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Spirent Doing Better Than Expected?

November 25, 2008

Cisco 4-Day Shut Down Spooks Market

November 25, 2008



Cisco is taking extraordinary measures to cut costs and has had its first ever 4-day shut down to conserve money. Generally this is a good thing to do but in this case, investors are nervous and not acting rationally and the stock is don almost 6% so far today. There is obviously continuing deterioration in world financial markets and Cisco's move is smart.

What is not mentioned in this report is the fact that this is the first time in my memory that Cisco is in a macro environment where little to no hiring is being done. So shuttering plants worldwide does not lead to mass defections to other sectors which are hiring.

This is perhaps one of the few silver linings in a dark cloud.

Om Malik has salient comments on the matter and points to a lack of 2009 visibility.







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.

Sonus CTO Leaves for Tellabs

November 17, 2008

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.

My iPhone Application Update

November 9, 2008

Here is a state of my iPhone article which lets you know about some applications you may want to consider and some you may not.

Fring: This wonder-software allows the iPhone/iPod Touch to stay connected to people on various communications networks from Skype to MSN Messenger. In reality, as amazing as this software is, the voice quality on Skype calls is pretty poor on most every call I have tried. Perhaps this is just my phone but who knows.

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.

TMC Partners with Ex-VON Execs, Launches 4G Event

October 30, 2008

Today the TMC team announced a new venture in partnership with Carl Ford, Scott Kargman, Joann Varello and others from the former VON team who currently work for Crossfire Media. The partnership includes web sites and events and will focus on the fourth generation or 4G wireless space.

 It goes without saying that Carl and Scott are very well known for the strong relationships and community the built in the fledgling days of IP communications. We entered this partnership with Crossfire Media to leverage these relationships.

Selling Communications in a Recession

October 29, 2008

Thoughts from Jon Arnold and a discussion regarding Nortel, Avaya and Cisco



How do companies navigate a slower economy? Well, you first need to show strength to ensure your potential customers are not scared off. As Jon Arnold points out today, this is a challenge companies like Vonage have struggled with. You also need to provide ROI.

Back From Dialogic One

October 22, 2008

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