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Microsoft's SaaS Push

There are rumors suggesting Microsoft will soon unveil its hosted/on demand/Software as a Service strategy where many of its applications will be provided via the Internet.



If Google is the strongest competitor in this space -- and they are... The reason Google could be more successful than Microsoft in providing hosted apps has to do with the size of the advertising network Google has amassed.

Since Microsoft has a much smaller ad network, it is at an immediate disadvantage to Google in its ability to monetize such applications.

This rumored announcement however coincides extremely well with a Yahoo acquisition as the immediate addition to Microsoft's ad network means Microsoft can instantaneously boost its ad revenue potential.

I should point out however that to date, Microsoft's web applications have impressed me more than Google's. I am not a fan of sparse user interfaces. In the end, this may not be so important as Google on the web seems to have the same level of sex appeal that Apple has in consumer electronics.

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Tech Moving From Hardware to Software

As I sit in more and more meetings with companies in the IP communications hardware space I keep hearing that these companies are moving from hardware to software because that's where the money is. In fact, at a recent conference I spoke at, dealers of Avaya were very concerned about this move as software and hardware are treated differently from an accounting perspective.

In addition, it seemed as if the dealers at the conference were not ready to make the switch as they are comfortable selling and maintaining hardware and software is somehow foreign.

It seems however that these resellers and others will have to get used to this shift as even Sun is slowly moving to become a  a major software vendor. Recently in fact Sun CEO Jonathon Schwartz mentioned that the MySQL acquisition is the most important acquisition in Sun's history.

For years, Linux was the competition to Sun's Solaris and Sun downplayed the open source threat. Now it seems the company has done a major about face and soon, the Sun brand will be synonymous with various open source solutions.

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Building IMS Applications

TMC's Erik Linask

If you are interested in learning the latest information regarding how you can build IMS or IP multimedia subsystem applications, I suggest you check out this article by Erik Linask which discusses a webinar regarding this topic.

The webinar focuses on five key principles you need to be aware of before embarking down the path of application development. In addition, it discusses bringing legacy applications into an IMS platform and prepares service providers to develop applications that work with IMS and the Intelligent Network.

There are a number of perspectives given and as I listen to the archive of this webinar while I write, I feel comfortable recommending it.

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Refurbished iPhones

What could be better than an iPhone in a slowing economy? how about a less expensive, "previously owned" iPhone which will cost $199 for 4GB and $249 for 8GB. The good news is these phones will be offered by AT&T who will likely back the refurbs up with a warranty.

In case you were thinking the whole world would convert to iPhones as soon as the price drops, this would be untrue.

And how do I know this?

last week I spoke at the Altigen Dealer conference in Ft. Lauderdale, FL and no one in the audience of over 150 had one one. Moreover, it seemed none of the audience members would ever switch as they said the platform was closed, not Microsoft compatible and apparently every member of the audience wouldn't switch from Verizon to any other network.

Wow.

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Vonage Spent $1.4 million on Lobbying

Vonage spent $1.4 million dollars lobbying last year but some think this may not be enough to counterbalance the huge telcos who have been at this lobbying game for far longer.

More from the AP and Russell Shaw

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Why ComScore owes Google $15 Billion

Google's stock got slammed recently due to numbers from ComScore. Here is a post on why ComScore should be writing Google a huge check and another showing how ComScore's original numbers didn't tell the whole story.

It is interesting to see how a single data point (albeit an important one) can spook investors to the tune of $15 billion. It is quite amazing how jittery investors have become.

And yes, I still own Google shares

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