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Rich Tehrani
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Nortel is Back

November 6, 2007

Recently it is has been a mixed ride for communications companies as those relying on tier-one service providers for the majority of their growth have been battered. Case in point is Ericsson and Alcatel-Lucent who each have lost over $15 billion in market capitalization in the last three months alone.   On the other hand companies like Cbeyond and ShoreTel have been fantastically well as they focus on the small business market exclusively.   Enter Nortel, who has a mix of products in its portfolio serving enterprise customers as well as service providers in the wireless and wired spaces. The company’s shares have been decelerating since early in 2004.   So Nortel’s prospects for beating earnings this quarter were less than clear. Would they have a great quarter like so many technology names with worldwide exposure or would they have a terrible quarter like both Ericsson and Alcatel-Lucent?   Well the results are in and the news is very good as the Toronto-based company said it had net income of $27 million or 5 cents per share in the third quarter.

Quantcast

November 6, 2007

You are likely familiar with Alexa, a division of Amazon that measures website traffic. I have written about the site a number of times before. A while back I discovered a site called Quantcast which is becoming a well respected third-party way to measure web traffic in an accurate manner. Currently Quantcast allows you to see how many unique visitors any site has.

Fluke

November 3, 2007

In the world of advertising the expression commonly used is “perception is reality.” Moreover companies are often branded by customers. If I say IBM, you will say mainframes. Oracle? Databases.   Sometimes I feel it is my job to help uncover companies who have a broader portfolio of products than is generally appreciated.

Alcatel-Lucent Cuts 4,000 More

October 31, 2007

DiVitas Networks

October 28, 2007

If you take a long walk through lower Manhattan you could very well end up in Greenwich Village, SOHO, Chinatown, Little Italy, the Meatpacking district or any other area of Manhattan bearing an interesting name and unique culture. Indeed, you can notice distinct differences in each of the above neighborhoods. In most cases the people in these different areas even look different.   Although we refer to this little island as the Big Apple, it is really an assortment of small apples of varying varieties. These separate pieces could just as well be located on different continents.   This is exactly how I feel about the communications space.

Comcast Customer Support

October 19, 2007

This morning I went to Wikipedia to look up the formal definition for the term ballistic. Most of us know there is a term “going ballistic” which basically means freaking out in a potentially violent manner. Wikipedia doesn’t have an entry for ballistic in the singular form but they do have the plural – ballistics - and they describe it as the science of mechanics dealing with the motion, behavior and effects of projectiles, especially bullets, gravity bombs, rockets and the like.   Notice the definition has no mention of the word hammer. It has no mention of destroying your local cable office.

Which PBX Manufacturers will Survive?

October 17, 2007

The following is a sidebar to the Publisher’s Outlook Column Microsoft’s Big Unified Communications Launch in the November, 2007 issue of Unified Communications Magazine.   ---   There are many PBX companies – well over 25. I am surprised how many of these companies survive “under the radar” thanks to their strong dealer network. Telephony is an interesting business in that relationships can be more important than technology and, oftentimes, price.   Having said that, it is obvious that more and more companies will start looking for UC solutions and not just a plain vanilla IP-PBXs. This means every PBX company must immediately have ready UC solutions either capable of adding value on top of Microsoft’s solutions or else sold as a viable alternative. They must find a way to position themselves for the future and convince customers they are leading, not trailing, in UC technology.   From there, they need to start producing leading-edge software.

What eBay Should do with Skype

October 14, 2007

Please enjoy the unedited November 2007 Publisher’s Outlook column from Internet Telephony Magazine.   ---   OK, I was wrong. Really wrong. Over a billion dollars wrong in fact. Why?

Strategic Technologies for 2008

October 11, 2007

I was reading an article on Wireless News regarding Gartner’s top 10 strategic technologies for 2008. Here are those technologies with the analysis from Wireless News. Obviously I agree with the first two items on this list and I do agree with a number of others here as well.   Here is the full article.   Green IT. The focus of Green IT that came to the forefront in 2007 will accelerate and expand in 2008. Consider potential regulations and have alternative plans for data center and capacity growth.

AT&T’s Alternative Spectrum Buy

October 9, 2007

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