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Rich Tehrani
| Communications and Technology Blog - Latest news in IP communications, telecom, VoIP, call center & CRM space


Nortel is Back

November 6, 2007

Recently it is has been a mixed ride for communications companies as those relying on tier-one service providers for the majority of their growth have been battered. Case in point is Ericsson and Alcatel-Lucent who each have lost over $15 billion in market capitalization in the last three months alone.   On the other hand companies like Cbeyond and ShoreTel have been fantastically well as they focus on the small business market exclusively.   Enter Nortel, who has a mix of products in its portfolio serving enterprise customers as well as service providers in the wireless and wired spaces. The company’s shares have been decelerating since early in 2004.   So Nortel’s prospects for beating earnings this quarter were less than clear. Would they have a great quarter like so many technology names with worldwide exposure or would they have a terrible quarter like both Ericsson and Alcatel-Lucent?   Well the results are in and the news is very good as the Toronto-based company said it had net income of $27 million or 5 cents per share in the third quarter.

IP Communications News November 6, 2007

November 6, 2007

What are some of the interesting things happening in the wide world of communications today? For one, Excel telecommunications and Allworx have partnered to provide SMBs with SIP trunking and a PBX solution respectively (check out the SIP Trunking channel for more news on this segment).   The SMB space seems to be brimming with choice as Cisco too has decided to focus more energy on this are with a series of new additions and upgrades to the company’s product line.   In a more patriotic move, ReCellular has launched a program allowing people to donate their old cell phones so the proceeds can be used to provide calling cards for US troops around the world.   Moving to the software world, Aspect Software has moved up on the Software 500 list at 76 overall – a nice 6 place increase from the prior year.   Moving right along into the service provider market, Pactolus Communications has recently announced a quarter million session benchmark translating into upwards of 8-10 million subscribers served on an ongoing basis.   From their lets discuss the consumer market where Packet8 has done something new by updating the firmware on its Tango Video Terminal Adapter in order to allow it to also be a digital picture frame when not engaged in an IP communications call.   Priced at $99 after mail-in rebate this is one of the greatest IP communications values around. Having recently spent around $700 myself for two digital picture frames n the past few months I can tell you this price is good.   As always, the TMC team is diligently writing more articles for your perusal so check back often for more exciting developments.


November 6, 2007

You are likely familiar with Alexa, a division of Amazon that measures website traffic. I have written about the site a number of times before. A while back I discovered a site called Quantcast which is becoming a well respected third-party way to measure web traffic in an accurate manner. Currently Quantcast allows you to see how many unique visitors any site has.

Open Handset Alliance and More

November 5, 2007

Another week and other massive avalanche of news in the communications space. The first item worth sharing is regarding Google shaking up the foundation of the mobile phone market. The funny thing is, editors and bloggers have been looking to find the Google phone for months and instead of it being somewhere, it will be everywhere.   If you missed it the company has launched an Open Handset Alliance which aims to open things up in the cellular communications space. Specifically the alliance is a total of over 30 companies working together to produce low-cost phones whose development is supported by advertising.


November 3, 2007

In the world of advertising the expression commonly used is “perception is reality.” Moreover companies are often branded by customers. If I say IBM, you will say mainframes. Oracle? Databases.   Sometimes I feel it is my job to help uncover companies who have a broader portfolio of products than is generally appreciated.

Alcatel-Lucent Cuts 4,000 More

October 31, 2007

Alcatel-Lucent May Cut More

October 30, 2007

Foundry Networks

October 29, 2007

As the need for ever-more broadband capacity in data centers increases and space available decreases, what is a company to do? One option is to look to Foundry Networks, a company who has decided to focus on high density/low-power data center solutions. The company is one of the greenest technology vendors in the market and their recent sales success shows that being green brings in more green.   In a meeting with Bill Ryan the Senior Product Manager and Pavel Radda the Media/Analyst Relations Manager I got to hear about the company’s products which save space, power and money.   Now I could spend some time going through all the details of the company’s product line such as the newly released BigIron Rx-32 or the enhanced designs of the XMR 32000 and NetIron MLX-32 but it may make more sense to start off by telling you how much electricity the company can save you.   For example the BigIron RX-32 uses 8.74 Watt/Gbps while the equivalent Cisco Catalyst 6500 uses 14.41 Watt/Gbps meaning the Cisco product uses 65% more electricity. As you might have guessed, a product whose name starts with BigIron has a good deal of capacity.   For example this new switch can handle 1,536 10/100/1000 ports and 128 10-GE ports with a throughput of 2.2 Bpps.   Regarding the XMR 3200 and the NetIron MLX-32 both units have better cable management and air flow channeling.

Agito Networks

October 29, 2007

The amount of companies pursuing the fixed-mobile convergence market or FMC continues to grow at a torrid pace. The latest company to jump in with both feet is startup Agito Networks. I had a chance to meet with Dan Spalding the Director of Marketing and Communications and Pejman Roshan the VP of Marketing for the company to discuss their approach to allowing the world of fixed and mobile lines to merge.   Before we get into technology it may be worth noting that the people behind Agito are from the top firms in the wireless and tech business such as Cisco, Trapeze, Proxim, Spirent, Motorola, Palm and Good Technology. This never guarantees success mind you but it is certainly better than hiring a bunch of people with no experience.   Certainly this is a market with competition which is evidenced by my recent article about DiVitas Networks.

Covad Acquired by Platinum Equity

October 29, 2007

Covad was recently sold to private equity and this could be a good thing. The company made a big splash in the business VoIP segment years back but more recently Covad seemed to stop focusing on offering converged services and instead shifted the bulk of its messaging to broadband.   Part of the reason for this shift may have been service issues as I have heard complaints of poor voice quality from some of my readers over the years.   As a point of comparison -- during the last year, when Covad stopped focusing on the VoIP market, a competitor who is in the pure-play hosted VoIP space Cbeyond saw its shares rise over $11 or 36%. Cbeyond is now valued at $1.18 billion dollars in fact while Covad is valued at $191 million.   The new owner of Covad is Platinum Equity and some advice to the new company would be stay consistent. Promoting yourself as the ultimate IP communications solutions provider and then going dark for over a year sends a poor message to potential customers.   I started off this entry by saying this purchase could be a good thing and this is why.
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