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Rich Tehrani
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Alcatel-Lucent May Cut More

October 30, 2007

Verizon, Google Discuss Partnership

October 30, 2007

How does Verizon fight back against the Apple iPhone and AT&T network? Simple… They call Google and discuss partnering with the world’s leading search engine in order to come up with a device which will potentially take some share from Apple.   The Wall Street Journal is reporting that talks are underway but nothing solid has come of them.   It seems that Verizon will be responsible for hardware and Google will supply the software. In addition there will be an advertising split of some sort.   According to the WSJ, one concern held by Verizon is whether the device will be secure enough.   My take? This device will have to be as slick and integrated as the iPhone to make any sort of dent in the market.

Google Phone

October 30, 2007

According to the Wall Street Journal, Google is close to unveiling the plans for its much anticipated mobile phone. Apparently in the US, T-Mobile will be a likely network partner. What will make the phone different from other devices is not fully known at this point but it is likely safe to say the device will be great at mapping, searching and probably showing videos of the YouTube variety.   Speculation coupled with past comments from Google execs lead us in the direction of thinking the new phone will be open and have seamless access to Google services.   The article is interesting as it includes a quote from Microsoft which basically says mobile phones are already open and you can currently develop programs for them.   To some degree this is true but by the same token, Google has been quite an innovator in the arguably mature desktop software business.   Examples? Well there is Google maps and the whole mashup concept.

NexTone/ReefPoint Merger

October 29, 2007

Foundry Networks

October 29, 2007

As the need for ever-more broadband capacity in data centers increases and space available decreases, what is a company to do? One option is to look to Foundry Networks, a company who has decided to focus on high density/low-power data center solutions. The company is one of the greenest technology vendors in the market and their recent sales success shows that being green brings in more green.   In a meeting with Bill Ryan the Senior Product Manager and Pavel Radda the Media/Analyst Relations Manager I got to hear about the company’s products which save space, power and money.   Now I could spend some time going through all the details of the company’s product line such as the newly released BigIron Rx-32 or the enhanced designs of the XMR 32000 and NetIron MLX-32 but it may make more sense to start off by telling you how much electricity the company can save you.   For example the BigIron RX-32 uses 8.74 Watt/Gbps while the equivalent Cisco Catalyst 6500 uses 14.41 Watt/Gbps meaning the Cisco product uses 65% more electricity. As you might have guessed, a product whose name starts with BigIron has a good deal of capacity.   For example this new switch can handle 1,536 10/100/1000 ports and 128 10-GE ports with a throughput of 2.2 Bpps.   Regarding the XMR 3200 and the NetIron MLX-32 both units have better cable management and air flow channeling.

SprintSecure Laptop Guardian

October 29, 2007

One of the more interesting features of mobile devices such as Blackberrys is the ability to have the device remotely wiped in the case of theft or loss. Interestingly, many laptops are filled with much greater amounts of corporate data but it is not always so easy to remotely wipe data on such portable computers. There are certainly technologies which can make this happen but they are far from widespread and are limited in scope. In a recent meeting with executives from Alcatel-Lucent and Sprint, I was shown a technology developed by the former and sold by the latter which makes laptops more secure in a number of ways. The solution the companies demonstrated is something many corporations need as it allows them to take control of their mobile assets in ways not previously possible.   In brief, the companies have developed a broadband wireless data card named the SprintSecure Laptop Guardian which contains a battery, computer, GPS transceiver, VPN, firewall, and more.

Agito Networks

October 29, 2007

The amount of companies pursuing the fixed-mobile convergence market or FMC continues to grow at a torrid pace. The latest company to jump in with both feet is startup Agito Networks. I had a chance to meet with Dan Spalding the Director of Marketing and Communications and Pejman Roshan the VP of Marketing for the company to discuss their approach to allowing the world of fixed and mobile lines to merge.   Before we get into technology it may be worth noting that the people behind Agito are from the top firms in the wireless and tech business such as Cisco, Trapeze, Proxim, Spirent, Motorola, Palm and Good Technology. This never guarantees success mind you but it is certainly better than hiring a bunch of people with no experience.   Certainly this is a market with competition which is evidenced by my recent article about DiVitas Networks.

Covad Acquired by Platinum Equity

October 29, 2007

Covad was recently sold to private equity and this could be a good thing. The company made a big splash in the business VoIP segment years back but more recently Covad seemed to stop focusing on offering converged services and instead shifted the bulk of its messaging to broadband.   Part of the reason for this shift may have been service issues as I have heard complaints of poor voice quality from some of my readers over the years.   As a point of comparison -- during the last year, when Covad stopped focusing on the VoIP market, a competitor who is in the pure-play hosted VoIP space Cbeyond saw its shares rise over $11 or 36%. Cbeyond is now valued at $1.18 billion dollars in fact while Covad is valued at $191 million.   The new owner of Covad is Platinum Equity and some advice to the new company would be stay consistent. Promoting yourself as the ultimate IP communications solutions provider and then going dark for over a year sends a poor message to potential customers.   I started off this entry by saying this purchase could be a good thing and this is why.

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.

Communications Enabled Business Process

October 26, 2007

You may have heard the term Communications Enabled Business Process or CEBP. I always wonder where new acronyms come from so I did some digging. This particular term was developed by engineers who were bored by the current state of telecom terms. After all, there are only about 100,000 of them and it has been proven a single person can learn them all in a lifetime.   This of course was the impetus to develop CEBP as research showed most people will not even be able to remember what Communications Enabled Business Process stands for, let alone means.   Of course I kid and this is because I can’t believe we have yet another acronym to discuss, deliberate, explain, have conference sessions and webinars about, etc.
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