Batm Advanced Communicat... Share Discussion Threads

[fse] 10/12/2014 22:07

>rt...Well that could be a game changer or at the very least underpin the new technology uptake. The problem for BATM Telco appears to be one of waiting for providers to catch up and start ordering and commissioning new equipment.... if they can achieve some traction with the Israeli Contract + win a few more (albeit small) contracts elsewhere then they could soon be over the road bump ........

We all know they were refocussing on Tier 1 clients but I don't think we appreciated just how far out on a limb they are. It also makes the Telco arm ever more attractive as a takeover target... its got to be cheaper to buy in this technology than develop it.

I have this feeling that one or two even smallish contracts from different sources may well propel them to greater plateaus. The current SP, not unfairly does not reflect this.

[reeltime] 10/12/2014 19:55

FSE...

I sent Zvi an email last knight regarding the Israeli Infrastructure contract
and SDN/NFV, his response to my questions are below.......see what think.

Hi Mr Marrom

As a share holder I would like to ask you a question re the Israeli Infrastructure contract.

Will SDN/NFV play a part in the Israeli Infrastructure contract, if so could you please elaborate?

yes
details will follow in share holders presentations in January.

As to what extent is the involvement?
Can not be disclosed now

Any information you have would be appreciated.

[reeltime] 09/12/2014 22:34

Not sure if this has been posted before........

Telco Systems profiled as one of the leading global mobile backhaul routing vendors
Posted by Talia Rimon on October 23, 2014

Telco Systems has been listed as one of 16 mobile backhaul routing companies in the field of SDN and NFV in a new research report by Heavy Reading entitled: The Future of Routing in 4G Mobile Backhaul Networks. Telco Systems is profiled alongside such prestigious industry giants such as Cisco, Ericsson, and Nokia Networks.

The report examines the role of routing in mobile backhaul networks in the context of increased virtualization and function distribution, as mobile operators grapple with the need to expand their network capacity and agility to support ever more powerful smartphones and advanced apps. This report finds that driven by SDN and NFV, new models for routing in mobile backhaul networks are emerging with the potential to reduce demand for dedicated backhaul routing devices and trigger a major shake-up in this sector.

“Software-defined networking (SDN) and network functions virtualization (NFV) are now impacting the industry’s thinking about routers – or just routing – in the backhaul,” explains Patrick Donegan, Senior Analyst with Heavy Reading and author of the report. “Consistent with NFV, routing can be centrally located and accessed as virtual instances by other backhaul nodes, rather than requiring dedicated routers throughout the backhaul. And SDN controllers have the potential to reduce, or even eliminate, the need for L3 control intelligence in dedicated backhaul devices.”

The success of vendors in this market will be materially impacted by their approach to these issues, Donegan predicts. “Incumbents will inevitably see their market share decline if they fail to take account of both the threats and opportunities that SDN and NFV present. New entrants that are prepared to position themselves at the leading edge of SDN and NFV technology and business cases for backhaul networks have their sights set on capturing operator capex that might otherwise be spent on dedicated routers.”

“Telco Systems’ strategy for developing advanced solutions for the SDN and NFV markets addresses the three main challenges facing broadband service providers: leveraging the cloud, providing more value to customers and lowering operational costs, and this report is a validation of that strategy,” according to Moshe Shimon, VP of Product Line Management and Marketing for Telco Systems.

Key findings of U.S. Ethernet Services Vertical Markets Update: 2014-2019 include the following:

Carrier planning for SDN and NFV promises a discontinuity in the backhaul equipment market. An SDN controller in the backhaul could reduce or eliminate the need for sophisticated control intelligence at the cell site. Virtualized routing could potentially be supported on a COTS server, rendering a dedicated router device unnecessary.
The potential of SDN and NFV is causing some backhaul planners to hesitate before committing further capex to dedicated L3 routers with advanced functionality such as MPLS. But today, any hesitation is routinely outweighed by the more pressing imperative of investing in higher capacity, greater intelligence and superior performance in the backhaul network in the here and now.
We expect 2014 to be the peak year for the backhaul revenues of router vendors, reaching $2.3 billion – up from $2.1 billion in 2013. This combines upgrade and refresh-oriented investment in greater routing capacity at the highest aggregation layers of the backhaul, as well as upgrades and new greenfield investment in 1U and 2U cell site routers out in the access layer. From 2015 we expect the market to be flat to declining, falling back to $2.1 billion once again in 2017.
Dedicated router vendors are aligning their portfolios, features, pricing and marketing strategies to ensure that their products remain relevant in the SDN and NFV era. They are aggressively cutting the prices of their router products, to reduce the cost savings that virtualized routing solutions could potentially offer, and they are promoting key features, such as environmental hardening, miniaturization and synchronization, for which virtualized routing models will need to offer solutions to gain traction.

[james dean] 09/12/2014 19:22

Yep, that's what it said. Worth repeating though IMHO.

Regards.

DYOR

[fse] 09/12/2014 15:13

Thanks RT...
think this sort of proves we have had this in perspective..
ie....its probably going to happen but its sluggish uptake.. and thats what the company have been telling us (sort of !)
just wondering still if this will play a part in the Israeli Infrastructure contract. Seems to me they need to force feed this in a couple of places.

"Not a lot of mainstream folks are doing SDN yet. In fact, Gartner estimate there are only between 500 and 1,000 mainstream deployments of SDN globally."

[reeltime] 08/12/2014 20:28

Gartner sees software defined applications as a top technology trend for 2015
Posted by Talia Rimon on November 9, 2014

Last month, Gartner, Inc. published two very interesting reports. The first report was based on research presented at Gartner Symposium/ITxpo 2014, in Orlando, where they identified the Top 10 Strategic Technology Trends for 2015. Software-Defined Applications and Infrastructure was one of these trends.

According to the report, Gartner believes that, “Agile programming of everything from applications to basic infrastructure is essential to enable organizations to deliver the flexibility required to make the digital business work. Software-defined networking, storage, data centers and security are maturing.”

“Cloud services are software-configurable through API calls, and applications, too, increasingly have rich APIs to access their function and content programmatically. To deal with the rapidly changing demands of digital business and scale systems up — or down — rapidly, computing has to move away from static to dynamic models. Rules, models and code that can dynamically assemble and configure all of the elements needed from the network through the application are needed,” said David Cearley, VP & Gartner Fellow.

“Shortly after this conference, Telco Systems announced the release of its first two TelcoApps, vFirewall and vRouter, enabling service providers to achieve the significant benefits of distributed network functions virtualization (NFV) throughout their telecom networks,” said Moshe Shimon, VP of Product Management and Marketing. “Software-Defined Applications and Infrastructure are a key part of our strategic vision, and we believe that what Gartner identifies as a trend for 2015, will become a very robust market for Telco Systems in the coming years.”

An additional Gartner Inc. report, published just last week focused on Real-World SDN, and it focuses on how and what mainstream enterprise are doing with respect to SDN. This report details the three key benefits of SDN that Telco Systems’ customers gain: increased agility, cost savings and improved security.

According to Gartner, the three main challenges facing broad deployment of SDN technology are:

The biggest challenge to date has been organizational/cultural, not technology (handoff to operations has been particularly difficult).
Not a lot of mainstream folks are doing SDN yet. In fact, Gartner estimate there are only between 500 and 1,000 mainstream deployments of SDN globally.
Roughly half of today’s SDN deployments are from vendors that are not in the top five in switching revenue, including NEC and VMware.

This entry was posted in Cloud Networking, Distributed NFV, Software Defined Networking and tagged cloud services, data centers, David Cearley, Gartner, Moshe Shimon, security, storage. Bookmark the permalink. Follow any comments here with the RSS feed for this post. Trackbacks are closed, but you can post a comment.

[reeltime] 04/12/2014 22:24

Thanks for the posts everyone.

[spekky] 04/12/2014 08:27

Thanks JD/FSE......By the time I get my head round it something else will surface no doubt.

[fse] 03/12/2014 22:03

At the end of the day we are heading to the cloud whether we like it or not. In my own business we already are networked with Apple but also are storing more and more stuff in the cloud. The enablement of SDN will mean that not only can you access the information you have stored but you can manipulate it with software that is now cloud based.
This all marks the end of an era where you ordered your software and downloaded it all to your PC. With cloud enabled software you use what you want/need when you need it.
OK whats going to go wrong ?

IMO its unstoppable but its not going to work without fast robust internet connections which sadly not everyone is close to having. We have end to end Fiber Op where I am living currently but people I deal with do not necessarily have that feature. Its not preventing them from rolling it out albeit many will not be able to use its enhancements, what it will cause though is slow uptake and thats what we are seeing.

At least thats the way I see the speed bump ahead.......
nice to have a chat about all of this. Its all new territory .

[james dean] 03/12/2014 20:55

Regards.

DYOR

[spekky] 03/12/2014 19:49

Well it's beginning to look like a real PR push and I think it smells like growing confidence........wish I understood the technology better but I'm getting there.Just as as I think I've got to grips with cloud computing.....along comes software defined networking....doh!.....must be my age.

[fse] 03/12/2014 17:37

cheers JD its got to happen some time before we all pass over (so to speak)
Seriously though its all now starting to make more sense, we just need the providers to come up to speed.
They ought to start generating orders from existing pipeline of clients through next year. Its slow though so with any luck the medical division will continue propping them up until they make the transition.
No real rush to buy here but valuations are low and we could well see further contract announcements
Ughhhhhh

[james dean] 03/12/2014 16:15

Regards.

DYOR

[fse] 01/12/2014 21:35

Yes cloud metro 100 is an important component of the new product portfolio for SDN NFV

[spekky] 01/12/2014 19:50

Just a reminder'cos I will forget to look,Cloudmetro 100 is up for a possible award on Thursday.It may not enhance the share price but I would be encouraged to know that the industry recognises the product........fingers crossed.

[james dean] 01/12/2014 10:14

phda -

Agreed.



Regards.


DYOR

[phda] 01/12/2014 10:10

At least Henderson still buying !

[reeltime] 27/11/2014 22:38

SDN & NFV Asia 2014, December 2-4, Suntec, Singapore

Telco Systems - Innovative Edge Solutions

Published on Nov 27, 2014

Telco Systems delivers an industry-leading portfolio of SDN/NFV, Carrier Ethernet and MPLS-based demarcation, aggregation and edge solutions, enabling service providers to create intelligent, service-assured, CE 2.0-compliant networks for mobile backhaul, business services and cloud networking.

[fse] 26/11/2014 23:31

>jd.... why not drop the company a line.
They would be obligated to reply to you.
I don't think anything much ever came out of this but again not entirely sure.

[james dean] 26/11/2014 23:17

I have attempted to find an item regarding whether the case below has been settled in the courts but have not been successful.



Regards

DYOR

[fse] 26/11/2014 21:52

with reference to rt articles posted above this is what management are currently saying on the subject.....

BATM recent update...
The Telecom division remains focused on the new strategy of concentrating mainly on Tier 1 clients, SDN (Software Driven Networks) and NFV (Network Functions Virtualization). This has brought its challenges as the sales cycle has been slightly longer than anticipated and, consequently, it has not served to offset the previously-stated decline in sales of end-of-life products as expected. The division is, however, beginning to experience positive momentum. As announced today, it has been awarded a contract, worth approximately $2m, by a major mobile network operator in the Asia Pacific region to provide services, in 2014 and 2015, as part of its large-scale network modernization that will deliver 4G/LTE services to an expanding subscriber base. BATM is expected to benefit from increasing demand in 2015 as the market transitions to these technologies. The Group also signed a joint collaboration and marketing agreement with Oracle, and is already in discussions with several potential customers, which it believes will be material to the growth of BATM in 2015 and beyond. As a result, whilst revenues in the Telecoms division will be lower in 2014 compared with the previous year, the Group expects to return to growth in 2015.

[reeltime] 25/11/2014 22:30

Enterprise cloud adoption goes up – and the bets are on SDN and NFV to make the most of it

By James Bourne
24 November 2014, 11:11 a.m.

The IDG Enterprise Cloud Computing Study has found the number of firms who have at least a portion of their computing infrastructure in the cloud continues to go up – but it’s the technology underneath this adoption which is the most interesting.

The latest research, which polled 1672 respondents and aimed to measure cloud computing trends among technology decision makers, found over a third (38%) were “comfortable” hosting in the cloud given the state of current cloud offerings, and 56% were still weighing up their options.

As cloud usage goes up, backlog theoretically goes down, and so this study proves. 69% of respondents have at least something in the cloud, up from 61% the year before and 57% in 2012. In comparison, only 18% say they plan to deploy within the next 12 months, down from 24% in 2013.

The signs only point up. 63% of respondents say cloud computing increases IT agility, while IT innovation (61%) and employee collaboration (56%) were also highly cited.

Yet the more interesting facet of this report is through emerging technologies. 61% of those polled admitted their organisations were looking at investing in software defined networking (SDN) and network functions virtualisation (NFV) to get the most agility out of their cloud investments.

Network bandwidth delivery speed was also a key boon for cloud adoption, according to 49% of respondents. IT complexity eased for 55% of those polled, but interestingly, cloud has little to no effect on the overall IT headcount. 17% of respondents said it was increasing, 20% decreasing, and 52% said it had no impact.

Three quarters (74%) said they were either very or somewhat confident in the security of their information assets in the cloud, yet a lot of external cloud projects end up winging their way back to IT. The issues raised were lack of skillset within departments and security concerns (59%).

Nevertheless, the study shows interesting if not surprising progress for enterprise cloud. A report released earlier this month from CipherCloud and Gigaom found that while most enterprises are in the cloud, they’re reluctant about using it to develop enterprise applications.

[fse] 24/11/2014 20:51

>rt... entirely thats why they are focussed on this. What I am not certain about is how this will fit into the Israeli Infrastructure project which may give them a core business demand to sell into.
Also if this recent win is as we are told a major client then $2m worth of this type of equipment could well mature into further more substantial orders.
On the flip side it makes the Telco arm attractive to dispose of.
Honestly not sure what they are going to do but it looks like a win win situation with the caveat of uptake time .... more waiting.
I am not selling at this price as I really do feel that the Telco arm alone could be sold off for a substantial amount.
The medical side is humming away but I do feel they are constricted by manufacturing /supply problems which may take some to work out so the gains will be tempered by this.

[reeltime] 24/11/2014 19:34

FSE

Yes it gives us a better understanding of Batm's strategy and the reason they implemented a switch to attract Tier 1 level customers using SDN and NFV.

Perhaps the Telco business has a future, especially after winning the recent
contract and Telco Systems new SDN/NFV platform made the shortlist for network management excellence award.....