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Rich Tehrani
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October 2012

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Hurricane Sandy: All Electronic Trading Likely to Cease Tomorrow

October 28, 2012

WebRTC: The Phone meets the Web

October 19, 2012

We have seen the multi-billion dollar communications market get disrupted as the phone met the IP network. In the video below Phil Edholm describes how with WebRTC, the phone meets the web. As he describes, even though IP communications has been around for more than a decade, there hasn’t been a fundamental change in how we communicate. We still hang our phones off servers which allow communications to take place.

Amazon's Evolving Views on Patents

October 18, 2012

In the 1990 patent suits in tech were quite infrequent but today, there is more news on international patents than just about any other tech news category. That’s why I thought this research note from the Yankee Group was worth sharing. Bezos is certainly not the only person to have a concern about a behavior he once espoused but he certainly benefited from such behavior in a spectacular way.

Jeff Bezos, CEO of Amazon, isn’t keeping it a secret that he isn’t a fan of the seemingly constant patent lawsuits happening today.

Banks, The Latest Threat to Groupon and LivingSocial

October 18, 2012

If there is one constant these days it is that your competitors tomorrow are going to come from the most unlikely of places. Apple came from nowhere to unseat RIM and Nokia in mobile phones, Amazon is becoming a major force in tablets, Google’s Chrome and Android products have made it a major force in software and operating systems.

But the examples above are technology-based so they shouldn’t be too surprising as we have come to expect tech companies to be quick to enter new markets. What could portend a future trend however is Bank of America’s move into the deals business.

Best Buy Tablet Doomed?

October 17, 2012


The common sense analysis of Best Buy’s new Android-based tablet is it is doomed because if only Amazon is able to pull a tablet off by breaking even or even potentially losing money and even Samsung isn’t making a dent in the market, how can Best Buy do any better? The reality is the success of this strategy is a long shot but by the same token you can think of this tablet as a generic product or store brand.

In other words when you go to Costco and buy a Kirkland product you are essentially buying a “store brand” not necessarily manufactured by the retailer, just resold. So Best Buy’s Insignia Flex tablet expected to sell between $239 and $259 can simply be considered a new product in the house-brand category.

For Microsoft Surface, Is it Mission Impossible?

October 16, 2012


Microsoft, here is your mission. Take a device which has become synonymous with the term “post-PC era” and topple it. Go up against a company which is considered cool and somehow transform your image to be as cool. If you decide to accept this mission you must take your reputation for developing bloated operating systems and software and scale it all down to run in a tablet form factor where a person can use the device for an entire day without recharging.

Simultaneous Voice & Data: AT&T's Big iPhone Advantage

October 16, 2012

IBM Mobility Keynote at ITEXPO

October 16, 2012

Michael Tessler Broadsoft Keynote at ITEXPO

October 15, 2012

ShoreTel CEO Keynote at ITEXPO 2012

October 15, 2012

Microsoft, SNL, Sprint and Softbank News for Monday October 15, 2012

October 15, 2012

Microsoft is jumping into the music business and this is perhaps the biggest news of the day and possibly the week. Redmond is now offering ad supported music streaming and going up against Sirius XM, Pandora and Apple’s iTunes all at once. Boasting a 30-million strong library of songs, users can listen to playlists for free or download to own music across their TV, computers and smartphones. The ad-free version is $9.99 per month and includes access to music videos as well.

 

3-D Printing Brings Disruption to Manufacturing

October 12, 2012

The pace of disruption continues to increase rapidly – in the nineties Napster and VoIP showed how digitization left record labels and telcos vulnerable to new methods of distribution and communication. This disruption was once relegated to digitization meaning if you didn’t have a way to convert traditional industries into electrons, you couldn’t disrupt them.

In other words, film was essentially annihilated by photo standards on PCs coupled with cameras capable of taking digital photos. Computer memory in essence became film.

In Israel, Venture Capital Gets Disrupted

October 11, 2012


Israel is legendary as a tech powerhouse – the entire IP communications market owes its success to engineers from this middle-eastern country where compulsory army training has a side benefit of immersing the population in engineering specifically applicable to communications.

I remember fondly over the years attending SuperComm, VON, Computer Telephony Expo, Communications Solutions and ITEXPO and always seeing new and innovative startups from this land of milk, honey and falafel.

Sadly, over the years, things have changed – over a decade earlier, investors were making such large amounts of money from IPOs and acquisitions that it made lots of sense to reinvest much of it back into new companies.

Many things have changed over the years – IPOs are a much trickier proposition thanks to Zynga, Facebook and more jittery investors as a result of the dotcom and communications crash from early last decade.

Warren Buffet Investing in Risky Tech Without Knowing it?

October 11, 2012



As news breaks that Coca-Cola is mulling a $10 million investment in Spotify some people may think back to Warren Buffett’s comments on the tech market – saying he wouldn’t invest in it because he didn’t understand it. While some took this comment at face value, it seems the spirit of the comment was that Buffet is a value investor often holding a company’s shares for years or even more than a decade. Trying to figure out who the tech leaders will be over such a long time is very difficult if not impossible.

Interestingly, Coca-Cola is a great example of a Buffet investment – it is a leader in its space and much of its revenue is derived from Coke and its variants which just happen to be addictive due to their caffeine content.

Major Flaws in Ballmer's Apple-Fighting Strategy?

October 11, 2012


It really is shocking that Apple has pulled so far ahead of every other device maker with designs that are more art than technology focused. For those of you familiar with Bang & Olufsen products (BeoSound 8 pictured above) you know in some ways Apple’s designs are a copy of this iconic audio manufacturer meaning Apple didn’t entirely invent cool looking consumer electronics devices and others should be able to compete effectively in the space.

I am sure Microsoft agrees but as they’ve watched Apple become the cool and fast growing computer company they used to be, they determined they need to be more like Cupertino. This of course is the reason the company decided it was more important to design new hardware than keep their partners churning out directly competitive products happy.

Walmart To Go is Webvan 2.0

October 9, 2012

Have we finally broken the barrier to same day delivery?

During the dotcom boom, Webvan and Peapod were going to change the world and when things went bust and both companies had to deal with the realities of massive infrastructure and overhead with little to no sales by comparison. Peapod got picked up by Stop & Shop and Webvan imploded, and is now just a Wikipedia page.



Fast forward over a decade and Amazon has made lots of noise about same delivery service.

Microsoft Hopes Free WiFi Will Persuade Developers

October 8, 2012

Google has been a steady sponsor of free WiFi in airports and subway stations for some years now but Microsoft has decided such sponsorships make sense for them as well. Specifically, the company is paying Boingo for the privilege of supplying free wireless access in parts of San Francisco and Manhattan.

The reason for the generosity has to do with Redmond celebrating Windows 8 and looking forward to introducing the new Windows Store for Windows 8 to the app builder community.

"At Microsoft, we know that amazing apps are being built in New York and San Francisco, and we want to give talented developers the chance to launch their businesses through the Windows Store," said John Richards, Senior Director at Microsoft Corp. "We hope our Boingo Wi-Fi sponsorship will introduce the Windows 8 opportunity to app builders in NYC and San Francisco, while providing folks with Wi-Fi connectivity on-the-go."

StartupCamp Comms Edition at ITEXPO West 2012 kicks off

October 4, 2012

First ITEXPO West 2012 Videos Posted

October 3, 2012

Yesterday was amazing for me as I got to sit down with many of the people here at ITEXPO in Austin and the collocated events and learn about what is happening at their companies. For example I had an awesome discussion about tech patents with Chris Douglas, Attorney at Law at Alston & Bird LLP. It was great to get his viewpoint on what is happening in the market as there seems to be more mobile patent than product news lately.

I even got a chance to hear about a new party at the show being thrown by Glen Goldberg and Parallel Communications Group.

ITEXPO West 2012 Austin Show Set Up Pics

October 3, 2012

Two New ITEXPO Giveaways Announced for Wednesday AM

October 2, 2012

Don't Believe the Apple MapGate Hype

October 1, 2012

Apple has become so successful that journalists seem to go in for the kill if a new service doesn’t work perfectly. To some degree the company has executed so well, this is to be expected. The latest issue is the company’s decision to replace Google maps with its own maps in iOS6. Users have complained about less than perfect directions in some cases as well as some satellite images which are warped and frankly quite odd looking.

A Journalist Will Win a Kindle at ITEXPO in Austin This Week

October 1, 2012

A note from the ITEXPO PR firm for all media and analysts I thought worth sharing:

We’re looking forward to having you join us at ITEXPO at the Austin Convention Center next week. Here are a few notes to ensure you have a great show:

  • Tweet from ITEXPO and you could win a Kindle! The registered press/analyst with the most individual Tweets between October 2 and October 5 citing the hashtag #ITEXPO will win a Kindle!

More ITEXPO West 2012 Set Up

October 1, 2012

ITEXPO West 2012 Austin Interview with TMC President

October 1, 2012

ITEXPO West 2012 Austin Behind the Scenes

October 1, 2012

ITEXPO West 2012 Austin Overview

October 1, 2012

ITEXPO is kicking off this week - my team is diligently setting everything up at the Austin Convention Center here in Texas. Here is some important information about the show. Hope to see you here.







October 2-5, 2012
Austin Convention Center - Austin, Texas
www.itexpo.com

 


ITEXPO Kicks Off Tomorrow!
Asterisk 1-2-3 begins tomorrow at 9am, additional conference sessions begin at 12:30pm.

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