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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.

Zzzphone: The Second Google Android Phone

November 25, 2008

Big news out of China - it seems the world's second Android based phone will be from China and called the Zzzphone. A strike against the company is the name -- which virtually guarantees it will be listed last in any sort of alphabetical directory . On the bright side, it does have things going for it such as add-ons to support a full QWERTY keyboard, mini boom box, projector and more.

What is interesting is the thought that the Android OS and Google brand may be

strong enough to allow an army of companies to come out with Android phones.

My TMC Newsroom Hat

November 17, 2008

Nokia, Sun: Sales Down, Oracle Sells Hosted CRM, American Airlines Does Mobile Boarding Passes and Microsoft Offers Free Financing

November 14, 2008

Here are some of the news items which caught my eye recently with some commentary:

Nokia predicts the recession and a lack of credit will reduce cell phone sales. Nokia Siemens too says there will be a slowdown next year. The company further thinks the fourth quarter will see industry volumes fall by 20 million.

Heading to IMPACT NOW 2008

November 9, 2008

Tomorrow I will be attending IMPACT NOW 2008 -- an event hosted by ScanSource and proudly sponsored by TMC. This event has some absolutely incredible speakers and I am looking forward to learning a great deal and most of all, networking with the reseller community who are always so insightful.

I hope to see you there.

Here is the agenda:


Disney's Coronado Spring's Resort Orlando, FL




DAY 1

Location: Coronado H


2:00pm - 3:30pm Powerful Disney Institute Workshop on Building Leadership Within Your Company 3:45pm - 5:15pm Powerful Disney Institute Workshop on Strengthening Customer Loyalty   6:30pm - 9:30pm Blow-out networking bash at the Hard Rock Live at Universal Studios DAY 2



  7:00am - 8:30am Breakfast - Coronado Foyer 8:30am - 9:00am Kick-off and Welcome from ScanSource, Inc.
CEO Mike Baur - Coronado H

Perspectives on New Opportunities from Leading Vendor Executives   Track 1
Location: Fiesta 5
POS/Barcoding/Security Track 2
Location: Fiesta 6
Communications 9:10am - 9:40am Epson Avaya 9:50am - 10:20am Zebra AudioCodes 10:30am - 11:00am Axis Aruba Networks 11:10am - 11:40am Motorola Dialogic 11:40am - 3:40pm EXPO & LUNCH - Veracruz B&C 3:45pm - 4:15pm Intermec Extreme Networks 4:25pm - 4:55pm Cisco Polycom 5:05pm - 5:35pm Honeywell Juniper Networks       5:45pm - 6:45pm Interactive Q&A with Apple co-founder Steve Wozniak
Location: Coronado H  












My iPhone Application Update

November 9, 2008

Here is a state of my iPhone article which lets you know about some applications you may want to consider and some you may not.

Fring: This wonder-software allows the iPhone/iPod Touch to stay connected to people on various communications networks from Skype to MSN Messenger. In reality, as amazing as this software is, the voice quality on Skype calls is pretty poor on most every call I have tried. Perhaps this is just my phone but who knows.

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.

AudioCodes Earnings up 15.3%, Adds HD Voice

November 3, 2008

In a tough market, AudioCodes did not disappoint. They beat their numbers by 2 cents per share as revenues rose 15.3% year-over-year to a record $46.6 million. GAAP net income rose to $3.1 million and non-GAAP net income rose 72.3% year-over-year to $4.8 million. In addition, this year the company has purchased over four million shares of its stock.

Moreover, the company has just announced support for HD Voice which in my opinion is fantastic news.

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