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Ixia Shows Testing Not a Bad Place to be

November 13, 2010

The tech and communications markets have been generally stable and if anything a beacon of light in the turbulent waters of the general global economy. Specifically though the testing market is doing fairly well – if you are in the right segments of course. Let’s just say circuit switched testing isn’t going to be a hotbed of growth anytime soon.

One of the players in the market Ixia, has been aggressively consolidating the space and looking to become very well-rounded in the last few years acquiring the Catapult and Agilent N2X Data Line.

Alcatel-Lucent Turning the Corner?

November 5, 2010

After a number of years and some challenging times after the merger - Alcatel-Lucent the combination of New Jersey-based Lucent and Paris-based Alcatel is turning the corner making a quarterly profit and displaying more confidence about its future. Kevin O'Brien at the New York Times explains the company reported its first profitable quarter of the year, posting €25 million, or $35.3 million, in earnings compared to a €182 million loss in the third quarter a year earlier. Moreover sales rose 10.5 percent to €4.1 billion.

Although Asian competition from ZTE and Huawei is strong, the company certainly benefited from the implosion of Nortel and we'll see if they can ride this momentum out and keep the profits coming.

TMCnet's Ed Silverstein has more and The Motley Fool suggests Alcatel-Lucent is the next Nortel - waiting to implode. 



Cbeyond M&A Happens Two at a Time

November 4, 2010

Peter Radizeski has been the intrepid M&A reporter as of late sand he says in a recent post he is having trouble keeping up with all the activity. Cbeyond for example today announced it has purchased companies MaximumASP and its affiliated companies as well as Aretta Communications. These moves allow the company to provide a variety of services such as managed virtual servers, cloud services, cloud communications in the form of hosted PBX solutions and SIP trunking.

The prices for the transactions was $40M and 2010 revenue of the two companies in 2010 is expected to be about $12M.

New Editorial Additions to TMC

November 3, 2010

Tehrani on Future of Broadband

November 2, 2010

Thrane & Thrane Update

October 27, 2010

I recently had a chance to sit with Ron Lockerby of Thrane & Thrane to learn about what was new with the company’s satellite product line which serves a diverse set of markets such as maritime, aeronautical and land mobile. With a total of 600 people in the company and 60% of those being engineers you can expect engineering to be a strong-suit of the organization.

Thrane & Thrane’s maritime products consist of the SAILOR line which is OEMed by Northrop Grumman’s Sperry Marine unit and the product line consists of VHF, MF/HF, Inmarsat C terminals, complete GMDSS systems including LRIT and SSAS solutions, and a full range of maritime satcom products including Iridium, Mini-M, Fleet, FleetBroadBand, VSAT and satellite TV.

Lockerby spent some time focusing on the company’s Explorer 325 which is a compact voice and broadband solution for vehicles.

Sonos Wireless Dock Review

October 26, 2010

A while back I reviewed the Sonos wireless home stereo system and was quite impressed. The product is great and in many ways shows how any company can design products which are full of functionality but minimalistic in design. In short, the system allows you to instantly stream music virtually all kinds of music – streaming radio, MP3s, etc to components throughout your home without wires or headaches.

My two areas of improvement for Sonos in my last review were to allow the ability to play web-based audio such as YouTube and to allow Slacker radio to play on the system.

Anana Enables Social Networking Dial-Tone

October 25, 2010

It was only a matter of time – social networking has permeated so many aspects of our lives that almost one-in-five divorces cite Facebook as part of the reason for the split! Moreover, in some countries a single text message is legal grounds for divorce. But wait, how did I get on this tangent? This was supposed to be a happy story about how social networking has integrated with telephone service like never before, enabling carriers to generate revenue by tapping into one of the most popular phenomenons on the planet.

What if Someone is Trying to Steal This Data?

October 25, 2010

TV End Game has Google Written All Over It

October 22, 2010

After a whirlwind tour of SATCON and Content & Communications World which took place last week, 4G World and Interop which took place this week and over a hundred meetings, I find myself ruminating over numerous discussions about where things are headed – in terms of content, technology, entertainment and apps.

There are macro trends which are intersecting and diverging and as much as I would like to say I have 100% clarity about it all, I don’t – but I do believe I have enough observations to share in order to get investors and innovators thinking about what the future will look like.

Over the last 30 years the rise of cable and then satellite radio shows consumers will pay money for content and in many cases for the ability to reduce the amount of commercials they consume.

But this idea is under attack from yet another trend emerging over the last few years.

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