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Rich Tehrani
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Happy Holidays and Thanks!

December 15, 2006

I would like to take a moment and thank all my readers and wish you all a great holiday season and a Happy New Year. In addition I want to specifically thank you all for visiting TMCnet so frequently as we have once again hit one million unique visitors in the month on November according to WebTrends. This is the second time this year we have done so. (Apparently our October numbers are still being run -- long story. We may have hit this number in that month as well.)   Thank you for making TMCnet the largest community of communications and technology decision makers in the world.   A few things you should know about TMCnet going forward are the site will soon have a more streamlined look that is easier on the eyes.

Jon Shaprio: Larger Than Life

December 15, 2006

One comment I made in article a few months back has turned into a fun conversation in the industry. I called Jon Shapiro “Larger than Life.” Apparently this led to much ribbing of Jon and someone even designed a photo of Jon as larger than life. I have yet to see it but I promise to publish it if I get a hold of it.   So who is Jon? If you aren’t aware, he is the founder of Alliance Systems and throughout the explosion of PC-based telephony systems his company has been a dominant supplier of boards and industrial computer systems.

Nuance: Bright Future

December 14, 2006

Saving Money on IP Communications Education

December 14, 2006

If you haven’t been watching, the early-bird deadline for conferences at Internet Telephony Conference & Expo (register) is approaching --tomorrow actually -- and we are talking about a savings of up to $1,000. The show is in 40 days so be sure to make your travel arrangements now as hotel prices will skyrocket soon. For many people there company foots the bill so this isn’t important. To us however, we would rather have you save some of that hard earned cash and spend it with one of the exhibitors at the show.

Alcatel-Lucent

December 9, 2006

I like the new Alcatel-Lucent logo. It makes me think of a cross between an airline and an ecommerce company. I do really like the way the A and L come together as one. On a separate note the new company's credit rating was reduced to junk by Fitch ratings.

The Conclusion of the Zultys Saga – For Now

November 16, 2006

Here is part of my Internet Telephony Magazine Publisher's Outlook December 2006. It is is in addition to Cisco Systems Rockets Ahead, Beats all Estimates" href="http://blog.tmcnet.com/blog/rich-tehrani/ip-communications/cisco-systems-rockets-ahead-beats-all-estimates.html">Cisco Systems Rockets Ahead, Beats all Estimates which was posted earlier today:    ------   A few months back, TMC’s Greg Galitzine broke the story on his blog that Zultys had ceased day-to-day operations. From there I wrote about the company closing down on my blog and later updated the story when Zultys founder Iain Milnes told me the shut down was temporary. A few days later Iain told me and I reported that Zultys was back up and running.   It turns out that if the company was indeed back up and running this was only the case for a short while and a bankruptcy filing took place shortly thereafter with a bankruptcy auction in the works for the future.

Cisco Systems Rockets Ahead, Beats all Estimates

November 16, 2006

Here is part of my Internet Telephony Magazine Publisher's Outlook December 2006:   -----------   Certainly the biggest news in recent months is that Cisco Systems, the world’s biggest vendor of computer-networking equipment, reported first-quarter 2007 net sales of $8.2 billion (exceeding analyst predictions, which ranged from $7.9 billion to about $8.05 billion) and net income of $1.61 billion (up 28% from last year). In a public statement, Cisco’s CEO John Chambers boasted that the company “achieved, once again, record revenue of approximately $8.2 billion, a 25 percent year-over-year increase and a Cisco standalone increase of approximately 16 percent, which was above our standalone guidance of 11 to 13 percent,” adding, “This is the fastest standalone year-over-year revenue growth rate we have seen in several years.”   After the news appeared, investors jumped into the market, sending Cisco shares surging 7% to a new 52-week high of $27.44. The stock closed that day with a 6% gain, at $26.71 on the Nasdaq. Analysts everywhere either immediately upgraded their rating on the stock to “buy” or else increased their price targets.   The Associated Press quoted Ittai Kidron, an analyst with CIBC: “Few businesses Cisco’s size can claim to have achieved what it did in [the quarter] — outperformance in nearly every product line.

Altigen Buyout Offer

November 16, 2006

Cantata Layoffs

November 15, 2006

The word on the street is that approximately 50 people (see update) were laid off at Cantata yesterday out of a workforce of 300. Most of the people who were let go are shocked. Sources tell me the reason for the layoffs are soft sales numbers and some speculate the company is facing increased competition in its Excel Switching line. Apparently competitors are providing lower cost solutions.

Inter-Tel Buyout Withdrawal

November 8, 2006


Vector Capital and former Inter-Tel CEO Steven Mihaylo said they withdraw their bid for Inter-Tel. Recently Inter-Tel shareholders rejected the takeover proposal. 11,272,46 shares were voted against the Mihaylo Resolution, representing slightly over 50% of the 22,524,535 shares of the Company's common stock that were represented in person or by proxy.

Stockholders who voted, other than Mihaylo, rejected the resolution by approximately a two to one margin. This is obviously a very substantial number. Mihaylo owns approximately 19.4% of Inter-Tel's outstanding common shares.

Personally I think current management at the company is doing a good job and it would seem shareholders agree.




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