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Rich Tehrani
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Optical

How a Contrarian CEO Beat the Optical Bubble Burst

September 29, 2010

Advanced Fiber Systems or AFS was recently sold to Zayo Group and straight shooting CEO Dave Rusin just sent out the following letter about stepping down. As he mentions below - over 1,500 telecom companies went bankrupt this past decade and hundreds of billions of dollars were flushed down the toilet. Why did Dave's company make it through? The letters and videos tell the story.

It’s been 10 –years since Founding American Fiber Systems and as of Friday, we will complete our merger with the Zayo Group.



Special Offer on Optical Education

September 29, 2010

Metaswitch Forum 2010 Final Thoughts

September 25, 2010

I had a chance to eat breakfast this morning with Metaswitch CEO Kevin DeNuccio (pictured) and CTO Chris Mairs as well as some attendees and it was great to hear how much money is being spent by utilities to provide ultra-fast FTTH and smart grid applications. The good news is smart meters are slowly making their way to customer sites as the smart grid gets built out. In addition, DeNuccio told me after a time period with uncertainty the broadband stimulus dollars are starting to flow by the hundreds of millions to some of the carriers at the event.

The panel I spoke on Define Your Decade went pretty well from what I gathered - we talked about many of the future trends in the market such as cloud, social networking, UC and video.

Metaswitch Forum 2010 CTO Show

September 23, 2010



Federating and aggregation are key to carriers looking to compete in the new world was a message from the Metaswitch Forum this morning during the CTO Show presentation. Andy Randall, senior vice president of marketing and business development, sets the stage for CTO Chris Mairs who lays out a service provider blueprint for the next decade.



The audience was presented with a a colorful history of technology starting with the steam engine to the present and there was lots of talk about common day opportunities.



One recurring theme was Google as customer - carriers know the search engine is competitor but talk of working with them as a customer was frequent. Other discussions revolved around open APIs and and the company will participate in ecommerce and social networking companies through loose affiliations.



Transition to cloud will be a fundamental reconfiguration of our business and those adjacent to our own. Carriers will have to look to new ecosystems to replace current revenue streams.













ITEXPO Article in Smart Business

September 22, 2010

Genband Perspective 2010 Live Blog

September 21, 2010

CMO Mehmet Balos takes the stage and gives overview of the day - the goal is to better explain the company's goals and future.




President and CEO Charlie Vogt takes stage



2/3 of marquee SPs in 80 countries use Genband.
We are the single largest private company in telecom.
Takeaways from this event:

  • We are innovating more than anyone else
  • We are growing
  • We are global

Class 4 and Class and 5 switches were not forklifted as fast as we thought - but we see an opportunity as switching in the core becomes a bigger deal for carriers.

We consolidated 2,000 COs for Verizon to 200 - same features and functions with 10x less central offices.

Traffic and policy management will become big area of growth for us as well as:

  • switching
  • networking
  • services

Other areas of focus are network tranformation, convergence and broadband.

We have already shipped 200,000,000 IP ports!

Company founded 1999 under name General Bandwidth. We still ship original G6 gateway - has evolved into VoIP.

Packet line gateway - allows you to take all traditional interfaces and connect it to a softswitch. We acquired legacy technology from Siemens. We developed relationships with TEMs in tier 2-3 market.

There still needs to be more consolidation.


In 2008 we acquired ReefPoint - put us in networking business - we were in switching business before this.

We spent the last 18 months working on S9 - SBC - and it has twice the density of anything on the market.

We acquired the gateway division of NSN.

All the media gateways NSN uses in fixed world are from Genband.

We also have relationships with Ericsson and Alcatel-Lucent.































Harald Braun Former Aviat Networks CEO Interview

September 17, 2010

I had a chance to have a few conversations recently with former CEO of Aviat Networks Harald Braun (pictured) regarding his current activities. A former International Telecom CEO of the Year, he stepped down a few months ago as Chuck Kissner, who had been Aviat's chairman of the board, has taken his place as CEO.

Braun is currently acting as an adviser to the investment community and also consulting and is interested in new opportunities in a few spaces. I've followed him in his CEO role at Nokia Siemens Networks and Aviat Networks (formerly Harris Stratex) and because he has been a mover and shaker at some major companies I thought it interesting to pass along his areas of interest as he looks for the next big thing.

ECI Telecom Wireless Backhaul Podcast

September 17, 2010

iPad goes to China, Crooks Mine Facebook and ITEXPO Highlights

September 13, 2010

As the first week of the fall begins, there is a wealth of news to share such as China getting the iPad, Facebook status updates leading to burglaries, another high- level departure at Nokia and GoDaddy.com looking to sell itself for a billion dollars.

The pace of acquisitions hasn't slowed as of late - HP just announced it will acquire ArcSight to bolster its security offering and PAETEC will pick up Cavalier Telephone.

Perhaps the biggest news of all is Wal-Mart's entry into the MVNO space - they will be reselling T-Mobile's service.

If there is a common theme here - it's that technology continues to be full of opportunity as it becomes more common.

Google in Your Brain and ITEXPO Update

September 8, 2010

For some reason when I hear Sergey Brin wants Google to be the third half of my brain I feel a bit freaked out. Partially because they already know what everyone wants, desires - how often we search for our Exes, how often we check porn, etc. Then again, the next step seems to be logically implanting themselves in our heads so why am I surprised?

I just hope the third brain they put in me is out of Beta.

Then again, I could use some help from the Google guys when keeping track of all the excitement and new events surrounding ITEXPO.

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