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Nortel Earnings August 2008

August 1, 2008

In a podcast conversation with Joel Hackney, President of Enterprise Solutions Business at Nortel I had a chance to discuss Nortel's earnings which were a mixed bag for the quarter. On the one hand there were eight quarters of year over year profit increases and revenue and gross margins increased compared to the same quarter (Q2) last year.

On the down side there was a wider net loss of $113 million, or 23 cents a share, compared with a net loss of $37 million, or seven cents a share, a year earlier.

Hackney did explain that the economic environment has been challenging, citing a "tough economy" and he mentioned work needs to be done to improve operational effectiveness and margins in the business.

Hackney went on to say, "Not only are we looking to become more effective and efficient, internally within Nortel from a cost perspective, we're taking our solutions externally and helping our customers do the same thing."

Other important takeaways were thoughts on the LG-Nortel JV, the Siemens acquisition by the Gores Group and what the rest of the years' earnings will look like.

Here is the podcast  for more.























Is It Just in Time Communications or UC?

July 31, 2008

Years back I coined a term Just in Time Communications (JITC) to encompass the idea of removing latency from human communications. Art Rosenberg is credited with coining the term Unified Communications and he often writes on the matter. JITC did not stick as a term but UC did.

The funny thing is Art's most recent article talks about removing the latency from UC and reminds me exactly why I liked the term JITC to begin with -- it is this human latency that needs to be removed from the equation.

I am not reopening the discussion of which term makes the most sense. I want the undustry to move forward and grow and term wars are really stupid.



Fuel Prices Fuel Technology

July 31, 2008

As fuel prices increase, so does the desire to come up with reasonable alternatives. Some of these efforts revolve around conservation and others have to do with new technologies which make it possible to bypass oil, coal and natural gas.

Today is an unusual day as we have new examples in each category. Detroit has a new mobile web traffic monitoring service which is ad supported and allows drivers to tap into 600 traffic cameras. The theory here is you will see where the traffic is and drive around it.

T-Mobile -- Growing Revenue by Helping Parents

July 31, 2008

Mobile carriers are so in the driver seat. They really are. There is a good deal of money to be made in this space for a reason that may not be obvious. It is kids.

Ribbit Sold to BT

July 29, 2008

Seems like the rumors were true. Ribbit was sold to BT for $105 million according to ZDnet. Here are some thoughts on the matter from Andy Abramson as well.

Why would BT buy a company focused on communications development? The primary reason is that they see communications changing rapidly and they want to be on the leading, not trailing edge of this trend.

Road Warrior Bible

July 27, 2008

Fuel Cells Power Base Stations

July 27, 2008

We live in a world obsessed with treating the environment better. While this statement does not apply to the entire world, the green technology movement in Europe and the US seems to be growing faster than ever. Still, when ensuring your carrier network has redundant power, you have options which are not really environmentally friendly. Diesel generators and batteries are but a few examples.

Why Was Amazon S3 Down?

July 26, 2008

Selling Junk in Response to High Oil Prices

July 26, 2008

Too Many Mobile Phones Dissapointing?

July 24, 2008

HTC Touch Diamond
Photo Courtesy of Akihabara News
The dream device of all time based on specs has to be the HTC Touch Diamond (or the Pro model which has a keyboard) if for no other reason than the 640x480 resolution screen that fits in your pocket. This is much better than even the industry trend setting Apple iPhone. As with all HTC devices I have reviewed, the Touch Diamond is moderately flawed.

Every HTC device I have ever used wows me at first but every day use makes you realize the product didn't have much usability testing.

According to this review from Akihabara News the device is slow, has problems receiving wireless signals and a clunky interface. Ironically these are the same problems other HTC products have (the XV6800 comes to mind) as well.

But problems like these are certainly not unique to HTC.







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