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Rich Tehrani
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| Communications and Technology Blog - Latest news in IP communications, telecom, VoIP, call center & CRM space

Merger/Acquisition

Cisco 4-Day Shut Down Spooks Market

November 25, 2008



Cisco is taking extraordinary measures to cut costs and has had its first ever 4-day shut down to conserve money. Generally this is a good thing to do but in this case, investors are nervous and not acting rationally and the stock is don almost 6% so far today. There is obviously continuing deterioration in world financial markets and Cisco's move is smart.

What is not mentioned in this report is the fact that this is the first time in my memory that Cisco is in a macro environment where little to no hiring is being done. So shuttering plants worldwide does not lead to mass defections to other sectors which are hiring.

This is perhaps one of the few silver linings in a dark cloud.

Om Malik has salient comments on the matter and points to a lack of 2009 visibility.







IP Communications/VoIP and Tech To Do Well Under Obama

November 18, 2008

While many in the country - including most likely George W. Bush are counting the days until there is a change in leadership, those in communications and tech are likely wondering what the future will bring. According to some experts such as Andrew D. Lipman of Bingham McCutchen LLP, VoIP will enjoy greater protections and mergers will no longer be rubber stamped -- meaning a better competitive environment from a regulatory standpoint.

Couple this with the idea of having a national CTO and you begin to realize there could be a massive shot in the arm for the tech sector next year. Specific areas to get the boost include wireless, broadband equipment and telepresence/video.

What the New Yahoo CEO Needs to Do

November 18, 2008

With financial markets in turmoil and Jerry Yang being responsible for more or less botching the Microsoft deal, it is obvious he needs to step down. The only question is why did it take so long? Here are thoughts on the new CEO Position and what has to happen:

1)      She/He has to be from an entrepreneurial new media company

My TMC Newsroom Hat

November 17, 2008

Blog Aid Gains Interest

November 16, 2008

Nokia, Sun: Sales Down, Oracle Sells Hosted CRM, American Airlines Does Mobile Boarding Passes and Microsoft Offers Free Financing

November 14, 2008

Here are some of the news items which caught my eye recently with some commentary:

Nokia predicts the recession and a lack of credit will reduce cell phone sales. Nokia Siemens too says there will be a slowdown next year. The company further thinks the fourth quarter will see industry volumes fall by 20 million.

TMCnet in Top 500 Sites in Blogosphere

November 13, 2008

Today I sent an email to the TMC team regarding how TMCnet ranks on URLFAN, a site which tracks rankings of websites in the blogosphere. The lower the URLFAN ranking the better and I am happy to say thank you to the blogosphere for allowing TMCnet to rank in the top 500 of all sites -- 479 to be precise.

These rankings are generated by the total number of links on blogs so the more links a site gets, the better/lower the score.

Here is the precise wording from the company's site:

Our system parses the millions of blog posts that are generated everyday, literally counting every mention of every website we come across. We filter out spam, broken links, and other various material to determine how many times your website was mentioned today. We reference this against every other website and determine where you rank among them.





ScanSource Communications Presents Optimistic Outlook

November 11, 2008

The future of IP communications seems very bright according to Buck Baker the President of ScanSource Communications. I had a chance to speak with him, Mary Ellen Grom, Mike Ferney and Yvette McKenzie today and they seemed quite upbeat about their opportunities. Of special note is their distribution of Polycom products such as videoconferencing. This area of their business is doing well as it offsets reduced travel budgets.

ScanSource plays a vital role in the distribution of products and services, shipping thousands of boxes daily from a 600,000 square foot warehouse outside of Memphis, TN where they help resellers with cash flow and even financing.



Microsoft Does Not Want Yahoo

November 7, 2008

Steve Ballmer is a master negotiator. C'mon - we know he wants Yahoo. We know Microsoft needs Yahoo! but still, he plays coy and says he is not interested. Very smart.

White Spaces + Google/Yahoo Break Up = Great News

November 6, 2008

There has been a tremendous amount of news worth analyzing as of late and perhaps two of the most important items of note are the FCC's approval of vacant TV white spaces for the use of broadband data devices. I cannot emphasize how important this news could be to consumers as it is yet another broadband choice. Sure there are lots of details to work out but I am optimistic that consumers will see more inexpensive wireless broadband as a result. This will be fantastic for the tech industry as evidenced by positive comments from Google, Dell and Microsoft.

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