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Telx CBX Event News

June 14, 2006
I had a good show today and met new friends and lots of old ones from Stealth Communications, Cantata, Telecom Brazil and others. I have some things to write up based on a press conference I was in today. But I am currently nauseous traveling at mach .15 on the way to Boston. I think the salad I ate is more responsible than the train.

I love Amtrak's Acela trains and they can't be more comfortable. What a great experience. This is especially true when compared to wonderful sight sand smells of the New York subway I experienced this morning.

I wish the MTA would use their Costco card to go by a huge batch of Lysol. Or perhaps just putting some urinal pucks into the elevators would achieve the same goal.

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Massive Loans

June 14, 2006

There is still a staggering amount of money floating around Wall Street. This week I was advising a company on whether to provide a loan that was just under a billion dollars to a communications compny. In the scheme of things I suppose that isn’t so out of whack. It seems we have a bit of tech euphoria (or is it just tech reality?) once again. Consider Skype was valued at just under three billion dollars and Vonage at around two billion.

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Packet8 Hosted VoIP Patent

June 14, 2006
For its size 8x8, the company responsible for the Packet8 brand is a leader in patents. The company has been receiving patents in video and related technologies for years. In the nineties I would tour the companies offices and see walls full of patents. I would always walk away amazed. The only company in the same class (in terms of patent volume to company size – based on my informal analysis) is Melita whose chairman Alek Szlam has been awarded dozens and dozens of patents in telecom. Some going back to the early 1980s. Melita is now part of Aspect Software and Alek is an independent inventor doing very well. I just saw him a month ago.

Getting back to 8x8, the company has recently received a patent in the hosted VoIP space. I haven’t had time to really study the patent carefully but I have a good deal of confidence in the intellectual property experience at 8x8.

It is unclear if this news means that 8x8 will now be able to make money from licensing fees. Perhaps this news might even affect the IP contact center space and yesterday’s big hosted IP PBX acquisition by Oracle – Telephony@Work.

I will certainly keep you posted as the story develops.

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