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Rich Tehrani
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Silver Lake on Tech, Jobs and Growth

January 26, 2011

Silver Lake Partners has a portfolio of companies worth $30B including Skype, Avaya, IPC, Groupon, Zynga and Sunguard and in a recent interview with the WSJ's Alan Murray, CEO Glenn Hutchins discusses how well the US technology market is doing in terms of job growth. In addition he mentioned how much construction is being done to create data centers to support the dramatic growth in information technology in the US and abroad.



Next week at ITEXPO in Miami, you'll get to meet with the communications and tech community - many of the companies are part of the Silver Lake family in fact. I am really looking forward to being there and speaking with these companies myself and hope to see you there.



Getting to Know ITEXPO Participants

January 24, 2011

AT TMC, we painstakingly attempt to ensure you know as much about the participating companies at our events as possible before the conference so you can get a sense of who is there, where there expertise lies and if they may have something of value to offer you as you look to make purchasing decisions in the world of technology and communications. As a result we survey ITEXPO speakers and exhibitors before the event and ask questions which can help you connect with thought leaders you believe might be of assistance at the event.

Not everyone answers but we do send the questions to hundreds of companies and they seem to trickle in each day. Here is the list of people and companies who responded to my questions and links to their answers. I truly hope you find it useful.

Oh and one note you should know...



-50F With Wind Chill. Escape to ITEXPO in Miami

January 24, 2011

You know I would never stoop to reminding you about the weather to persuade you to attend what I believe to the be the best tech and telecom conference in the world - OK, maybe I would.

So I was driving along this morning on the way to work and noticed I couldn't feel any of my fingers. I decided to check to make sure I was wearing gloves. I was. Then I realized I couldn't feel any of my toes and yes I had shoes on.



I then looked at the temperature reading and it said one degree.





Digium Asterisk World Keynote at ITEXPO

January 21, 2011

We are very excited to have Danny Windham, the CEO of Digium - the company behind the open-source, Linux-based communications server/PBX speak at ITEXPO as a keynoter. His participation is officially part of the collocated Digium/Asterisk World event and Danny never fails to impress.

Who should participate in Digium/Asterisk World? Enterprise decision makers, SMBs, mid-size companies, resellers, carriers, distributors, resellers and communications developers. Keep in mind, you'll not only get to hear the latest updates on the market - you will leave the show with new contacts, partners and be able to get your questions answered by many people who are already practicing the solutions you are considering implementing.

My team released the information below just now and I thought it was worth sharing.




ITEXPO East begins in: 13 Days. REGISTER NOW!
Danny Windham, CEO of Digium to Keynote
at Digium|Asterisk World! Wednesday February 2, 2011 – 3:30pm to 4:00pm

Danny Windham, CEO, Digium Danny Windham currently serves as CEO of Digium, a privately held Huntsville, AL based supplier of open source communications products and technology.












ITEXPO East 2011 Show Directory Available

January 20, 2011

The show directory/guide for ITEXPO East 2011 in Miami is now available as is the agenda at a glance or schedule summary. The one point you should be aware of is that former FCC Chairman Kevin Martin was added after this guide was printed and the PDF has not been updated as of yet. Some times on the schedule have shifted as a result and at some point soon we update schedules online.

In addition, I want to point out that you can win a Jeep at the show as well as other great gadgets.

Finally - we added an all-conference party at Mango's Cafe - one of the most popular night spots on South Beach.

Hopefully you can make it down to the event... It's a can't miss.





$25 Per MB for M2M Just Tip of Iceberg

January 20, 2011

Stacey Higginbotham points out $25/MB is a tremendous amount of revenue and a great reason for carriers to love M2M. Another reason carriers love it has to do with the fact that that the old models of ARPU, churn and device subsidies go out the window. Sprint's Wayne Ward explained this to me in October of 2009 and went on to say you don't even need to deal with customers regarding rates as the machines do all the talking.

Finally, he explained you can even use your older networks as M2M apps typically do not require tremendous speed or throughput.

Obviously these are some of the reasons why carriers are excited about the M2M market - not to mention market projections of 2.1 billion M2M connections in ten years. This is up from 61 million today.

Steve Hilton Principal Analyst at Analysis Mason says, "With a year-on-year growth rate of between 36% and 52%, M2M seeks to be one of the fastest-growing connectivity sectors in the next decade."

All this M2M talk reminds me of the upcoming M2M Evolution conference in Miami in two weeks.







ITEXPO East 2011 Attendance Now Up 61%

January 19, 2011

Look, no one wants to be in a position where they under-deliver, least of all me but my expo team tells me the attendance numbers in aggregate for ITEXPO and the collocated events are now up 61% over last year while paid attendance is up 88% over last year.

And yes, the numbers are accelerating... Just six days ago the numbers were 52% ahead of last year.

The show is over ten years old and has matured so it would be quite an accomplishment to see 61% more people than last year's ITEXPO which was very-well attended.

I like to be conservative so I always look for alternative reasons for numbers being higher than previous years. For example, last year, there was tremendous economic uncertainty  and people really waited to sign up for shows until the last second.

So it is conceivable the increased attendance rate will normalize as we get closer. We'll have to wait and see if this is the case.







Adtran, IBM, Apple Blow Out Earnings

January 19, 2011

ITEXPO gold sponsor and TMC Global Online Community customer Adtran just announced blowout earnings – fourth quarter profit doubled and sales grew 33%. Net income was $35.96 million or $0.56 per share. Broadband growth was 75% over the previous year led by sales of the Total Access 5000 platform while internetworking grew 37% and optical grew 24%.

Some of this growth was likely due to the Government’s Broadband Stimulus rollout but the declaration of a 9 cent per share dividend shows there is strong confidence that the company sees a bright future even as the program has ended.

Communications Expert Ricca Discusses the Future & ITEXPO Appearance

January 18, 2011

One of the great advantages of attending a live conference is the ability to network with some of the brightest minds in the industry such as analysts and other industry thought leaders who help give us a sense of where markets are heading. The tech space is not slowing down from an innovation perspective – and it certainly isn’t going to see less product introductions in the future. How do you determine how the latest products and solutions can help your business? Is the cloud right for you or is an on-premise system a smarter move based on your security and compliance needs?

New Service Provider SIP Trunking Workshop at ITEXPO East 2011

January 14, 2011

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