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[spekky] 23/10/2015 13:08

Cyber security in the news again with Talk Talk,it's also very noticeable how much of the Telco blog is now about cyber issues.

[reeltime] 21/10/2015 22:22

Events

Webinar: Protecting Your SDN and NFV Network From Cyber Security Vulnerabilities With Full Perimeter Defense
Oct 22, 2015

Speakers

Patrick Donegan, Senior Analyst, Heavy Reading
Moshe Shimon, VP of Product Management and Marketing, Telco Systems
Avi Cohen, EVP Business Development and Marketing, CELARE Cyber Systems

Overview

Intelligent NFV & SDN networks offer telcos the promise of advanced open virtual infrastructures that are remotely programmable, among other significant benefits. However, NFV network infrastructure also exposes the telcos to cyber threats similar to those facing IT networks. Potential threats include device malware, DDoS attacks, advanced persistent threats (APT) and more.

In order to identify and combat these highly sophisticated cyber threats, the entire NFV and SDN network perimeter, from infrastructure to applications, must be rigorously protected. This joint Telco Systems-Celare webinar will explore these security challenges. We will present the new Telco Systems-Celare end-to-end NFV cyber security solution, which provides telcos with full visibility across the entire network and initiates immediate defensive action to protect networks from advanced, targeted attacks.

hxxp://www.telco.com/index.php?page=events&article=272

[spekky] 16/10/2015 07:44

Cyberguard blog with reference to a few recent examples and the selling point that it's already doing the biz for "a government defence ministry".......hopefully more news soon from Celare/Telco......Zvi mentioned "utilities" back in July so I guess there's an on going PoC in that area.

[fse] 13/10/2015 16:09

We appear to be stuck in neutral again with very low volume of shares traded.
The pieces of the puzzle are all coming together now and the backdrop is looking brighter and more immediate.
Its going to take a decent "in profit" reporting period with robust forward looking statements to get this going again IMO or another contract win.
Not a time to be out of these but timeframe uncertain ...
would be nice get a view from Netrounds or one of the other companies in the group as to just when these kind of services could start to roll out..... thats the caveat that I see at the moment.

edit: check it out !


added comment...... If you check out Netrounds they have a 20 minute overview from SDN presentations originally in June 2015 there will be another no doubt from Oct 13th to 16th in Dusseldorf. The relevance here is in their partnering with Telco Systems "Open Edge Alliance "

A formidable group including Telco Systems

Current SDN events

[spekky] 13/10/2015 13:07

Looks like a must have item,hope this week's demo goes well.

[reeltime] 30/9/2015 22:32

Telco Systems will host a special free webinar on how to improve service activation testing and assurance using NFV.

The webinar will be presented on October 8, 2015 by Gal Ofel, the Head of Software Solution Product Line Management at Telco Systems and Marcus Friman, VP Products at Netrounds Solutions.

To register click here

[fse] 28/9/2015 17:53

Thanks for the posts RT .... there is a piece about cloud overview on the same site worth a read


Added comment: General perception towards cloud services have altered quite dramatically in a recent period of time. What was a big maybe is now starting to be called indispensable. Not sure either is the case just yet but what it means to Telco systems is that they appear to have gone down the right avenue and now its a matter of whether or not they can capitalize on this.
When you look at BATM its important to realize that there is BATM before and after the Nokia collapse. They really are not the same company.

[cumnor] 27/9/2015 21:24

Thanks reeltime for these posts, bit technical but I get the gist and good to see Telco's name there with the likes of Altera and Intel although I know I am reading a bit much into that at this stage. Still every bit helps, esp in these stressed markets.

[james dean] 27/9/2015 20:38

reeltime

Thanks so much, two interesting posts. The latter containing the most interest.

Regards.

DYOR

[reeltime] 27/9/2015 19:26

Some of the key players identified in the Cloud-RAN market are Ceragon Networks Ltd.,Actix Ltd., Aricent Technologies, JDSU, 6WIND, MTI Radiocomp, Altera Corp., Mindspeed Technologies, Inc., Intel Corporation, VitesseSemiconductor, Telco Systems, VPI Systems, Telco Systems and TEOCO among others..................

Cloud-RAN (radio access network) market: global industry analysis and opportunity assessment from 2014 to 2020 scrutinized in new research
inShare2

WhaTech Channel: IT Market Research Reports
Published on Thursday, 24 September 2015 22:17
Submitted by FMI WhaTech Premium
News from: Future Market Insights - Market Research Reports
Page views: 21 times

Cloud-RAN,or Centralized-RAN (C-RAN) is an advanced cellular network architecture for mobile network infrastructure that can support 2G, 3G and 4G system and meet wireless communication benchmarks. Cloud-RAN is outpacing traditional cellular network system as it doesn’t require RF (radio frequency) equipment, antenna, BTS (baseband unit) and digital processor to be deployed in the cell site.

Traditional cellular network architecture demands more power, space, additional big cell towers and directional antennae to support new air interface technologies such as LTE (Long-Term Evolution) and multi-frequency bands. Moreover, enhancement of traditional cellular network in a wireless network to support data traffic demand becomes economically unsustainable.

In contrast, Cloud-RAN enhances mobile communications and helps cellular network operators in delivering qualitative and effective mobile communication services at a reasonable cost.

Cloud-RAN ensures centralization of baseband processing in one location. To connect to RRH (remote radio heads), fibre optical cables are required.Cloud-RAN is based on new technologies,viz.

cloud computing thatcan take advantage of advanced remote antennae or radio head techniques and SDN (software-defined network) approaches.

Browse Full Report@ hxxp://www.futuremarketinsights.com/reports/global-cloud-ran-market

Cloud-RAN offers various benefits like reduction in cost of network operations. The three types of cost reductions are energy consumption, site rental expenses and operational & maintenance cost of network.

These savings can be balanced against cost incurred on fibre optical cables required to meet fronthaul capacity and latency requirements. Cloud-RAN also enhances capacity due to coordinated multipoint and ensures speedy performance.

Aforementioned benefits of Cloud-RAN architecture automatically increase the value of service to end-users. However, initial high investment required to deploy Cloud-RAN architecture acts as one of the major challengesfor the growth of Cloud-RAN market.

The Cloud-RAN market can be categorizedinto component, services and geography.The market is segmented on the basis of thenatureof its components, which includes six major categories -BBU (Baseband Units), RRU (Remote Radio Units), optical transport network, servers, processors and measurement device. On the basis of services segment, the Cloud-RAN market can be categorized into network services, custom services and system integration services.

The market can also be segmented on the basis of major geographies, into North America, Latin America, Western Europe, Asia-Pacific, Japan, Eastern Europe and Middle East & Africa.

Cloud-RAN is a global multi-billion dollar market which is expected to exhibit a considerable growth in CAGR, from 2014 to 2020. The key drivers include need to reduce increasing data traffic and Capex&Opexexpenditure, which are the biggest revenue generators for the Cloud-RANmarket.

The key restraint to this market is high initial cost of deployment and dependency on availability of fibre. Major players in Cloud-RAN market focuses on partnerships, joint ventures, and acquisition &merger strategies in order to outperform their competitors.

For instance, in 2013 Intel Corp. acquired Mindspeed Technologies and extended its offerings with new mobile system services i.e. Cloud-RAN.

Some of the key players identified in the Cloud-RAN market are Ceragon Networks Ltd.,Actix Ltd., Aricent Technologies, JDSU, 6WIND, MTI Radiocomp, Altera Corp., Mindspeed Technologies, Inc., Intel Corporation, VitesseSemiconductor, Telco Systems, VPI Systems, Telco Systems and TEOCO among others.

[reeltime] 25/9/2015 23:16

Batm Advanced Communications Ld (BVC.LS)

20.250+1.250 (+6.58%) 3:22P EDT (LSE)
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[spekky] 25/9/2015 19:51

FSE

Thanks for your take on it.I was watching the proactive interview when Zvi said something like " our accounting is very conservative,everything is expenced ".I can't help thinking they are beating themselves up........they must have racked up considerable sums in R&D which,in other companies,would be capitalised because it adds value to the intellectual property.
I am happy with the way things are going,in general,but to me,they seem to be trying their best to avoid declaring a profit until certain things fall into place.I know that seems bonkers......but something is niggling me BUT not in a bad way......it's like Marom has a timeline that cannot be changed......AND he was far too smiley/confident in that interview.

[fse] 25/9/2015 15:56

No mystery here really its a matter of how much investors want to allow for potential. They have been trading and valued on straight fundamentals which is arguably up to 18p depending how you value their assets. This has meant 11p to 12p actual worth and a small amount for the value of their IP i.e. 5p to 6p.

What has changed or is changing is the amount of value you ascribe to the IP.
Prior to last set of results I figured 22p was high enough, now I would up that to 26p to 28p range. We have not hit either target yet so there is still very much the potential for upside if the company just continues to report improvements.
Remember they clearly would have been in profit this year had the $US not gone through the roof.
The $US is in my opinion very overvalued at the moment.

The rise has hardly been fireworks its just that we have come from a very undemanding price.

[spekky] 25/9/2015 10:26

Congratulations......

Strange burst of interest just after 10 o'clock.

[rob1ng] 25/9/2015 10:07

I'm in profit after 16 years we will win the World Cup this year as well

[fse] 16/9/2015 19:32

> Trojan.... Hi not sure if you are still monitoring BVC but if so any chance you could add these links to the header.... cheers

FSE 8 Sep'15 - 14:50 - 14021 of 14033 0 0 edit



Maybe we can add Celitron to the header of this thread ?

The division appears to have been busy and its worth looking at the site as spekky highlights in an earlier post.

spekky 8 Sep'15 - 14:59 - 14022 of 14033 0 0

Trojan

If you could oblige with Celitron perhaps also Adaltis

[spekky] 10/9/2015 21:28

[...]

Cheers reeltime.You are right,the link cannot be posted but worth a look.
EDIT......Got it a different way :-)

[reeltime] 10/9/2015 21:02

An interesting interview with Zvi Marom..........The link wont upload, so search
www.proactiveinvestors.co.uk batm-founder-zvi-marom-talks-through-strategy.....

BATM founder Zvi Marom talks through strategy
13:48 10 Sep 2015

Zvi Marom, founder and chief executive of technology firm BATM Advanced Communications (LON:BVC), talks through the history of the company and current strategy.

Once darling of the dot-com boom, BATM now has two distinct business arms – Telecoms and Bio-Medical.

The former helps telecoms companies to transmit data faster and more securely, while the biotech division focuses on the processing of medical and animal waste.

[fse] 09/9/2015 22:50

A few observations on the iii post in "....." and my comment on that following.
FWIW !

FSE> The very sharp rise of the $US did indeed impact their bottom line but the positives are already being seen in cheaper operating cost and being able to get a product out in a favourable currency climate. The hit to the bottom line will be less noticeable going forwards.

"It is worth mentioning that the Chairman and the CEO both made substantial purchases this year and that Henderson (22%) holds the stock. "
FSE> hmmm I am not sure just what that means. Still they obviously feel confident enough to buy into their own company

"They are also working on simple diagnostic test kits which could be used in less affluent environments and they would also supply the reagents (like HP printers and ink!)"
FSE> That was the analogy I made some time ago over reagent re supply. The more machines they get out there the greater sales of reagents and a lower operating costs they will incur.. i.e. re shipping supplies is high % profit

"The company has extensive intellectual property which is patented which is hard to value. Only revenue and profits are formally recognised and they are using their IP accordingly."
FSE> This is another factor that is just not factored into the equation when they turn into profit. Also the substantial real estate they own is another.

Still it is all looking brighter but hardly explosive ........

[cumnor] 09/9/2015 21:03

Thanks FSE for that-and iii author.

[spekky] 09/9/2015 19:51

FSE

Thanks for posting 14026 and to the original author on the "eyes".For me it really shows that Celitron has a great product and should do well,especially since the recent contract is with a Chinese owned company.Very interesting that the end product is pure protein........it would be a mistake to not recognize the value in that.