper is UNE-L not UNE-P. UNE-P was the ability to lease copper and the switch connected to the copper.

dholly 12/5/2012 | 4:00:10 AM
re: TelecomNext: Notebook Nuggets Did anybody ask Hatteras at what distance they were doing 200m/bs, or did they state their distance.
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