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Carl Ford and Greg Galitzine Talking 4G Wireless

October 31, 2008

TMC Partners with Ex-VON Execs, Launches 4G Event

October 30, 2008

Today the TMC team announced a new venture in partnership with Carl Ford, Scott Kargman, Joann Varello and others from the former VON team who currently work for Crossfire Media. The partnership includes web sites and events and will focus on the fourth generation or 4G wireless space.

 It goes without saying that Carl and Scott are very well known for the strong relationships and community the built in the fledgling days of IP communications. We entered this partnership with Crossfire Media to leverage these relationships.

Selling Communications in a Recession

October 29, 2008

Thoughts from Jon Arnold and a discussion regarding Nortel, Avaya and Cisco



How do companies navigate a slower economy? Well, you first need to show strength to ensure your potential customers are not scared off. As Jon Arnold points out today, this is a challenge companies like Vonage have struggled with. You also need to provide ROI.

Nortel Wall Street Event Kick off

October 28, 2008

I am here at the Nortel Wall Street event at the New York Stock Exchange. I had an uneventful trip into the city and am now on the sixth floor of the New York Stock Exchange building waiting for the day to kick off. While my coleages in the office are busy writing up the latest Nortel News which was released on the wires early this morning, I am here live in New York awaiting the day's festivities.

The itinerary given to us mentions a welcome from Araldo Menegon, VP Northeast Region, Nortel's enterprise transformation vision by Joel Hackney, President Enterprise, and finally a keynote by Don Tapscott, author and enterprise 2.0 strategist and finally a roundtable discussion with Araldo, Joel and Don.

Nortel has had some financial troubles as of late and the company's stock is lower than at any point I can find via various stock charting programs I use which go back to 1982. Still, the enterprise has been a bright spot for the company and partnerships with Microsoft and IBM have helped.



Cox Goes Wireless

October 27, 2008

Look out world, the triple-play is becoming the quadruple-play. In all likelihood we are already at the quadruple play in many cases and heading to quintuple. OK -- we will call it X-play.

Cutting to  the chase, Cox is now reselling Sprint service -- this is not a surprise to many of you I am sure but it will be very interesting to see how customers warm up to using a cable service provider for their wireless communications needs.

Based on my experience, customers are most satisfied with Verizon service but they like AT&T because it offers perhaps the best GSM network in the US -- allowing easy roaming out of the country.

Sprint has a network which while not terrible is not great either. In addition, they have been plagued with customer service issues.





.tel Gaining Momentum

October 27, 2008

Over 100 registrars will sell the .tel domain name according to Telnic Limited. While it is too soon to know how successful .tel will be as a top level domain name, I am optimistic that it will make communicating easier.

Telnic unveiled the technology that powers .tel service at DEMOfall in San Diego in September. Since then, the domain name has been dubbed as "game-changing", "the white pages killer" and "the Google of online address books". A number of brand owners have already started the documentation process to apply for their trademarks with the registrars.

Arista Networks Analysis

October 23, 2008

We know Cisco has a brand and reputation which companies will pay more for. They are a marketing machine in a market where most of the competition does not know how to market consistently. Even with such a solid reputation, when times are good, people will look at Cisco alternatives if the price is right.

When you get into a tougher economy, people might look to alternatives as well -- as long as they trust the company will be around.

This is why I am wondering with great interest if Arista Networks formerly known as Arasta can take on Cisco successfully with products which are one-tenth the cost of their larger competitor. The company makes high-performance 10 Gigabit Ethernet and Cloud Networking Solutions which self-heal and other interesting software enhancements.

Recently I discussed how buyers are more skittish than ever about buying from smaller companies that may not be around for the long-haul.





Digium/Asterisk World Has Nine Booths Already

October 23, 2008

With all the gloom and doom talk, I thought it might be worth sharing some really good news. I just got back into the office this morning after traveling for a few days and heard the great news that Digium Asterisk World already has nine companies participating in it.

As you know, this event is being collocated with ITEXPO February 2-4 in Miami, FL. My team tells me they have been calling companies for about two weeks regarding this event and I can tell you from experience, nine booths in two weeks in a new collocated event is quite an accomplishment and more importantly tells you how much interest there is for open-source communications in the world. Even in a very strong economy, you don't see such high levels of interest.

The ITEXPO team thinks this part of the show will sell out very quickly and with the premium space the pavilion enjoys, it is not a surprise to see such strong interest.





Back From Dialogic One

October 22, 2008

Strategy Change: Make Money

October 21, 2008

In my conversations with a number of CEOs of small tech and communications companies, one thing has become clear. The market for exiting businesses has become tougher. This is common sense and the added challenge is with today's stock market valuations, there are thousands of bargains out there. This just means the odds of a start-up or existing concern getting picked up at significant valuations has been considerably decreased.

There are a number of company heads who have recently come to the conclusion that while hoping for an acquisition by Google, Cisco and others they need to simultaneously work on getting customers.

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