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Rich Tehrani
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IBM, Microsoft, Apple, Google and Intel, The Real Earnings Story

January 23, 2009

You may have heard Intel and Microsoft missed their numbers but Google, Apple and IBM did well. Most people are trying to make sense of what is happening here. After all, to most financial analysts, these are all tech companies and subsequently they should all do the same.

Here is the real story.

Despite Reports, Nortel Operates as Usual

January 14, 2009

Reports are circulating that Nortel has declared bankruptcy and pieces will be sold off to foreign firms. Company sources say this is untrue. Here is the complete story.

In the past 24 months, global financial markets have gone from encouraging companies and individuals to take on as much debt as they can to abruptly stopping all financing and debt renegotiation.

TMC and Objectivity

December 25, 2008

Objectivity is the subject of today's thoughts - primarily because I came across a pretty harsh criticism of me being biased towards a particular vendor. I was going to link to the posts where an anonymous individual decided to skewer me but I then realized that the poster could be a short seller of the stock of the company in question or perhaps a disgruntled former or present employee.

Seldom, I do get criticism from people saying I am biased towards or against companies. They say I brownnose or they say I am in the pocket of this company or that.

You Just Thought of Making Profit Now?

December 13, 2008

More calls, more CEOs, more problems. There seem to be more and more companies coming out of the woodwork who now realize they need to focus on sales and marketing in 2009 for their survival. It seems these companies founded themselves for the sole purpose of being sold to Cisco and other solid companies and now those dreams have slowed or in some cases vanished.

Yes, the big tech companies are still purchasing but if they don't pick you up now, there are limited opportunities for future funding.

I get these calls and all I can think is "You're waiting until the middle of the recession to start thinking about how you get customers?" I could say more but the sheer lunacy of the whole situation doesn't allow me to articulate without peppering my writing with obscenities.

Dialogic Officially Acquires NMS

December 8, 2008

Dialogic has officially acquired the communications platforms division of NMS as of Friday evening and I had the opportunity to speak with Dialogic's Senior Vice President of Marketing Jim Machi about the acquisition and the future of the company. You may recall, I first reported on the news back on September 12th.

Before I get into the conversation with Machi, it is worth pointing out that the major competition in the CTI space between Dialogic, NMS and Brooktrout has finally come to an end this past weekend.

These companies were at each other's throats in decades past but as they competed, the industry thrived. More importantly, this rivalry caused the communications market to open to the point where a high school kid can develop telephony apps in the cloud with no knowledge of underlying telephony networks. CTI was a huge step towards openness in telecom and as these building blocks which were used for computer telephony integration began to be applied to IP communications and more specifically, VoIP - the world changed.

The opportunity for companies like Dialogic is changing and while VoIP is a big part of the company's business, video is a strong part of the future.





TMCnet Gets a Redesign

December 2, 2008



While many of you were busy in the malls this past weekend or trying to find the best price on that new digital camera yesterday on Cyber Monday, the dedicated team of designers and programmers here at TMC worked day and night and night and day to bring you a new look and feel.

Over the past years, many of you have told me that you love to come to TMCnet on a daily basis and the hundreds of stories and blog entries we write on a daily basis contain everything you need to navigate the telecom and tech worlds. At the same time, many of you have told us the interface TMCnet has looks busy. Others have told me it is not clear that 50-100 writers contribute to TMCnet on a  daily/weekly basis.

Our new redesign is meant to adress all of these great requests and we hope you enjoy the new TMCnet.

One last point... Thanks to the 2-3 million communications and technology decision makers who visit TMCnet monthly and thanks to the TMC team for doing such a great job on this redesign.







IntelePeer And Communications Opportunities

November 25, 2008

We can sit around for hours and discuss where the global economy is going. And while this is a fun discussion, the reality is no one knows. What we do know however is people will still be communicating in the future and they will do it more often and in many different ways.

We also know various methods of communications will continue to intersect and augment one another.

As communications markets evolve, organizations which provide services which allow such interconnections to take place are positioned very well. One such company is IntelePeer, they provide hosted voice 2.0 service which embodies the best of peering, open APIs and SaaS.

Web 2.0 technologies are not going away and voice will continue to evolve as well.





Next Generation Communications Resource Launched

November 25, 2008

If there is one certainly it is that technology seems to evolve at a faster clip today than at any other time in our lifetimes. Moore's Law is part of this evolution but just as important is convergence. And by convergence I don't just mean voice and data. At this point it has become more than apparent that the every market is converging with one another.

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.

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.

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