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T-Mobile VoIP

August 9, 2007

Andy Abramson really likes T-Mobile’s VoIP plan based on a potential new device the company could be rolling out soon in the US. What is the device? Something which allows FMC for the home and small business market. It allows up to two SIM cards to be embedded in it meaning it can likely support two mobile phones.

Voice Peering Growth

August 8, 2007

Last year I proclaimed it the year of VoIP peering. 2007 is becoming the year of rapid VoIP peering growth. Case in point is the Voice Peering Fabric or VPF who recently stated they have reached a 200 billion minute run-rate up from a 100 billion minute run-rate in October 2006.   I recently had a chance to see the VPF’s New York location at the Telx carrier hotel at 60 Hudson Street. Believe it or not, this was my first trip to 60 Hudson.

AudioCodes Has Good Quarter

August 7, 2007

Cisco made a big splash with their earnings news today and subsequently it may be worth pointing out Audiocodes too released great numbers with growth on a year over year of 15.5%.   “AudioCodes’ second quarter financial results were highlighted by our return to sequential revenue growth coupled with continued strength in our networking business,” the company’s chairman, president and CEO, Shabtai Adlersberg, said in a statement to the press.   Adlersberg continued: “Underscoring our strong performance was our ability to generate $2.7 million of net cash from our operating activities. During the quarter we made solid progress towards increasing operating efficiencies and initiated a company wide cost reduction program aimed at improving bottom line performance during the second half of 2007 and beyond.”   Many of the AudioCodes partners I speak with are extremely happy with the partnerships they enjoy with the company. I have never heard a negative comment about AudioCodes and in this business this is unusual.   The one area the company has enormous potential to exploit is the tremendous arsenal of new technologies they have acquired from the likes of Netrake, CTI Squared and Nuera.   Purchasing so many companies in various telecom spaces so rapidly is certainly a big undertaking for any organization but over time if they can get each of these businesses to fire on all or even most cylinders, the company’s growth should be far greater than 15.5%.   This assumes the core network equipment and gateway markets continue to be solid. I have no reason to believe this won’t be the case and in addition AudioCodes is doing something very smart by diversifying into other areas.   Much of the company’s revenue was once dependant on communications equipment providers but now that Audiocodes is a more serious player in the service provider market, they are in a position to have a second revenue stream which should provide cushion if one of the markets was to soften for some reason.

Cisco Beat Earnings

August 7, 2007

Cisco beat earnings by $120 million dollars and they say enterprise earnings are strong.   Scientific Atlanta also produced outstanding results for the company.   Emerging markets are growing at 40%   Here are some statements I just wrote up for a TMCnet article that should be coming out soon:   John Chambers is on record as saying has never seen such a surge in technology since 1990. This bodes very well for the industry. I would imagine Cisco should have a blow out quarter with most of the revenue growth coming from outside the US.   In addition, I would expect the company’s IP communications growth to be strong. This bodes well for the industry but as Cisco gets stronger it may become tougher for the smaller players to compete.   Update:   Here is a great article from TMCnet’s Tim Gray on Cisco beating the earnings.

Apple iPhone

August 7, 2007

I finally went to the AT&T store this past weekend and played around with the iPhone. Amazingly the store in Norwalk, CT had both models in stock. I was very surprised by this fact as the building is right next to Costco and the cost-conscious retailer has thousands of people streaming into the store daily.   I was surprised at how few people were in the AT&T store actually. It seemed the kiosk for Verizon and Sprint in Costco was busier than the AT&T store.   My impressions of the phone are exactly what I thought they would be.

Apple vs. SP Technologies

August 7, 2007

TMC White Papers

August 7, 2007

Telephone System Channel

August 6, 2007

If you aren’t aware, TMC has built with its partners, the largest collection of business to business online communities in the communications and technology space. Channels are micro communities which live on the left navigation of TMCnet menus. Global Online Communities are in yellow and live in the top navigation area of TMCnet’s home and other pages.   The latest channel/micro community we have built is in partnership with IPitomy and is called obviously enough the Telephone System Channel. On this channel you will find all the information on telephone systems you could ever want.   For example, here is an article which discusses research firm ABI’s thoughts on SIP and how it is transforming telephone systems today.

Unified Communications Magazine Debuts

August 6, 2007

Here is the unveiling of the first issue of Unified Communications Magazine (PDF). It has not been through final proofing but I have been so excited to share this new publication with the word I just had to post the magazine today.   This publication is different from every other magazine you may have every read. Why? It is the first (or one of the first – I haven’t found another) horizontally designed magazine that is printed and also available via PDF.   The magazine is formatted for computer screens.

700 MHz Setback

August 3, 2007

Just when youthought it was safe to jump into the 700 MHz frequency with your own device along comes the Federal Communications Commission's Office of Engineering and Technology (OET) who says initial testing of the prototype devices showed they failed to swiftly track and avoid interference with other, licensed broadcasts.   The report stated the technology coalition behind the tests had hoped the use of so called white spaces - an unlicensed spectrum between TV channels -- would pass muster with regulators as early as October. The coalition effort is one of several efforts on the part of large companies offering Internet services and devices to expand options for consumer access to the Web.   The group includes companies such as Microsoft Philips, Google, Intel Corp., and Dell Inc. Members of the coalition want the ability to offer devices and services that don't have to be used on licensed networks operated by traditional telecom or cable companies.   But the OET’s test results put a damper on the group’s hopes, noting that "the sample prototype white space devices submitted to the commission for initial evaluation do not consistently sense or detect TV broadcast or wireless microphone signals."   Hopefully there will be a way to solve this dilemma. After all, the above companies represent some of the smartest technology minds in the world.
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