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News from TeliaSonera, Stage2 Networks, Sidera Networks and More

September 13, 2012

There's been lots of activity in the TMC newsroom with many new guests coming to our Norwalk, CT studio to tell us what is new and exciting at their companies.

At around 170 million mobile subscribers, TeliaSonera is a major mobile carrier supplying much of Eastern Europe and Russia. Ivo Pascucci of TeliaSonera discussed how his area of the company company differentiates itself in the wholesale carrier market. Services include wave services, collocation and wholesale IP transit for carriers, content providers and gaming companies. 

 


From there Joe Gillette from cloud communications provider and NY-based Stage2 Networks told me about the company’s thoughts on hosted voice services.






Dialogic: The Disruptor Combats Disruption

August 30, 2012

Perhaps nothing has disrupted communications more than Dialogic innovations. This post shows how they are reacting to disruption they initiated

Disruption is not a new concept. We all get that Amazon disrupted Circuit City, the advent of the MP3 reduced sales of CDs and digital photography wreaked havoc on filmmakers like Kodak.

Are Apple's Patent Lawsuits Dead Right?

August 30, 2012

I have often referred to patents between large tech firms as mutually assured destruction as any of these companies can sue others with a slew of patent infringements at once, counting on a few to be upheld by a court. And this is what happened with Apple and Samsung where the Korean phone maker and tech giant was found to have willfully copied Apple’s trade dress meaning the look and feel of the device – among other things like pinching to zoom.

Jason Perlow at ZDnet points us to a good video from Cowan, Liebowitz & Latman, on the topic of patents and trademarks in the food industry. It is boring but useful if you want to learn more.

VCs disrupted by Angels thanks to Cloud, Apple, Google and Facebook

August 23, 2012

How too many investors can lead us to irrational exuberance 2.0

Fred Wilson, managing partner at Union Square Ventures is one of the most well-respected VCs around and does an amazing job with his AVC blog – it is in many ways a blueprint to starting a company. He has had so many good posts over the years it is tough to count.

In a recent interview with Technology Review he made some alarming comments which you should be aware of.

Pensions May Break Companies like They are Breaking Cities

August 21, 2012

We know that bloated and unsustainable pensions have already helped bankrupt industries like airlines and more recently cities in California. But just wait… Our low interest environment is making it difficult if not impossible for pension funds at many public companies to make the returns they need to fund themselves. To resolve the problem, Congress has changed the way pension obligations are calculated and as a result, they can use a 25-year average instead of today’s rates.

CenturyLink recently reported it is able to save a billion dollars due to this federal legislation.

Facebook's Plummeting Share Price to Hurt Tech Market?

August 17, 2012

Recently, on a trip to Silicon Valley to meet with execs and newsmakers I got a good sense of what tech business leaders were thinking. As you could expect “cautiously optimistic” was the tone but I sensed more optimism this year over last. It certainly wasn’t euphoria and a few people even said they were glad Facebook had a crappy IPO.

But I wonder if they expected the “crappy” IPO to have tuned into a stock which is setting new lows regularly.

 

Beyond Amazon Price Match - What Best Buy Must Do

July 24, 2012

Recently I was in a Best Buy store while traveling because I needed three items which retailed each for $99. I needed one right away but the other two could have waited. So while in the store I decided to do something novel. I picked up all three items and went to an employee in the store and explained I would rather buy all three of these items right now but I can’t see paying retail when Amazon sells this product for $73 each.

Who Wants a Shot at Another Morgan Stanley Tech IPO? Apparently No One

May 30, 2012

Hear that noise? Its the sound of the retail investor rapidly paddling away from the Kayak IPO

Facebook is breaking through $28 per share as I write this blog post and this news coincides with the reports that the Kayak IPO will be postponed. And guess what... This IPO is brought to you by the same lead underwriter Morgan Stanley who is being lauded for maximizing the returns for Facebook and screwing the public.

Turns out Cisco Cius Can't Compete With the iPad Either

May 25, 2012

Company after company is learning what most of instinctively know already – competing with Apple head-on is like trying to tackle a freight train with your bare hands as it is barreling down the tracks in your direction. Amazon with its Kindle Fire competed on price and used its services to subsidize the device. Other tablet makers are finding it virtually impossible to compete without such advantages.

Disruption Targets Currency Exchange Kiosks

May 25, 2012

Technology has resulted in massive margin compression among industry after industry. Retailers have to struggle to make money to pay their brick and mortar overhead while consumers routinely see and touch the merchandise in their store while buying it online simultaneously. A coworker in fact detailed how he saved $30 on an iPad case buy using eBay on a computer from the Apple store he was in.

But the retail story isn’t a new one – we wrote stories at TMC in the nineties about the death of brick and mortar and certainly the loss of Circuit City was in-part caused by competition not only from WalMart and Costco but Amazon.

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