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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.











Crucial Google and HP News

January 20, 2011

Here's a quick digest of the news you need to know from the past hour:

  1. 4 HP directors are stepping down - these are the one who pushed out Mark Hurd in the weird soap opera style of the "he said," "she said" variety. Joel Hyatt, John Joyce, Robert Ryan and Lucille Salhany will step down, and five new members will take their places on Friday, bringing the total number of board members to 13. The five incoming members of HP's board are: Shumeet Banerji, CEO of Booz & Company; Gary Reiner, formerly of General Electric; Patricia Russo, former CEO of Alcatel-Lucent; Dominique Senequier, CEO of AXA Private Equity; and Meg Whitman, former CEO of eBay.
  2. HP is also investigating Hurd's exit from the company. This is truly the never-ending tech story.
  3. Google had a blow out quarter and Eric Schmidt is stepping down as CEO - to be replaced by past CEO Larry Page.
  4. Bonus news: Headsets are getting accelerometers meaning soon we may not have to press buttons at all to communicate.


$25 Per MB for M2M Just Tip of Iceberg

January 20, 2011

Stacey Higginbotham points out $25/MB is a tremendous amount of revenue and a great reason for carriers to love M2M. Another reason carriers love it has to do with the fact that that the old models of ARPU, churn and device subsidies go out the window. Sprint's Wayne Ward explained this to me in October of 2009 and went on to say you don't even need to deal with customers regarding rates as the machines do all the talking.

Finally, he explained you can even use your older networks as M2M apps typically do not require tremendous speed or throughput.

Obviously these are some of the reasons why carriers are excited about the M2M market - not to mention market projections of 2.1 billion M2M connections in ten years. This is up from 61 million today.

Steve Hilton Principal Analyst at Analysis Mason says, "With a year-on-year growth rate of between 36% and 52%, M2M seeks to be one of the fastest-growing connectivity sectors in the next decade."

All this M2M talk reminds me of the upcoming M2M Evolution conference in Miami in two weeks.







ShoreTel Filling the Nortel Void?

January 20, 2011

Jeff Wiener at The Telecom Blog predicts 2011 will be a huge year for ShoreTel and as supporting evidence he cites distribution deals with Catalyst/Scansource and Westcon - traditional Avaya partners. He quotes ShoreTel's Kevin Gavin who says the company is looking to fill the void left at the table in the wake of Avaya's Nortel acquisition.

Indeed, ShoreTel has been seeing positive momentum in terms of perception - there is no question about that and I wouldn't be surprised to see them gaining market-share in the future.

Mitel could have certainly been the company to step up to the plate - they have always had great technology and the Inter-Tel acquisition of a few years back really broadened their product line and distribution. The challenge is the company's outward communications have been spotty - they promote themselves and then go dark. Mostly they're dark.



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