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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.

How to Make/Save Money With Communications Today

January 8, 2009

In my conversations with many in the telecom industry they tell me they are very excited about coming to ITEXPO next month in Miami. They explain, now is the best time to be at a communications show which not only addresses the entire telecom space but focuses on business - or making money.

They tell me this year, more than ever, they need to focus on generating earnings. Sure, the future, visionary aspects of communications are great (and will be disussed at the event) but I can tell you from personal experience, the companies in communications that haven't been focusing on sustainable business models can't pay their bills and many have already quietly closed their doors.

Nortel Under Assault

January 8, 2009


In a number of my meetings with companies in the tech and telecom space over the last few years, they have told me they are aggressively targeting Nortel customers. This was before the talk of bankruptcy which will likely make it easier for customers to be poached.

Ittai Kidron at Oppenheimer believes Juniper will benefit most from marketshare loss Nortel will see. Cisco and F5 will benefit as well according to this analyst but the revenue increase to Cisco as a result of marketshare gains will be minor when compared against Cisco's total revenue.

Look Out Google, Here Comes MSE360

January 5, 2009

Recently I came across a search engine which was new to me called MSE360. I tried it out and was impressed that a search engine I have never heard of could be so accurate. It is not perfect mind you but it isn't bad for a newcomer to the scene.

When you search, you are presented with a lot of information.

Cuil: Lack of Money, Not Focus?

December 27, 2008

I have mentioned in the past that Google has a tremendous advantage in search over Microsoft and Yahoo! because it is able to focus better as it has less going on. If that were true, now that Google has become as much of a web portal as Yahoo, a new competitor Cuil, which made a big splash in the search engine market some months ago, should be kicking Google in the rear.

As TechCrunch reports, the new search engine is really not doing well at all and comes up short on searches for TechCrunch. By the way, I wasn't impressed when I "Cuiled" TMC or Tehrani.

Why Verizon Just Did The Web a Huge Favor

December 26, 2008

The Web's Gain is Google's loss

This is an important time of year for cybersquatters as one of them just lost a $33.2 million dollar case against Verizon. The details are as follows... A company called OnlineNIC was ordered by a court to pay $50,000 per bad-faith name registrations too similar to Verizon's domain names.

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.

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.







Guess Who's Back, Back Again... Redmond's Back. Tell Icahn

November 30, 2008

Carl Icahn is pushing hard to get a Microsoft Yahoo! deal done as he picks up more Yahoo shares and waits for something to happen between the two companies. The latest? Microsoft will potentially pick up the search business for $20 billion. Ballmer has said repeatedly that this is the only part of the company he is interested in.

This leaves Yahoo with only a portal and to be honest, Yahoo may be better off doing this deal so it can focus more on an area where it has a huge advantage.

History Is Made: Google Lets Go Of People

November 25, 2008

10,000 contract employees could be at risk at Google. The company does not plan to lay off its permanent positions but its temp/contract jobs could soon be all gone.

Google has done a good job of ignoring financial markets in the past and generally does what it thinks make the most sense for the long term. The problem the company faces today however is that many of its employees have stock options which are worthless and as a result the company may be feeling pressure to do something to convince Wall Street they are on the right track.

Then again, it could be the company sees a dramatic slowdown in revenue coming.

It is unclear which is the reason for the job cuts but it is becoming apparent to all companies that downsizing is something that needs to be done to prepare for a potentially lean 2009.







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