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Rich Tehrani
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Tech Growth: It's all about the Arbitrage

October 15, 2011

Wikipedia defines arbitrage as the practice of taking advantage of a price difference between two or more markets and I’m amazed at how it’s helped the world of tech grow through the decades. Now before I continue I should point out productivity and flexibility are also crucial reasons for tech growth. For example, the PC spreadsheet made it possible to not only perform financial calculations more quickly but more importantly to perform calculations you just couldn’t afford to have humans do.

But really, arbitrage is the hidden gem in the market because quite often it fuels the use of a new technology with paying customers who can justify the expense because they are saving money elsewhere.

Is Content King or is it Platform?

September 30, 2011

The adage about content being king is absolutely true and the precipitous drop in the value of Netflix shares related to losing Starz programming reminds us that distribution can be considered a distant second to content. This is true because the world has flattened with the advent of broadband meaning any content provider can stream directly without the need for cable companies or telcos to take a cut.

Glenn Beck’s recent launch of GBTV for example shows us how a content provider can take his or her show and produce it just fine without the need to deal with traditional distribution.

But from the standpoint of the consumer, having access to a smattering of programs on disparate websites is not the same as accessing them all seamlessly through a single aggregator.

Selling your Privacy Evolves with Amazon Silk Browser

September 29, 2011



Amazon's new Silk browser bundled with its new Kindle Fire will leverage it's own servers for browser proxying meaning that all the websites you surf will go through the company's cloud-based servers. Although browser proxying is not new, it has been used in the Skyfire and other browsers. Its general benefit is allowing web sessions to speed up and providing mobile browsers access to content incompatible with the browser - such as Adobe Flash.

TMC's Tom Keating has more on the privacy concerns and after reading his thoughts I realize just how fast product subsidization is evolving. You see yesterday I explained Amazon is subsidizing its tablets via Amazon Prime and cloud-computing services but now it seems Amazon will also have access to the sites you browse allowing its suggestion engine to to potentially use this data to better target products which suit your interests.

While privacy advocates may be up in arms, the reality is we sell our privacy for free services virtually every day when we use popular web portals, online email and a slew of other services such as browser toolbars.





Cisco's Ian Pennell to Keynote ITEXPO in Austin

August 22, 2011

We are thrilled to announce that Cisco's Ian Pennell The Senior Vice President, Small Business Technology Group will be keynoting ITEXPO in Austin, TX, Tuesday, September 13, 2011 between 9:15 AM and 9:45 AM. One reason I am excited to announce his participation is Pennell handles much of the carrier and VAR/channel partner relationships and these are integral parts of the ITEXPO experience.

It should be a great event and Cisco's participation joins a roster of truly crucial tech companies keynoting  such as Mike McCarthy the VP of Cloud Computing Services at IBM, Mark Straton, Senior Vice President Solution Marketing Voice and Applications at Siemens, John Antanaitis, VP of Marketing at Polycom and Matt Groppe, Director of Global Business Development, DHL Same Day.

Update: Another event which takes place the same week at the same convention center as ITEXPO is StartupCamp4 Comms Edition and the keynoter for this event will be Bob Metcalfe, the inventor of Ethernet, VC, professor, cofounder of 3COM and author of the world-famous Metcalfe's Law.

By the way, speaking of DHL - if you doubt a shipping company is really in the tech space - check out this editorial from Marc Andreesen in the Wall Street Journal this past weekend which explains why software is eating the world. Here is an excerpt as a subscription my be required to view.





Google Pays Half Million Per Patent for Motorola Mobility

August 16, 2011

Google just purchased patents as part the acquisition of Motorola Mobility – 24,500 of them to be exact. At a $12.5B valuation that puts the value per patent at $510,204 apiece. But the search giant also gets 19,000 employees on top of the 29,000 it already has.

The question is does Google want these employees or to manage a business which is so different from software and advertising that it makes your head spin.

Got Big Telecom Data? You Need Infinity Ear from Empirix!

August 16, 2011

OK, this isn’t a real product name – yet but you could potentially help pick it – be sure to let the company know if you have a name for their new product line.

I sat down with Tim Moynihan and Gordon Eddy of Empirix at SpeechTek and was happy to hear the company has been experiencing double-digit growth. Testing companies like Empirix are a great barometer for the markets they serve as they grow with the percentage of deployments in the spaces are in. In this case, the company is seeing increasing orders as a result of the migration to IP so SIP trunking and SBC deployments have really helped the bottom line.
Moreover, companies are seeking out testing services from Empirix before they deploy CRM, call center and UC services.

Mergers have been another positive factor in the company’s growth as companies have to ensure their disparate systems can interop smoothly before they go live as part of a more seamless network of communications systems.

An interesting area of expansion will be introduced this fall – analyzing “big data” for the telecom space. The point here is big data is being scraped and analyzed with positive results in data centers but there has been a lack of tools to do the same in the telecom space.






Latest Trends in Speech Technology, CRM, IVR, Collaboration and Cloud Computing

August 14, 2011

Speech analytics in greater demand

At the recent SpeechTek 2011 conference in New York I gained some great insight into the state of speech technology. For example, Jeff Schlueter of Nexidia told me his company’s speech analytics solutions have been in greater demand in this current economy as the desire to control costs has led to increased adoption of speech analytics. In addition, the company has released version 9.0 of its Enterprise Speech Intelligence product suite which cuts the TCO in half and allowing for customers to handle even larger amounts of data.

Cablevision Brings TV to iPhones and iPods

August 9, 2011



A few months back, Cablevision released an iPad app allowing consumers to watch hundreds of channels and thousands of video on demand titles. How successful was it? Well it was downloaded more than 200,000 times making it one of the major killer apps for the iPad. Now, the same app has come to the iPhone and iPod Touch. The only limitation of the software is it only allows you to watch TV in your home or as far as your home WiFi network extends.

Skype for iPad is Baaack

August 2, 2011

Skype for iPad is here!

It was much-anticipated, released, then pulled, then re-released and it works great. The company said there were problems with it causing them to pull and then release it a few hours later. (Update) TMC's Erik Linask thinks the problem is related to chat bug. There isn't much to say except it has better quality than the iPod/iPhone version but the front-facing iPad camera is certainly a major limiting factor in the quality of the video calls you will experience.



An additional feature beyond what you can do on the iPhone is the ability to chat while conducting a video call.





TMC Dallas Video Interviews 2011

July 25, 2011

Recently I spent some time in Dallas doing video interviews with companies in the Dallas, Texas area and during the course of the discussions I was able to get a sense of where the markets have been and are going. The vast range of different opinions really comes together into a few themes.

They are simply that wages and turnover rates in India are skyrocketing meaning some jobs may be headed back to the US. This is offset by an interview with  King White of the Site Selection Group - an organization which helps companies decide which countries and states they should locate in. He tells us that states with higher taxes are less attractive and subsequently deter companies from opening there.

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