Network Innovation
The Network Innovation Channel
TelecomTV's Network Innovation will chart the development of THE most important trends in telecoms & connected IT. Not just the technologies - Software Defined Networking, Network Functions Virtualisation, Big Data, Cloud and mobile & fixed broadband - but how they are being mashed together to construct new business models, new services, new capabilities. New sources of innovation.
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Martin Suter's Profile


EVP/SVP
Syncapse Corp.
United States
Joined: Over 6 months
Last online: Over 6 months
 
 
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About Martin Suter
Martin is an agent for change with over 20 years experience building and transforming technology companies in the enterprise software, cloud computing and mobile broadband space. At Syncapse, Martin spends his days traversing the social media ecosystem, building market leading alliances with strategic partners and driving strategic initiatives to ensure Syncapse''s long-term growth, continued market leadership and value for investors.Prior to joining Syncapse, Martin held senior executive positions at some of the world''s leading technology companies including MeshNetworks/Motorola, Nortel, Corel Corp., Cognos Inc. and BelAir Networks. Martin''s solid reputation as a thought leader is demonstrated through numerous industry speaking events, blogs and media interviews.
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" Martyn While we share a name, blogging and a liking of Monty Python, I disagree with your conclusion that Nortel’s future doesn’t somehow lie in monetising its patent portfolio. In fact, I encourage you to read my comments on this as well at http://www.martinsuter.net/blog/2009/08/nortels-devolution-to-nonpracticing-entity.html. Francis McInerney, despite asserting that people commenting on this “don’t understand business basics”, draws an incorrect conclusion regarding the value of Nortel’s patent portfolio. As an operating company, the determination of the value of the R&D investments is based on financial metrics, like revenue and profitability. Nortel lagged its peers, big time, in key areas like Gross Margins and Revenue/employee. Even after more than 7 years of massive lay-offs, Nortels’s revenue per head was ~$330K a year ago (when I did an analysis), about half of Cisco’s. With gross margins also running about 60% of Cisco’s numbers, it’s not surprising the company’s value to the market is what it is. A key moving forward is that Nortel, as a non-practicing entity (NPE or less generously, Patent Troll), would no longer be constrained by the usual rules of engagement that make the assertion of claims, by practicing entities (PEs), so rare. As a going concern, and even with an impressive patent portfolio (reportedly 5,500 patents), it would be highly unlikely for Nortel to have asserted its patent position offensively against its main competitors. A kind of détente exists with patent holders, who understand that an assertion here will bring a counter-assertion there. The worst fear of PEs, however, is the NPE (or Troll), for which this détente is irrelevant, and where the business model is uniquely about asserting and monetising IP rights. Nortel’s patent portfolio is broad and touches many technology areas (mature and emerging). You can check out its US patent portfolio at http://tinyurl.com/le7ncw. I agree that the company’s prospects of emerging as an operating company are nil, however one must give them credit where credit’s due. Sell off the operating portions, reduce payroll without severances, screw détente, and move to a model with 100% gross margins. If, in fact, this is their strategy, it’s quite elegant, actually. That’s my .02! Martin Suter martin.suter at iplicensing.net "