As you may know, I am traveling today in Southern California. Here are some things which have come up. IMS is growing in popularity again driven by LTE and other factors. I have heard this quite often and this is positive news for the market.
On a sort of unrelated note, AT&T Mobility voice quality in this area of the country is atrocious. While the wireless company has done wonders with improving its data speeds, local AT&T customers here tell me the voice service is getting worse. Just wait till the VoIP traffic hits.
Speaking of AT&T allowing VoIP calls on the iPhone over 3G, I have spoken to a number of developers who are furious with Apple over their app store policies. They submit apps, then get denied for no apparent reason and spend a day to reapply. The cycle repeats. They ask Apple for updates and don't hear back. I would imagine Apple has an overwhelming amount of requests for information about application rejections but this has got to be frustrating.
I wonder if Apple will loosen up their approval process as a result of what AT&T has just done. Does the company really want to have their reputation tarnished by playing Big Brother forever?
Overall, there is more cautious optimism in the communications and technology spaces. I saw this in Canada as well. Many people think tech spending will increase dramatically next year.
Before I forget, testing leader Ixia tells me they are shipping their K2 40/100 Gb testing equipment in large numbers. This tells us we can expect a slew of this type of equipment to hit the market soon - probably Q1 of next year IMHO.