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[fse] 30/4/2018 22:52

HaHa. I had forgotten about that one. That lad wants to sit tight on them IMO.
In the reports I noticed a huge spike in accounts receivable over previous years. Often when you see this its either some client having difficulties or they are experiencing rapid last quarter growth.... hmmm

[james dean] 30/4/2018 22:26

I would imagine Gideon Chitayat is pleased with his purchase of one million shares last November IMHO.

DYOR

[fse] 30/4/2018 17:31

The year end reports and figures are now on BATM website.
Apparently they recd another cyber contract after report was published for 2017 worth $4M with further business expected.

In any event its worth looking over the published year end report.



Bottom line is they expect 2017 growth to continue over into 2018.

[reeltime] 27/4/2018 22:42

Concerns about cybersecurity driving SD-WAN market, report says
by Brian Santo | Apr 25, 2018 1:38pm
Cybersecurity
Nearly three-quarters of companies in North America conducted SD-WAN lab testing in the past year.

Medium-to-large companies are helping to drive ongoing investment in SD-WANs, driven in large part by concerns about the ceaseless onslaught of cyberattacks.

According to a survey of North American companies recently conducted by IHS Markit, nearly three-quarters (74%) of respondents conducted SD-WAN lab trials in the last year, with the expectation of this year moving into production trials and then to live production. The amount they’re spending on WANs in general averages $300,000 each.

That nearly three-quarters of North American companies are looking to deploy WANs underlines not only the extent to which businesses are becoming increasingly connected, but how that connectivity naturally exposes them to security risks.

In its report, WAN Strategies North American enterprise survey, IHS Markit listed a set of drivers, including traffic growth (over 20% a year), company expansion, adoption of the IoT, the need for greater control over the WAN, and the need to put WAN costs on a sustainable path, which leads to the adoption of software-defined SD-WANs in particular. More and more are relying on cloud services.

But security tops the list of motivators, and by a wide margin.

Understandably so. By one account, the number of reported major cyberattacks recently doubled in just one year, from 80,000 in 2016 to nearly 160,000 in 2017. According to CenturyLink, as of 2017 network operators have been seeing hundreds of thousands of botnet threats each day.

“As companies shift a greater portion of their IT infrastructure into the cloud, and expand their physical presence to go after new markets or be closer to customers and partners, the need for reliable, secure and high-performance WAN and internet connectivity has never been greater,” said Matthias Machowinski, senior research director for enterprise networks at IHS Markit.

“However,” he continued, “companies don’t have unlimited budgets to fund growing WAN bandwidth consumption, which is why a majority are planning to deploy software-defined WAN in the next three years, to better control how their WANs are used.”

[james dean] 25/4/2018 22:32

Regards

DYOR

[fse] 19/4/2018 23:18

Some excerpts from a CNN report that back up the AT&T initiative

The US wireless industry is prepared to pump $275 billion into 5G deployment, which could create up to 3 million new jobs and boost the country's GDP by $500 billion, according to a 2017 Accenture study also commissioned by CTIA.

Wireless providers like Verizon (VZ) and AT&T (T) are charging ahead, and want to start launching their 5G technology in select markets before the end of 2018.

[fse] 18/4/2018 15:27

The AT&T investment mirrors what we are seeing with what telco systems and the iridium project. We are seeing the shift to these solutions to enable 5G. It’s all a little slower than investors would like but the writing is on the wall!

Added comment. Its worth reading the link on additional reading that RT posted above.
Last paragraph mentions Telco Systems by name... interesting as they are in with some very big names.

"The key industry players include ZTE Corporation, Nokia Corporation, Fujitsu Ltd, and Huawei Technologies Co., Ltd.,. The adoption of Network Function Virtualization (NFV) is expected to provide enormous opportunity to the semiconductor vendors in the C-RAN Market. Cisco Systems Inc., Ericsson AB, Agilent Technologies, Inc., Ceragon Networks Ltd, Actix International Limited, Intel Corporation, Hitachi Data Systems Ltd., Telco Systems, Aricent Inc. are few other players in the industry."

[volsung] 18/4/2018 12:10

Bought a few more. Hopefully we'll take out the 28p resistance soon

[fse] 12/4/2018 15:34

Telco Systems to present Arm and Intel pure play uCPE solution at MPLS + SDN + NFV World Congress 2018
April 9, 2018 Sabrina Labanowski
0
0
Telco Systems will present dual Arm and Intel pure play Universal CPE (uCPE) solution at MPLS + SDN + NFV World Congress, which will take place on April 10-13, 2018 in Paris, France.

The solution is ideal for communication service providers that are looking for fast track NFV service deployments with a rapid and cost effective approach.

Telco Systems will hold live demos of the company’s innovative open uCPE NFVtime solution that runs on both Intel and Arm devices and supports leading virtual network functions (VNFs), including as SD-WAN, vFW, vSEC, vRouter and other VNF service from Telco Systems partners.

Visitors at the company booth #201 will also have the opportunity to see a demonstration of Netround’s service fulfillment and service assurance in Telco Systems’ Plug-and-Play uCPE solution. Netrounds active Virtual Test Agents are launched as VNF appliances and can be used to integrate service activation tests, quality monitoring and troubleshooting as part of the NFV service orchestration.

[fse] 05/4/2018 15:35

MPLS + SDN + NFVWorld. Paris 2018
April 10th to 13th 2018
Telco systems is at Booth #201
Good company they keep !



The roll out of these new solutions has been hampered by delays and lack of technical staff to work in this new technology. Few doubt that SDN NFV is the way of the future.
Getting to that point not so easy as will be discussed at the Paris exhibition/conference.
SDN/NFV: hype or real? - the first day general debate

"Some think SDN/NFV is "emperor's new clothes" from day one. They underline that there are a lot of talks and lot of trials but few real deployments on mass scale.

The debate, chaired by Roy Chua (co-Founder, SDxCentral) will gather service providers. They will bring answers to this controversial question.

Added comment:

This amongst other products is what Telco systems have to offer.



A lot of factors are coming together to push this technology, basically a lot of 5G applications will demand a far more sophisticated set of solutions from providers. Providers are understandably slow to implement changes from concerns of going down the wrong route.
5G is around 1000x faster than 4G ....
Amongst other events the recent SpaceX Iridium launch underpins the present need to get this all up and running. There are as reported a huge amount of POC's for NFV solutions being run and its all stuttering into life. Quite when revenue will really hit the bottom line is not certain but we are most definitely now on the launch pad.... IMO

To understand the relationship between what Telco systems are involved with and 5G heres a bit of reading

[brucie5] 05/4/2018 12:19

Ok, thanks. Owenski, you in this too? It's in an interesting area chartwise. What you into atm? I'm pleased to see a revival in fortunes for TERN, despite my misgivings earlier in the year. I'm also seeing a bottom in RED, though it has still to play out.

[owenski] 05/4/2018 12:17

Stop loss - to preserve capital.

[gerihatrick] 05/4/2018 09:19

That Tipsheet you mention is Trendwatch -which I subscribe to and is excellent. His key comment is that "it appears to be on the brink of sustained profitability". He has a SL of 22p on it-he applies his SL very strictly.

[james dean] 05/4/2018 08:23

BATM Advanced Communications Ltd (LON:BVC)...

...insider Gideon Chitayat bought 1,000,000 shares of the stock in a transaction that occurred on Thursday, November 10th. The stock was bought at an average price of GBX 16 ($0.20) per share, with a total value of £160,000 ($199,900.05).

News from BangaloreWeekly 4th April 2018

.

[fse] 04/4/2018 21:43

Apparently they have been tipped as a BUY in another tip sheet publication.
It looks to me as if these new software solutions are finally being adopted by some providers. Its still a trickle but an encouraging trend.

[phda] 03/4/2018 14:52

No dividends here.

[latifs100] 03/4/2018 13:42

when is dividend paid date . tia

[fse] 29/3/2018 23:56

Sweet !

Added.....
Emir Halilovic recently joined GlobalData as a Principal Analyst on the Service Provider Infrastructure (Global Telecom Technology & Software) team. His focus at GlobalData is on optical transport layer products and technology including WDM, OTN switching, OADMs, packet optical networking, and converged IP/optical platforms. He has a particular interest in how deep changes in service provider networks, like 5G, NFV, and SDN, affect the evolution of transport products and technologies.

[freddievas] 23/3/2018 10:22

8 year high, so definitely looking like a new beginning now. It's taken a while!

[volsung] 21/3/2018 14:00

Topped up. In a new range now hopefully

[fse] 20/3/2018 18:00

I am involved with the local business community here and am posting this link with respect to the realization that local business leaders are very much in tune with the very core that BATM are involved with that makes this all possible. We have gone from theory to implementation and it’s happening very rapidly. FWIW