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Rich Tehrani
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Cisco Beat Earnings

August 7, 2007

Cisco beat earnings by $120 million dollars and they say enterprise earnings are strong.   Scientific Atlanta also produced outstanding results for the company.   Emerging markets are growing at 40%   Here are some statements I just wrote up for a TMCnet article that should be coming out soon:   John Chambers is on record as saying has never seen such a surge in technology since 1990. This bodes very well for the industry. I would imagine Cisco should have a blow out quarter with most of the revenue growth coming from outside the US.   In addition, I would expect the company’s IP communications growth to be strong. This bodes well for the industry but as Cisco gets stronger it may become tougher for the smaller players to compete.   Update:   Here is a great article from TMCnet’s Tim Gray on Cisco beating the earnings.

Apple iPhone

August 7, 2007

I finally went to the AT&T store this past weekend and played around with the iPhone. Amazingly the store in Norwalk, CT had both models in stock. I was very surprised by this fact as the building is right next to Costco and the cost-conscious retailer has thousands of people streaming into the store daily.   I was surprised at how few people were in the AT&T store actually. It seemed the kiosk for Verizon and Sprint in Costco was busier than the AT&T store.   My impressions of the phone are exactly what I thought they would be.

Apple vs. SP Technologies

August 7, 2007

700 MHz Setback

August 3, 2007

Just when youthought it was safe to jump into the 700 MHz frequency with your own device along comes the Federal Communications Commission's Office of Engineering and Technology (OET) who says initial testing of the prototype devices showed they failed to swiftly track and avoid interference with other, licensed broadcasts.   The report stated the technology coalition behind the tests had hoped the use of so called white spaces - an unlicensed spectrum between TV channels -- would pass muster with regulators as early as October. The coalition effort is one of several efforts on the part of large companies offering Internet services and devices to expand options for consumer access to the Web.   The group includes companies such as Microsoft Philips, Google, Intel Corp., and Dell Inc. Members of the coalition want the ability to offer devices and services that don't have to be used on licensed networks operated by traditional telecom or cable companies.   But the OET’s test results put a damper on the group’s hopes, noting that "the sample prototype white space devices submitted to the commission for initial evaluation do not consistently sense or detect TV broadcast or wireless microphone signals."   Hopefully there will be a way to solve this dilemma. After all, the above companies represent some of the smartest technology minds in the world.

ITEXPO Weeks Away

August 3, 2007

I just can’t believe that Internet Telephony Conference & Expo is five short weeks away. I just can’t wait for September 10-12th in Los Angeles. Boy is the summer going by fast. Thankfully I read Ken Kamp’s blog where he talks about the show and it reminded me about the timing of this event.   Tom Keating too reads Ken’s blog and he beat me to writing about Ken’s post.   I am very excited about the show… It is just amazing how much the communications market has evolved in a few short years.

WiFi is not Secure

August 3, 2007

George Ou has an excellent write-up about how insecure Web 2.0 applications are over WiFi. The problem? Unencrypted traffic which can be recorded, analyzed and used against you. He starts with a basic example of a Gmail account getting hijacked. Even worse, using this technique you can potentially have your home address and your e-mail known to others who are lurking nearby and recording your traffic.

iPhone, U-Phone, Everybody G-Phone

August 2, 2007

This year has been the absolutely most tumultuous ever in terms of wireless communications and these changes can and will have a dramatic effect on your business. You can’t go anywhere these days without seeing Apple’s iPhone in action. Kids have them, Mac loyalists have them and most importantly, your coworkers have them.   The question is… How do you support them and what policies and procedures do you need in place to ensure you are ready for the onslaught of questions and interoperability issues this phone will bring to the market.   What about security? How will we deal with the potential for these devices to get lost without the ability to remotely wipe confidential corporate data?   If a single-industry changing phone wasn’t enough for telecom and IT managers to deal with, we now have Google’s G-Phone (or it could be called Google Phone… Time will tell) looming in the telecom wings just waiting to disrupt the service provider business model and potentially the way you plan and negotiate your wireless telecom contracts.   Then there is the 700 MHz spectrum with it’s potential to enable an army of devices on new wireless spectrum.

IP communications Earnings Strong

August 2, 2007

Let’s give a round of applause to 8x8, the parent company of Packet8 VoIP service. They have just announced a profitable quarter. For the first time since the Company launched its Packet8 VoIP service in November 2002, 8x8 posted GAAP net income of $508,000, or $0.01 per share, compared to a net loss of $2.9 million, or ($0.05) per share for the previous quarter and $1.8 million, or ($0.03) per share for the same period of fiscal 2007.   This news is important as the company had far fewer dollars to spend on marketing their service when compared to many others in the market; they still beat many others to this important milestone.   The company has focused on a methodical system of results-driven marketing and moreover recognized early that the hosted SMB space has plenty of promise.   This news is a great counterbalance to the management problems at SunRocket which caused their demise. The fact that SunRocket didn’t sell its company is somewhat mind-boggling actually.

Google Phone

August 2, 2007

SunRocket and Star Trek

August 1, 2007

If you like VoIP and Star Trek do I have a blog entry for you. TMCnet’s Tom Keating writes up (turn down your speakers) what is happening with the shut down of SunRocket. Somehow he gets numerous Star Trek references in the post.   One issue he discusses is how the company is or is not notifying customers. I personally don’t know any of the company’s customers so I am unaware of what the company has done in this area.
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