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Rich Tehrani
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Thoughts on Alcatel-Lucent

February 8, 2013

One of the greatest challenges incumbent companies face is the ambivalence and corporate politics incumbency breeds and it only gets worse in what we call the age of acceleration where competitors arise faster and technologies shift more quickly than ever. Nortel, NSN and Alcatel-Lucent are all companies who enjoyed decades of leadership in the carrier market and in the process decided to provide generous benefits for their workers which would eventually help make them uncompetitive.

There is more to it - in the late nineties, Lucent acquired companies so quickly that its workers didn't know exactly who did what. Nortel too made a great deal of acquisitions.

Sheldon Adelson Continues to Give Back

February 8, 2013



Sheldon Adelson was the founder of the COMDEX trade show and early in my career his team was gracious enough to work with me to promote the first magazine I published named CTI. I have always been impressed by his business skills – he ran the largest show in the US and when he sold it and stopped his involvement it went downhill fairly quickly and eventually collapsed.

At the peak of the show in the late nineties in Atlanta, GA, TMC gave away well over 10,000 magazines from a 20x30 booth – there are few other shows – even today where you could achieve such a feat. As I recall, we probably could have given out even more but we ran out!

Video is the Recurring Star

January 29, 2013

There is an insatiable demand for content of the video variety. It is so great in fact that sports networks like ESPN are getting an outsized portion of your cable bill. The network in fact gets more than $5 per subscriber per month regardless of whether you ever watch their networks. Cable and IPTV companies for their part are in quite a pickle as more subscribers drop their service altogether for OTT competition.

Belkin Buys Linksys from Cisco

January 24, 2013

In a continuation of Cisco exiting the consumer market, the networking giant has announced it has sold this division to competitor Belkin for an undisclosed amount. Belkin will continue to honor all valid warranties and will now own about 30% of the U.S. retail home and small business networking market.

Cisco has had many failures in the consumer market for an obvious reason.

How Mobile Will Destroy Retail Margins

December 21, 2012


Some of the news of the week has to do with eBay deciding mobile advertising doesn’t work for them as it clutters small screens and doesn’t provide that much revenue. This seems to make sense but if you think this in any way is going to change the impact of mobile advertising and commerce you are dead wrong.

Logic and rumors tell us Amazon will be releasing a telephone soon and the reasoning for them to do so goes far beyond expanding its ecosystem and pushing people to download apps and watch videos online.

Location based advertising is where everything is going.

Important Tech News of the Day Dec 14, 2012

December 14, 2012




Amazon Prime Instant Video app for iOS is out


and in my testing on a 4th generation iPad it worked well. Some complaints remain that for non-Prime users the experience isn’t that great. I for one would like to be able to download video on the app – there is a download area but no instructions as to what is downloadable or how to download.

Alcatel Lucent says providing video to devices is a great new revenue opportunity for carriers.

Avaya and Mitel Cross at Canadian Border

November 16, 2012


New Jersey-based Avaya, spun out of Lucent and previously AT&T has a decades-long history of providing business communications solutions. With its purchase of Nortel’s business communications assets a few years back it picked up even more knowledge, know-how and relationships. Mitel, the Kanata, Ontario-based global business communications company cofounded in 1973 by Sir Terry Matthews is known for delivering superior technology. More recently Mitel has become publicly traded and acts sort of as a partner to the dozens of Sir Terry Matthews’s companies under the Wesley Clover Brand.

Hurricane Sandy: All Electronic Trading Likely to Cease Tomorrow

October 28, 2012

Banks, The Latest Threat to Groupon and LivingSocial

October 18, 2012

If there is one constant these days it is that your competitors tomorrow are going to come from the most unlikely of places. Apple came from nowhere to unseat RIM and Nokia in mobile phones, Amazon is becoming a major force in tablets, Google’s Chrome and Android products have made it a major force in software and operating systems.

But the examples above are technology-based so they shouldn’t be too surprising as we have come to expect tech companies to be quick to enter new markets. What could portend a future trend however is Bank of America’s move into the deals business.

Microsoft, SNL, Sprint and Softbank News for Monday October 15, 2012

October 15, 2012

Microsoft is jumping into the music business and this is perhaps the biggest news of the day and possibly the week. Redmond is now offering ad supported music streaming and going up against Sirius XM, Pandora and Apple’s iTunes all at once. Boasting a 30-million strong library of songs, users can listen to playlists for free or download to own music across their TV, computers and smartphones. The ad-free version is $9.99 per month and includes access to music videos as well.

 

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