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[mirabeau] 15/6/2018 09:11

A promising start to Friday morning

I'm hoping the IC revisit BVC at some point

[mirabeau] 15/6/2018 06:03

LSE -


'Do not underestimate the importance of NFV as it’s going to play a critical role in supporting the services 5G network operators will be able to offer. Bearing this in mind, BATM has developed cutting-edge technology that has already been tested, which is why its JDA partner is investing $3m-$3.5m into a project to be delivered in phases over the next 18 months.

Dr Marom points out that the “partnership reflects our shared belief in the opportunities presented by the expanding NFV market, especially given its relevance with the oncoming of 5G. The fact that a world-leading semiconductor company has chosen to partner with BATM, including a financial commitment, validates the strength of our offering and together we will leverage their market position to target the many potential verticals for networking and edge computing solutions."

The two parties will jointly develop Universal Customer Premises Equipment (uCPE) networking devices that utilise BATM’s NFVTime plug-and-play software solution to enable NFV. This solution will be the only NFV operating system able to operate on both Intel (x86) and Arm® architectures, and will be optimised for several new ‘Systems on a Chip’ platforms to run a suite of virtual network functions including: vRouter, vFirewall and SD-WAN.

>A breakout is highly likely once investors realise the full ramifications of the JDA BATM has just signed

The benefits for network operators adopting the JDA’s technology are substantial. For instance, Dr Marom says that the NFV operating system could be used to run hundreds of conference calls together at the same time across a virtual network. There are operational cost savings to be made by adopting the technology and other tangible benefits such as reducing the time to deploy new networking services to support changing business requirements, and supporting innovation by enabling services to be delivered via software on any industry-standard server hardware. Also, network operators and virtualised network function providers will be able to deploy their applications and operate across all major hardware architectures, so leveraging the advancements in different processor technologies.

It could be a real money spinner, which is why both parties plan joint business development and marketing of the new solution, and a royalty arrangement for when sales commence. This could be huge for the £104m market cap company as the royalty stream from major network operators adopting the JDA’s technology could run into "millions of dollars." Dr Marom says the announcement is “just the tip of the iceberg” and I can see why given the potential for the company’s intellectual property.

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[cumnor] 14/6/2018 20:55

Thanks FSE for your input on the technicalities of the business. Sounds promising. Added quite good few more last week on deal news (surprised the share price didn't respond more on that news).

[red army] 14/6/2018 20:54

The potential here is huge.

[james dean] 14/6/2018 20:23

Pleasing to say the current good news.

Let us hope the other divisions are also on the way up with good figures.

DYOR

[reeltime] 14/6/2018 19:53

Thanks very much FSE for your informative posts.....

Without doubt the joint ventures and various partnerships are gathering momentum and hopefully along with the Cyber extension increased revenue, the interim results should highlight the ongoing progress to date along with a positive forward looking statement for the rest of the year.

Nice to see the recent positive share price movement upwards, long may it continue.

[fse] 14/6/2018 16:38

If anyone is looking for an example as to where this is all headed. One application autonomous vehicles which will become a reality with the roll out of 5G networks which put you as Telco say "on the edge"

The example below is one application.
Security and monitoring is another mega industry and the list goes on.
Its a move to reacting in real time. All this data needs to be managed and allocated.


"That is something we are now working on -- edge computing places like traffic junctions where you have to integrate a multitude of sensors into one place and you need compute power with almost no latency on the junction itself," he says. For a traffic control application, the compute power would be needed to integrate traffic light control, radar sensors, cameras and, in time, communications with the cars themselves. "And that needs to be on the spot, on the edge itself."

[mirabeau] 14/6/2018 14:51

Bought a few today - followed BATM for years and feel it's on the verge of improvement - the chart looks primed to break-out into bluesky

[fse] 14/6/2018 14:47

OK this was posted on ARM community and its really worth downloading and reading the white paper link on this site.

From what I can gather ARM and Telco systems are going after Intel with what appears to be a more adaptable and scalable solution than Intel have.

[fse] 14/6/2018 14:45

Telco Systems Strong-ARMing uCPE
Carol Wilson
NEWS ANALYSIS
CAROL WILSON, Editor-at-large
6/14/2018
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Telco Systems is hoping to bring a new dimension to the virtual CPE market, through a joint development agreement with ARM which will develop uCPE boxes based on ARM's RISC-based processors and Telco Systems' NFVTime operating system.

The five-year deal will engage both companies in developing uCPE and edge computing devices based on ARM Ltd. 's semiconductors and Telco Systems (BATM) ' NFVTime operating system. Initially, the focus will be on two existing system-on-a-chip vendors, NXP Semiconductors N.V. (Nasdaq: NXPI) and Marvell Technology Group Ltd. (Nasdaq: MRVL), but the partners will also build a larger ecosystem both of SoC vendors, including Cavium Inc. (Nasdaq: CAVM) and virtual network function (VNF) makers. The idea, says Telco Systems' CEO Ariel Efrati, is to enable VNF developers to be able to create their software once for certification on NFVTime, and enable that VNF to run on either an ARM or x86-based white box.

Telco Systems' CEO Ariel Efrati
Telco Systems' CEO Ariel Efrati
"We have an agreement to create generally available software that can operate in both of those environments that basically adds more NFV functions or VNFs to this," he says in an interview. "The initial development [will be in] around 12 to months and will include onboarding VNFs in three specific categories -- router, SD-WAN and firewall and introducing additional SoC vendors, between two and three into this market."

Telco Systems will lead the development effort while ARM contributes technical expertise and is investing in the effort.

As Heavy Reading Analyst-at-Large Simon Stanley notes in this research report, "Universal CPE: The Ultimate CPE Solution?," Telco Systems is the sole uCPE vendor pushing an ARM-based solution currently. He notes there is "growing interest on ARM processors from Cavium, Marvell and NXP," the three SoC vendors Efrati mentions. (See Virtualizing the Customer Premises.)

Efrati says Telco Systems believes an ARM-based system can be a differentiator in this market, because RISC-based processing has advantages "where power-consumption is very low when you need more cores at lower cost," and that applies to uCPE and edge computing devices.

"ARM has usually on the same chipset more cores versus x86 with a very similar cost," he comments. "So, at the same price at which you can get an x86 box, you can get a box that will usually have much strong computation powers. That's especially important for VNFs, because they usually consume a single core or more."

Deep dive into real-world issues and virtualization deployment challenges with industry leaders. Join Light Reading at the NFV & Carrier SDN event in Denver, September 24-26. Register now for this exclusive opportunity to learn from and network with industry experts – communications service providers get in free!
Also, he says, the SoCs that are available with ARM silicon include what Efrati dubs "unique accelerators" that go beyond networking acceleration which is possible with DPDK to include security, for example, in ARM's TrustZone.

That will "free up more general-purpose CPU power to the VNFs themselves instead of dealing with things that are quite basic to the networking environment like security, tunneling and encryption," he says.

The companies have been working together for 18 months and have already done one proof of concept, in October, with 6Wind. The partnership on which they now embark will also focus on the growing edge computing space.

"That is something we are now working on -- edge computing places like traffic junctions where you have to integrate a multitude of sensors into one place and you need compute power with almost no latency on the junction itself," he says. For a traffic control application, the compute power would be needed to integrate traffic light control, radar sensors, cameras and, in time, communications with the cars themselves. "And that needs to be on the spot, on the edge itself."

Telco Systems is banking heavily on gaining market advantage from its strategic deal with ARM, as Efrati sees this as giving his company a significant head start on any other uCPE players which might want to go the RISC route. The company says it is working with a number of major operators on this approach, though none are publicly named to date.

[fse] 14/6/2018 14:01

MANSFIELD, MA, June 14, 2018 — Telco Systems, the leading provider of innovative SDN/NFV, CE 2.0, MPLS and IP solutions, today announced a strategic investment and joint development agreement with Arm, the industry's leading supplier of semiconductor IP, for Telco Systems to lead the development of new advanced, service-ready uCPE and NFV Edge solutions based on Arm® architecture.

“It’s simple, the Arm architecture offers low operating costs with greater design flexibility and better security for uCPE and edge devices,” explained Drew Henry, Senior Vice President and General Manager, Infrastructure Line of Business at Arm. “We recognize Telco Systems as an innovative leader in the uCPE and NFV spaces and are excited to leverage a shared vision in delivering new world-class solutions to the market.”

In coordination with Arm’s technical team, Telco Systems will lead a multiyear development program that will include the productization of existing prototypes for uCPE devices, specifically those based on NXP and Marvell system-on-chips (SoCs), and advanced, service-ready uCPE and NFV Edge solutions.

Telco Systems will focus on the development of performance acceleration solutions that utilize Arm and its SoC vendors' competitive edge, containerization of VNFs and cybersecurity solutions based on Arm TrustZone®. These new solutions will also serve as the foundation for future Arm-based Edge compute, IoT and MEC solutions.

In order to introduce and promote these uCPE and NFV edge solutions to the market, Telco Systems and Arm will work together to expand the technology partner ecosystem, customer pipeline and other go-to-market activities. This technology partner ecosystem will include VNF and hardware vendors and will address the needs of Tier 1 service providers and network operators. This Arm-NFVTime ecosystem will also allow VNF and whitebox vendors to unlock new business opportunities, create competitive differentiators and demonstrate superior performance.

The available and planned uCPE and NFV Edge solutions from Telco Systems and Arm deliver service providers, network operators and enterprises with higher performance, reduced costs and greater agility to meet business models.

“After of successful collaboration with Arm, we are excited to now announce this significant investment and development deal to bring to market new uCPE and NFV Edge solution and drive the execution of Arm’s strategy for the telecommunications networking infrastructure market,” stated Ariel Efrati, CEO at Telco Systems. “We are already experiencing strong demand for our NFVTime solution running on Arm architecture and we have strong expectations that our new solutions will attract great interest, especially from Tier 1 service providers in North America and other developed markets.”

[fse] 14/6/2018 13:57

See next post

[fse] 11/6/2018 18:25

This is particularly encouraging as its another division of BATM which is now providing real revenue to the bottom line. The synergies with what Telco are offering have become so much more obvious. Having this solution running in tandem pushes out the market potential for the company.

Posted link to Celare which is a fully owned division of BATM Telco for the benefit of those not familiar with this side.

[32sam] 11/6/2018 14:25

Looking to get more, as had this tucked away, looks like its turning?

[football] 11/6/2018 10:51

30 FREE oneplus coins here but running out fast so don't miss out!!!














Don't forget that's 33 free coins every day

[volsung] 11/6/2018 10:33

Top up time for me here. Seems to have turned a corner

[paulisi] 11/6/2018 09:05

Good news - shares jumped on the back of this.

[owenski] 11/6/2018 07:27

Encouraging :-)

[wizzkid211] 11/6/2018 07:04

11 June 2018



BATM Advanced Communications Limited

("BATM" or "the Group")



BATM Awarded New Follow-On Cyber Security Contract by a Government Defense Department

Latest award of approx. $3m contract to provide expanded hardware and software solution is the fifth from a government agency



Further to the Group's announcement of 8 January 2018, BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that its Networking and Cyber division ("the Division") has been awarded another significant contract by a government defense department (the "Customer") to supply an enhanced cyber communication technology solution. This contract, which is the fifth such contract awarded to BATM by a national government, is worth approximately $3m over the next 18 months. To date, this brings the total contracted revenue awarded to BATM by the Customer to approximately $7m.



This new order expands the capability of the solution by adding more features. The Group will commence delivery of the new order immediately with completion expected during the second half of 2019. The Group anticipates receiving further follow-on orders after the completion of this contract.



Dr Zvi Marom, Chief Executive Officer of BATM, said: "This new contract demonstrates our capability to widen the scope of our solutions and scale-up to provide even greater security. The interest in our cyber technologies' abilities to detect and investigate suspicious network activity and cyber threats continues to increase as governments and their defense agencies seek to prevent potential cyber attacks on their infrastructure and important institutions, as well as to secure their communications. There is an understanding that deploying the right cyber solution is a necessity in today's networked environment, and we expect further adoption of our solution by more clients as we receive increasing vindication of the strength of our offering with additional large-scale deployments."

[red army] 08/6/2018 19:25

This used to be one of the darlings of the market in 2000 and fell like so many others. Good prospects in my opinion this time round.

[gersemi] 08/6/2018 18:46

Yes, just read that article by this fellow Simon Thompson. He does appear to be in possession of the Midas Touch. The trading patterns centred around the publication of his articles have become, how shall we say, highbrow raising to say the least. He really does need to inform his readers in advance of publication otherwise what is the point of publishing them at such random intervals. He needs to publish his musings at a specific time and notify this in advance to his readers to create a level playing field for all

[james dean] 08/6/2018 18:39

I had an incredibly informative call withDr Zvi Marom, the chief executive of BATM Advanced Communications (BVC:26.3p), a provider of medical laboratory systems and network solutions, and a constituent of my 2017 Bargain Shares Portfolio.




BATM has just announced that its wholly owned subsidiary, Telco Systems, a high-end software development and design business within the company’s networking and cyber division, has entered into a joint development agreement (JDA) with a leading multi-national semiconductor and software design company to develop and market infrastructure solutions for network function virtualisation (NFV). NFV decouples the network functions, such as network address translation, firewalling, intrusion detection, domain name service (DNS) and caching from proprietary hardware appliances so they can run in software. It’s designed to consolidate and deliver the networking components needed to support a fully virtualised infrastructure – including virtual servers, storage and even other networks.

Do not underestimate the importance of NFV as it’s going to play a critical role in supporting the services 5G network operators will be able to offer. Bearing this in mind, BATM has developed cutting-edge technology that has already been tested, which is why its JDA partner is investing $3m-$3.5m into a project to be delivered in phases over the next 18 months.

Dr Marom points out that the “partnership reflects our shared belief in the opportunities presented by the expanding NFV market, especially given its relevance with the oncoming of 5G. The fact that a world-leading semiconductor company has chosen to partner with BATM, including a financial commitment, validates the strength of our offering and together we will leverage their market position to target the many potential verticals for networking and edge computing solutions."

The two parties will jointly develop Universal Customer Premises Equipment (uCPE) networking devices that utilise BATM’s NFVTime plug-and-play software solution to enable NFV. This solution will be the only NFV operating system able to operate on both Intel (x86) and Arm® architectures, and will be optimised for several new ‘Systems on a Chip’ platforms to run a suite of virtual network functions including: vRouter, vFirewall and SD-WAN.

The benefits for network operators adopting the JDA’s technology are substantial. For instance, Dr Marom says that the NFV operating system could be used to run hundreds of conference calls together at the same time across a virtual network. There are operational cost savings to be made by adopting the technology and other tangible benefits such as reducing the time to deploy new networking services to support changing business requirements, and supporting innovation by enabling services to be delivered via software on any industry-standard server hardware. Also, network operators and virtualised network function providers will be able to deploy their applications and operate across all major hardware architectures, so leveraging the advancements in different processor technologies.

It could be a real money spinner, which is why both parties plan joint business development and marketing of the new solution, and a royalty arrangement for when sales commence. This could be huge for the £104m market cap company as the royalty stream from major network operators adopting the JDA’s technology could run into "millions of dollars." Dr Marom says the announcement is “just the tip of the iceberg” and I can see why given the potential for the company’s intellectual property.

It also gives another boost to BATM’s cyber security and networking division, which produced its first year-on-year revenue increase for six years in 2017 and contributed operating profit of $867,000 on revenue up 28 per cent to $49.4m. A strong order book backed by a raft of cyber security contracts from government defence agencies aiming to secure their communications and prevent cyber attacks on their infrastructure is highly supportive of the positive momentum continuing too. Expect future revenues to be boosted by a number of proof-of-concept trials that are being conducted worldwide and should lead to multi-million dollar contracts in due course.

=================


DYOR

[fse] 08/6/2018 14:58

Simon Thomson is correct they are undervalued by a considerable amount now.
added comment..... BATM Telco is seen as a good way to have an investment in the infrastructure that will help usher in 5G applications. 5G is a reality and is being currently rolled out in limited locales. Its essential for many augmented reality applications, autonomous vehicles etc.
The cybersecurity business runs hand in hand with all of this.
Exciting times for BATM.