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Rich Tehrani
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Bring a Map

December 29, 2006

I'd like to start this blog entry off by saying Happy New Year and wishing all my readers a tremendous 2007. I hope you are healthy and happy and that your family and all loved ones are as well. Having said that, I cover lots of topics on my blog and many times I focus on telecom and sometimes I get to cover weird stories that are hard to believe   Other times I tie a story into a trade show like the Internet Telephony Conference & Expo (ITEXPO) taking place in 24 days -- January 23-26 at the Ft. Lauderdale Convention Center.   Many times when I write about the show I like to have a hook.

Net Neutrality Safe For Two Years

December 29, 2006

Yesterday I wrote about ensuring net neutrality and just to show you how fluid the telecom market is, today AT&T may have ensured net neutrality for all of us last night. Well at least for 24 months. The company made a number of concessions to the FCC in order to complete their merger with BellSouth. Some of the concessions have to do with freezing prices on enterprise broadband services and giving up wireless spectrum.

One Wilshire

December 28, 2006

Ensuring Net Neutrality   Net neutrality advocates are scared senseless that carriers will start charging companies like Google in order for the search giant and others to have access to service provider customers. These phone companies argue they have to charge Internet companies because the increased volume of traffic generated by such organizations requires service providers to upgrade their networks at a faster clip than they normally would. Many in the Internet community fear service providers could charge certain content providers for riding their networks and not others. Providers could effectively favor their own services and moreover act as censors of the Internet.   Service providers who are looking to charge companies like Google for riding on their networks may find they aren’t able to accomplish this goal as carrier hotels act as an alternate way for content providers to get to customers.   Now I don't mean to trivialize the situation as there are levels of complexity I won't touch on in this article.

Spirent Shake up

December 24, 2006

I just learned of a major management shakeup at testing leader Spirent. I rarely see something like this happen -- a wholesale replacement of so many managers and executives. The last year or so has been quiet for this company from a PR and marketing standpoint and many people were wondering what was going on with the company. It would seem now according to this article the company may be broken up into pieces. The testing market has a bright future but it seems this past quarter may have been underwhelming for a few players in the industry.

FCC on Cable Competition

December 20, 2006

Greg’s update on the FCC and cable competition is certainly worth a read. This FCC ruling is good news is for the phone companies as they will have a standard set of nationwide rules to adhere to instead of a hodgepodge of disparate ones.   AT&T’s Senior Vice President of Federal Relations, Bob Quinn, issued the following comments today:   “The FCC has wisely determined that the pace of video competition and broadband deployment should not be held hostage to the administration of a franchising process created for monopoly cable providers.   “We are heartened that the FCC, just as 9 states, has recognized that the existing local franchising process limits consumer choice and investments in broadband infrastructure. The FCC has taken steps towards streamlining the franchising process by establishing reasonable timeframes within which local franchising authorities administer their responsibilities

Ericsson Buys Redback Networks

December 20, 2006

Ericsson is looking to compete more effectively against Alcatel Lucent by purchasing Redback Networks is an up and coming edge router player. The rapid growth in the M&A market is unprecedented these days and it seems the insatiable appetite to build larger and larger companies will never stop.   Although Redback is publicly traded and could have remained a public company, many private companies need to be acquired to bring liquidity back to their investors.   The IPO market is getting a bit better but until Sox regulations get less onerous, it may be a while before smaller companies look to the public markets as an alternative M&A.

Happy Holidays and Thanks!

December 15, 2006

I would like to take a moment and thank all my readers and wish you all a great holiday season and a Happy New Year. In addition I want to specifically thank you all for visiting TMCnet so frequently as we have once again hit one million unique visitors in the month on November according to WebTrends. This is the second time this year we have done so. (Apparently our October numbers are still being run -- long story. We may have hit this number in that month as well.)   Thank you for making TMCnet the largest community of communications and technology decision makers in the world.   A few things you should know about TMCnet going forward are the site will soon have a more streamlined look that is easier on the eyes.

Saving Money on IP Communications Education

December 14, 2006

If you haven’t been watching, the early-bird deadline for conferences at Internet Telephony Conference & Expo (register) is approaching --tomorrow actually -- and we are talking about a savings of up to $1,000. The show is in 40 days so be sure to make your travel arrangements now as hotel prices will skyrocket soon. For many people there company foots the bill so this isn’t important. To us however, we would rather have you save some of that hard earned cash and spend it with one of the exhibitors at the show.

Verizon Shares Falling

December 14, 2006

Why are Verizon shares falling? Well it seems the massive costs of its FIOS initiative has investors wondering if the fiber to the home strategy makes the most sense or is AT&T’s cheaper plan to use copper in the last mile via its U-Verse initiative a better choice?.   A great concluding paragraph from a related article on TheStreet.com is worth sharing:   "People were OK with FiOS until they saw the cable companies were actually doing better, not worse," says one money manager with no Verizon positions. "Winning phone customers is always a lot easier for cable companies than winning TV customers is for phone companies."

My take on all this is AT&T is doing the right thing in the short term and Verizon is doing the right thing in the long run. What am I talking about?

Alcatel-Lucent

December 9, 2006

I like the new Alcatel-Lucent logo. It makes me think of a cross between an airline and an ecommerce company. I do really like the way the A and L come together as one. On a separate note the new company's credit rating was reduced to junk by Fitch ratings.
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