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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

Why Blocked AT&T, T-Mobile USA Deal is Good for Growth

August 31, 2011

Critics might say, in the history of M&A, it is difficult to recall one instance where more jobs were created as a result of two companies coming together. Yet this is the argument AT&T has been making for just less than three months after the merger announcement with AT&T and T-Mobile USA was announced. In part the argument was reinforced by the company's commitment to bring remote call center jobs back to the states.

Moreover, AT&T’s claim that this merger would be good for consumers is an interesting one as critics might say it is fairly easy to argue either side.

Got Big Telecom Data? You Need Infinity Ear from Empirix!

August 16, 2011

OK, this isn’t a real product name – yet but you could potentially help pick it – be sure to let the company know if you have a name for their new product line.

I sat down with Tim Moynihan and Gordon Eddy of Empirix at SpeechTek and was happy to hear the company has been experiencing double-digit growth. Testing companies like Empirix are a great barometer for the markets they serve as they grow with the percentage of deployments in the spaces are in. In this case, the company is seeing increasing orders as a result of the migration to IP so SIP trunking and SBC deployments have really helped the bottom line.
Moreover, companies are seeking out testing services from Empirix before they deploy CRM, call center and UC services.

Mergers have been another positive factor in the company’s growth as companies have to ensure their disparate systems can interop smoothly before they go live as part of a more seamless network of communications systems.

An interesting area of expansion will be introduced this fall – analyzing “big data” for the telecom space. The point here is big data is being scraped and analyzed with positive results in data centers but there has been a lack of tools to do the same in the telecom space.






Why Windstream Bought PAETEC

August 1, 2011

Broadband and communications provider Windstream Corp just agreed to purchase communications conglomerate PAETEC for $2.3 billion in order to add scale and drive growth. PAETEC is an interesting company as it not only provides broadband and IP communications services; it also has data center services, is a large telecom reseller/interconnect, provider of telecom expense management (TEM) solutions and more.

Earlier this year I reported that PAETEC CEO Arunis Chesonis was looking for potential acquisition targets in India and elsewhere and in fact the company did just pick up XETA Technologies to boost its cloud-based service offerings. Interestingly his own company may have been in play while PAETEC itself was exploring more acquisition targets.

Keep Bing at Microsoft

July 26, 2011

From a  competitive position, it would be major trouble to remove Bing from the deep pockets of Microsoft. Talk of the business being potentially sold to Facebook when that company needs to focus on fighting Google+ makes little sense. There are few other strong software companies beyond Oracle and Salesforce who I think could do a better job with Bing than Microsoft.

But like I said in May, Microsoft is doing as much as can be expected with Bing.

We know Marc Benioff loves Google so count them out of such a purchase - and Oracle, no fan of Microsoft or Google probably doesn't need the headache or the money-losing business as it is doing fine right now, thank you.

Microsoft has to continue to make Bing better while simultaneously forging stronger relationships with companies who are competing with Google. Facebook and Twitter are two obvious ones - perhaps LinkedIn is another company to work very closely with.

You see as long as Google is a dominant player in so many spaces, Microsoft can play the underdog position and work with all the companies they want.







Are you using Lync or USING Lync?

July 18, 2011

Thought leader and noted UC analyst Blair Pleasant is skeptical that 70% of the Fortune 500 are implementing and using Lync. But Steve Ballmer tells us that 70% are on Lync. As we all know, there is a difference between using something and really USING it. Especially when you consider how many workers a typical Fortune-class company has - does a few people per 100,000 constitute real use? We need more accurate usage numbers to back up his claim.

The interesting thing is you can likely argue that almost all companions use Skype in some capacity - and as it merges with Lync - you could say virtually all companies of any size use Lync. I wonder what Blair will have to say about that.



HP Itanium Feud with Oracle Hurts Customers Most

June 9, 2011

Oracle is Big Enough to Strike Fear and Low Key Enough to Escape Massive Media Scrutiny

Oracle is fiercely competitive - in and out of the water

The rivalry between HP and Oracle is definitely heating up and the endgame probably isn’t good for HP. For more than a decade an acquisition spree at Oracle has allowed it to become a software behemoth depended on by IT departments worldwide.

In Memory of CNBC Anchor Mark Haines

May 25, 2011

CNBC anchor Mark Haines is dead at age 65 and as an avid CNBC watcher, I have learned from Haines for a few decades and when I found out about his passing I was greatly moved. I felt like I had a personal connection - even though I never met the man. He brought a passion and enthusiasm to financial journalism - he was smart, quick on his feet, balanced and came across as humble.

All this and he was somehow able to tell it like it is without coming across as harsh or prickly.

A few things which made Mark famous are the Alan Greenspan briefcase indicator and the Haines Bottom which he called around the exact time of the recent market bottom a few years back.

The financial markets just lost a great and well-respected member of their community and my condolences go out to the Haines family and his fine coworkers at CNBC.





3Jam Purchased - is it Skype?

May 4, 2011

The news just broke on TMCnet that 3Jam was purchased - and potentially by Skype. Interesting news as I have written about how TMC uses 3Jam at ITEXPO to coordinate our management team and communicate rapidly between groups. The beauty of the service is it allows you to text to a group and have a single virtual SMS number you respond to which forwards messages to everyone in the group.

Interestingly David Gurle of Skype - General Manager and Vice President of its Skype for Business unit is keynoting the next ITEXPO in Austin, Texas Tues, Sept 13, 2011 at 4:30 PM. It will be interesting to get his thoughts - of course by then the details of the purchaser will most likely be out.

Oh and one bit of concern is the news that the service will soon be shut down - hopefully the acquirer will continue it.



Voice Carrier Wants a Big Piece of the SMB VoIP Pie

April 14, 2011

The business VoIP market has a tremendous amount of growth potential based on a recent FCC report I highlighted last week. And perhaps the most exciting aspect of the market is there is no single leading player which comes to mind – especially for the SMB. And losing and gaining marketshare in the segment can be done quite rapidly if you aren’t careful. Case in point are Comdial and Inter-Tel: two major players in the SMB CPE space just a decade-and-a-half ago.

Electronic Warfare is the Future. Are You Ready?

February 14, 2011

Stuxnet is Victory at Entebbe 2.0

The Stuxnet worm alleged to be the work of Israel and the US was designed to target and disable Iranian centrifuges by increasing their speeds to dangerous levels while reporting to operators that all was well. The latest report from the New York Times shows this worm has also hit five industrial sites in the land of Ahmadinejad.

It’s no secret most of the world does not want Iran to get nuclear weapons and the best weapon being used to deter the country’s nuclear program was sanctions and if they are working it would be tough to know it as the country are prospering greatly as the price of oil is much higher than what Iran has budgeted.

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