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Silver Lake on Tech, Jobs and Growth

January 26, 2011

Silver Lake Partners has a portfolio of companies worth $30B including Skype, Avaya, IPC, Groupon, Zynga and Sunguard and in a recent interview with the WSJ's Alan Murray, CEO Glenn Hutchins discusses how well the US technology market is doing in terms of job growth. In addition he mentioned how much construction is being done to create data centers to support the dramatic growth in information technology in the US and abroad.



Next week at ITEXPO in Miami, you'll get to meet with the communications and tech community - many of the companies are part of the Silver Lake family in fact. I am really looking forward to being there and speaking with these companies myself and hope to see you there.



Getting to Know ITEXPO Participants

January 24, 2011

AT TMC, we painstakingly attempt to ensure you know as much about the participating companies at our events as possible before the conference so you can get a sense of who is there, where there expertise lies and if they may have something of value to offer you as you look to make purchasing decisions in the world of technology and communications. As a result we survey ITEXPO speakers and exhibitors before the event and ask questions which can help you connect with thought leaders you believe might be of assistance at the event.

Not everyone answers but we do send the questions to hundreds of companies and they seem to trickle in each day. Here is the list of people and companies who responded to my questions and links to their answers. I truly hope you find it useful.

Oh and one note you should know...



-50F With Wind Chill. Escape to ITEXPO in Miami

January 24, 2011

You know I would never stoop to reminding you about the weather to persuade you to attend what I believe to the be the best tech and telecom conference in the world - OK, maybe I would.

So I was driving along this morning on the way to work and noticed I couldn't feel any of my fingers. I decided to check to make sure I was wearing gloves. I was. Then I realized I couldn't feel any of my toes and yes I had shoes on.



I then looked at the temperature reading and it said one degree.





ITEXPO Hashtag is #ITEXPO, Receptions and More

January 23, 2011

Good evening readers,

Just a note to let you know the hashtag for ITEXPO on Twitter will simply be #ITEXPO. You will see enhanced levels of twitter messaging at the show (Twitter stream at keynotes for example) allowing the ITEXPO and related technology and communications communities to stay connected.

A good way to keep track of news from the show is to set up a column with search terms ITEXPO and/or #ITEXPO in programs such as Hootsuite, Tweetdeck and/or your mobile Twitter app.

The show officially begins in nine days and here are some links you may find useful:

Agenda / Show Guide
Onsite Giveaways
ITEXPO Registration
Dates & Times
Hotel & Travel
Free Workshops
Exhibitor List
Keynotes (Former FCC Chairman Kevin Martin Recently Added)
Collocated Events

Speaker List
ITEXPO Floor Map
All Conference Party Feb 3rd at Mangos



In addition, I just turned on my out of office message (yes I'm early but I can't wait) to alert others to my participation. This is part of what I wrote if you want to utilize something similar.

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Thank you for your message... Please be advised I will be out of the office Feb 2-4, 2011 attending TMC's ITEXPO in Miami.























ITEXPO East 2011 Show Directory Available

January 20, 2011

The show directory/guide for ITEXPO East 2011 in Miami is now available as is the agenda at a glance or schedule summary. The one point you should be aware of is that former FCC Chairman Kevin Martin was added after this guide was printed and the PDF has not been updated as of yet. Some times on the schedule have shifted as a result and at some point soon we update schedules online.

In addition, I want to point out that you can win a Jeep at the show as well as other great gadgets.

Finally - we added an all-conference party at Mango's Cafe - one of the most popular night spots on South Beach.

Hopefully you can make it down to the event... It's a can't miss.





Polycom Has Great Earnings

January 20, 2011

ITEXPO East 2011 speaker and exhibitor Polycom just announced earnings which were ahead of expectations. Fourth quarter net-income soared two and a half times to $33M or 37 center per share. Earnings were 49 cents per share beating analyst estimates of 43 cents.

Another ITEXPO participant Adtran announced amazing earnings this week and it is a very exciting time to be in the tech and communications spaces.

As always, there are winners and losers but it seems for companies who can execute and hedge their bets by playing in multiple markets, you can do very well - as evidenced by the positive earnings news from many players in the market.

See these and many other leading tech companies at ITEXPO in Miami in about two weeks.











Former FCC Chairman Kevin Martin to Keynote ITEXPO

January 20, 2011

I just got word from my team that Former FCC Chairman Kevin Martin will be giving a keynote at ITEXPO on Wednesday, Feb 2nd, 2011 at 5:00 PM EST at the Miami Beach Convention Center! This is huge news and as a result, I apologize in advance for some scheduling changes we'll be making to accommodate his participation.

Two things are worthy of sharing:

  1. FCC Chairman are best as speakers when they are not chairman... Only then do you get any insight on their positions on various matters. I learned this when FCC Chairman Michael Powell gave a great keynote to ITEXPO attendees a few years back and was able to speak freely.
  2. Chairman Martin will speak about the femtocell market and related topics such as LTE/4G in a 30 minute presentation which will be followed by Q&A.

This addition makes the event that much more critical to attend and we hope to see you in two weeks in Miami at ITEXPO East 2011 and collocated events.

Tom Keating's take.








ITEXPO East 2011 Attendance Now Up 61%

January 19, 2011

Look, no one wants to be in a position where they under-deliver, least of all me but my expo team tells me the attendance numbers in aggregate for ITEXPO and the collocated events are now up 61% over last year while paid attendance is up 88% over last year.

And yes, the numbers are accelerating... Just six days ago the numbers were 52% ahead of last year.

The show is over ten years old and has matured so it would be quite an accomplishment to see 61% more people than last year's ITEXPO which was very-well attended.

I like to be conservative so I always look for alternative reasons for numbers being higher than previous years. For example, last year, there was tremendous economic uncertainty  and people really waited to sign up for shows until the last second.

So it is conceivable the increased attendance rate will normalize as we get closer. We'll have to wait and see if this is the case.







Adtran, IBM, Apple Blow Out Earnings

January 19, 2011

ITEXPO gold sponsor and TMC Global Online Community customer Adtran just announced blowout earnings – fourth quarter profit doubled and sales grew 33%. Net income was $35.96 million or $0.56 per share. Broadband growth was 75% over the previous year led by sales of the Total Access 5000 platform while internetworking grew 37% and optical grew 24%.

Some of this growth was likely due to the Government’s Broadband Stimulus rollout but the declaration of a 9 cent per share dividend shows there is strong confidence that the company sees a bright future even as the program has ended.

Communications Expert Ricca Discusses the Future & ITEXPO Appearance

January 18, 2011

One of the great advantages of attending a live conference is the ability to network with some of the brightest minds in the industry such as analysts and other industry thought leaders who help give us a sense of where markets are heading. The tech space is not slowing down from an innovation perspective – and it certainly isn’t going to see less product introductions in the future. How do you determine how the latest products and solutions can help your business? Is the cloud right for you or is an on-premise system a smarter move based on your security and compliance needs?

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