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Rich Tehrani
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Adtran Earnings Rise, Declares Dividend

October 14, 2008

Adtran just released earnings for the third quarter and the good news is they were 4% greater than a  year ago. For the year, Adtran is ahead by by 11%. The company has also declared a quarterly dividend of nine cents per common share.

What does this news mean to the communications sector? Well, it is obviously positive and bodes well for how the communications and tech spaces can do as things slow down.

As you recall, the last 60 days or so have seen major global economic problems and to be able to beat last year's earnings in such a tumultuous environment is a great accomplishment.

This positive communications news follows up on the recent news that AudioCodes has reaffirmed their yearly guidance.

It is difficult to predict what the next few quarters will look like but it seems a number of the companies in the communications and tech space are pretty well-prepared for a potential slow-down in the general economy.

With the ability to boost productivity and lower costs, communications and technology can really help companies get through a slower economy without the need to cut heads.









CBX 2008 Video Interviews

October 14, 2008

Some months back I was invited to be the video reporter at the Telx CBX event which took place in Brooklyn, NY. You have likely already read my CBX blog posts but I neglected to post the video interviews themselves. They have been on YouTube for a number of months but now you have an easy reference with links to all of them:

Overview The Best of Packet Exchange Jason Velody/Chuck Storman PointOne Vic Bozzo Telx Tesh Durvasula Telx Eric Shepcaro Stealth Communications Shrihari Pandit WBS Connect Scott Charter Calient Networks Jim Diestels 4Connections Bill Kosnik



TMC Video Launches

October 12, 2008

SnapTell: Mobile Game Changer

October 12, 2008

Game changing is a term used too often - and sometimes in the media we think something will bring about big change when in fact it doesn't. No one has any way to know for sure when an idea is going to change paradigms but I have been experimenting with software for the iPhone which really has the potential to change the way we interact with our environment.

SnapTell Explorer is a free application which allows you to take a picture of the cover of a CD, DVD or book and in about 30 seconds or less, looks up the item in a database, presents you with a summary and allows you to search for it online and even buy it on Amazon.

In tests, the software was very good.

Avatars: The Cursor in Communications 2.0

October 10, 2008

One of the people with a long history in the communications space is Neal Shact (pictured) -- CEO of Communitech Services. In the past, Shacht has been a distributor in the headset market and has been early in many new markets such as VoIP, call centers and others.

Shact points out it is impossible for customers to know what they want in UC. He mentions the old story that Henry Ford once said people when asked what they wanted in transportation said, a faster horse.

His point: you need a communications roadmap. Don't rely exclusively on your UC vendor to dictate what you want and need.

You want to check out this podcast as it is rife with references outside communications -- and the tie-ins are fascinating.





MicroThoughts on MicroBlogging

October 7, 2008

I signed up for a Twitter account over a year ago and it can be found at www.twitter.com/rtehrani. The question is do I need to Twitter at all when I have a blog? It seems in fact I haven't used twitter in over a year. At the last ITEXPO, I spoke with many people ho have blogs and separate Twitter accounts where they post microthoughts.

When I mentioned I have an email to blog solution, most people I spoke with said I really don't need to Twitter at all.

WiMAX World 2008 Update

October 6, 2008

WiMAX has gone through an overhype stage and now is like so many other technologies - VoIP included, at a stage where the markets are trying to figure out where the opportunities lie. Indeed, trying to determine what is real and what is hype is difficult to do and to cut through the FUD (fear, uncertainty and doubt) I spent time at WiMAX World in Chicago to learn more from the movers and shakers in the space.

I came armed with questions about deployments and the threat of LTE - the evolutionary technology theoretically enabling 2-3G operators to ignore WiMAX. In the last six months there have been numerous articles and technical white papers written about whether WiMAX is necessary.

To cut to the chase, I spoke with VP Chair, Marketing Working Group of the WiMAX Forum, Dr. Mo Shakouri who explained that the transition to LTE is more than a simple software upgrade as carriers need to go from CDMA to OFDM - which obviously requires hardware. They believe there is a strong marketing campaign being waged by mobile operators and some hardware providers who want to sow FUD in the WiMAX market.

In order to combat the threat from LTE the WiMAX Forum is feverishly working with companies to develop lower cost CPE devices as carrier profitability is tied to device cost.





Asterisk World Comes to ITEXPO

October 6, 2008

As a major supporter of open source -- especially in the communications market, I cannot be more thrilled to announce that Digium will be co-hosting Digium/Asterisk World at ITEXPO this February in Miami.

It is well-known that open source companies consider ITEXPO an important event and one where they come to meet service providers, resellers and other companies looking to deploy open-source solutions. This news solidifies TMC's commitment to open source as a solid choice for companies looking to not only purchase today's solutions but to resell and develop tomorrow's breakthrough products.

Mark Spencer, founder and CTO of Digium and original creator of Asterisk had this to say about this news. "Hosting Digium|Asterisk World at ITEXPO East 2009 will allow us to share the vision and power of Asterisk with a broad set of customers who might not be familiar with open source. By giving them their first taste of Asterisk, we empower them to not only save money but to use and create new technologies that never existed before."

For my part, I salute Mark and his company which has brought open source communications so far, so quickly.





Navigating the Financial Crisis

October 4, 2008

I have been getting more and more questions on where the communications market stands in light of macroeconomic conditions. It is a constant in my frequent conversations. In most cases, when I get this question, people tell me their business is good but they wonder if the housing market problems will trickle down into the telecom space.

The answer is simply, I do believe there is risk to all sectors of the global economy. For the first time in my memory, US and other political leaders have come on TV and mentioned the term global crisis on a frequent basis.

Communications and the Economy

September 29, 2008

Please note this post was written approximately one week ago -- before the news of the bailout bill failing began to spread fear in the financial markets. Stay tuned to learn how the financial markets will affect communications and technology.

Many people asked me recently at ITEXPO West 2008 Los Angeles, what I see happening in the communications market from an economic perspective. Let's just say that on the way to the show, I was watching TV as the stock market plunged and there was talk of another Great Depression. When I got to the show I must say I was unclear how the financial markets would affect the communications space.

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