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[fse] 12/10/2018 16:44

>rt... Thats a really good article with respect to time frames and application. It totally ties in with where I figured we were at with the rollout and from what BATM themselves have been saying. The tie up with ARM is big bamboo IMO.
So revenue flow could start this year from uCPE on top of the kit they are already selling plus the cyber security solutions.

[reeltime] 12/10/2018 13:23

Interesting article........
So it's cheaper with Arm architecture rather than Intel x86 and Arm are paying for the....“We haven’t certified thousands of applications on Arm, but Arm is actually financing that to make it happen,”.....Wonder who the third manufacturer is?

Telco Systems Arm-Based uCPE Costs Less Than Its x86 uCPE
Linda Hardesty
October 11, 2018
1:43 pm PT

Telco Systems is making a name for itself with its universal customer premises equipment (uCPE) that supports both Intel x86 and Arm architectures. Telco Systems uses its uCPE for its NFVTime offering, which includes an operating system and a marketplace of virtual network functions (VNFs) from third-party vendors. Telco Systems aims for its NFVTime to run any VNF on any white box, whether on Intel x86 or Arm devices.

The company determined from the beginning that it wanted to be hardware agnostic. “You can show us a white box, and I can certify we will be able to upload our NFVI, and it will operate from the get-go,” said Telco Systems CEO Ariel Efrati.

Efrati also said that the Arm architecture is cheaper than the x86 architecture, which makes it easier for customers to adopt NFVTime. He said that supporting both x86 and Arm architectures “definitely changes the equation.” For instance, he said Telco Systems is in discussions with a Tier 1 service provider “that’s a bit late in terms of their NFV deployment.” This service provider had been looking at x86-based uCPE, but now it’s thinking of skipping x86 and using Arm-based uCPE instead.

“We demonstrate more than 30 percent of cost savings on the hardware when you use Arm,” said Efrati. “We now have three different manufacturers for these Arm boxes.” He said one of those manufacturers can’t be named, but the others are CyberTan and Nexcom.

Efrati said there is no problem with performance between the x86 and the Arm-based boxes. “We haven’t certified thousands of applications on Arm, but Arm is actually financing that to make it happen,” he said.
uCPE Market

IHS Markit’s most recent “uCPE Hardware Biannual Market Report” forecasts the uCPE market to increase from $7.7 million in 2017 to $1.02 billion in 2022 – a cumulative $1.9 billion market over the six years from 2017 to 2022.

IHS Markit defines a uCPE as a device providing a “pico cloud,” including compute, storage and switching capable of executing VNFs such as virtual firewalls, SD-WAN, virtual WAN, virtual application delivery controllers, and optimization appliances. The main purpose at a customer site is for a single uCPE to take the place of several network appliances and devices by executing software functions.

IHS Markit estimates that fewer than 600 units of uCPE were shipped in 2016, mostly for lab testing and a small fraction in field trials. And 2017 was tepid as an initial takeoff year with under 7,000 units shipped. However, a heavy ramp is expected from 2018 onward. Recent IHS Markit global carrier surveys on SDN and NFV reveal that 82 percent of operators polled are deploying or plan to execute VNFs on uCPE located at customer sites, with 97 percent in central offices and 85 percent in data centers.

Telco Systems’ Efrati said a lot of the uCPE solutions were developed with a certain level of naivete because they assumed the concept of “on-net.” This means that the hardware at one location will be connected via a network to hardware at another location, and that network will be owned by one operator. But that is not how networking works in may places such as the U.S., which often delineates different service provider footprints. Branches are often supported by different carriers.

“In 90 percent of cases you will not have all you branches on the same service provider,” Efrati said. There’s quite a lot of certification that must be done at the hardware level for uCPE to work in these situations.

Linda Hardesty
About Linda Hardesty

Linda Hardesty is Managing Editor at SDxCentral where she oversees the news coverage for a team of writers. She's been a trade journalist since the mid-1990s, alternately writing about telecommunications and energy. Prior to SDxCentral, she was editor of Energy Manager Today. Previously, she wrote for Cable World magazine and Communications Technology. Linda can be reached at [e-mail].

[fse] 09/10/2018 19:26

Bit more detail on Telco systems presentations at the world congress in the Netherlands

[spekky] 09/10/2018 19:04

This was the second story on bbc news at six.......it's a big deal from my perspective......How many others are not disposing clinical waste correctly...the market for Integrated Steriliser and Shredder is enormous.Come on CELITRON.

[ghaon] 06/10/2018 10:41

Did we ever find out why the big drop (which has been largely recovered)? There was no RNS about a major reducing their holding. Tree shake?

[fse] 04/10/2018 13:33

Telco systems Wins Telecom Lead Innovation Leaders 2018 Award

04/10/2018 12:15pm
PR Newswire (US)

BATM Advanced Communications (LSE:BVC)
Intraday Stock Chart
Today : Thursday 4 October 2018

Click Here for more BATM Advanced Communications Charts.
MANSFIELD, Massachusetts, October 4, 2018 /PRNewswire/ --

Telco Systems, the leading provider of innovative SDN/NFV, CE 2.0, MPLS and IP solutions, today announced that the company has won the Telecom Lead Innovation Leaders 2018 award.

The Telecom Lead Innovation Leaders award recognizes technology companies and the impact of their new product developments and innovations on telecommunications service providers and their customers. This award program is organized by Telecom Lead, a prominent global online publication providing news and analysis of the telecoms industry.

Telco Systems has received this award recognition for its NFVTime uCPE solution and the framework that it provides telcos, OTT managed service providers and enterprises for improving their business agility, enabling new revenue generating opportunities and optimizing the OPEX and CAPEX related to IT and network service deployments.

NFVTime is a service-ready, plug-and-play uCPE solution that provides a complete service environment for rapidly launching virtual network services. The NFVTime suite includes all required components to shorten the time-to-market for NFV deployments and supports invest-as-you-grow deployment models. The NFVTime-OS allows any VNF to run on any whitebox hardware, whether on Intel x86 or Arm devices, while the NFVTime-Central provides a cost effective uCPE MANO solution that supports uCPE and services lifecycle management staring from zero-touch-provisioning through VNF launch and monitoring.

"We are committed to lead the market with NFV and Edge network innovations that support our customers' business requirements and this award is important recognition of our leading market position," said Raanan Tzemach, Vice President of Product Management at Telco Systems. "Our focus is to enable our customers to extract the most from NFV and provide complete freedom to choose any VNF, hardware or MANO solution for their rollouts of managed services and virtual network functions, while ensuring swift and cost effective deployments."

Telco Systems will be demonstrating its NFVTime uCPE solution at the upcoming SDN World Congress in The Hague, Netherlands on October 8th to 12th at booth #C10.

[fse] 04/10/2018 13:33

heres the link

+ a bit more about the award and why .....



Nice intro for the next Telco conference/show

Telco Systems will be demonstrating its NFVTime uCPE solution at the upcoming SDN World Congress in The Hague, Netherlands on October 8th to 12th at booth #C10.

[fse] 03/10/2018 15:28

Oct 3rd 2018
Softbank will invest $2.25 billion in General Motors' autonomous vehicles.

FSE> This is interesting. Remember Softbank acquired ARM who in turn are teaming up with BATM in embedding solutions.
For autonomous vehicles to work the way we envisage then 5G and the solutions BATM are working on are going to become essential.

[fse] 27/9/2018 15:11

Cant explain the fall either but the share price did rise quite quickly and it does not take much to move it either way. People piled in in the mid 30's and will seek to protect that gain.
We have just had a trading update and there is nothing in the news to suggest they are suddenly off track. One caveat is that revenue in the Telco side from NFV applications is only starting to trickle in.

Added comment

Telco Systems has been around since 1972
Worldwide Customers
Telco Systems’ customer base includes tier 1 and smaller service providers as well as utilities and city carriers. The company has an installed base of $2 billion worldwide.

Background
In April 2000 BATM Advanced Communications (London stock exchange ticker symbol: LSE: BVC and Tel Aviv stock exchange ticker symbol: TASE: BATM) acquired Telco Systems for $260.8 million in cash and 960,000 shares of BATM stock.[5] As a wholly owned subsidiary of BATM Advanced Communications, the company has access to over 400 engineers and scientists through BATM’s integrated research and development program between all its subsidiary companies. Since its founding in 1992, BATM has been involved in the design and manufacture of stuff for the telecommunications industry.

Headquartered in Mansfield, MA and Yokneam, Israel - Telco Systems has offices throughout the world including the United States, Germany, France, Singapore, and Australia.

[red army] 27/9/2018 12:07

Until I read different or am told then nothing has changed. Still a buy IMO.

[emeraldzebra] 27/9/2018 10:14

Cumnor....indeed. Maybe - with a bit of luck it will be 'BOING' and back up fairly soon. Might take a few more on board. Fortune favours the brave and all that......

[cumnor] 27/9/2018 10:01

Hopefully emerald-given BVC's somewhat sensitive position as an Israeli company providing cyber software and hardware services to top secret Government and military agencies-most likely incl the US, I would be surprised if Zvi was anything but above board in being less than forthright about notifiable news or potential insider dealing by others on news which has not been RNSed yet (this is investors main worry with share price movements like this), a situation which could be extremely damaging for him and the company. The absence of an RNS is positive. IMO.

[mr hangman] 27/9/2018 09:59

Yes agreed this has moved from 15p-40p rather quickly decent profit if you have a
large holding, an old saying, one does not go broke taking a profit

[emeraldzebra] 27/9/2018 09:27

agree - i think a (big) single entity needed cash for something else - and a few nervy chicken-types followed. maybe time to buy again...

[volsung] 27/9/2018 09:13

There has been no bad news to justify this fall. My guess is a big PI has sold up for reasons of their own causing a bit of a lemming like reaction.

[mr hangman] 27/9/2018 09:11

I would imagine Simon Thompson's army of investors will be poised to swoop, so if there is no bad news, don't expect the price to hang around these levels for long

[car1pet] 27/9/2018 09:06

I would expect it to go sub 30 and as Red army said some positive newsflow will bounce it up. Lets hope there is some new positive newsflow ie some real orders not POCs

[brucie5] 27/9/2018 08:42

FWIW chart shows support at 30/31. It's broken down through the 100ma, which I would not have expected in bullish retrace.

[red army] 27/9/2018 08:40

It does not take too much volume to move these micro/small cap shares.

Current market cap £130m and only £200k of shares traded which is about .15%

These type of shares are heavily reliant on news flow in the absence of sound fundamentals to back the share price up so no news flow and no interest.

The type of investors deserting see a trend and jump on the back as they are very nervous and start to look for the next potential nugget.

[volsung] 27/9/2018 08:39

Exactly brucie.

[brucie5] 27/9/2018 08:38

volsung
14 Sep '18 - 09:46 - 14992 of 15017
0 1 0
Bought a few more. Chart looks poised
Brucie5
18 Sep '18 - 09:59 - 14993 of 15017 Edit
0 0 0
To go up or down..?
---------------------------------------
Go carefully.

[emeraldzebra] 27/9/2018 08:21

no smoke without fire....but where's the effing fire !?

[red army] 27/9/2018 08:10

34p and then 28p if broken.