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Rich Tehrani
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10 Lessons from Volleyball, Part 2

Part 1 of the 10 Business Lessons from Volleyball can be found here. In volleyball, the only play you control yourself is...

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CloudTC and N-Able Acquired

"Australian-owned IP PBX systems company, Vixtel, has completed the acquisition of Silicon Valley based glass phone developer, CloudTC, for an undisclosed figure,"...

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ProfitBricks: Where InfiniBand Meets Cloud 2.0

In a recent meeting with William Toll and Pete Johnson of ProfitBricks, the pair were ecstatic to explain how their company has...

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Proactive Care Puts Operators One Step Ahead

By Thomas Fuerst, Senior Director, Multimedia Solutions MarketingAlcatel-Lucent

Monitoring and analyzing network data proactively saves operators time, money, and customers.

When a network service fails, it makes headlines, ticks off customers, and costs that network operator money. When a failure is headed off in advance, on the other hand, there might not be praise-laden headlines, but it's newsworthy nonetheless.

The traditional approach to customer care has typically been: a disgruntled customer calls customer service and complains of a service interruption or problem; the rep, learning of it for the first time, sends out a technician the next day, and eventually finds a resolution. Often, customers are left feeling put out, and the operator has spent significant time and money resolving the problem. Even worse is the customer who doesn’t call and just feels this is ‘typical’ of their network experience.  That is a customer at risk of leaving.

Proactive care flips this dynamic on its head by using predictive analytics to identify potential outages or errors in the network and stop them before they occur. It consists of three main parts: one, constantly monitoring and measuring data on the network; two, real-time analysis of the data; and three, the most important, acting on that analysis to fix the problem.

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10 Lessons from Volleyball

I've played volleyball for over 25 years. I have traveled around the US to watch the pros live - both indoor...

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Emerging Threats Combats a Million Plus Pieces of New Malware a Week

There are 250,000 plus new pieces of malware being produced each day equating to one piece per person in the US in...

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NFV-Based Software Telcos Need OSS/BSS Interoperability

One of the goals of ETSI NFV is to allow new entrants to provide solutions to carriers based on software instead of...

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What UCONN Engineering School Advances Mean to New Students

May 21, 2012

I have been fortunate enough in my career to do something I love – cover technology and be involved in all the most innovative happenings from the early eighties until today. Tech is one of the markets which experiences constant change, moreover, the ability to learn something new presents itself virtually every day. Whether you are a system administrator, programmer, database designer or microprocessor designer you are not only in demand, you are able to constantly do new and innovative things in the course of your work.

Of course some jobs are better than others and if you do not keep up you may find your skills become obsolete. Furthermore, not every moment of a techie’s life is exciting but what has been constant for three decades is techies are in demand, treated well and given numerous opportunities for advancement.


More Advice on Buying Apple, Shorting Amazon

May 18, 2012

Yes Virginia, P/E ratios still matter

Two days ago I wrote a piece trying to justify how Amazon could have a P/E ratio 16x higher than Apple. In short, I couldn’t. Recently Rocco Pendola wrote a piece which says P/E ratios don’t mean much, instead good management does (a paraphrase).

Gadgets to Have Integrated Welcome Ads Soon?

May 18, 2012

If ads on the Kindle Fire Welcome Screen are successful, others will follow



There are a few things which are well known about Amazon’s Kindle Fire. First of all at $199 the company either loses money or at best breaks even depending on which analyst you speak with. We also know the version of Android the device runs is unusual as Amazon has its own proprietary shell around it.

Funny and Fake Facebook Pre-IPO Letter

May 17, 2012

This email has been circulating and is funny enough to share:

A Letter from Mark Zuckerberg

About Facebook’s IPO

MENLO PARK, CA (The Borowitz Report) – On the eve of Facebook’s IPO, Founder and CEO Mark Zuckerberg published the following letter to potential investors:

Dear Potential Investor:

For years, you've wasted your time on Facebook. Now here’s your chance to waste your money on it, too.

Tomorrow is Facebook’s IPO, and I know what some of you are thinking. How will Facebook be any different from the dot-com bubble of the early 2000’s?

For one thing, those bad dot-com stocks were all speculation and hype, and weren’t based on real businesses. Facebook, on the other hand, is based on a solid foundation of angry birds and imaginary sheep.

Second, Facebook is the most successful social network in the world, enabling millions to share information of no interest with people they barely know.

Third, every time someone clicks on a Facebook ad, Facebook makes money.

















Intel Finally Gets Mobile?

May 17, 2012

Intel is selling its computers quite nicely into PCs and servers and although we are in a so called "post-PC era" people keep buying computers by the tens of millions. The long-term challenge is in-part ARM, the instruction-set architecture which is being turned into highly efficient chips used in most mobile devices.

The challenge of course for Intel is the typical one of disruption from below. An example is how RAID allowed inexpensive and less reliable hard drives to replace larger disks in the market.

Likewise, the ARMv8 64-bit architecture application profile was defined two months ago and at some point soon we will see these chips in the field. Moreover, expect them to rapidly go multicore if not initially.



Pinterest Now Worth $1.5B

May 17, 2012

Now that was fast – Pinterest just raised $100M at a valuation of $1.5B in a round of funding led by Japanese e-commerce site Rakuten Inc. Pinterest's existing venture-capital investors such as Andreessen Horowitz, FirstMark Capital and Bessemer Venture Partners also participated according to a press release.

Hiroshi Mikitani, CEO of Rakuten said: "While some may see e-commerce as a straightforward vending machine-like experience, we believe it is a living process where both retailers and consumers can communicate, discover, and curate to make the experience more entertaining. We see tremendous synergies between Pinterest's vision and Rakuten's model for e-commerce. Rakuten looks forward to introducing Pinterest to the Japanese market as well as other markets around the world."

And the Japan connection makes sense as I have recently detected a dearth of Hello Kitty pins.

The Most Comprehensive Interop 2012 Video Interviews

May 16, 2012

In case you missed Interop 2012 in Las Vegas and even if you were there – I have some really good news for you. TMC was there and we shot about seven hours of the most important and engaging interviews possible. We have all the companies you need to know about in spaces such as private and public cloud to big data, analytics, network testing and more. We spoke with the small upstarts and the giants like HP, Cisco and IBM.

Kodak's Ofoto Another Flickr-Like Disappointment

May 16, 2012

This past March it was announced that as part of Kodak's restructuring, the online photo-sharing site ofoto or Kodak Photo Gallery will be sold off to Shutterfly and your photos will automatically be converted to the company's platform - unless you opt out.

The email below was sent to customers today to let them know about the transition which is also detailed here. The company will be transferring 5 billion photos in July but in June Shutterfly will be sending instructions to users determining how they want to link up their Kodak Gallery account to their service.

Is Yahoo Just Doomed?

May 16, 2012

Years back I was at a conference with a consultant who worked at Yahoo! and told them they need to take on Google more directly and he was told, “That is not the Yahoo way.” I still remember the dumfounded feeling I had when I heard this ridiculous comment. We all know that Yahoo is a company with outstanding assets but with major internal problems. CEOs seem to be ousted annually, the company is behind in just about every market it invented and even with all its traffic, it seems to be all about yesterday’s Internet.

There are lots of stories about the company’s incompetence – one past high-level exec detailed the situation at a TMC conference (at the person’s request I won’t share more detail) and his explanation of the corporate politics remind me more of a sitcom than a company looking to win.

Politics are nothing new… Every company has them. Egos are fragile things and people want to amass more power.



Justifying Amazon's 16x Greater than Apple P/E Ratio

May 16, 2012

One of the biggest surprises to me is comparing P/E ratios of tech companies against Amazon. Actually to be more specific, I marvel at Amazon’s P/E against pretty much any company I have seen lately. Now I don’t go around memorizing the price to earnings ratios of companies but yesterday I happened to be talking to TMC webmaster Robert Hashemian who is also an accomplished financial author having written Financial Markets for the Rest of Us. Together we compared the trailing P/E of Amazon against virtually any company we could think of like Adobe, Apple and Microsoft which were far lower.
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