RAN

CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

​We attended the CBRS Alliance event in Washington DC today, and by our rough estimate, about 350-400 people were in attendance representing groups such as regulators, legislators, lawyers, technology vendors, property owners, service providers, investors, media and analysts.  We were impressed with the widespread interest in the new shared spectrum… Read More »CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS).  Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

Our take on Mavenir, new entrant to Radio Access Network (RAN) market

​At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018.  In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products.  Its product line is software-oriented,… Read More »Our take on Mavenir, new entrant to Radio Access Network (RAN) market