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The New Mobile VoIP business Opportunity

January 23, 2009

A simple test to determine who is a true telecom veteran is to ask them simply have you heard of Harry Newton. Harry was the ultimate character and the most polarizing figure I knew in telecom. The man was responsible for launching the magazines Teleconnect, Call Center, Computer Telephony and others. He was an incredible businessman/competitor to TMC and we became a better company because f him.

Don't Buy That Palm Stock Just Yet

January 22, 2009

Skype's Growth Staggering, Challenges Ahead

January 22, 2009

Om Malik does a great job analyzing the Skype earnings numbers hidden within eBay's quarterly results. Here are some of the numbers/details worth sharing. 

  • $145 million in sales for the quarter
  • 26% greater sales than prior year
  • SkypeOut minutes go to 2.6 billion from 2.2 billion in the third quarter of 2008.
  • Superioor Growth in Asia is noted by the company
  • Skype-to-Skype minutes go to 20.5 billion from 16.5 billion in the third quarter of 2008.
  • 35 million new users were added this past quarter

Om also points out in an intelligent fashion that the growth at Skype is slowing. He focuses on paid growth of course - the free user growth is staggering.

Come Meet the Thought Leaders at ITEXPO

January 21, 2009

One of the most important parts of any conference is the networking... The potential to meet and speak with thought leaders in numerous markets at one time in one place. This year's ITEXPO has more thought leaders than any prior TMC event I can remember.

Although I cannot duplicate the actual conversations you might want to have with people at the show, I did try to come up with a way for you to get a feel for many of the speakers and exhibitors at the show by asking them questions I think are of interest.

Truphone Does it Again

January 21, 2009

Pandora Adds Ads

January 21, 2009

It had to happen eventually -- Pandora -- the web-based music service which allows you to play the music you like to listen to, has recently started adding 15-second advertisements .

But wait a second  I run a media company -- and that means I know advertisers pay the bills.

Gizmodo says users get 15 seconds of advertisements for every two hours of music. This seems like a great ratio to me.

I must say this news seems coincidental as it comes at the the same time Clear Channel, the nation's largest radio company is laying off nearly two thousand workers.

According to sources familiar with the matter, many of the layoffs will be in ad sales meaning Pandora should have a large number of salespeople to choose from.

Personally, I think Pandora and similar services are the future of music -- consider it Radio over IP or RoIP.









Gadgets to Shape More Telecom Decisions

January 19, 2009

It seems both of the major US cellular carriers have decided femtocells are a good idea. First AT&T and now Verizon. What this obviously means for customers is better service at home or in offices with poor coverage. The obvious losers here are pure-play VoIP companies as well as cabecos.

Good Article on Jobs and His Health

January 15, 2009

I thought I would be skewered when I said a few weeks back that Apple PR could not be trusted on matters regarding the health of jobs. now it seems everyone agrees. Here is an excerpt of a great New York Times article on the matter.

Enough is enough. If Apple refuses to talk more openly about Mr. Jobs's health, it will continue to be "a distraction," as he himself put it in his e-mail message to employees.

Steve Jobs Takes Medical Leave Until June

January 14, 2009

After twelve years, Steve Jobs will step down temporarily as CEO of Apple on what he calls a medical leave. Tim Cook will take over for now. Jobs plans on being part of the strategic direction the company takes while he is away and this further reiterates my statement that you can't trust Apple PR on matters of the health of the company's CEO. Again, I wish Jobs well and a speedy recovery but it seems obvious there is a major problem and investors will be worried.

Without Jobs, Apple will be a different company.

Blackberry Bold .219 Upgrade Frees Memory

January 14, 2009

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