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President Obama And The Coming Tech Revolution

November 6, 2008

I will admit it is difficult to put the words tech and revolution together less than 24 hours after John Chambers cratered confidence in technology with a conference call which mentioned that the next quarter will likely see revenues 5-10% lower than the same quarter last year.

But as we get past this hopefully-temporary negative news, I believe we are getting ready for another technological leap where companies of all sizes begin to embrace technology like never before.

It may be useful to go backwards before we progress and in so doing let's stop in the late nineties when Al Gore mentioned the term information superhighway in a speech on TV. Almost immediately the tech markets were abuzz and I remember the next Internet World expo saw traffic increase exponentially.

You see, government has always had a huge influence over tech.

Selling Communications in a Recession

October 29, 2008

Thoughts from Jon Arnold and a discussion regarding Nortel, Avaya and Cisco



How do companies navigate a slower economy? Well, you first need to show strength to ensure your potential customers are not scared off. As Jon Arnold points out today, this is a challenge companies like Vonage have struggled with. You also need to provide ROI.

Arista Networks Analysis

October 23, 2008

We know Cisco has a brand and reputation which companies will pay more for. They are a marketing machine in a market where most of the competition does not know how to market consistently. Even with such a solid reputation, when times are good, people will look at Cisco alternatives if the price is right.

When you get into a tougher economy, people might look to alternatives as well -- as long as they trust the company will be around.

This is why I am wondering with great interest if Arista Networks formerly known as Arasta can take on Cisco successfully with products which are one-tenth the cost of their larger competitor. The company makes high-performance 10 Gigabit Ethernet and Cloud Networking Solutions which self-heal and other interesting software enhancements.

Recently I discussed how buyers are more skittish than ever about buying from smaller companies that may not be around for the long-haul.





Dialogic: Video is the New Voice

October 21, 2008

One of the more exciting conferences I have attended lately has to be the Dialogic One Event at the Hotel Del Coronado in San Diego, CA. Rob Martinez, VP Sales Americas kicked off the event, speaking to global partners from over 125 companies who were in attendance at the kickoff session last night (see pictures throughout). Martinez thanked the enthusiastic crowd and sponsors and explained what we would see over the next few days. After a short intro, Martinez handed the microphone and stage over to Nick Jensen, the President and CEO of Dialogic.

Jensen was right at home on the stage and as always, was full of passion and enthusiasm.



Adtran Earnings Rise, Declares Dividend

October 14, 2008

Adtran just released earnings for the third quarter and the good news is they were 4% greater than a  year ago. For the year, Adtran is ahead by by 11%. The company has also declared a quarterly dividend of nine cents per common share.

What does this news mean to the communications sector? Well, it is obviously positive and bodes well for how the communications and tech spaces can do as things slow down.

As you recall, the last 60 days or so have seen major global economic problems and to be able to beat last year's earnings in such a tumultuous environment is a great accomplishment.

This positive communications news follows up on the recent news that AudioCodes has reaffirmed their yearly guidance.

It is difficult to predict what the next few quarters will look like but it seems a number of the companies in the communications and tech space are pretty well-prepared for a potential slow-down in the general economy.

With the ability to boost productivity and lower costs, communications and technology can really help companies get through a slower economy without the need to cut heads.









TMC Video Launches

October 12, 2008

Navigating the Financial Crisis

October 4, 2008

I have been getting more and more questions on where the communications market stands in light of macroeconomic conditions. It is a constant in my frequent conversations. In most cases, when I get this question, people tell me their business is good but they wonder if the housing market problems will trickle down into the telecom space.

The answer is simply, I do believe there is risk to all sectors of the global economy. For the first time in my memory, US and other political leaders have come on TV and mentioned the term global crisis on a frequent basis.

ITEXPO West 2008 Best of Show

September 18, 2008

GIPS Gets Russian Win

September 15, 2008

In years past the competition between GIPS and Spirit DSP has been the stuff of legend. While the competitive situation has unwound over the past 18 months or so it is still interesting to see how the companies compete with one another.

For example, some news out of this week's ITEXPO is that exhibitor GIPS has just announced it has been selected by Mail.Ru to have its GIPS' VoiceEngine embedded inside the Mail.Ru Agent, starting with version 5.2 -- allowing affordable calls to stationary and mobile phones.

Of course the interesting thing here is Spirit DSP is based in Moscow -- so this is a win in foreign territory for GIPS and the company can look forward to having its solutions rolled out to about 50 million new Russian users.



Zippy's Thoughts on ITEXPO

September 15, 2008

I just came across an article by Richard Zippy Grigonis regarding the success of ITEXPO in light of the incredible competition over the years. Reading it, reminded me of shows of the past which I enjoyed going to. Zippy -- as many of you know is about the straightest-shooter there is -- he tells it as it is -- from his vantage point of course.

This is what makes his thoughts are all the more incredible (and humbling) -- and Zippy -- you are part of the team that allows ITEXPO and TMC in general to flourish. Of course while i am in thanking mode -- getting ready to head out to LA for ITEXPO myself -- let me extend a hearty thanks to the entire TMC team, our advertisers, sponsors, exhibitors and partners who have allowed TMC to keep growing.

I look forward to seeing you all and thanking you in person this week.



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