<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
		>
<channel>
	<title>Comments on: What&#8217;s Nortel&#8217;s Investment Thesis?</title>
	<atom:link href="http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/</link>
	<description>All the News about Nortel Networks</description>
	<lastBuildDate>Thu, 09 Feb 2012 03:34:00 +0000</lastBuildDate>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	
	<item>
		<title>By: many</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-32056</link>
		<dc:creator>many</dc:creator>
		<pubDate>Thu, 06 Mar 2008 04:47:29 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-32056</guid>
		<description>I promise you I have nothing to do with Qualicomm and I am as frustrated with their IP nonsense as everyone else :) .&lt;br&gt;&lt;br&gt;UMB Ultra Mobile Broadband or EV-Do rev C, was &quot;next gen&quot; for CDMA. 3GPP/3GPP2 has the ultimate goal for bringing UMTS and UMB together with LTE. (adopting OFDM/MIMO in the RAN...)&lt;br&gt;&lt;br&gt;The problem with UMB evolution is that none of the carriers want it. When vz announced its intention to go to LTE, it put the final nail in the coffin, and UMB was DoA.</description>
		<content:encoded><![CDATA[<p>I promise you I have nothing to do with Qualicomm and I am as frustrated with their IP nonsense as everyone else <img src='http://www.allaboutnortel.com/wp-includes/images/smilies/icon_smile.gif' alt=':)' class='wp-smiley' />  .</p>
<p>UMB Ultra Mobile Broadband or EV-Do rev C, was &#8220;next gen&#8221; for CDMA. 3GPP/3GPP2 has the ultimate goal for bringing UMTS and UMB together with LTE. (adopting OFDM/MIMO in the RAN&#8230;)</p>
<p>The problem with UMB evolution is that none of the carriers want it. When vz announced its intention to go to LTE, it put the final nail in the coffin, and UMB was DoA.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Nortel_will_survive</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-32058</link>
		<dc:creator>Nortel_will_survive</dc:creator>
		<pubDate>Thu, 06 Mar 2008 04:14:59 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-32058</guid>
		<description>To Vested Interest re: LTE v. UMB&lt;br&gt;&lt;br&gt;It&#039;s almost like Blu-Ray v. HD-DVD.  UMB is being driven by Qualcomm while LTE is being driven by many.  Some a frustrated at Qualcomm and their Intellectual Property licensing fees.  Notice that Nokia does not make CDMA phones for this reason.&lt;br&gt;&lt;br&gt;There is a few more details here ----&gt; &lt;a href=&quot;http://www.businesswire.com/portal/site/home/index.jsp?epi_menuItemID=887566059a3aedb6efaaa9e27a808a0c&amp;ndmViewId=news_view&amp;ndmConfigId=1000017&amp;newsId=20071228005150&amp;newsLang=en&quot; rel=&quot;nofollow&quot;&gt;http://www.businesswire.com/portal/site/home/in...&lt;/a&gt;</description>
		<content:encoded><![CDATA[<p>To Vested Interest re: LTE v. UMB</p>
<p>It&#39;s almost like Blu-Ray v. HD-DVD.  UMB is being driven by Qualcomm while LTE is being driven by many.  Some a frustrated at Qualcomm and their Intellectual Property licensing fees.  Notice that Nokia does not make CDMA phones for this reason.</p>
<p>There is a few more details here &#8212;-&gt; <a href="http://www.businesswire.com/portal/site/home/index.jsp?epi_menuItemID=887566059a3aedb6efaaa9e27a808a0c&#038;ndmViewId=news_view&#038;ndmConfigId=1000017&#038;newsId=20071228005150&#038;newsLang=en" rel="nofollow">http://www.businesswire.com/portal/site/home/in&#8230;</a></p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Vested Interest</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-32057</link>
		<dc:creator>Vested Interest</dc:creator>
		<pubDate>Thu, 06 Mar 2008 03:08:48 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-32057</guid>
		<description>Nortel_will_survive, you seem to know your stuff while I am not technical.  Why is LTE going to be the 4G going forward over UMB?  My understanding is that UMB is the 4G version of CDMA while LTE is 4G UMTS (I know that is a little over simplified).</description>
		<content:encoded><![CDATA[<p>Nortel_will_survive, you seem to know your stuff while I am not technical.  Why is LTE going to be the 4G going forward over UMB?  My understanding is that UMB is the 4G version of CDMA while LTE is 4G UMTS (I know that is a little over simplified).</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Nortel_will_survive</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-32059</link>
		<dc:creator>Nortel_will_survive</dc:creator>
		<pubDate>Thu, 06 Mar 2008 01:30:51 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-32059</guid>
		<description>People need to understand some of the fundamental market adoption principles behind WiMAX and LTE.  They are not competing technologies and solutions.  Both have their place depending on the customer and what they are going to sell to their customers.&lt;br&gt;&lt;br&gt;Current Wireless Service Providers offering CDMA or GSM/UMTS services will most likely use LTE when they move to a 4G environment.  It allows them to preserve their existing infrastructure in support of their traditional voice services.  There is no compelling reason to move standard voice service to LTE, yet, LTE will be required for advanced data oriented services.  Consumer device manufacturers will need to make dual-mode devices that support CDMA and LTE or GSM/UMTS and LTE for this to be effective.  CDMA isn&#039;t dead.  Many Wireless Service Providers will continue to increase their coverage tied to their total number of subscribers.  They will also continue to deploy EV-DO and EV-DO Rev. A in support of data applications.  Verizon is a perfect example of this as they retain their CDMA environment while doing trials on LTE as an add-on to their CDMA infrastructure for voice services.&lt;br&gt;&lt;br&gt;WiMAX will likely be adopted by new Wireless Service Providers that are focused on delivering data services to consumers and businesses rather than having a voice centric service offering.  It has already been proven that Voice over IP over WiMAX is possible.  This means that a person can operate a soft IP phone on a Laptop equipped with WiMAX and participate in the corporate VoIP network as if they were in the office.  Consider this in terms of a Police vehicle with a Laptop.  They can receive voice and video feeds while enroute to a situation.  A traveling worker can also stay connected with home office regardless of their location.  This becomes a data service, not a voice service.  Enterprises will drive much of the WiMAX adoption, not consumers.&lt;br&gt;&lt;br&gt;Both WiMAX and LTE offer good solutions depending on the type of Wireless Service Provider and what they want to sell to their customers.  It will be a mixed market for quite awhile.</description>
		<content:encoded><![CDATA[<p>People need to understand some of the fundamental market adoption principles behind WiMAX and LTE.  They are not competing technologies and solutions.  Both have their place depending on the customer and what they are going to sell to their customers.</p>
<p>Current Wireless Service Providers offering CDMA or GSM/UMTS services will most likely use LTE when they move to a 4G environment.  It allows them to preserve their existing infrastructure in support of their traditional voice services.  There is no compelling reason to move standard voice service to LTE, yet, LTE will be required for advanced data oriented services.  Consumer device manufacturers will need to make dual-mode devices that support CDMA and LTE or GSM/UMTS and LTE for this to be effective.  CDMA isn&#39;t dead.  Many Wireless Service Providers will continue to increase their coverage tied to their total number of subscribers.  They will also continue to deploy EV-DO and EV-DO Rev. A in support of data applications.  Verizon is a perfect example of this as they retain their CDMA environment while doing trials on LTE as an add-on to their CDMA infrastructure for voice services.</p>
<p>WiMAX will likely be adopted by new Wireless Service Providers that are focused on delivering data services to consumers and businesses rather than having a voice centric service offering.  It has already been proven that Voice over IP over WiMAX is possible.  This means that a person can operate a soft IP phone on a Laptop equipped with WiMAX and participate in the corporate VoIP network as if they were in the office.  Consider this in terms of a Police vehicle with a Laptop.  They can receive voice and video feeds while enroute to a situation.  A traveling worker can also stay connected with home office regardless of their location.  This becomes a data service, not a voice service.  Enterprises will drive much of the WiMAX adoption, not consumers.</p>
<p>Both WiMAX and LTE offer good solutions depending on the type of Wireless Service Provider and what they want to sell to their customers.  It will be a mixed market for quite awhile.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Nortelhand</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-32060</link>
		<dc:creator>Nortelhand</dc:creator>
		<pubDate>Thu, 06 Mar 2008 00:23:09 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-32060</guid>
		<description>My self, I still like the Wimax story.  OK the US is going to go LTE to contain cost for legacy reasons, can’t blame them one bit.  But Wimax can really increase connectivity at a very reduced price per bit.  There are a lot of places in the world, jam packed with people that are lacking good communications, virgin territory perfect for Wimax.  Sure it is the developing world, but I assure you the developing world is a lot more developed than most people in the US think, 20 or 30 years ago that was not the case.  The world is growing up fast, and there are a lot of opportunities to sell this into.  &lt;br&gt;&lt;br&gt;But it does depend on Nortel convincing clients they will be around in the next 5 years, they will not get out of  the market they are selling into, and they don’t screw up the execution.  If they can do this, Nortel has a chance.  &lt;br&gt;&lt;br&gt;Also Wimax devices need to be interoperable with LTE.  Nothing sucks more when traveling that equipment does not work in a new country.</description>
		<content:encoded><![CDATA[<p>My self, I still like the Wimax story.  OK the US is going to go LTE to contain cost for legacy reasons, can’t blame them one bit.  But Wimax can really increase connectivity at a very reduced price per bit.  There are a lot of places in the world, jam packed with people that are lacking good communications, virgin territory perfect for Wimax.  Sure it is the developing world, but I assure you the developing world is a lot more developed than most people in the US think, 20 or 30 years ago that was not the case.  The world is growing up fast, and there are a lot of opportunities to sell this into.  </p>
<p>But it does depend on Nortel convincing clients they will be around in the next 5 years, they will not get out of  the market they are selling into, and they don’t screw up the execution.  If they can do this, Nortel has a chance.  </p>
<p>Also Wimax devices need to be interoperable with LTE.  Nothing sucks more when traveling that equipment does not work in a new country.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: many</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-7372</link>
		<dc:creator>many</dc:creator>
		<pubDate>Wed, 05 Mar 2008 23:47:29 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-7372</guid>
		<description>I promise you I have nothing to do with Qualicomm and I am as frustrated with their IP nonsense as everyone else :) .&lt;br&gt;&lt;br&gt;UMB Ultra Mobile Broadband or EV-Do rev C, was &quot;next gen&quot; for CDMA. 3GPP/3GPP2 has the ultimate goal for bringing UMTS and UMB together with LTE. (adopting OFDM/MIMO in the RAN...)&lt;br&gt;&lt;br&gt;The problem with UMB evolution is that none of the carriers want it. When vz announced its intention to go to LTE, it put the final nail in the coffin, and UMB was DoA.</description>
		<content:encoded><![CDATA[<p>I promise you I have nothing to do with Qualicomm and I am as frustrated with their IP nonsense as everyone else <img src='http://www.allaboutnortel.com/wp-includes/images/smilies/icon_smile.gif' alt=':)' class='wp-smiley' />  .</p>
<p>UMB Ultra Mobile Broadband or EV-Do rev C, was &#8220;next gen&#8221; for CDMA. 3GPP/3GPP2 has the ultimate goal for bringing UMTS and UMB together with LTE. (adopting OFDM/MIMO in the RAN&#8230;)</p>
<p>The problem with UMB evolution is that none of the carriers want it. When vz announced its intention to go to LTE, it put the final nail in the coffin, and UMB was DoA.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Nortel_will_survive</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-7374</link>
		<dc:creator>Nortel_will_survive</dc:creator>
		<pubDate>Wed, 05 Mar 2008 23:14:59 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-7374</guid>
		<description>To Vested Interest re: LTE v. UMB&lt;br&gt;&lt;br&gt;It&#039;s almost like Blu-Ray v. HD-DVD.  UMB is being driven by Qualcomm while LTE is being driven by many.  Some a frustrated at Qualcomm and their Intellectual Property licensing fees.  Notice that Nokia does not make CDMA phones for this reason.&lt;br&gt;&lt;br&gt;There is a few more details here ----&gt; &lt;a href=&quot;http://www.businesswire.com/portal/site/home/index.jsp?epi_menuItemID=887566059a3aedb6efaaa9e27a808a0c&amp;ndmViewId=news_view&amp;ndmConfigId=1000017&amp;newsId=20071228005150&amp;newsLang=en&quot; rel=&quot;nofollow&quot;&gt;http://www.businesswire.com/portal/site/home/in...&lt;/a&gt;</description>
		<content:encoded><![CDATA[<p>To Vested Interest re: LTE v. UMB</p>
<p>It&#39;s almost like Blu-Ray v. HD-DVD.  UMB is being driven by Qualcomm while LTE is being driven by many.  Some a frustrated at Qualcomm and their Intellectual Property licensing fees.  Notice that Nokia does not make CDMA phones for this reason.</p>
<p>There is a few more details here &#8212;-&gt; <a href="http://www.businesswire.com/portal/site/home/index.jsp?epi_menuItemID=887566059a3aedb6efaaa9e27a808a0c&#038;ndmViewId=news_view&#038;ndmConfigId=1000017&#038;newsId=20071228005150&#038;newsLang=en" rel="nofollow">http://www.businesswire.com/portal/site/home/in&#8230;</a></p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Vested Interest</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-7373</link>
		<dc:creator>Vested Interest</dc:creator>
		<pubDate>Wed, 05 Mar 2008 22:08:48 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-7373</guid>
		<description>Nortel_will_survive, you seem to know your stuff while I am not technical.  Why is LTE going to be the 4G going forward over UMB?  My understanding is that UMB is the 4G version of CDMA while LTE is 4G UMTS (I know that is a little over simplified).</description>
		<content:encoded><![CDATA[<p>Nortel_will_survive, you seem to know your stuff while I am not technical.  Why is LTE going to be the 4G going forward over UMB?  My understanding is that UMB is the 4G version of CDMA while LTE is 4G UMTS (I know that is a little over simplified).</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Nortel_will_survive</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-7375</link>
		<dc:creator>Nortel_will_survive</dc:creator>
		<pubDate>Wed, 05 Mar 2008 20:30:51 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-7375</guid>
		<description>People need to understand some of the fundamental market adoption principles behind WiMAX and LTE.  They are not competing technologies and solutions.  Both have their place depending on the customer and what they are going to sell to their customers.&lt;br&gt;&lt;br&gt;Current Wireless Service Providers offering CDMA or GSM/UMTS services will most likely use LTE when they move to a 4G environment.  It allows them to preserve their existing infrastructure in support of their traditional voice services.  There is no compelling reason to move standard voice service to LTE, yet, LTE will be required for advanced data oriented services.  Consumer device manufacturers will need to make dual-mode devices that support CDMA and LTE or GSM/UMTS and LTE for this to be effective.  CDMA isn&#039;t dead.  Many Wireless Service Providers will continue to increase their coverage tied to their total number of subscribers.  They will also continue to deploy EV-DO and EV-DO Rev. A in support of data applications.  Verizon is a perfect example of this as they retain their CDMA environment while doing trials on LTE as an add-on to their CDMA infrastructure for voice services.&lt;br&gt;&lt;br&gt;WiMAX will likely be adopted by new Wireless Service Providers that are focused on delivering data services to consumers and businesses rather than having a voice centric service offering.  It has already been proven that Voice over IP over WiMAX is possible.  This means that a person can operate a soft IP phone on a Laptop equipped with WiMAX and participate in the corporate VoIP network as if they were in the office.  Consider this in terms of a Police vehicle with a Laptop.  They can receive voice and video feeds while enroute to a situation.  A traveling worker can also stay connected with home office regardless of their location.  This becomes a data service, not a voice service.  Enterprises will drive much of the WiMAX adoption, not consumers.&lt;br&gt;&lt;br&gt;Both WiMAX and LTE offer good solutions depending on the type of Wireless Service Provider and what they want to sell to their customers.  It will be a mixed market for quite awhile.</description>
		<content:encoded><![CDATA[<p>People need to understand some of the fundamental market adoption principles behind WiMAX and LTE.  They are not competing technologies and solutions.  Both have their place depending on the customer and what they are going to sell to their customers.</p>
<p>Current Wireless Service Providers offering CDMA or GSM/UMTS services will most likely use LTE when they move to a 4G environment.  It allows them to preserve their existing infrastructure in support of their traditional voice services.  There is no compelling reason to move standard voice service to LTE, yet, LTE will be required for advanced data oriented services.  Consumer device manufacturers will need to make dual-mode devices that support CDMA and LTE or GSM/UMTS and LTE for this to be effective.  CDMA isn&#39;t dead.  Many Wireless Service Providers will continue to increase their coverage tied to their total number of subscribers.  They will also continue to deploy EV-DO and EV-DO Rev. A in support of data applications.  Verizon is a perfect example of this as they retain their CDMA environment while doing trials on LTE as an add-on to their CDMA infrastructure for voice services.</p>
<p>WiMAX will likely be adopted by new Wireless Service Providers that are focused on delivering data services to consumers and businesses rather than having a voice centric service offering.  It has already been proven that Voice over IP over WiMAX is possible.  This means that a person can operate a soft IP phone on a Laptop equipped with WiMAX and participate in the corporate VoIP network as if they were in the office.  Consider this in terms of a Police vehicle with a Laptop.  They can receive voice and video feeds while enroute to a situation.  A traveling worker can also stay connected with home office regardless of their location.  This becomes a data service, not a voice service.  Enterprises will drive much of the WiMAX adoption, not consumers.</p>
<p>Both WiMAX and LTE offer good solutions depending on the type of Wireless Service Provider and what they want to sell to their customers.  It will be a mixed market for quite awhile.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Nortelhand</title>
		<link>http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/comment-page-1/#comment-7376</link>
		<dc:creator>Nortelhand</dc:creator>
		<pubDate>Wed, 05 Mar 2008 19:23:09 +0000</pubDate>
		<guid isPermaLink="false">http://www.allaboutnortel.com/2008/03/05/whats-nortels-investment-thesis/#comment-7376</guid>
		<description>My self, I still like the Wimax story.  OK the US is going to go LTE to contain cost for legacy reasons, can’t blame them one bit.  But Wimax can really increase connectivity at a very reduced price per bit.  There are a lot of places in the world, jam packed with people that are lacking good communications, virgin territory perfect for Wimax.  Sure it is the developing world, but I assure you the developing world is a lot more developed than most people in the US think, 20 or 30 years ago that was not the case.  The world is growing up fast, and there are a lot of opportunities to sell this into.  &lt;br&gt;&lt;br&gt;But it does depend on Nortel convincing clients they will be around in the next 5 years, they will not get out of  the market they are selling into, and they don’t screw up the execution.  If they can do this, Nortel has a chance.  &lt;br&gt;&lt;br&gt;Also Wimax devices need to be interoperable with LTE.  Nothing sucks more when traveling that equipment does not work in a new country.</description>
		<content:encoded><![CDATA[<p>My self, I still like the Wimax story.  OK the US is going to go LTE to contain cost for legacy reasons, can’t blame them one bit.  But Wimax can really increase connectivity at a very reduced price per bit.  There are a lot of places in the world, jam packed with people that are lacking good communications, virgin territory perfect for Wimax.  Sure it is the developing world, but I assure you the developing world is a lot more developed than most people in the US think, 20 or 30 years ago that was not the case.  The world is growing up fast, and there are a lot of opportunities to sell this into.  </p>
<p>But it does depend on Nortel convincing clients they will be around in the next 5 years, they will not get out of  the market they are selling into, and they don’t screw up the execution.  If they can do this, Nortel has a chance.  </p>
<p>Also Wimax devices need to be interoperable with LTE.  Nothing sucks more when traveling that equipment does not work in a new country.</p>
]]></content:encoded>
	</item>
</channel>
</rss>

