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Rich Tehrani
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AT&T's Bullish Investment

March 5, 2008


AT&T is making a major telecom investment in many areas of its business. The telecom giant cites the explosion of high-speed networks, data consuming devices and the move to IP as the reason for this investment.

The money is being spent to become a larger global player as well as a big provider of utility computing services.

Where will the company be spending money?

  • Subsea Fiber: Expect the company to expand capacity to area of the world experiencing economic growth such as Asia and the Middle East.
  • MPLS Routers: The company will add a number of these throughout the world in order to ensure there is proper capacity in areas of rapid business growth.
  • Metro Ethernet: The company will invest in a manner which allows it to have such services available in 39 countries.
  • DSL: Investments will allow AT&T to provide this service in 21 countries.
  • Data Center Increase: AT&T will add 180,000 square feet of global capacity by mid 2009 throughout its 28 data centers.
  • Unified Communications: Integrating and developing recently acquired Interwise - a web conferencing company into AT&T's network.
  • Expanding Audio Conferencing: Expect IP-based conferencing in more than 140 countries with native language support.

Here is my analysis of this news:

As AT&T gets more involved in the utility computing market, I expect them to butt heads with Sun, Amazon and Google. Google is a past foe - Amazon and Sun are new ones.

While a year ago the cable companies were eating the lunch of AT&T and Verizon, there has been a rapid about-face in the market which has been fueled by the wireless arms of both LECS, IPTV and well as international expansion.

I believe the cable companies will have to do something soon to be able to compete effectively in emerging markets.

In all, this news is fantastic for the telecom market as AT&T is spending 33 percent more than last year and double what they spent in 2006.

It will be great to see these investments allow AT&T to can overseas and whether it can compete effectively against other utility computing players in the market.

















TMCnet's New Vertical Communities

March 4, 2008

Over the past decade, TMCnet has become the accepted resource for news, product research and analysis in communications and technology markets - including telecom, VoIP, and contact centers. Moreover, the site has become the defacto location online where companies build loyal communities of interest on a variety of topics. Since 2004, TMCnet has built close to one hundred and fifty communities of various sizes (current communities, channels/microcommunities) for our partners.

These communities have proven time and again to be one of the most successful products TMC has ever launched in conjunction with our advertisers and sponsors. With an astronomical renewal rate of 70% year-over-year, TMCnet communities drive tremendous traffic to our partner's Web sites and help them achieve higher levels of search prominence.In fact, we receive numerous testimonials from companies whose TMCnet communities actually attract more visitors than their own Web sites.

Podcast: Joel Hackney, Nortel

March 4, 2008

If you want some great perspective on Nortel's recent earnings as well as information on which areas of Nortel are doing best, be sure to check out this podcast interview with Joel Hackney, President of the Enterprise Solutions Group at Nortel.

Joel discusses a number of things with me such as the rumored acquisition by his company of the Siemens Business Communications Division.

In addition, Joel discusses how applications leaders in the CIO's office are carrying more and more of the budgets for communications spending. Business processes are becoming more important he says and this allows Nortel to enter into a dialog with customers which we haven't been involved with in some time.

From there, Hackney explained how Nortel provides a choice in the market -- with lower price points, better technology while these solutions have a lower impact on the environment.

In addition, we get to hear his perspective of how SOA and web services intertwine with UC to give more choice to companies looking to implement the best communications solutions possible.

Finally we get to hear his ideas on what Nortel really sees in terms of tech spending going forward. Do they really see a slowdown in enterprise spending or not?

Here is the podcast for your listening pleasure.











Google Gears for Mobile

March 4, 2008

It is here... Finally here. Google Gears is a middleware program with tremendous potential as it allows web based applications to run, even when there is no web connectivity.

Currently, using Google Gears is a bit clunky meaning you have to tell the system you are going offline in order to use applications without a web connection.

IMS News from Ericsson, Radvision and Quanta

March 4, 2008



There is a good amount of news in the IMS space these days and perhaps most exciting is Ericsson working with Beijing Netcom, a branch of China Netcom to provide an IMS platform for the Olympics.

It will be interesting to see what sorts of applications the companies come up with and I certainly wish I was going so I could see them myself.

In other exciting IMS news, Radvision today announced that Quanta Computer is implementing its new IMS Video Share Application which provides complete, smooth integration of IMS video sharing services for Windows Mobile and other operating systems.  Quanta will be deploying the IMS Video Share Application as the first IMS service on their Windows Mobile 6 smartphones.

Using this solution, service providers can allow users to upgrade an audio call to a unidirectional video call. In this manner a user could show others what they see -- but in real time.

These two events alone are huge for IMS and have the potential to grow awareness of IP multimedia Subsystem technology to not only operators but wireless customers. I am looking forward to seeing IMS applications rolled out more widely in 2008.











TMCnet Services

March 3, 2008

AT&T U-verse Improves

March 3, 2008



Today I was perusing a press release from AT&T touting the new HD channels they will be offering in Fairfield County, Connecticut as part of their U-verse offering. This release was of special interest since this county is where TMC headquarters are located.

What struck me in the release however is not the new HD channels which for the record are WPIX HD (CW-NYC), WTXX HD (CW-Hartford/New Haven), WNET HD (PBS), WWOR HD (My Network-NYC), and WCTX HD (My Network-Hartford/New Haven) but instead one paragraph of the release that would have seemed unheard of ten years ago.

Specifically:

AT&T is the only national provider to offer a 100 percent Internet Protocol-based television (IPTV) service, making AT&T U-verse TV one of the most advanced television offerings available anywhere. AT&T is deploying next-generation video services, including AT&T U-verse TV, as part of its mission to connect people with their world, everywhere they live and work, and do it better than anyone else.


It is this reference to 100% Internet protocol that got me because when the first issue of Internet Telephony Magazine was launched back in 1998, service providers  immediately shot down the whole concept of IP telephony and said it was bad... 








Building IMS Applications

March 1, 2008

Vonage Spent $1.4 million on Lobbying

March 1, 2008

RIM Patents the HTC XV6800

February 29, 2008

OK, this one came as a surprise but not really. I have seen many companies patent technologies invented elsewhere and then use these patents to sue companies without patents. It happens all the time -- especially in IP communications.

I am (maybe a bit) surprised however to see that RIM has applied for a patent on the HTC 6700, 6800, etc. Check out this patent photo and one of the HTC 6800.





In fairness, engadget does point out that the RIM device has a trackball while HTC does not.

So here is the deal on this device.









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