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

Merger/Acquisition

Todd Keefe to Promote ITEXPO West 2008

July 1, 2008

On The CounterPath to Success

June 30, 2008

If you want to build a perfect business plan, sometimes it makes sense to look at what has been successful in other markets and apply the same techniques in another space. McDonalds showed the world that a restaurant could become a successful worldwide chain and as such we have many worldwide restaurant chains today. This first successful chain shows the world that it can be done and the followers have an easier time and can even learn from the mistakes of the first.

In communications, we often borrow from the information technology space when looking for successful ideas. There are a few things the tech market has taught us over the years.

Goodbye Bill Gates

June 27, 2008

Dear Mr. Gates -- I feel I know you well enough to call you Bill. You see, although we have never met, I feel like I owe you a huge debt of gratitude. I started loving technology while playing Pong and Space Invaders and shortly thereafter I became a BASIC programmer. First of all, thanks for ensuring this language was around and simple enough for a person to easily pick up on his own.

It is unclear what the computing industry would be like if it weren't for you and your company. You seem to have had an uncanny way of beating virtually every competitor your company ever had while you were in charge.

Drive And Talk Via WiFi

June 26, 2008

Use that WiFi phone in the car... Good news for those of you who like your WiFi phone but just haven't been able to get it to work properly in the car. Now, you can use a WiFi phone or even take advantage of videoconferencing  while driving 70 MPH down the interstate.

This will come courtesy of Chrysler as many of their future cars will have a new entertainment system called uconnect which also has a 3G connection and in-car WiFi connectivity. The good news, we can really be connected wherever we are...

Yahoo Looks to Google

June 13, 2008

Yesterday's news regarding the talks breaking down again between Yahoo! and Microsoft leads very nicely into today's news that Yahoo will be displaying Google ads on select portions of its site. Yahoo estimates about $800 million in revenue from this deal and if the regulators bless it it will be good news for Google.

It is obvious Microsoft is threatened by Google and moreover they have suggested the search leader is a monopoly. This new agreement between the world's first search engine and most-popular search engine will just add to Microsoft's concern about Google. Although Yahoo shareholders are hurt in the short-term by Yahoo's decision not to sell to Microsoft, it would appear that Yahoo got the message and has taken a bold step to increase profits. This could be a good sign for the future but I continue to hear stories about how there is a culture of complacency at Yahoo and if this hasn't changed as a result of this ordeal, shareholders will be long-term losers as well.

Yahoo/Microsoft Deal Off

June 12, 2008

It seems any chance of a deal between Microsoft and Yahoo! is over. The number of billionaire Yahoo investors who are likely furious about this state of affairs which is trashing Yahoo's stock can't be counted on a single hand.

The latest talks between the companies centered around Yahoo selling its search technology to Microsoft. As was expected by some, Yahoo did not want to part with technology it considers essential to its future.

What is perhaps most interesting about the talks breaking down is that it shows Microsoft places little value on display ads and page views as compared to search technology. This means Microsoft likely thinks search ads are really more valuable than display eyeballs.

It will be very interesting to see if the frenzy over search ads is not just a part of the natural change that comes into the advertising market from time to time.





Build Communities With Google's Help

June 10, 2008

Let's say your company plays in a few different spaces such as information technology, security and storage. And let's say your company has decided to build a community of interest which is dedicated to a specific subject area as you are hoping like-minded people will visit the community regularly and begin to associate your company as a leader in the space and hopefully some of these people will become new customers.

In this example, your resources are limited and even if they aren't, you need to choose one of these above areas to build your community. Assume each of them has equal market sizes and growth rates and you need to determine where the highest level of search interest lies.

Using the updated Google Trends, you can now see a graph over time of search volume on a relative and absolute basis and this information can be exported for analysis.

You may find for example that storage interest spikes around the year-end holidays but also seems unusually high in May of each year... This information can be useful in your business as it helps you see how people are searching for various terms.

If you have read my blog before, you know TMC has been building communities (Global Online Communities, Channels) for companies in the communications and technology space for some time now.







Roku: The Apple of TV?

May 21, 2008



Without a doubt, the new Netflix Player by Roku set top box will become a serious contender for the title "iPod of the world of television." I haven't seen this device yet but based on what I have read on Tom Keating's blog and on the New York Times, it is a killer offering.

Here are the details... A $100 set top box, a sub $10/month subscription and a web-based interface which helps you narrow down movie selections from a total of 10,000 Netflix offerings which are ultimately made by remote control.

At these price points some could be tempted to give up cable TV service altogether and if the box gains traction, it can become the TV delivery mechanism of the future -- worldwide.

I am not naive enough to think Roku will easily take over the world as Apple, Microsoft, the cable companies and phone companies will be looking to do everything short of hiring hitmen (is hitpersons more PC?).

Expect the box to eventually support YouTube, streaming TV and perhaps newer movies.

Really, everyone should be gunning for Roku except for content providers (including Yahoo! and Google) and chip manufacturers who can benefit from lower cost distribution and the sale of product to this consumer electronics company.

It is not hard to see Roku becoming a telephony provider in the future by upgrading these boxes with ATA functionality.

Expect this company to be included in net neutrality discussions of the future and if they aren't purchased in six months I will be very surprised. If Vonage had the finances or access to capital -- their brand would be a huge help in getting this box in millions of homes as fast as possible. They should consider a merger.

Then there is Google who could get broader YouTube penetration.

















Plaxo Sends a Message

May 21, 2008

As I mentioned recently, Comcast picked up Plaxo. Just today I received this e-mail to Plaxo users, explaining the company has been acquired and will remain an independent entity, evolving and growing. It is a pretty good letter as it makes sure to tell users that their privacy will be protected while thanking them for their patronage.

Enjoy:

A Letter from the CEO and Founders

Dear Plaxo member,

We are excited to announce some of the biggest news in the history of Plaxo.






Cisco EMC Merger Rumor

May 19, 2008

With a majority stake in VMware and a commanding lead of the storage space, what's not to like about EMC. If you are Cisco, it makes sense to pick up EMC now because the stock is down a bit and moreover Cisco would be able to immediately expand its product line beyond networking, telepresence and networking.

Overnight, Cisco could become a leader in storage and a very strong security player.

Remember that Cisco was an early VMware investor and they likely want to expand their ownership of the company.

Remember also that Cisco is doing some amazing things with virtualization in their routers and owning a premiere name in the virtualization space can only help their core offerings.

At this point the rumor is just that but I have been pretty amazed at just how many of these speculative discussions have become reality.

One of the exceptions was the Microsoft/Yahoo merger and even that one seems to be happening in some capacity again.

I think there is little room for complaint if this rumor is true as shareholders may be better off with Cisco stock and customers would likely want to consolidate their purchasing with less vendors. At this point such a deal -- even if hypothetical, makes sense for most involved.











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