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Podcast: Objectworld's David Levy

May 22, 2008

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.





CBS Picks up CNET

May 18, 2008

Alorica Adds Jobs

May 17, 2008

In a slowing economy where many industries are shedding jobs, it is great to see a company in the call center market adding. California-based Alorica will be adding 500-600 new jobs in Indiana in the next year and a half or so.

The Chino-Calif.-based company will provide inbound customer care service, billing, inbound sales and some technical assistance, said Jeffrey Sopko, Alorica vice president of human resources, on Thursday.

The company plans initially to hire 100 workers to undergo a seven-week company training class starting June 9. The majority of positions will pay $9 an hour plus benefits, while management positions can go "to the mid- to high five figures," Sopko said.

With so many outsourcing companies moving to India and other countries it is great to see some of them adding jobs in the U.S.

See also:











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.



What the HP/EDS Deal Means

May 13, 2008

When you look around the tech market you see factors which suck the profit out of every nook and cranny. In hardware there is a trend towards standards-based hardware which is not slowing down. As this trend continues, prices shrink and more competition exists in building computers, etc.

Moreover, as computers get more powerful they suck the life out proprietary solutions. It is very difficult to build a proprietary hardware system and not get undercut by a competitor who uses PC-based technology.

Software should be immune to this trend but open-source has made this segment of the market more challenging.



Vonage Record Quarter: Jeff Citron Interview

May 8, 2008

Vonage has done a great job this last quarter --  posting growth numbers in a slower economy. I just had a podcast interview with Jeffrey Citron where he talked about the company's growth rate and the number of new initiatives at the pure-play VoIP service provider.

Citron explains that they are pleased with their financial performance as their revenue was $225 million and this is a 15% increase from the previous year. One great bit of news is that expenses increased and adjusted operating income is now $8 million.

These results were ahead of expectations and in addition to the news on earnings, Citron was proud to explain how well-received his new  products have been. Visual voicemail and unlimited international calling are some of these new items.

Moreover, the company has a new prosumer product and another called Companion which installs on your computer and works in conjunction with your phone service.

Perhaps most importantly, Vonage is becoming a double-play provider by reselling Covad broadband DSL service.







eGlue Interview With Dror Pockard

May 5, 2008

Hosted Application Demand Fuels SalesForce.com

May 5, 2008

Hosted applications continue to get more press as time goes on. Similar to the e-commerce space, this market saw a slew of new entrants during the bubble times and many of these companies subsequently crashed and burned. Obviously having ASPs (remember that term?) drop like flies was not conducive to customer uptake of these solutions. In addition as an industry, we went from a time when the term ASP was ubiquitous to one where VCs actually told companies to not use these banished initials.

As you might imagine if you were an ASP in 2001-2003 and your financial backers told you to stop identifying the industry in which you played, you had trouble acquiring new customers.

This is likely why the term ASP is now gone and we use terms like hosted, on demand and software as a service (SaaS) instead.

While on the subject, note to self… Short stocks of companies where the investors micromanage.

Over time, companies have gotten more comfortable with e-commerce and the hosted model and one of the poster children for the latter has certainly become SalesForce.com.

Just making it through an ASP, tech and telecom depression speaks volumes about the company.

If this wasn't bad enough, Tom Siebel the much-respected company behind Siebel Systems publicly stated SalesForce.com wouldn't be around for long.

SalesForce.com seems to thrive as the underdog but are they still?













Nortel's Joel Hackney Discusses Earnings

May 2, 2008

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