Tuesday, October 31, 2006

Telecom Israel

The Telecom Israel 2006 Exhibition will take place between November 6-8, 2006 at the Tel-Aviv Fairgrounds. In Telecom Israel 2006, the Israeli telecom industry will introduce its most recent innovations to the international telecom community.

Israel is acknowledged as a technological innovator; a major share of local service providers, networks and applications was designed and produced by Israeli companies.

d&a has created and designed the 2006-2007 ISRAEL TELECOM tech-knowledge map for the Telecom Israel 2006 Event. The map depicts 4 key Telecom industries:

Digital Entertainment
Telecom Equipment
Home Networking
Mobile Communications


The ISRAEL TELECOM tech-knowledge map is based on the LightSpeedAnalyst mapping methodology, enabling viewers to visually comprehend and analyze the array of leading players in a specific technology field.
View some interesting Israeli companies, divided into fields of specialty:
Mobile TV & Video Solutions
RADVision develops rich media communications platforms and software development solutions. RADVISION offers IP communications products that support both voice only, and combined voice, video, and data communications.
Siano develops silicon solutions for the mobile market, tailored specifically for hand-held communications and entertainment devices.
Altair is a fabless IC company providing silicon solutions for the mobile broadband market.
WIMAX
Alvarion specializes in wireless broadband providing systems to carriers, ISPs and private network operators, as well as full GSM and CDMA specialized network solutions and cost efficient cellular mobile network extensions.
Home Networking - Wifi
Metalink develops silicon solutions for the broadband experience by facilitating the convergence of telecommunication, networking and entertainment. Metalink’s WLAN and DSL technologies
are designed to enable true broadband connectivity in every home.
IPTV
Optibase develops broadband media gateways and MPEG-1 and MPEG-2 encoding and streaming platforms. The company’s products are geared towards the digital video networking and streaming over IP networks, enabling applications such as video streaming in the enterprise and TV entertainment over IP networks.
ECI Telecom specializes in integrated network solutions, and develops digital telecommunications and data transmission systems to network service providers.
NDS supplies open end-to-end digital pay-TV solutions for the secure delivery of entertainment and information to television set-top boxes and IP devices.
SDP
Comverse provides software and systems enabling network-based multimedia enhanced communications services.
Amdocs provides CRM and billing products and services to global communications service providers and enterprises, and business support systems for directory publishing companies.
Security
Verint provides analytic software solutions for communications interception, digital video security and surveillance, and enterprise business intelligence.
NICE develops multimedia digital recording solutions, applications and related professional services for business interaction management, targeted towards contact centers, trading floors, air traffic control (ATC) sites, CCTV (closed circuit television) security installations and government markets.
Radware develops products that manage and direct Internet traffic among network resources to enable continuous access to Web sites and services, applications and content based on the Internet protocol.
Aladdin specializes in digital security, providing organizations with solutions for software commerce and Internet security.
Check Point develops Internet security solutions including Virtual Private Network (VPN) and firewall markets.
Flash Memory
M-Systems develops data storage solutions based on flash memory for markets, such as mobile phones, PDAs, set-top boxes, embedded systems, military/rugged applications, PCs and laptops.
Saifun provides IP solutions for the non-volatile memory (NVM) market.
VOIP
VocalTec provides packet voice solutions for carriers and service providers.
AudioCodes enables the new voice infrastructure by developing Voice over Packet technology, products and Media Gateway system solutions to telecom and datacom network equipment providers and systems integrators.
Medical/Healthcare Mobile
Card Guard develops telemedicine systems and monitoring services for both high-risk and chronically ill patients, as well as for ordinary consumers of health products.

Tuesday, October 03, 2006

Military Capital

The war which took place in the North is probably going to increase, both in the short, and long run, demands for products of certain companies in the capital market, primarily companies in the security field, but others as well. *Investors – For your information

Israel's Homeland Security Map

War and the capital market usually don’t go hand in hand. War increases uncertainty, disrupts plans, takes up resources and causes indirect and direct losses to companies. However, there are several companies in the capital market that for them the war, with all its sadness, served as a good deal. Intuitively, the first companies that come to mind are the security ones, but they are not alone.

The war gains can find expression in two manners: temporary gains for the short run, for example as a result of the military’s need to renew its shell inventory or to increase its reserve of tanks; and long term gains, that will be the result of the war changing the security paradigm or the combat doctrine, thus having significant consequences on society. We will attempt to examine the companies (according to their activity focuses) that are likely to enjoy an increase in demands as a result of the war.

Shielding: The war exposed the vulnerability of the AVF (Armored Fighting Vehicle) and the tanks to anti-tank missiles. The existent shielding nowadays for such vehicles is primarily passive. As far as it is known, there are no companies focusing on active shielding in the stock market. Companies that are close to this field that are traded on the Stock Exchange include Spectronix, that specializes in development and production of quick fire extinguishing systems for AVFs; and another company – FMS, that specializes in developing lightweight ballistic armor materials for personal protection, vehicular and aircraft armor manufacturers.

Visual Intelligence and Locating targets in Real-Time: In fighting against guerillas, when the enemy is not massive but, rather, is comprised of carefully camouflaged individuals, the need arises for target-locating capabilities, decoding and responding in near to real-time. In this sector, the IDF is one of the most advanced armies in the world, and Elbit, which develops various platforms in this area, is one of the leading ones worldwide. Another company dealing in this field is Data JCE, which, through its subsidiary Unisor, develops technologies for transferring video in real-time in narrow-band and excellent quality. Despite the product still being in the development stages, it is already being experimented at Rafael and Elbit. Another company related to visual intelligence developments, but not in real-time, is Tiltan, a subsidiary of Matrix, that developed a graphic engine generating a 3D display view for trainers and command and control systems (of enemy villages, for example) and incorporating a real-time video with static models. Tiltan is a strongly growing company.

Control: One of the problems in combat in built-up areas or in thick vegetation areas is the ability to control and coordinate forces. Tadiran Kesher is the leading company in developing solutions in this field. In the last year, the company has gone through a slow down in sales, but it is quite probable that there will be a demand for its solutions.

Reserve duty equipment: The reservists have raised a severe problem, stating lack of proper personal shielding i.e. helmets, bulletproof vests and other equipment. Rabintex focuses on these fields. The company specializes in military textiles, manufacturing personal protection equipment and armored systems. If the IDF intends on issuing new equipment to its soldiers, and in large amounts, it seems that Rabintex will be the first to enjoy from it.

Media: Undoubtedly, the great winner of the war is the media. One of the companies providing mobile media services is RRSat of Kardan and Intergamma. We believe that this company will enjoy an unprecedented increase in its income in the present quarter. The company’s present situation is also not bad. Additional companies that usually enjoy periods of war are those that provide international communication services, such as Kavei Zahav and Bezeq.

Construction and Repairs: Such companies as Klil, which markets aluminum systems for windows (construction and industry) and Tambour and Nirlat, which focus on paint, are likely to enjoy a small increase in the scope of sales in the aftermath of all the repair jobs following the war.

Civilian Shielding: Arpal has indeed developed shock-resistant window frames, and complies with the American standard, but the prices of the windows are quite high, and there is still not enough public awareness for the solution, therefore it seems that we will not witness a considerable rise in the scope of orders for such windows, in the aftermath of the war.


Author: Gil Sadeh, Research & Analysis Project Manager, d&a hi-tech information
Source: Yedioth Ahronoth
Translation: Lee-At Green, d&a hi-tech information