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Rich Tehrani
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Conferencing

NextPoint Analysis

December 11, 2007

If you meet David Walsh a partner with One Equity Partners, you immediately think banker. For those of you who may not frequent the tiny (and blisteringly cold when I was there) island of Manhattan, banker generally means investment banker. At a telecom conference you can always pick out the bankers because they dress nicer than most telecom types.   I recently had a chance to meet with Walsh and discuss the formation of NextPoint with him. Generally the “money people” are shielded from the communications and technology media as there are generally more technical people who are better at communicating with the “trade” media.

Telecom Growing Nicely

December 5, 2007

It’s a good time to be in telecom. With all the housing gloom and doom it is nice to see that at least the telecom market is doing exceedingly well. Of course you have to pick your battles… Consumer VoIP is a rough space to be in (just ask Vonage) but companies focusing on the enterprise are as happy as pigs – well let’s keep this semi clean – Pigs in subprime mortgages.   Case in point, after a sluggish second quarter in 2007, enterprise telephony equipment manufacturers saw an 11 percent jump in worldwide sales in 3Q07 to reach $2.6 billion, according to a recent study.   “The Big Three (Avaya, Cisco, and Nortel) had excellent quarters, all growing well into the double digits,” said Matthias Machowinski, directing analyst for enterprise voice and data at Infonetics Research.   Worldwide sales of service provider next-gen voice equipment are up 5 percent in 3Q07 from 2Q07 to $956.4 million, says Infonetics Research in its "Service Provider VoIP and IMS Equipment and Subscribers" report.   “The bump this quarter was partially due to seasonal factors, as the third quarter tends to be strong, but also because of increased demand across the board, even in the TDM segment.

Titanium Watches? What about Headsets?

December 3, 2007

Recently I picked up a titanium watch. In fact I now am the proud owner of two titanium watches. I just love the stuff… More durable than steel and much lighter. What if everything in the world was made out of titanium…?

Open Communications is the Future

December 3, 2007

If there is one thing Avaya is doing exceedingly well it is courting developers. Out of all the PBX vendors, Avaya has decided they will be the leader in this space. Cisco and Inter-Tel (now Mitel U.S.) have also done an admirable job but no one has matched the six thousand plus members in the Avaya DevConnect program.   Why is this important you ask? In the computer industry the size of the developer program is what determined the success of a vendor.

Sprint Turns Down $5 Billion Offer

November 29, 2007

Sprint Turns Down $5 Billion Offer CNBC is reporting Sprint Nextel turned down a 5 billion dollar offer (according to RTTNews.com). It is not clear who made this offer as of yet. As you may recall I wrote a blog entry lately regarding the potential of Google purchasing the wireless carrier. Stay tuned.   Update:   According to the Wall Street Journal:  
Sprint Nextel Corp. rejected an offer by South Korea's SK Telecom and private equity firm Providence Equity Partners to invest $5 billion in the company and install its former chairman, Tim Donahue, as chief executive, according to people familiar with the matter.   Mr. Donahue and the investment consortium proposed the deal before Thanksgiving, sending its bid to Sprint's board in the form of a letter, these people say.

Communications Webinars

November 26, 2007

I came across some webinars of potential interest coming soon from TMC. There are a bunch and they are quite varied so it would seem there is certainly something for everyone. I am certainly interested in the 10 myths of voice automation, reducing customer churn and multi service business gateways.  

The Latest VoIP Security Threat

November 24, 2007

For years I have been covering VoIP security and throughout this time it has been a one-sided conversation as there have been few documented cases of VOIP security attacks. Companies are generally not too happy to discuss VoIP security breaches so this news shouldn’t be very surprising to anyone.   In the absence of news regarding companies who have had voice or video conversations compromised, vendors in the VoIP security market have been proactive. Some such as Sipera have revealed vulnerabilities of existing equipment and more recently one person has even released a proof-of concept program named SIPtap with the goal of showing how easy it is -- once a program is slipped onto a corporate computer via a Trojan horse or some other means, to record enterprise VoIP calls as WAV files for later analysis.   The person behind this proof of concept program is Peter Cox who co-founded and was CTO of BorderWare, a company in the VoIP security and session border control space. I first wrote about the company in August, 2005 in a blog entry titled Secure VoIP and I covered them more recently in an entry titled Borderware's SBC Strategy.   Cox left BorderWare and has his own VoIP Consultancy which will be up and running in 2008 according to PC World.   The issue of protecting VoIP calls is likely something corporate decision-makers gloss over all too often and just because companies are not reporting more security incidents, does not mean they aren’t happening.   In the end, if you are responsible for the IP communications infrastructure of your company you need to be 100% up to date on the latest solutions on the market.   For this reason it is essential you study the problem as thoroughly as time allows and network with others in the space.   One way to do this is to attend TMC's Internet Telephony Conference & Expo in Miami, January 23-25, 2008 where there is a session titled Security Challenges in the Enterprise, which takes place Wednesday – January 23, 2008, 1:30-2:15pm EST.   As more and more crucial information gets carried over internet protocol networks, the incentive to eavesdrop on these conversations will grow dramatically.

Voice Peering Forum Winter 2007

November 20, 2007

If you are going to go to one voice peering conference in 2007 it needs to be VPF or Voice Peering Forum Winter 2007, New York City at the Ritz Carlton Hotel. Here are some of the speakers you can hear at this conference:  
  • Dr. Judy Reed Smith, Founder & CEO, ATLANTIC-ACM
  • Jon Romm, COO, Avail Media
  • Mark Ericson, Director of Product Strategy, BlueNote Networks
  • Kevin P. Fleming, Sr Software Engineer and Co-Maintainer of Asterisk, Digium
  • Thanh Nguyen, Director for Business Development, France Telecom
  • Joseph Gillan, Economist, Gillan Associates
  • Christopher Lengyel, Director, Product Management, iBasis
  • Eric Hanselman, Network Protection Architect, IBM Internet Security Systems
  • Gary Kim, Editor-in-Chief, IP Business
  • Bill Binning, Vice President, Marketing, Jaduka
  • Joe Trainor, Vice President, Narrowstep
  • Georges Smine, Senior Director, Product Marketing, Nominum
  • Bernardin Arnason, Managing Partner, Pivot Media
  • Sanford McMurtry, VP - Strategic Operations, RNK Telecom
  • Shrihari Pandit, President & CEO, Stealth Communications
  • Bob Bradley, Product Line Manager, Sonus Networks
  • Pankaj Shroff, Chief Applications Architect, Sonus Networks
  • Stephan Beckert, Director of Research, TeleGeography
  • Rich Tehrani, President & Editor-in-Chief, TMCnet
  • Patrick Murphy, COO, The Thomas Howe Company
  • Hunter Newby, Chief Strategy Officer, The telx Group
  • Bhupender Kaul, Vice President, Business Services, Time Warner Cable
  • Jim Dalton, Founder & CEO, TransNexus
  • Rodrigue Ullens, Co-founder & CEO, Voxbone
  • Tom Schlatter, Director of Data Architecture, XO Communications
Oh yes, and I will be speaking as well. I hope to see you at the show…   This is the preeminent voice peering conference in the world and Shrihari Pandit the conference chairman has done an incredible job educating the peering market year after year and if you aren’t aware has held a peering conference at ITEXPO for many years.   You will definitely want to be in Miami in January 2008 as well to stay on top of this fast-moving industry

Cisco VARs Feeling Microsoft Pressure

November 10, 2007

I saw an article in CRN titled Cisco VoIP VARs Feeling Microsoft Pressure and I found it interesting that Cisco VARs are having to deal with customer doubt regarding selling unified communications solutions.   Imagine this news is coming less than a month after I wrote Microsoft’s Big Unified Communications Launch which discussed Microsoft’s official entry into the space with a Bill Gates cameo appearance in San Francisco.   What amazes me most is that Cisco has shipping products and is such a dominant player and the threat of Microsoft entering the Unified Communications space is slowing down the networking giant’s telecom sales.   One wonders if Cisco VARs are having such problems are the VARs of other PBX players feeling the pain as well? Many of the other players in the market are doing their best to embrace the Microsoft Unified Communications strategy so perhaps this challenge is unique to Cisco and Avaya.   Why do I throw Avaya into the mix? Only because they haven’t tied themselves closely to the Microsoft UC strategy as of yet.   At the last ITEXPO this past September in Los Angles, CA, approximately one in five VARs I spoke with said Microsoft’s entry into the space would change the competitive landscape. Most were not concerned.

ITEXPO East 2008 Brochure Available

November 8, 2007

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