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Rich Tehrani
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Showing Kevin Martin the Door

November 13, 2006

Inter-Tel Buyout Withdrawal

November 8, 2006


Vector Capital and former Inter-Tel CEO Steven Mihaylo said they withdraw their bid for Inter-Tel. Recently Inter-Tel shareholders rejected the takeover proposal. 11,272,46 shares were voted against the Mihaylo Resolution, representing slightly over 50% of the 22,524,535 shares of the Company's common stock that were represented in person or by proxy.

Stockholders who voted, other than Mihaylo, rejected the resolution by approximately a two to one margin. This is obviously a very substantial number. Mihaylo owns approximately 19.4% of Inter-Tel's outstanding common shares.

Personally I think current management at the company is doing a good job and it would seem shareholders agree.




France Telecom in the Movies

November 8, 2006

The next move for telecom companies is to look outside telecom

It would seem that if cable and phone companies are set for a war, the phone companies need to hurry up and catch up in one of the areas cable has a stronghold; video content. This is not news to France Telecom who recently created a new unit that will invest in French and European movie rights and produce between 10 to 15 films per year.

Some people were surprised by the move but what France Telecom has done makes perfectly good sense for a number of reasons. We all know content is king. Consumers will be watching more and more video on devices like iPods, phones and soon watches.



Verizon FiOS

November 6, 2006

Bridgeport Networks Funding

November 4, 2006

If you’re a wireless carrier you know the disruptive combination of IP communications and wireless networks such as WiFi, WiMAX and others could really hurt your business over time. If you are smart you will have already developed technology allowing your wireless service to be extended onto the broadband networks to save precious capacity and also minimize the need for your customers to go and start experimenting with free VoIP offerings from the likes of Skype and others.

One company looking to be the glue connecting wireless providers and VoIP soft clients is Bridgeport Networks whose MobileSTICK USB-SIM solution transforms personal computers into voice, multimedia messaging and presence terminals for mobile operator services.

The company recently made news when it announced $13 million dollars in funding. One would imagine their investors think the company is on the right track. Bridgeport Networks are in a pretty interesting area of telecom and wireless carriers have to look at developing innovative solutions that are sticky to retain customers.



FCC Delays the AT&T/BellSouth Merger Again

November 3, 2006

Cable Companies Vulnerable?

November 1, 2006

There are some very smart people in the telecom business who are betting on the cable companies as the winners in the service provider wars. Their logic goes something like this. The cable companies have relationships with content providers and have faster broadband connectivity and are taking away voice market share from the LECs. The phone companies aren’t even able to deliver TV yet.

There is some sound logic here. The LECs are behind and if they don’t catch up soon they can be in trouble over time.

The one ace up the sleeve of the phone companies is their relationships with businesses which are better than the cable companies.



Google and Video Advertising

October 28, 2006


Google is already winning the war for the hearts and minds of advertising decision makers with its YouTube acquisition. In fact Volvo is looking to work more closely with Google as its next car is going to launch with only internet commercials. While Volvo has relationships with other Internet advertising companies they seem to be especially excited about Google's YouTube acquisition.

One might imagine Google will sell ads you must watch before getting to the content you are looking for but Google said it opposes these "pre-roll" Web ads, which resemble TV commercials.

From my perspective the typical Google ads generate clicks but have little or no branding impact. They are very measurable however.




Aricent

October 26, 2006

As Zippy says quite well in this article, "Normally, when a new company makes its debut, Yours Truly will cross his fingers and wish good luck upon the company's uncertain future. That won't be necessary with Aricent, which comes out of the gate as a market leader in communications software, with 125 software products and already enjoying over $300 million in annual revenue."

I think Aricent who you may know as Hughes Software Systems or as part of Flextronics International is poised to do well. Although I haven't heard from them in a short while I know they have been active in PR and marketing during the telecom meltdown years and the reaction to the company at TMC's Internet Telephony events was favorable. I am looking forward to catching up with company execs and now seems like a great time.

Heading Home From Lisbon

October 26, 2006

It has been a wild week here in Lisbon at Dialogic Connections and there is so much going through my head. Will the new Dialogic be anything like the old one? Can it generate more interest in telecom? Will more companies be drawn to this market via the company's partner program?
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