Comments on: Mobile Backhaul Equals Big Money Opportunity

By: Mobile Data Growth Boosting Backhaul Demand

Mobile Data Growth Boosting Backhaul Demand — Wed, 27 May 2009 17:26:34 +0000

[...] Demand for mobile backhaul equipment is seen topping $10 billion by 2011. [...]

By: Verizon Rents Out its Fiber for LTE Backhaul

Verizon Rents Out its Fiber for LTE Backhaul — Thu, 26 Mar 2009 16:01:31 +0000

[...] Stacey Higginbotham | Thursday, March 26, 2009 | 9:00 AM PT | 0 comments We’ve noted that Verizon plans to use its fiber network for backhaul for its future Long Term Evolution network, and today it says that it will also rent out capacity on that fiber network to other wireless carriers as well. As our readers are quick to point out, backhaul is the elephant in the room when we talk about fast wireless data, because no matter how much capacity and speed can be theoretically delivered over the air, there’s still the matter of connecting a cell site back to the Internet. [...]

By: rumba.jwtechno.com

rumba.jwtechno.com — Thu, 19 Feb 2009 16:36:30 +0000

[...] a big opportunity. Infonetics Research predicts that demand for backhaul-related gear is going to exceed $10 billion by 2011, as today’s T-1 based infrastructure is going to be replaced by fiber and microwave links. [...]

By: Mobile Internet Usage on the Rise : rumba.jwtechno.com

Mobile Internet Usage on the Rise : rumba.jwtechno.com — Wed, 18 Feb 2009 01:17:02 +0000

By: No Stopping the Mobile Internet Growth | The Click

No Stopping the Mobile Internet Growth | The Click — Tue, 17 Feb 2009 07:48:37 +0000

By: No Stopping the Mobile Internet

No Stopping the Mobile Internet — Mon, 16 Feb 2009 02:36:32 +0000

[...] a big opportunity. Infonetics Research predicts that demand for backhaul related gear is going to exceed $10 billion by 2011, as today’s T-1 based infrastructure is going to be replaced by fiber and microwave links. [...]

By: Cisco to Release a New Router for Metro Networks

Cisco to Release a New Router for Metro Networks — Mon, 26 Jan 2009 20:54:03 +0000

[...] of 3G networks and mobile devices that consume gobs of wireless bandwidth, like the iPhone, have sent carriers and Internet service providers alike scrambling to add even more capacity to their backhaul [...]

By: iPhone Tethering? Be Careful What You Wish For!

iPhone Tethering? Be Careful What You Wish For! — Mon, 12 Jan 2009 04:47:28 +0000

[...] the reasons why demand for wireless backhaul equipment is on an upswing. Research firm Infonetics predicts that phone companies around the world will spend $10 billion by 2011 to make sure you can get your [...]

By: Turin, Force 10 Networks in Merger Talks

Turin, Force 10 Networks in Merger Talks — Mon, 05 Jan 2009 06:08:52 +0000

[...] provider markets. Turin, among other things makes Ethernet transport and wireless backhaul gear. Wireless backhaul is a fast growing business, thanks to demand for 3G wireless broadband services. Force 10 Networks is a big player in the 10 [...]

By: Overture Buys Carrier Ethernet Gear Maker Ceterus

Overture Buys Carrier Ethernet Gear Maker Ceterus — Wed, 17 Dec 2008 00:41:52 +0000

[...] to the rollout of their 3G networks and growing popularity of devices such as Apple’s iPhone. Infonetics Research predicts that demand for wireless backhaul gear will hit about $10 billion by [...]

By: Cisco to Release a New Router for Metro Networks - GigaOM

Cisco to Release a New Router for Metro Networks - GigaOM — Fri, 31 Oct 2008 22:52:36 +0000

By: iPhone 3G Issues: The Plot Thickens - GigaOM

iPhone 3G Issues: The Plot Thickens - GigaOM — Fri, 15 Aug 2008 05:43:57 +0000

[...] explanation also makes sense, and ties in with an earlier post of mine in which I looked at the backhaul problems facing U.S. 3G networks and asked whether or not they’d be able to withstand the [...]

By: Is 3G Ready For The iPhone Stress Test? - GigaOM

Is 3G Ready For The iPhone Stress Test? - GigaOM — Mon, 09 Jun 2008 12:48:13 +0000

[...] is already happening in Europe where carriers are scrambling to add backhaul connections of either microwave and Ethernet kind to meet the growing bandwidth demand [...]

By: Link | Mobile Backhaul Equals Big Money Opportunity - GigaOM « Iain’s Chips & Tech

Tue, 13 May 2008 19:30:12 +0000

[...] | Mobile Backhaul Equals Big Money Opportunity - GigaOM Mobile Backhaul Equals Big Money Opportunity – GigaOM: “Om quotes new Infonetics numbers. He finishes with question — why is there no [...]

By: Chris Parente

Chris Parente — Tue, 13 May 2008 18:41:02 +0000

Agreed on the big opportunity. Mobile backhaul is the choking point for increased mobile commerce growth.

Tellabs is supplying the equipment for Telecom Italia’s migration, and they have a good podcast series on mobile commerce at:

http://www.inspirethenewlife.com/videogallery/index.cfm?id=954615A1-B4A3-9493-637CB9855BF73461

By: Frank Miller

Frank Miller — Tue, 13 May 2008 15:20:49 +0000

Why is it suprising that there is no startup activity? When was the last time you saw an infrastructure startup be acquired for more than the investment put into it? The big telcos are not acquiring startups, so the VCs are not putting money into them. That coupled with the fact that mobile backhaul isn’t really that much different than other backhauls means two things. First, the service providers are going to have to choose from existing equipment for the forseeable future and second, in a few years, the big telcos are going to be screaming for new technology. It won’t be there.

In my opinion, the root cause of this falls on the service providers. Having been through infrastructure equipment startups, I can tell you that the price pressure exerted by the service providers on big equipment vendors which then trickles down to the startups makes doing infrastructure equipment startups nonviable. The result is easily predictable, glacial progression in infrastructure technology developments, since the big guys are the only ones that can afford it and they just don’t take chances.