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| Equipment Business |
Broadband: With DSL, Copper’s Gold
And it is now or never for incumbents—equipment prices are attractively low
T&M: Riding the Rollout Wave
Big-time CDMA launches, augmentation of GSM networks... the demand’s soaring for T&M solutions
INFRASTRUCTURE: A Ductile Business
Five years from now, when duct manufacturing won’t be big, what will Dura-Line do? Shift to services, of course…
Modems: Run It on the Host
Why put the core processing on the modem when the PC’s processor has surplus capacity?
USM: Who Prefers What…
Enterprises won’t mind paying upfront for UMS implementations, but service providers will look for revenue sharing
CDMA: The Die Is Cast
No less than 10 players will share a Rs 2,788-crore CDMA infrastructure market this fiscal
SOFTSWITCH: Adolescence Blues
Products look great, but interoperability and compatibility with the TDM network will come with maturity
GLOBAL EQUIPMENT BUSINESS: Asia Is the Only Ace
While Nortel and Lucent struggle for survival, a firm China foothold keeps UTStarcom growing
OPTICAL NETWORKING: Cost Arbitrage
Optical networks can help Indian carriers offer more competitive long-distance rates
Financing Handicap
Indian manufacturers lack deep pockets for vendor financing and hence lose out to MNCs
OPTICAL TRANSMISSION: Post OFC Deployments...
...large-scale equipment purchase may follow, but market won’t exceed Rs 750–800 crore
TECH START-UPS: Indus Valley, Circa 2002
A global telecom civilization is taking shape. The intellectual property has been created, building blocks are being designed, and a new Valley is coming up. Call it the New Indus Valley...
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