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'Telcos are not likely to be bullish on IMS now'

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VoicenData Bureau
New Update

How is the investment in IMS happening?



The market is still in a flux, and the technology and network rollout are

very expensive. Investment is going on both on the network side as well as the

devices side. Good part is that IMS is a layered architecture, and people with

even small clouts in the IMS space are able to offer services. That is the

strength of the whole architecture, that you can add more and more service over

the same basic network elements.

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All the new moves and investments from the Telco's standpoint are moving in

a direction that is IMS compliant. The core of investment around IMS is likely

to happen in 2007, where the new network elements are likely to be deployed.

Since it is a modular architecture, investment will not be in one go.

Where will investment on IMS be-more in hardware or software?



Investment will mainly be in software. Of course you need the hardware but

next-generation hardware and architecture is coming into place independent of

IMS. Internationally, in the last 2-3 years there have been major investments by

telcos in the advanced ATCA architecture. So it is very likely that the

next-generation architecture will be developed over ATCA hardware platform using

the IMS architecture on the core network. But IMS is primarily about software.

It does not mandate a particular hardware.

How optimistic are you that telcos will promote non-voice services even if

they have the infrastructure for it?



The same is happening with 3G. Everybody knows that eventually it will be

services that will drive the revenues. IMS is basically a hope in that

direction. Though IMS may not offer any new service now, it provides a framework

for providing cheaper services in a faster manner. However, India is likely to

be driven more by basic needs first and we are likely to be behind the developed

market by about two years, in terms of IMS services. Because every body wants to

make and recover money, telcos may concentrate on how they can provide a cheaper

solution to provide basic connectivity. Banking more on services is likely to be

more successful in saturated markets, or in small islands like Delhi or

Bangalore, so telcos are not likely to be bullish on IMS now. When the volumes

pick up, there would be national rollouts.

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What is the market for infrastructure software in India?



The market is hot in India, not from an IMS perspective but from a basic

infrastructure growth perspective. Our customers like Motorola, Nortel, and

Ericsson make complex switches. They buy hardware, buy protocol software from us

and develop various applications, which are going to be dominantly around 3G and

2.5G, or 3G and IMS in the next 12-15 months. We will be making money on the

infrastructure growth side for another couple of years.

By when are IMS services and applications likely to be rolled out in

India?



That date is a moving target, but I will be very surprised if anything

significant happened before two years.

Alok Singh



aloksi@cybermedia.co.in

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