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Rich Tehrani
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T-Mobile VoIP

August 9, 2007

Andy Abramson really likes T-Mobile’s VoIP plan based on a potential new device the company could be rolling out soon in the US. What is the device? Something which allows FMC for the home and small business market. It allows up to two SIM cards to be embedded in it meaning it can likely support two mobile phones.

Voice Peering Growth

August 8, 2007

Last year I proclaimed it the year of VoIP peering. 2007 is becoming the year of rapid VoIP peering growth. Case in point is the Voice Peering Fabric or VPF who recently stated they have reached a 200 billion minute run-rate up from a 100 billion minute run-rate in October 2006.   I recently had a chance to see the VPF’s New York location at the Telx carrier hotel at 60 Hudson Street. Believe it or not, this was my first trip to 60 Hudson.

AudioCodes Has Good Quarter

August 7, 2007

Cisco made a big splash with their earnings news today and subsequently it may be worth pointing out Audiocodes too released great numbers with growth on a year over year of 15.5%.   “AudioCodes’ second quarter financial results were highlighted by our return to sequential revenue growth coupled with continued strength in our networking business,” the company’s chairman, president and CEO, Shabtai Adlersberg, said in a statement to the press.   Adlersberg continued: “Underscoring our strong performance was our ability to generate $2.7 million of net cash from our operating activities. During the quarter we made solid progress towards increasing operating efficiencies and initiated a company wide cost reduction program aimed at improving bottom line performance during the second half of 2007 and beyond.”   Many of the AudioCodes partners I speak with are extremely happy with the partnerships they enjoy with the company. I have never heard a negative comment about AudioCodes and in this business this is unusual.   The one area the company has enormous potential to exploit is the tremendous arsenal of new technologies they have acquired from the likes of Netrake, CTI Squared and Nuera.   Purchasing so many companies in various telecom spaces so rapidly is certainly a big undertaking for any organization but over time if they can get each of these businesses to fire on all or even most cylinders, the company’s growth should be far greater than 15.5%.   This assumes the core network equipment and gateway markets continue to be solid. I have no reason to believe this won’t be the case and in addition AudioCodes is doing something very smart by diversifying into other areas.   Much of the company’s revenue was once dependant on communications equipment providers but now that Audiocodes is a more serious player in the service provider market, they are in a position to have a second revenue stream which should provide cushion if one of the markets was to soften for some reason.

Cisco Beat Earnings

August 7, 2007

Cisco beat earnings by $120 million dollars and they say enterprise earnings are strong.   Scientific Atlanta also produced outstanding results for the company.   Emerging markets are growing at 40%   Here are some statements I just wrote up for a TMCnet article that should be coming out soon:   John Chambers is on record as saying has never seen such a surge in technology since 1990. This bodes very well for the industry. I would imagine Cisco should have a blow out quarter with most of the revenue growth coming from outside the US.   In addition, I would expect the company’s IP communications growth to be strong. This bodes well for the industry but as Cisco gets stronger it may become tougher for the smaller players to compete.   Update:   Here is a great article from TMCnet’s Tim Gray on Cisco beating the earnings.

TMC White Papers

August 7, 2007

Telephone System Channel

August 6, 2007

If you aren’t aware, TMC has built with its partners, the largest collection of business to business online communities in the communications and technology space. Channels are micro communities which live on the left navigation of TMCnet menus. Global Online Communities are in yellow and live in the top navigation area of TMCnet’s home and other pages.   The latest channel/micro community we have built is in partnership with IPitomy and is called obviously enough the Telephone System Channel. On this channel you will find all the information on telephone systems you could ever want.   For example, here is an article which discusses research firm ABI’s thoughts on SIP and how it is transforming telephone systems today.

Unified Communications Magazine Debuts

August 6, 2007

Here is the unveiling of the first issue of Unified Communications Magazine (PDF). It has not been through final proofing but I have been so excited to share this new publication with the word I just had to post the magazine today.   This publication is different from every other magazine you may have every read. Why? It is the first (or one of the first – I haven’t found another) horizontally designed magazine that is printed and also available via PDF.   The magazine is formatted for computer screens.

WiFi not Secure – Clarified

August 6, 2007

I just received this e-mail from Francois Doremieux, Senior Program Manager, Product Group: Customer Experience in response  to my WiFi is Insecure post from last week. I thought it worth sharing.   ----   Hello Rich It was a pleasure meeting you in Redmond last month.   I just read your "WiFi is not secure" article and I wanted to add a brief comment.   As we discussed in Redmond, the notion of security and quality at the network layer is only one way to look at it. I agree that it’s possible to snoop and intercept the packets over WiFi. Therefore, one cannot trust the network layer alone for security (as we had discussed in Redmond that it is not possible to trust the network layer alone for management of quality). That is why the approach we have taken with Microsoft UC is to provide security at the application layer, with strong authentication, non repudiation, signaling and media encryption (in the same way we did it for quality with the adaptive media stack).   Transport is a very important element of the stack, but it can’t solve all issues (and its solutions tend to not have the flexibility software brings to the application layer).

iPhone, U-Phone, Everybody G-Phone

August 2, 2007

This year has been the absolutely most tumultuous ever in terms of wireless communications and these changes can and will have a dramatic effect on your business. You can’t go anywhere these days without seeing Apple’s iPhone in action. Kids have them, Mac loyalists have them and most importantly, your coworkers have them.   The question is… How do you support them and what policies and procedures do you need in place to ensure you are ready for the onslaught of questions and interoperability issues this phone will bring to the market.   What about security? How will we deal with the potential for these devices to get lost without the ability to remotely wipe confidential corporate data?   If a single-industry changing phone wasn’t enough for telecom and IT managers to deal with, we now have Google’s G-Phone (or it could be called Google Phone… Time will tell) looming in the telecom wings just waiting to disrupt the service provider business model and potentially the way you plan and negotiate your wireless telecom contracts.   Then there is the 700 MHz spectrum with it’s potential to enable an army of devices on new wireless spectrum.

IP communications Earnings Strong

August 2, 2007

Let’s give a round of applause to 8x8, the parent company of Packet8 VoIP service. They have just announced a profitable quarter. For the first time since the Company launched its Packet8 VoIP service in November 2002, 8x8 posted GAAP net income of $508,000, or $0.01 per share, compared to a net loss of $2.9 million, or ($0.05) per share for the previous quarter and $1.8 million, or ($0.03) per share for the same period of fiscal 2007.   This news is important as the company had far fewer dollars to spend on marketing their service when compared to many others in the market; they still beat many others to this important milestone.   The company has focused on a methodical system of results-driven marketing and moreover recognized early that the hosted SMB space has plenty of promise.   This news is a great counterbalance to the management problems at SunRocket which caused their demise. The fact that SunRocket didn’t sell its company is somewhat mind-boggling actually.
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