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IPO-Killing Regs Reducing Employee Wealth

February 5, 2016

What if one of the largest problems facing the US economy isn't even being discussed by anyone? What if there is a solution, right under our noses that hasn't been thought about?

We tend to think of IPOs as something that happens in waves. the 1990s and the then in the past five years or so.

The challenge is, there just aren't as many IPOs lately as there have been in the past. Thanks to increased regulatory and other government-created issues, startups are opting to sell to larger companies instead of going public.

As a result, current, large public companies need to spend far less on R&D and can nab new companies with exciting technology, just when they start to get interesting.





Breaking Rumor: Verizon to buy XO

February 3, 2016


Spectrum is the new beach front property according to Peter Radizeski @radinfo and he has a very reliable source which tells him Verizon is in late-stage talks to purchase XO Communications.

More from Peter:

"XO is the largest owner of LMDS spectrum, currently [2007] worth $35.8 million, in the nation. NextLink, the wireless operation of XOHO, recently launched its broadband wireless services in Las Vegas and increased its wireless portfolio to 14 markets at the speed of covering 1 to 2 metro areas/month: Washington DC, Boston, Atlanta, Tampa, Miami, Nashville, Chicago, Kansas City, Dallas/Ft. Worth, Houston, LA, Seattle, Phoenix, Las Vegas - already more than its almost only competitor in LMDS fixed wireless services, FiberTower. The remaining large LMDS spectrum owner, Level 3, through its acquisition of Telecove." [seekingalpha] IDT also owned a chunk of this spectrum too.
We'll see if he is correct - I have a lot of trust in his scoops - he has been very accurate in the past. As a reminder, I told you about Verizon's Terremark spin off eight months before the Reuters exclusive.





PayPal CEO: More Change in the Next 5 years than Last 30

January 20, 2016

As the title of this piece implies - amazing things are happening in the world of technology which tie in nicely to the three more big reasons to come to ITEXPO next week in Fort Lauderdale, FL.

First up is an amazing new session titled APIs: The Future of Business. I recently spoke with a business leader who told me her company's APIs have led them to enter numerous new markets - ones that were literally unimaginable to them before they opened their platform to developers. The point is, the opportunity here is twofold. If your company has data or a service which could be of value to others, now is the time to explore how to monetize it.

Amazon is Doomed, Apple to hit a Trillion Dollars

June 25, 2015

Comcast Business Seeing Nice Broadband Growth

June 8, 2015


While much of the talk about Comcast in the media recently has involved their M&A aspirations as well as their consumer brand, the real story at the company is Comcast Business. Recently I met with Mike Tighe, Executive Director of Data Services of the company who told me the business-focused area of the organization is growing at 21% a year and is taking share.




He went on to say the company has the best footprint in fiber optics – this is important as he sees customer bandwidth needs increasing 30% a year. Moreover, and this is interesting for those who are concerned about the sheer size of the company, they are an insurgent, not an incumbent in competing with DSL.

Schneider Electric: More Software and the IoT to Reshape Data Center Design

May 27, 2015

There is a macro trend of moving proprietary hardware systems to open systems and moving hardware to software – at this point, this shouldn’t be a surprise to anyone who tracked my GENBAND Perspectives 15 blog post or last week’s HP NFV story or even the writing I’ve done on Imagine Communications disrupting the video distribution space with SDN and virtualized solutions.



To learn more, I sat down with Schneider Electric’s Srdan Mutabdzija (above), Global Solution Offer Manager, and Jason Covitz (below), Director of Strategy for IT Business where we talked about IT infrastructure and how it will look in the future.



Jason emphasized the move to commoditized and standardized infrastructure – not just in the spaces mentioned above but oil and gas, mining and manufacturing. Srdan explained the evolution of their products and the market in general is to a more prefabricated, plug-and-play, efficient cooling solutions which lower time to market, reduce risk and allow a more seamless move to public/private clouds.

Tech to Eliminate Fast Food Minimum Wage Workers

May 21, 2015

The Momentum Machines burger robot robot explained

As cities around the country are passing laws to ensure minimum wages are increased to a "living wage," the tech industry is doing what it does best... Automating like crazy. We can soon expect drive-through fast food locations to have touch screens - or even apps on smartphones - which of course most support today. This will be coupled with automated machines on the back-end which produce the food such as hamburgers, etc.

This video is from October of 2014 but is still quite germane

The point is of course, as minimum wages increase, the high cost of the robots become more reasonable.





GENBAND Perspectives 15 Live Blog #GBP15

May 18, 2015

Welcome to the Perspectives live blog for 2015. A follow up to blogs from 2014, 2013 and 2010.



The live blog officially starts tomorrow at 9:00 am - to get up to speed I met with Catherine Berthier, Sanjay Bhatia and Dennis Watson. This is what to expect this week:

We’ll here about progress with the Fring Alliance, Nuvia cloud UC as well as Kandy proof points.

There will be lots of discussion regarding network modernization.







Monoprice USB-C Cable Line Provides Real Value

May 12, 2015

Recently I spent some time at Interop with executives from Monoprice, the company more well-known for inexpensive HDMI cables and audio equipment. It’s worth noting the media generally loves Monoprice… Their products are known to be of high-quality while being low cost. I have ordered from them – some audio cables actually and was happy as well.

In a conversation with Manual Hernandez and Eeric Krause, they told me their go-to-market strategy is different than most companies.

CloudGenix Gets Funded to Fuel SD-WANs

May 12, 2015

Kumar Ramachandran, Co-Founder and CEO of CloudGenix recently sat with me and explained his vision for software-defined enterprise WANS, which use off-the-shelf hardware and allow corporations to abstract their business processes, utilize hybrid network virtualization and network function projection. SD‐WANs use centralized controllers without relying on interactions with underlying provider transport solutions. De‐coupling the data plane from the control plane, replacing internetworking protocols with APIs and building policies based on application metrics rather than network metrics make this possible according to Kumar.

In case you were wondering - according to the company, the simplest definition of a SD‐WAN is a WAN that utilizes software and virtualization technologies instead of traditional hardware such as routers to connect remote locations.

The company would love for you to learn more by downloading their Dummies book on SD-WANs



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