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Rich Tehrani
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| Communications and Technology Blog - Latest news in IP communications, telecom, VoIP, call center & CRM space

Apple

Turns out Cisco Cius Can't Compete With the iPad Either

May 25, 2012

Company after company is learning what most of instinctively know already – competing with Apple head-on is like trying to tackle a freight train with your bare hands as it is barreling down the tracks in your direction. Amazon with its Kindle Fire competed on price and used its services to subsidize the device. Other tablet makers are finding it virtually impossible to compete without such advantages.

Disruption Targets Currency Exchange Kiosks

May 25, 2012

Technology has resulted in massive margin compression among industry after industry. Retailers have to struggle to make money to pay their brick and mortar overhead while consumers routinely see and touch the merchandise in their store while buying it online simultaneously. A coworker in fact detailed how he saved $30 on an iPad case buy using eBay on a computer from the Apple store he was in.

But the retail story isn’t a new one – we wrote stories at TMC in the nineties about the death of brick and mortar and certainly the loss of Circuit City was in-part caused by competition not only from WalMart and Costco but Amazon.

Yahoo Reinvents Mobile Browser with Axis

May 23, 2012

Yahoo has taken the mobile browser and improved it dramatically by integrating search and allowing users to view results rapidly without the need to open page after page. While Google allows similar functionality on a desktop what Yahoo! has done here is put the results of browsing up top where they should be. And with the simple swipe of a finger a user can scroll through pages after page to see the site they are looking for.

If you take the best parts of Google Instant and the now defunct visual SearchMe bowser and put them together with some added features you get Yahoo’s Axis.

Kickstarter, A Solution for the Patient

May 23, 2012

If you want to be involved - intimately involved with the manufacturing process behind a product you purchase then I suggest you immediately jump onto Kickstarter and start backing projects. The high-flying site has made lots of news in a short amount of time. In March of last year they received $10 million in funding. In its third year the site raised almost $120 million in funding - almost three times as much as total revenue from the prior years combined.

Perhaps the company's highest-profile project was Arianna Huffington looking to use the site to raise $1 billion to buy back the Huffington Post from AOL.

In December of last year I came to the conclusion that the TouchFire Keyboard - a silicone keyboard project on the site may be  the perfect companion for those of us using the iPad 2 as a data entry device.

So with my readers in mind I ordered it and waited.





Sonos SUB Expensive but Convenient

May 22, 2012

Sonos makes a great WiFi-based sound system allowing wire-free sound in any room in your home. The only problem with this strategy is that Apple and its AirPlay wireless streaming system is a peripheral competitor and when you go up against Apple well, let’s just say bad things happen to your company. So it makes sense to expand into areas which allow you to live within the Apple ecosystem.

Sonos hopes the leading-edge design of their latest SUB speaker will make customers shell out a very high price and show it off.

More Advice on Buying Apple, Shorting Amazon

May 18, 2012

Yes Virginia, P/E ratios still matter

Two days ago I wrote a piece trying to justify how Amazon could have a P/E ratio 16x higher than Apple. In short, I couldn’t. Recently Rocco Pendola wrote a piece which says P/E ratios don’t mean much, instead good management does (a paraphrase).

Gadgets to Have Integrated Welcome Ads Soon?

May 18, 2012

If ads on the Kindle Fire Welcome Screen are successful, others will follow



There are a few things which are well known about Amazon’s Kindle Fire. First of all at $199 the company either loses money or at best breaks even depending on which analyst you speak with. We also know the version of Android the device runs is unusual as Amazon has its own proprietary shell around it.

The Most Comprehensive Interop 2012 Video Interviews

May 16, 2012

In case you missed Interop 2012 in Las Vegas and even if you were there – I have some really good news for you. TMC was there and we shot about seven hours of the most important and engaging interviews possible. We have all the companies you need to know about in spaces such as private and public cloud to big data, analytics, network testing and more. We spoke with the small upstarts and the giants like HP, Cisco and IBM.

Justifying Amazon's 16x Greater than Apple P/E Ratio

May 16, 2012

One of the biggest surprises to me is comparing P/E ratios of tech companies against Amazon. Actually to be more specific, I marvel at Amazon’s P/E against pretty much any company I have seen lately. Now I don’t go around memorizing the price to earnings ratios of companies but yesterday I happened to be talking to TMC webmaster Robert Hashemian who is also an accomplished financial author having written Financial Markets for the Rest of Us. Together we compared the trailing P/E of Amazon against virtually any company we could think of like Adobe, Apple and Microsoft which were far lower.

Ultrabooks Finally Get Needed Attention From Intel

May 4, 2012

Intel is running a new ad touting the long-lasting Ultrabook which has hours of battery life. And while I applaud Intel for finally acknowledging this category needs marketing I am still at a loss. You see battery life is one of the features which makes a MacBook great and so is the wonderful design. We all know Ultrabooks exist almost exclusively so PC makers can compete with Apple.



So this being the case why do all the Ultrabooks except the ones from Asus and possibly Samsung look like absolute crap?



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