SUBRAHMANYAM KVJ

“Cisco is smartly plugging the gaps in its arsenal in this downturn. Tandberg, Starent, and now in to STB in China”

“Very interesting, pitching software ahead of hardware ! Not sure cablecos will lap it, since it is a clear OTT service!”

“Flat-rate tariffs are turning into a double-edged sword for mobilecos. Smart policy mgmt is indeed the need of the day!”

“Rural areas are going to drive net additions in coming years; The challenge is for operators to monetize beyond voice!”

“@David Could you pls point me to the report. The 11.4GB sounds pretty interesting. Thanks!”