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A Look Back at A Year in the Life of the Clash of the Titans
By The Maravedis Team |
2008 started out as the launch year for mass mobile WiMAX deployments that would capitalize on WiMAX’s prior meteoric rise in ecosystem development. During the year the rapid pace of component, device and systems developments and certifications continued to accelerate, but commercial deployments – particularly that expected from Clearwire – were delayed, slowing overall momentum at the onset of a worsening economic climate for greenfield and alternative operators. Meanwhile, the LTE effort gained momentum and ratcheted up the level of hype preceding finalization of the 3GPP standard and commercial deployments. more…
Winners & Losers
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Winner:
SiGe Semiconductor announces revenue of approximately US$98 million – 2008 being its fifth consecutive year with over 40% annual revenue growth. The company reports shipping 120 million chips over the past year, improving its leadership position in the wireless LAN and WiMAX markets. In 2008, SiGe Semiconductor expanded its global operations (focusing on Hong Kong, Japan and Taiwan), earned four industry awards, and released numerous innovative solutions with industry-leading features for WLAN, WiMAX, and GPS.
Loser:
Nortel shares dropped to $0.25 last week, giving the company a market cap of less than $125 million, and resulting in the threat of possible de-listing form the New York Stock Exchange. Break-up or acquisition of the company now seems possible. Bids for Nortel’s Metro Ethernet Networks (MEN) are reportedly in the $300-$500 million range, compared with the $1-$2 billion Nortel was looking for. At this point it would seem less costly for a player like Huawei, Ericsson, Cisco or Nokia to buy all of Nortel and simply shut down the unwanted portions of the company. Overall Nortel is already about $1 billion in the red. If its current turnaround efforts fail, its cash will run out. Nortel recently hired advisors and is considering options such as bankruptcy, which could facilitate a potential buyout. |
Did You Know?
YouTube and Hulu Generate Twice as Much Monthly Traffic as the Entire U.S. Internet Backbone in 2000
Source: Cisco VNI, 2008
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TEAM OF ANALYSTS IN WIMAX/4G!
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