Replies to post #40096 on MediaG3 (MDGC)

[Fishing at Surfside]

Thanks to the rapidly growing mobile market, the Communications Equipment industry is ripe with growth prospects. As service providers update their services to accommodate the trend towards smartphones, communication equipment providers have seen demand for their top lines grow due to their specialty in the upgrade and maintenance of the wireless network infrastructure. With such growth potential throughout the industry, companies are fighting harder than ever to secure their respective niches, and this has led to multiple patent infringement cases in the last year.

At the moment there is massive demand for mobile internet, which is only likely to grow going forward. As telecom customers look for smooth transitions to 3G or 4G networks, service providers are trying to cope with the resulting large increases in network traffic. Tellabs has zoned in on this growth driver, and management has claimed throughout the year that it is focused on growth areas in so-called mobile "backhaul solutions."

The Communication Equipment industry has seen a number of peer-to-peer patent infringement lawsuits recently in attempts by companies to slowdown their rivals. Earlier this month, Wi-LAN Chief Executive Jim Skippen said the company won't hesitate to assert its intellectual property rights, and sued Alcatel-Lucent, alleging infringement of a different set of wireless patents. Wi-LAN holds hundreds of wireless patents.

http://pr-usa.net/index.php?option=com_content&task=view&id=522040&Itemid=30

[dnet]

Good stuff easy....great analogy by author...

Morgan also noted that carriers in the U.S. are selling more smartphones than their networks can support. "When it comes to carriers, the decisions are coming from the marketing and business folks who do the advertising and sales to customers, so all they care about is loading the cart and forgetting the horse," he said.

The horse in Morgan's metaphor is the network, managed by the carriers' network engineers "who are viewed as a cost center and are not driving the high-level decision-making." He said carriers are trying to get as many customers on data plans as they can and "putting in as little as possible toward network improvements," even with many billions of dollars being spent on network growth a year.

"Unfortunately, this smartphone growth is so fast that the carriers need to worry about the horse, especially in the U.S.," Morgan said.

Now with the "white spaces" MDGC holds the slipper that fits on Cinderella's foot.