Broadband Business Forecast articles from June 2004

Broadband Business Forecast archives from June 2004

Is Vonage Toast?
June 1, 2004... Vonage, despite its current position as the pre-eminent player in the Voice over IP (VoIP) market with an estimated 52-percent market share, is heading for trouble and it may not survive, according to a new in-depth study of the company and...

U.S. Broadband Penetration Surges; European Estimates Soar.
June 1, 2004... Broadband penetration in the United States jumped an unexpectedly robust 1.9 percent last month, about 2.5 times the normal monthly growth. It now serves 47.87 percent of all active Internet users, according to the monthly broadband Bandwidth...

HomePlug Electric Broadband Orders Surge.
June 1, 2004... It took almost exactly two years for Intellon to ship its first million chips to manufacturers making devices for broadband networking over in-house electric wiring (BBF, April 6). It's taken barely two months for Intellon, which claims a...

Rural ILECs Demand FCC Levy VoIP Fees.
June 1, 2004... Meanwhile, in yet another challenge to the VoIP market, one which will directly impact Vonage as well as all other independent VoIP carriers, the 516-member Organization For The Promotion And Advancement Of Small Telecommunications Companies...

Yankee Forecasts 12 Million Cable VoIP Subs.
June 1, 2004... In a report on the global VoIP market, the Yankee Group now estimates there will be about 12 million cable broadband-based VoIP subscribers in the United States by 2008, or about one out of every three households that receive their broadband...

Korean VoIP Joint-Venture Deal.
June 1, 2004... VoIP CPE house VoIP Inc. [VOII] and Korea's iCable Systems formed a joint ventured called iMax Solutions that's chartered to develop VoIP-related products for both companies. The joint venture will also have exclusive marketing rights to...

VoIP Compression Technology Trades Hands.
June 1, 2004... Global Triad (GTRD) bought all global rights to what it calls "revolutionary" VoIP software compression technology from ComPress. Terms of the deal were not disclosed. Global's CTO Tom Terwilliger said the ComPress software reduces...

Open Source VoIP House Recruits Advisory Board.
June 1, 2004... Pingtel, which hopes to earn a living from service, support and valueadded features for the SIPxchange VoIP platform - which it wrote and released to open source in February a la the Linux model -- has put together an advisory board of open...

Wi-LAN Buys Mystery WiMax Patents.
June 1, 2004... Wi-LAN [WIN] has shelled out a small fortune - $7.5 million in cash and stock warrants - for a portfolio of 17 US patents and patent applications that it says will "advance" its drive to bring to market the world's first WiMax certified...

RIP Cometa.
June 1, 2004... Just after our last issue went to press, Wi-Fi hotspot startup Cometa Networks announced that it was suspending operations after fewer than two years, saying it couldn't find the additional cash it needs to fund operations. Cometa, it will...

Deal Sheet.
June 1, 2004... Who's Doing What?: Cable & Wireless plc [CWP], headquartered in London; 011 0190-884-5000 Has bought Bulldog Communications Ltd. [privately held], headquartered in London; 011 0870-285-5364 What To Expect Near-Term: Cable & Wireless...

Broadband Business Survival 101: A Tale Of Two Startups.
June 15, 2004... With the economy finally starting to recover - at least, if one listens to the missives out of Washington, D.C. - it's a good time to look at some of the survival strategies being used by broadband industry players to position themselves for...

FCC, Analysts Affirm Broadband Growth Rate.
June 15, 2004... Broadband usage in the United States grew by 20 percent in the second half of last year and 42 percent for the year as a whole, according to the semiannual nose count the FCC has been doing since March 2000. While the numbers closely match...

Broadband Survival Strategy: Silicon Valley 'Hybrid'.
June 15, 2004... By all rights, ANDA Networks should have been no more than just another name on the long list of start-ups that crashed and burned in the economic morass of the past few years, with a little notation that it had burned through $100 million in...

Supercomm: The Big Show From Soup To Nuts.
June 15, 2004... It's time once again for Supercomm, the telecommunications industry's big event of the year and this year, hopes are that -- with a recovery supposedly in the making -- the mood will be more upbeat than we've seen in recent years. More...

Broadband Survival Strategy: Content Over Hardware.
June 15, 2004... Based on both a string of analysts' reports that have crossed our desk at Broadband Business Forecast and discussions we've had with service providers, broadband penetration in developed countries, including the United States, will soon reach...

Deal Sheet.
June 15, 2004... Who's Doing What?: F5 Networks [FFIV], headquartered Seattle, Wash.; 206/272-5555 paid cash for MagniFire WebSystems Inc. [privately held], headquartered in New York City; 888/300-0027 What To Expect Near-Term: Applications traffic...

Supercomm Becomes A Broadband Triple Play.
June 29, 2004... This year's Supercomm, held last week in Chicago, was more than ever before a broadband tour de force as much as it was the annual U.S. telecommunications showcase of the year. To be sure, there was telephony aplenty, but it was far more...

VoIP's Supercomm Coming-Out Party.
June 29, 2004... This year may go down in the history of the industry as the year VoIP came to Supercomm with a vengeance, the upstart technology daring to invade what was once the trade show sanctum of traditional telephony. Even companies that seemingly had...

Ethernet Inventor Metcalfe Looks Into His Crystal Ball.
June 29, 2004... Internet inventor Bob Metcalfe showed up at last week's Supercomm to deliver a speech billed as a look at the future of Ethernet, and Broadband Business Forecast just couldn't resist listening to the prognostications of the broadband industry's...

WiMax Gains Momentum With Motorola Nod.
June 29, 2004... WiMax gained a powerful supporter last week as Motorola fell into line and signed on the dotted line, paying its dues to become a "Principal Member" of the WiMax Forum. It's not clear why Moto waited until now to join the industry group....

Dot.Com VoIP: Is Disaster Brewing?
June 29, 2004... An underlying current at Supercomm was the debate over whether "real" VoIP companies need to own their infrastructure or whether such "virtual" companies as Vonage have a chance at success. Broadband Business Forecast bumped into some...

ADSL2+ Propels Thomson Back Into The U.S. Market.
June 29, 2004... Thomson [TMS], which holds nearly 40 percent of the European DSL market, has decided to get back into the U.S. broadband market, riding on the combined shoulders of ADSL2+, VoIP and IP Video. The company's been looking for a way to...

Broadband IP Video Market Heats Up.
June 29, 2004... Microsoft's [MSFT] latest attempt to enter the IP broadband video market gathered new momentum last week as the company disclosed that SBC [SBC] agreed to trial the Microsoft TV Internet Protocol offering the company announced back in October...

Deal Sheet.
June 29, 2004... Who's Doing What?: Motorola [MOT], headquartered Schaumburg, Ill; 847/576-5000 signed a definitive agreement to buy Force Computers, headquartered in Fremont, Calif; 510/624-5300 from Solectron Corporation [SLR], headquartered in Milpitas,...