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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.

Quantcast

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.

Google’s Free Mobile Phone Software

November 5, 2007

Can Google pull it Off -- is the question worth asking when realizing the search leader is looking to open up the mobile phone industry. The cellular market is legendary in its ability to lock in customers. In the US the phones are subsidized and locked. In Europe the phones are unlocked but when you go from country to country your rates skyrocket.   In the US the situation is even more interesting as carriers typically cripple devices making them less useful.

Google Phone OS

November 5, 2007

CNBC reports Wind River is rumored to be supplying the OS for the upcoming Google phone. On a separate note, some analysts have said the new mobile gadget will be unveiled today.

 

One would imagine Google would chose a Wind River embedded operating system based on Linux as it is open and Google is all about being open.

Fluke

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.

NBA on your Cell

November 2, 2007

Say you are in a meeting – like the one I am in now (shh! ), and you feel you are out of the basketball loop… What do you do? Well one option is to take out your cell phone and hide it under the table and tune to Verizon Wireless V CAST Mobile TV.   There are more than 70 games you could be watching under the table, right now!   If there is a downside, it is that you can only access the service in 40 cities including some of the larger ones, Atlanta, Chicago, Las Vegas, Los Angeles, New York and Philadelphia.   The question worth asking of course is why Vegas… Every time I go to a Vegas hotel, there seem to be more flat screen TVs with basketball games than even Best Buy! I guess Vegas citizens don’t want to miss these important games when they are in the rest room.

Keating on Plagiarism

November 2, 2007

Tom Keating has some interesting thoughts on plagiarism – especially regarding an article of mine that was “borrowed” recently for another site. It is worth a read.

I am Gphone, You are Not

November 2, 2007

Tom Keating has an interesting blog post about the continuation of the gPhone saga. By the way, is it Gphone? gphone? or gPhone? I don’t know. For those of you who are interested in looking at what this phone may look like make sure to check his post. I have a few shots here as well. Oh, and by the way it seems China’s e28 is going to be providing the software and hardware.   If the rumors are true of course.   I like the form factor of this device and it looks like something that will be easy to type on and read. My one concern? Will it fit in my pocket?.

Diamond iPhone

October 31, 2007

Does a phone need to cost more than a car? Certainly the people at Amosu think so as they have just released an iPhone encrusted in gold, diamonds or sapphires. The cost? A sweet $41,225. Where will we see such devices in the future? I would guess MTV for sure and on red carpets around the world.   For my money, I would trade all the diamonds they could fit on this device for a keyboard and a faster wireless network. Maybe I’m just weird that way.   Check out the Crave blog for more.
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