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Dialogic Plunges into Apps with PowerVille

February 9, 2016

By technology standards, Dialogic is a veteran – having been established in 1983, the company has supplied communications infrastructure used by carriers, enterprises and developers for many, many decades. The New Jersey company enjoyed the benefit of providing solutions which could be paid for by arbitrage. In the late eighties and nineties, Dialogic boards allowed companies to build computer-telephony solutions which used off-the-shelf computers to compete with custom-built hardware solutions from manufacturers of telecom equipment. Even though Dialogic boards were not cheap, solutions based on their products cost far less than alternatives on the market thanks to the ability to leverage PCs and servers.

Breaking Rumor: Verizon to buy XO

February 3, 2016


Spectrum is the new beach front property according to Peter Radizeski @radinfo and he has a very reliable source which tells him Verizon is in late-stage talks to purchase XO Communications.

More from Peter:

"XO is the largest owner of LMDS spectrum, currently [2007] worth $35.8 million, in the nation. NextLink, the wireless operation of XOHO, recently launched its broadband wireless services in Las Vegas and increased its wireless portfolio to 14 markets at the speed of covering 1 to 2 metro areas/month: Washington DC, Boston, Atlanta, Tampa, Miami, Nashville, Chicago, Kansas City, Dallas/Ft. Worth, Houston, LA, Seattle, Phoenix, Las Vegas - already more than its almost only competitor in LMDS fixed wireless services, FiberTower. The remaining large LMDS spectrum owner, Level 3, through its acquisition of Telecove." [seekingalpha] IDT also owned a chunk of this spectrum too.
We'll see if he is correct - I have a lot of trust in his scoops - he has been very accurate in the past. As a reminder, I told you about Verizon's Terremark spin off eight months before the Reuters exclusive.





ITEXPO 2016 Overview Video

January 22, 2016

Lifesize Reinvents Itself in Cloud Video

January 14, 2016

CEO Craig Malloy explains the new company’s mission and strategy for the future

I first introduced you to Lifesize in 2007 explaining the company offered near telepresence quality at a fraction of the cost. At the time I said, “The goal of the company is to be the price/performance leader and I can vouch for the quality of their technology as I had a chance to see it for myself.” Two years later, Logitech, excited about the opportunity to move upmarket in the video space, acquired them for $400 million.

The move upmarket: Prior to this acquisition, I had a chance to cover Lifesize as it improved its technology with better quality cameras and other peripherals.

I Correctly Predicted the Verizon Terremark Spinoff Last May

January 6, 2016

Last May, I alerted you that a solid source told me Verizon was looking to spin off Terremark. Today, we learned this is indeed the case thanks to Reuters (I love to scoop the financial media. Especially when they label their story “Exclusive”  ). Peter Radizeski explains why Verizon is doing this – he opines that the telcos are generally hurting.



Mitel Analyst Event 2015 Live Blog #MitelNext

November 12, 2015

Mitel put on a nice event in Manhattan today. Wes Durow, CMO made a great presentation on where the company was and where its going.

A quote of note: "One out of three SMS messages goes across the Mitel network."

Some of what I am hearing is embargoed - so sadly, I'll have to keep you posted on some announcements at a later date.









Rich McBee, CEO takes the stage.




Are desk phones dead? "We ship a handset every 14 seconds and the pace is accelerating."

Our vision: Making communications and collaboration seamless.



Important points:

They will continue to acquire legacy solutions and then grow them. The contact center is a more and more important part of the business.



The intersection of mobile, cloud and enterprise is the next thing for us - we will accelerate products and solutions in this area.

"We have 3 billion potential subscribers with our current carrier customers."

Much discussion about Mavenir - the acquisition which gives them great mobile technology and low cost R&D centers.

Security is becoming a huge factor going forward.





UCC is more complex than ever



Simplifying this in an open environment  is what we're betting the company on.

We will continue to be a consolidator.



Mitel Next Accelerator is a think tank working on the next big thing but it needs to have products in a customer in one year - and they have to be paying customers.




















































When Hired Gun Managers Fail

November 11, 2015

What happens when you intersect the Innovator's Dilemna with investment, ROI and stragic planning? Especially since new, disruptive technologies aren't adopted overnight - they can take ten years or more to be widely accepted. Conversely, investors are generally more short-term oriented.

Bottom line: markets have their own timing which require companies to adapt.

Lemko EZ LTE Really Disrupts the Carrier Model

October 28, 2015

As I write this, I’m in disbelief as it seems impossible to take the massive carrier equipment which makes up the multimillion dollar central office LTE network and repackage it into a plug-and-play module which fits on a coffee table. Yet, this is exactly what Norman Fekrat of Lemko shared with me.

A previous interview with Norman regarding his company’s solutions

I’ve known the company for some time as a provider of NFV solutions (video) based on software. What I didn't expect was how fast Moore's Law has worked to decrease the size of the hardware.

Taoglas Adds Ecommerce to its Cable Solutions

September 13, 2015

Getting the correct custom RF cables, which are used in a wide range of wireless solutions, has long been a frustrating and overly lengthy process for engineers but now Taoglas has modernized the procedure with a new online cable assembly wizard that revolutionizes the whole transaction.

Dermot O’Shea, President of the company, explained to me at the CTIA Wireless show in Las Vegas, that his company has taken human interaction out of the equation. Although his company has manufactured cables in Taiwan for many years, he says the company’s new location in San Diego, CA will address the needs of companies who can’t wait for the cables to ship from overseas.

In addition, the company has new antenna solutions for IoT and has recently opened an office in Munich, Germany to serve the automotive among other markets.

Accuris Networks Helps Stich Together Cellular and WiFi Networks for Carriers and ISPs

September 13, 2015

This past week saw the launch of a plethora of new Apple devices – specifically two new phones which will shoot and edit 4K video as well as a new iPad Pro which sports a massive 5.6 million pixels. Moreover, the phones have 12MP cameras which replace the previous models which had 8 MP. That’s a 50% increase in potential pixels in photos. What this means, is even more demands on wireless broadband networks as these phones hit the market.

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