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Boston, Silicon Valley to Rule VC World

October 13, 2009

The Wall Street Journal has an interesting article today talking about Dallas-based venture funds which flopped by investing in telecom and networking companies. It explains that funds in Silicon Valley and Boston are doing better than those in Texas, Washington state or New York.

Coincidentally, today there is also news that online video company Ooyala has now raised $20 million and online video conferencing company ViVu raised $3 million. Both as you guessed it are based in Silicon Valley.

An Amazing Week for Wireless at CTIA

October 12, 2009

Where is my Mobile Data?

An overwhelming amount of wireless, communications and tech news is the best way to describe the last few weeks. Perhaps one of the most important nuggets is a catastrophic loss of T-Mobile USA Sidekick customer data and if you have one of these nifty little gadgets, be aware the wireless carrier asks that you not reset it. This issue highlights the problems with SaaS and cloud-based services.

Infosys Interview on M2M and Wireless

October 8, 2009

Southern California Trip Update October 2009

October 7, 2009

As you may know, I am traveling today in Southern California. Here are some things which have come up. IMS is growing in popularity again driven by LTE and other factors. I have heard this quite often and this is positive news for the market.

Microsoft Bombs with Windows Mobile 6.5?

October 6, 2009

Mitel Benefits from Virtualization, Nortel Sale

October 6, 2009

On a recent trip to Canada I sat down with Mitel CEO Don Smith and President and COO Paul Butcher to discuss the company, industry and future. The dynamic duo is exactly that, mixing copious amounts of humor and friendly verbal jabs (this time at each other and not me ;) ) with frank talk about technology and marketshare.

Avaya Purchasing Nortel

The issue of greatest importance was the demise of Nortel and sale to Avaya, since both are Canadian companies with a similar tradition of great engineering.

Don and Paul explained off the bat that they are excited to see two of their biggest competitors Nortel and Avaya merge as they have 100% channel/geographic/product overlap (may be a slight exaggeration but at least 85% is probably a "safer" estimate) and the two companies hated each other for 100 years.

The Internet Security Challenge

September 21, 2009

I had a meeting with Jiri Kuthan AVP Engineering of Tekelec regarding some of the challenges his company sees in the communications and technology markets. The first is security which he says is an underappreciated topic. One point he made was that operators are beginning to think more systematically about SBCs. They aren't just throwing boxes at their problems anymore as he says but instead they are beginning to focus on systematically improving their security policies and procedures.

He is not discounting the importance of the SBC, just explaining there is more to it than adding equipment to handle the problem.

SPEC: World's First Smart Ecosystem Community Launches

September 18, 2009

Leveraging Ecosystems Eclipses Developing Products

Widgets for TVs, application stores for wireless phones, applets for the connected home and automobiles... The trend is clear as smart ecosystems have emerged on the scene as a new way to generate revenue while locking in customers to specific hardware/software solutions. For many manufacturers such as Avaya, Cisco, RIM, Nokia, Apple and makers of televisions, it is no longer adequate to focus exclusively on the products your company develops.

Altair Semiconductor 4G Update

September 17, 2009

BelAir Networks WiFi Enables Carriers

September 17, 2009

I have been a strong proponent of carriers rolling out WiFi networks as they provide another sticky service which customers are loathe to give up. Cablevision's Optimum WiFi which is a free WiFi service rolled out in much of the cable company's footprint is an example of a service which has been proven to reduce churn and is currently running at over one million minutes per day of usage.

AT&T's acquisition of Wayport and Verizon's partnership with Boingo show the carrier of the future needs to blend WiFi into their offerings.

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