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WiMAX

Learn From Nortel's Woes

December 11, 2008

Yesterday I spent a good deal of time filming my opinions on the latest news in the TMC Newsroom and didn't get time to blog at all. Rest assured, I was sharing my opinions - but in this case on camera and not PC. Sadly it still takes time to produce videos so hopefully by today; all or most of this content will be available.

Perhaps the most shocking news I discussed yesterday is the Nortel bankruptcy exploration first reported by the Wall Street Journal.

TMCnet Gets a Redesign

December 2, 2008



While many of you were busy in the malls this past weekend or trying to find the best price on that new digital camera yesterday on Cyber Monday, the dedicated team of designers and programmers here at TMC worked day and night and night and day to bring you a new look and feel.

Over the past years, many of you have told me that you love to come to TMCnet on a daily basis and the hundreds of stories and blog entries we write on a daily basis contain everything you need to navigate the telecom and tech worlds. At the same time, many of you have told us the interface TMCnet has looks busy. Others have told me it is not clear that 50-100 writers contribute to TMCnet on a  daily/weekly basis.

Our new redesign is meant to adress all of these great requests and we hope you enjoy the new TMCnet.

One last point... Thanks to the 2-3 million communications and technology decision makers who visit TMCnet monthly and thanks to the TMC team for doing such a great job on this redesign.







Cisco 4-Day Shut Down Spooks Market

November 25, 2008



Cisco is taking extraordinary measures to cut costs and has had its first ever 4-day shut down to conserve money. Generally this is a good thing to do but in this case, investors are nervous and not acting rationally and the stock is don almost 6% so far today. There is obviously continuing deterioration in world financial markets and Cisco's move is smart.

What is not mentioned in this report is the fact that this is the first time in my memory that Cisco is in a macro environment where little to no hiring is being done. So shuttering plants worldwide does not lead to mass defections to other sectors which are hiring.

This is perhaps one of the few silver linings in a dark cloud.

Om Malik has salient comments on the matter and points to a lack of 2009 visibility.







Next Generation Communications Resource Launched

November 25, 2008

If there is one certainly it is that technology seems to evolve at a faster clip today than at any other time in our lifetimes. Moore's Law is part of this evolution but just as important is convergence. And by convergence I don't just mean voice and data. At this point it has become more than apparent that the every market is converging with one another.

IP Communications/VoIP and Tech To Do Well Under Obama

November 18, 2008

While many in the country - including most likely George W. Bush are counting the days until there is a change in leadership, those in communications and tech are likely wondering what the future will bring. According to some experts such as Andrew D. Lipman of Bingham McCutchen LLP, VoIP will enjoy greater protections and mergers will no longer be rubber stamped -- meaning a better competitive environment from a regulatory standpoint.

Couple this with the idea of having a national CTO and you begin to realize there could be a massive shot in the arm for the tech sector next year. Specific areas to get the boost include wireless, broadband equipment and telepresence/video.

Sonus CTO Leaves for Tellabs

November 17, 2008

My TMC Newsroom Hat

November 17, 2008

AT&T Wayport Acquisition Signals Importance of WiFi

November 6, 2008

Today, AT&T acquired Wayport giving millions of AT&T customers access to get free WiFi access at 20,000 US hotspots. Why is this important? Simply because AT&T's 3G network is having trouble keeping up with all the traffic the iPhone and other devices are generating. Wireless data is very lucrative and at the same time it gets very expensive to keep up with growing wireless broadband demand.

For AT&T, purchasing WiFi network is very smart as WiFi is generally cheaper than building 3G and/4G network capacity and more importantly, Wayport already has hotspots in prime areas throughout the country.



President Obama And The Coming Tech Revolution

November 6, 2008

I will admit it is difficult to put the words tech and revolution together less than 24 hours after John Chambers cratered confidence in technology with a conference call which mentioned that the next quarter will likely see revenues 5-10% lower than the same quarter last year.

But as we get past this hopefully-temporary negative news, I believe we are getting ready for another technological leap where companies of all sizes begin to embrace technology like never before.

It may be useful to go backwards before we progress and in so doing let's stop in the late nineties when Al Gore mentioned the term information superhighway in a speech on TV. Almost immediately the tech markets were abuzz and I remember the next Internet World expo saw traffic increase exponentially.

You see, government has always had a huge influence over tech.

White Spaces + Google/Yahoo Break Up = Great News

November 6, 2008

There has been a tremendous amount of news worth analyzing as of late and perhaps two of the most important items of note are the FCC's approval of vacant TV white spaces for the use of broadband data devices. I cannot emphasize how important this news could be to consumers as it is yet another broadband choice. Sure there are lots of details to work out but I am optimistic that consumers will see more inexpensive wireless broadband as a result. This will be fantastic for the tech industry as evidenced by positive comments from Google, Dell and Microsoft.

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