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Rich Tehrani
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Cisco EMC Merger Rumor

May 19, 2008

With a majority stake in VMware and a commanding lead of the storage space, what's not to like about EMC. If you are Cisco, it makes sense to pick up EMC now because the stock is down a bit and moreover Cisco would be able to immediately expand its product line beyond networking, telepresence and networking.

Overnight, Cisco could become a leader in storage and a very strong security player.

Remember that Cisco was an early VMware investor and they likely want to expand their ownership of the company.

Remember also that Cisco is doing some amazing things with virtualization in their routers and owning a premiere name in the virtualization space can only help their core offerings.

At this point the rumor is just that but I have been pretty amazed at just how many of these speculative discussions have become reality.

One of the exceptions was the Microsoft/Yahoo merger and even that one seems to be happening in some capacity again.

I think there is little room for complaint if this rumor is true as shareholders may be better off with Cisco stock and customers would likely want to consolidate their purchasing with less vendors. At this point such a deal -- even if hypothetical, makes sense for most involved.











CBS Picks up CNET

May 18, 2008

ITEXPO West 2008 Conference Announced

May 16, 2008

One of the areas we have been feverishly working on at TMC is our conference program for ITEXPO,September 16-18, 2008 at the Los Angeles Convention Center.

We have truly strengthened this offering with the addition of new TMC University certifications.

Here is the complete list of tracks:
  • TMC University: Unified Communications
  • TMC University: Microsoft OCS
  • TMC University: FMC/Mobility
  • TMC University: Open Source Communications
  • TMC University: SIP
  • IPTV Workshop (For carriers)
  • Unified Communications
  • Service Provider Solutions
  • VoIP for SMBs
  • Hosted Communications
  • Call Center 2.0 at INTERNET TELEPHONY

TMC University certification courses offer a cohesive series of classes on a single topic, training how to select, deploy and manage complete systems. Conference tracks present a range of views on the most important challenges and opportunities faced in The transition to IP communications.

Certification courses and conference tracks present the perfect mix of technical and business-related information, allowing you to determine which solutions best fit your company.

As always, I am looking forward to seeing you all at ITEXPO and I have a great feeling about the show this fall. It should be very productive for all of us.









My Canada Trip and Nortel Wrap Up

May 16, 2008

I am back from Canada and the first thing I did when turning on my phone was praise the engineers who came up with the awkward-sounding acronym called EVDO. By the way in my discussions in Canada it seems the people who told me Rogers will be offering EVDO are wrong as Rogers uses GSM/GPRS and their evolution is to LTE - which coincidentally stands for long term evolution.

Bell Mobility is going to be upgrading to EVDO according to my sources and moreover the high price for wireless access is explained by Canadian analysts as the problem of providing access to an entire country where only a fraction of the land is inhabited. Apparently country-wide access is mandated. Oh - and it also seems that Bell Mobility is intentionally throttling bandwidth to what I would have to say are inhumane levels.

One of my most memorable moments these last few days was driving from Ottawa to Montreal and back.



What the HP/EDS Deal Means

May 13, 2008

When you look around the tech market you see factors which suck the profit out of every nook and cranny. In hardware there is a trend towards standards-based hardware which is not slowing down. As this trend continues, prices shrink and more competition exists in building computers, etc.

Moreover, as computers get more powerful they suck the life out proprietary solutions. It is very difficult to build a proprietary hardware system and not get undercut by a competitor who uses PC-based technology.

Software should be immune to this trend but open-source has made this segment of the market more challenging.



Vonage Record Quarter: Jeff Citron Interview

May 8, 2008

Vonage has done a great job this last quarter --  posting growth numbers in a slower economy. I just had a podcast interview with Jeffrey Citron where he talked about the company's growth rate and the number of new initiatives at the pure-play VoIP service provider.

Citron explains that they are pleased with their financial performance as their revenue was $225 million and this is a 15% increase from the previous year. One great bit of news is that expenses increased and adjusted operating income is now $8 million.

These results were ahead of expectations and in addition to the news on earnings, Citron was proud to explain how well-received his new  products have been. Visual voicemail and unlimited international calling are some of these new items.

Moreover, the company has a new prosumer product and another called Companion which installs on your computer and works in conjunction with your phone service.

Perhaps most importantly, Vonage is becoming a double-play provider by reselling Covad broadband DSL service.







SkyFire: The Cure for iPhone Envy

May 8, 2008

Do you have iPhone envy? I do. In fact, just this past Sunday I walked into the AT&T store and I browsed TMCnet on the iPhone and was blown away at how easy it was to surf on this phone compared to a Windows Mobile 6 device. I then asked if there was a firm ETA on the 3G iPhone (there isn't) and as I walked into the nearby Starbucks with my family I debated with my wife the pros and cons of switching to the Apple device from my HTC 6800 on Verizon.

I was close to deciding to switch to Apple (you already know I hate the soft keyboard) when I received my text message invite to the Skyfire Beta 0.6 release of their new browser.

Nortel's Joel Hackney Discusses Earnings

May 2, 2008

Amazon Fights back Against New York Tax

May 2, 2008

Amazon, feeling singled out by what New York state officials have dubbed the Amazon Tax has decided to sue the state. According to the New York Times, the state changed the law regarding who has to collect taxes and instead of requiring only retailers with a physical location in the state to pay, now -- any company with an affiliate in New York state has to collect them as well.

Amazon is saying their affiliates are not really agents but sites on which Amazon places ads.

The ecommerce giant further states that the law is overly broad and vague and finally that it is targeted at a single company -- referring to state officials calling it the Amazon Tax.

I first reported on this tax a few weeks back and it will be very interesting to see how this plays out.

If New York wins, it will benefit many retailers in the state and other states will likely follow suit. None of this of course would be good for any online retailer as one of their main advantages will be taken away.







Half a Million Hacked Websites

April 26, 2008

I don't mean to sound alarmist but half a million hacked websites? is that how many there are? In other words if users hit any of 500,000 sites using IE they will likely be infected? Talk about an electronic pandemic.
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