I did some consulting for some friends this weekend and this is the first time I have to write about some final thoughts about Nxtcomm.
While I had some friends talking about IPTV it feels to me that story is going to get closer to the content than the infrastructure. The WiMax for local loop discussion was there but kind of lost in the noise. Pity because it has some real value as seen in Korea and India.
So as I said earlier it is a show right now about supporting wireless with Metroethernet. It maybe that the USTA and TIA have the ability to collaborate with CTIA. It looks to me that they should.
At the end of the day, Nxtcomm was about the migration to a wireless world. The number one discussion was to be found in the booths of Ciena, Hatteras and others promoting Metropolitan Ethernet. The story with these devices is that they are the access layer for WDM as the network dumbs down.
This is an interesting story that is taking place. I am particularly interested with the way Matisse has designed itself for this market and I think they are going to be a winner even if Telecom is suffering.
While Nxtcomm reflected the consolidation of the industry and the MetroEthernet story is not particularly a sexy app story, it is an accurate reflection of the market right now.
After a rough start getting to Vegas and some confusion getting my badge, I did my first “editorial interview”. It was with Kontron and Astute Networks . Here are some quick thoughts.
The use of ATCA as a platform is starting to payoff in the interoperability of mix and match partnerships. While the conversation was with Astute Networks for this discussion, the Kontron folks actually have a series of press releases about partners working on their platform.
On the Astute Networks side, I am of the belief that the move to MetroEthernet move is going to bring an era of distributed content farms, not only for wireless but also for the over the top video companies like Level3 are servicing. I also see a potential market to overcome some of the problems cable has in its capacity to deliver HDTV.
If there is buzz on floor its about MetroEthernet.
Sometimes its clear that venue is a help. Running conferences where the tag line for the city is “what happens in Vegas, stays in Vegas” does not make a sales lead sound viable. Unless of course blackmail works :<).
Talking with friends I have yet to determine whether I should go out there or not. On the one hand I can support some of my friends and colleagues in there efforts. And I can show my face to the community.
On the other hand. Vegas on my tight budget is like putting an elephant on a tightrope. The odds that the elephant is going to stay in line are slim. (is that a pun?)
So at this point I am uncommitted. And it sounds like I am not alone.
I think the show lacks the Internet crowd. Google and the social network types are not participating, nor are the Over The Top Video companies.
The core of Nxtcomm is the network core as well. It’s the blend of Alcatel Lucent, Ciena, Cisco, Juniper, Nortel, Sonus and Tellabs.
So is Nxtcomm a big iron show that is looking at End of Life, or like Ironman is it about to emerge as a superhero?