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Rich Tehrani
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IBM, Microsoft, Apple, Google and Intel, The Real Earnings Story

January 23, 2009

You may have heard Intel and Microsoft missed their numbers but Google, Apple and IBM did well. Most people are trying to make sense of what is happening here. After all, to most financial analysts, these are all tech companies and subsequently they should all do the same.

Here is the real story.

The Response Point Communications Opportunity in 2009

January 23, 2009

While there are many segments of the communications market which will do better than the overall economy in 2009, there is an important trend worth noting of you are trying to invest your money or resources in the space. The very large segment of the market is in severe stress do to the economic environment and the sad state of the global banking system.

Specifically, activities which require millions or billions of dollars to finance are being slowed or stopped until the economic climate becomes better and/or more capital becomes available.

This means the segments of the communications market which do not require massive investments are less affected by the credit crunch.

The New Mobile VoIP business Opportunity

January 23, 2009

A simple test to determine who is a true telecom veteran is to ask them simply have you heard of Harry Newton. Harry was the ultimate character and the most polarizing figure I knew in telecom. The man was responsible for launching the magazines Teleconnect, Call Center, Computer Telephony and others. He was an incredible businessman/competitor to TMC and we became a better company because f him.

Don't Buy That Palm Stock Just Yet

January 22, 2009

Come Meet the Thought Leaders at ITEXPO

January 21, 2009

One of the most important parts of any conference is the networking... The potential to meet and speak with thought leaders in numerous markets at one time in one place. This year's ITEXPO has more thought leaders than any prior TMC event I can remember.

Although I cannot duplicate the actual conversations you might want to have with people at the show, I did try to come up with a way for you to get a feel for many of the speakers and exhibitors at the show by asking them questions I think are of interest.

Why Are Orders up 25% at ECI Telecom?

January 21, 2009

During the presidential inauguration yesterday, I was on a call with Laura Howard the CMO of ECI Telecom where I learned her company grew 25% on order intake growth from last year. This may surprise you as the company competes with Nortel on a few fronts. I asked Howard about where the growth was - what regions of the world and how the company changed its business model to make this happen. Hint - managed services didn't hurt.

Truphone Does it Again

January 21, 2009

Sound Off on Obama Broadband Stimulus

January 19, 2009

Tom Keating is dead set against the broadband stimulus plan proposed by President-Elect Obama. He believes in government getting out of the way of people and generally I agree with him. I do however believe that broadband is like air, water, highways, bridges and other core infrastructure and the government should aid in ensuring the US is a leader in internet access.

Yes, industry is getting broadband to the masses but that is not enough.

Gadgets to Shape More Telecom Decisions

January 19, 2009

It seems both of the major US cellular carriers have decided femtocells are a good idea. First AT&T and now Verizon. What this obviously means for customers is better service at home or in offices with poor coverage. The obvious losers here are pure-play VoIP companies as well as cabecos.

FCC, Genachowski, Bartz, Nortel, Verizon and More

January 16, 2009

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