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Rich Tehrani
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A Larger iPhone - Apple Will HAVE to Listen Now

January 8, 2013

Sometimes I feel like a broken record MP3 player but when you know you are right and you are a student of history, you see the mistakes companies make before they do. On July 8th of 2010 I told you that larger Android devices would be a threat to Apple. The point was that Apple is repeating its mistake from the eighties where it had its own hardware competing against many manufacturers. At the time price/performance was the Achilles heel of Cupertino but now the challenge is not only price/performance but form factor.

How Mobile Will Destroy Retail Margins

December 21, 2012


Some of the news of the week has to do with eBay deciding mobile advertising doesn’t work for them as it clutters small screens and doesn’t provide that much revenue. This seems to make sense but if you think this in any way is going to change the impact of mobile advertising and commerce you are dead wrong.

Logic and rumors tell us Amazon will be releasing a telephone soon and the reasoning for them to do so goes far beyond expanding its ecosystem and pushing people to download apps and watch videos online.

Location based advertising is where everything is going.

Flexible Samsung Screens and Jim Cramer's Mistake Round Out Tech News

December 20, 2012

Samsung to show flexible screens are coming to a smartphone and tablet near you but what still needs to be worked out is how to get multicore processors and batteries to bend along with them. Moreover, what happens when you bend them too far – do they just snap, pouring the guts of the battery onto your lap or dinner plate? We still have some time on this tech but the progress is promising. Can’t wait to see it (and bend it) at CES.

Chinese Government Funds Global Telecom Roll Outs Through ZTE

December 20, 2012

With global uncertainty the norm, many carriers have struggled to get financing for new infrastructure projects and in fact they have been a bit hesitant to spend on areas other than wireless where ROI is much more predictable. Subsequently, the financial challenges facing Alcatel-Lucent, Nokia Siemens Networks, ZTE and others aren’t expected to dissipate any time soon. What may be a surprise to some though is how ZTE, a Chinese telecom equipment manufacturer with relatively low costs could have lost $414 in Q3 of this year while seeing sales drop by 13% and gross margins cut in half.

In response to this decline, China Development Bank (CDB) an entity controlled by the Chinese government has given the company a $20B line of credit at very low rates allowing it to streamline operations, continue its expansion and perhaps most importantly finance its customers’ purchases.

How Apple Can Slow Samsung Down

December 18, 2012


Tom Keating at TMC reported today that Samsung is beating virtually everyone at virtually everything. He discusses how they have become the dominant TV maker but this isn’t such big news at this point. What is interesting is the company replaced Nokia as the number one producer of cellphones – not a huge surprise at this point but a huge milestone as Nokia held the coveted top spot for 13 years.

Why is Apple, a company with more consumer loyalty than just about any other company being threatened by Samsung?

Who Should Buy Linksys and how does the Cloud fit in?

December 17, 2012

Cisco recently appointed Barclays to help it auction off Linksys – a move consistent with the company’s desire to exit low-margin consumer businesses as it looks to invest in high-margin areas like software and services. But as the saying goes, one man’s garbage is another man’s gold. Linksys is indeed a treasure to the right partner like Google or even Samsung.

The reason is simple – both companies need to blunt the move by Apple into the home and entertainment is the future of technology as consumer technology trends coupled with BYOD turn into corporate success.

Tech News of the Day Dec 13, 2012

December 13, 2012

Google is under public pressure to pay more taxes as the news of it “funneling” $9.8B of its revenue to Bermuda helped it halve its tax bill. The pressure is coming from the US and Europe. I find it ironic that Google Chairman Eric Schmidt is such an ardent Obama supporter as our President seems to be singularly focused on getting anyone who can afford it to pay more taxes. Before you get bent out of shape regarding what Google has done, remember that every company has to do its best to maximize profit and this means looking for every legal way possible to minimize taxes.

The Fiscal Cliff Could Kill Super-WiFi

December 13, 2012

One of the most amazing turning points in technology advancement has been the US Government’s decision to allow unlicensed spectrum to be used in the form of WiFi. Instead of taking the short-term gain of revenue via spectrum auction, it was released for free for everyone to use. As a result, cable companies can compete wirelessly with 4G providers and they need no private spectrum to do so.

The point is, unlicensed spectrum has truly revolutionized technology and productivity. Think this through – even the companies who sell “competitive to WiFi” 4G service are benefiting from WiFi. Consider carriers often wheel in large-scale WiFi equipment to sporting events and other venues because of cellular capacity issues.

Voxeet Shows the Future of Conferencing - Stereo and 3-D

December 12, 2012

About eight years ago I held up DiamondWare as a shining example of what communications should be – HD, stereo and 3-D. Nortel later purchased DiamondWare and integrated it into its Project Chainsaw initiative which allowed avatar-based communications. Then these assets were sold to Avaya as part of the Nortel bankruptcy. I am fairly disappointed that this technology never went mainstream.

Michael Robertson's New Dar.fm

December 11, 2012


Michael Robertson is one of the most interesting people in the tech world having burst onto the scene during the dotcom days with the launch of MP3.com which allowed users to store their CD collection in the cloud. Now a commonplace concept, at the time the record labels weren’t sure what to do about the company so they defaulted to what they do well, suing the startup into oblivion. Of course it didn’t help that Napster was popular during the same time and brought major attention to how new technologies were robbing record labels and artists.

Talk about being a visionary.

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