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Electronic Warfare is the Future. Are You Ready?

February 14, 2011

Stuxnet is Victory at Entebbe 2.0

The Stuxnet worm alleged to be the work of Israel and the US was designed to target and disable Iranian centrifuges by increasing their speeds to dangerous levels while reporting to operators that all was well. The latest report from the New York Times shows this worm has also hit five industrial sites in the land of Ahmadinejad.

It’s no secret most of the world does not want Iran to get nuclear weapons and the best weapon being used to deter the country’s nuclear program was sanctions and if they are working it would be tough to know it as the country are prospering greatly as the price of oil is much higher than what Iran has budgeted.

Why PAETEC Acquired XETA Technologies

February 9, 2011

Updated at 6:15 pm EST 2/9/11 with comments from Arunas Chesonis chairman and CEO of PAETEC at bottom

Last week at ITEXPO the rumor on the street was PAETEC may be doing a deal in India soon since Chairman and CEO Arunas Chesonis was in the country. Well it seems if this is the case it comes on the heels of another purchase - XETA technologies was just picked up by the company today.

I know what you're thinking - the company is on a mission to roll-up all other companies who use all caps in their names. Of course you are only partially right as PAETEC sees strong synergy here as XETA is a large reseller of Avaya, HP, Juniper, LifeSize and Mitel gear with a strong focus on the healthcare, financial and retail markets.

For Xeta, the move makes sense as its long-term chart looks like the Manhattan skyline just after the Empire State Building was built - basically a massive valuation around the Y2K/dotcom time frame when most companies were installing new gear. Other than that it has been mostly in the $2-$3 range for the last five years or so.





Verizon Drives Stake Through Heart of Net Neutrality

January 27, 2011

Updated with modified quote from Hunter Newby January 28, 2011, 8:15 AM EST

Updated again January 28, 2011, 4:37 PM EST for grammatical reasons

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My views have shifted on net neutrality over the years - to the point where I firmly believe that carriers have the right to recoup investments they make in networks.

Austin, Texas Selected For ITEXPO West 2011

January 27, 2011

I have some very exciting news to share regarding ITEXPO. I alluded to it a few weeks back and now it’s here. ITEXPO West 2011 will be moving to the Austin Convention Center in Austin Texas, on September 13-15, 2011. ITEXPO was launched in San Diego, CA at the Hotel Del Coronado and moved to Long Beach and eventually Los Angeles.

Google and SayNow, What it Means To Telecom

January 26, 2011

The search leader made the acquisition in part to gain social network traction as well as to become entrenched as a communications API and service provider

Many surmise that part of the reason Larry Page is taking over the CEO role at Google has to do with the need to compete more effectively against Facebook whose growth in page views is nothing short of staggering. In the pursuit to keep up and surpass the social networking juggernaut, the search leader is throwing as many ideas as it can against the wall hoping something will stick. There was the launch of Google Buzz in February 2010 which has strong integration into the Google Reader.

Silver Lake on Tech, Jobs and Growth

January 26, 2011

Silver Lake Partners has a portfolio of companies worth $30B including Skype, Avaya, IPC, Groupon, Zynga and Sunguard and in a recent interview with the WSJ's Alan Murray, CEO Glenn Hutchins discusses how well the US technology market is doing in terms of job growth. In addition he mentioned how much construction is being done to create data centers to support the dramatic growth in information technology in the US and abroad.



Next week at ITEXPO in Miami, you'll get to meet with the communications and tech community - many of the companies are part of the Silver Lake family in fact. I am really looking forward to being there and speaking with these companies myself and hope to see you there.



Fitness Technology, Mobile Spy Apps, Apple and Google News

January 24, 2011

-50F With Wind Chill. Escape to ITEXPO in Miami

January 24, 2011

You know I would never stoop to reminding you about the weather to persuade you to attend what I believe to the be the best tech and telecom conference in the world - OK, maybe I would.

So I was driving along this morning on the way to work and noticed I couldn't feel any of my fingers. I decided to check to make sure I was wearing gloves. I was. Then I realized I couldn't feel any of my toes and yes I had shoes on.



I then looked at the temperature reading and it said one degree.





Apple Shatters the Hardware is Unprofitable Rule

January 21, 2011

What you can learn from a company that shatters conventional wisdom like an elephant in a Swarovski store

Before you line up the virtual rotten tomatoes to hurl at me through the screen I want to give you the following disclosure… I am going to defend Goldman Sachs. You see, John Cassidy just wrote an article in the New Yorker to explain that is Apple twenty-times as profitable as Goldman Sachs when measured by return on assets.

He goes on to explain part of the reason is that Apple doesn’t record its patents for products like the iPad as capital – then again he points out Goldman doesn’t do this for its trading algorithms either.

Polycom Has Great Earnings

January 20, 2011

ITEXPO East 2011 speaker and exhibitor Polycom just announced earnings which were ahead of expectations. Fourth quarter net-income soared two and a half times to $33M or 37 center per share. Earnings were 49 cents per share beating analyst estimates of 43 cents.

Another ITEXPO participant Adtran announced amazing earnings this week and it is a very exciting time to be in the tech and communications spaces.

As always, there are winners and losers but it seems for companies who can execute and hedge their bets by playing in multiple markets, you can do very well - as evidenced by the positive earnings news from many players in the market.

See these and many other leading tech companies at ITEXPO in Miami in about two weeks.











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