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AT&T

Podcast: Starent Networks Thierry Maupilé

May 21, 2008

As the wireless industry evolves, the level of complexity has evolved with it allowing companies such as Starent Networks to thrive by delivering technology which enables carriers to deliver rich content multimedia services.

We all have cell phones and it seems obvious these devices will be delivering TV, YouTube and a host of other multimedia services as time progresses. Those of you who have kids with cell phones know more about this than others of course.

As this transition takes place, carriers need to think about taking advantage of adding intelligence to their gateways so they are able to build the most flexible next generation network possible.

I had a candid conversation with Maupil about wireless barriers to entry, Apple's iPhone, the latest generation of devices and the incredible opportunities ahead for service providers.

This podcast is certainly worth a listen and I hope you enjoy it thoroughly.







Roku: The Apple of TV?

May 21, 2008



Without a doubt, the new Netflix Player by Roku set top box will become a serious contender for the title "iPod of the world of television." I haven't seen this device yet but based on what I have read on Tom Keating's blog and on the New York Times, it is a killer offering.

Here are the details... A $100 set top box, a sub $10/month subscription and a web-based interface which helps you narrow down movie selections from a total of 10,000 Netflix offerings which are ultimately made by remote control.

At these price points some could be tempted to give up cable TV service altogether and if the box gains traction, it can become the TV delivery mechanism of the future -- worldwide.

I am not naive enough to think Roku will easily take over the world as Apple, Microsoft, the cable companies and phone companies will be looking to do everything short of hiring hitmen (is hitpersons more PC?).

Expect the box to eventually support YouTube, streaming TV and perhaps newer movies.

Really, everyone should be gunning for Roku except for content providers (including Yahoo! and Google) and chip manufacturers who can benefit from lower cost distribution and the sale of product to this consumer electronics company.

It is not hard to see Roku becoming a telephony provider in the future by upgrading these boxes with ATA functionality.

Expect this company to be included in net neutrality discussions of the future and if they aren't purchased in six months I will be very surprised. If Vonage had the finances or access to capital -- their brand would be a huge help in getting this box in millions of homes as fast as possible. They should consider a merger.

Then there is Google who could get broader YouTube penetration.

















AT&T Webinar Focuses on Hosted Market

May 20, 2008

Remember when hosted communications was called Centrex? Those were the days. Life was slower back then. We didn't have smart phones -- really we didn't even have mobile phones. Heck, we didn't even have e-mail or voicemail...

My, how things have changed...

MindWireless Podcast

May 20, 2008

MindWireless is focused on the wireless expense management space which as you might imagine is an area of growing importance inside telecom expense management. Just think about how complicated it is to manage wireless gadgets as employees have become obsessed with having the latest and greatest devices and moreover, many consumers pick the provider they want as they need to have cell phone service at home, etc.

MindWireless helps companies organize and optimize their wireless devices. In addition, they help with outsourcing and client engagements.

One of the areas of change in the wireless device space is obviously the iPhone... This and other smartphones have changed the face of wireless device management but are users getting smarter?

In reality, users are getting devices which are more and more complicated and they are oftentimes confused about how to best use them.





Cisco EMC Merger Rumor

May 19, 2008

With a majority stake in VMware and a commanding lead of the storage space, what's not to like about EMC. If you are Cisco, it makes sense to pick up EMC now because the stock is down a bit and moreover Cisco would be able to immediately expand its product line beyond networking, telepresence and networking.

Overnight, Cisco could become a leader in storage and a very strong security player.

Remember that Cisco was an early VMware investor and they likely want to expand their ownership of the company.

Remember also that Cisco is doing some amazing things with virtualization in their routers and owning a premiere name in the virtualization space can only help their core offerings.

At this point the rumor is just that but I have been pretty amazed at just how many of these speculative discussions have become reality.

One of the exceptions was the Microsoft/Yahoo merger and even that one seems to be happening in some capacity again.

I think there is little room for complaint if this rumor is true as shareholders may be better off with Cisco stock and customers would likely want to consolidate their purchasing with less vendors. At this point such a deal -- even if hypothetical, makes sense for most involved.











CBS Picks up CNET

May 18, 2008

Packet8 SIP Trunking Rumor

May 17, 2008

I have heard a rumor regarding 8x8/Packet8 getting into the SIP trunking business. No confirmation yet but this makes great sense as this area of the market is doing well. All trunks will eventually be SIP trunks it seems... Unless of course they are Skype-based.

The business model here is a bit different as 8x8, the parent company of Packet8 would need to work with a plethora of hardware manufacturers to ensure compatibility.

New WiMAX News Site

May 16, 2008




TMCnet grows daily with thousands of new news items and stories. As the site grows, we are always looking for ways to improve. One of these ways is to develop community pages which focus on a particular subject matter such as HD Voice, IP communications, IPTV, CRM and hosted communications or outbound call center.

Today we just announced TMCnet's WiMAX Today, a new site devoted to the WiMAX space. You probably already know TMCnet as a site which has more WiMAX news, information, opinion and analysis than any other site online.

Now you have a single place where you can go on the site to keep up with virtually every topic in this fast-growing wireless market.

I personally invite you to visit wimaxtoday.tmcnet.com for more.








ITEXPO West 2008 Conference Announced

May 16, 2008

One of the areas we have been feverishly working on at TMC is our conference program for ITEXPO,September 16-18, 2008 at the Los Angeles Convention Center.

We have truly strengthened this offering with the addition of new TMC University certifications.

Here is the complete list of tracks:
  • TMC University: Unified Communications
  • TMC University: Microsoft OCS
  • TMC University: FMC/Mobility
  • TMC University: Open Source Communications
  • TMC University: SIP
  • IPTV Workshop (For carriers)
  • Unified Communications
  • Service Provider Solutions
  • VoIP for SMBs
  • Hosted Communications
  • Call Center 2.0 at INTERNET TELEPHONY

TMC University certification courses offer a cohesive series of classes on a single topic, training how to select, deploy and manage complete systems. Conference tracks present a range of views on the most important challenges and opportunities faced in The transition to IP communications.

Certification courses and conference tracks present the perfect mix of technical and business-related information, allowing you to determine which solutions best fit your company.

As always, I am looking forward to seeing you all at ITEXPO and I have a great feeling about the show this fall. It should be very productive for all of us.









My Canada Trip and Nortel Wrap Up

May 16, 2008

I am back from Canada and the first thing I did when turning on my phone was praise the engineers who came up with the awkward-sounding acronym called EVDO. By the way in my discussions in Canada it seems the people who told me Rogers will be offering EVDO are wrong as Rogers uses GSM/GPRS and their evolution is to LTE - which coincidentally stands for long term evolution.

Bell Mobility is going to be upgrading to EVDO according to my sources and moreover the high price for wireless access is explained by Canadian analysts as the problem of providing access to an entire country where only a fraction of the land is inhabited. Apparently country-wide access is mandated. Oh - and it also seems that Bell Mobility is intentionally throttling bandwidth to what I would have to say are inhumane levels.

One of my most memorable moments these last few days was driving from Ottawa to Montreal and back.



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