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Rich Tehrani
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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.

Kevin Martin Leaves FCC

January 15, 2009

Despite Reports, Nortel Operates as Usual

January 14, 2009

Reports are circulating that Nortel has declared bankruptcy and pieces will be sold off to foreign firms. Company sources say this is untrue. Here is the complete story.

In the past 24 months, global financial markets have gone from encouraging companies and individuals to take on as much debt as they can to abruptly stopping all financing and debt renegotiation.

Tribold, ADC Get Investment

January 13, 2009

It is definitely worth pointing out that even in the toughest economic environments; some companies believe the telecom space makes a great investment. Witness the recent ADC investment of $33 million by Citadel (which some call daring) and today's news that Intel Corporation's strategic investment group, Intel Capital, as well as DFJ Esprit and Eden Ventures will put $11 million into Tribold to help company's position in the enterprise product management space as it relates to carriers.

The company offers their SOA-based Tribold Integration Services Framework which provides the necessary product data management infrastructure to interface product and service data to BSS and OSS applications. Examples include CRM, billing, order management, SDP, provisioning and  online portals.

Julius Genachowski to Head FCC?

January 12, 2009

TMCnet's Michael Dinan reports Julius Genachowski will head up the FCC as part of the incoming Obama administration. Genachowski is a former Harvard law classmate of Obama, chief counsel to former FCC Chairman Reed Hundt, a VC and led the development of the president-elect's technology and innovation agenda.

Genachowski was the Chief Business Officer and a member of Barry Diller's Office of the Chairman at IAC/InterActiveCorp. He had previously served on the Boards of Directors of Expedia, Hotels.com and Ticketmaster.

Nortel Under Assault

January 8, 2009


In a number of my meetings with companies in the tech and telecom space over the last few years, they have told me they are aggressively targeting Nortel customers. This was before the talk of bankruptcy which will likely make it easier for customers to be poached.

Ittai Kidron at Oppenheimer believes Juniper will benefit most from marketshare loss Nortel will see. Cisco and F5 will benefit as well according to this analyst but the revenue increase to Cisco as a result of marketshare gains will be minor when compared against Cisco's total revenue.

Obviously VoIP is Alive and Well

January 3, 2009

 

A Phoenix rising from the ashes -- not sure this is the appropriate image but it sure is colorful


A few people have asked me recently to throw my hat in the ring about the health of VoIP. Many bloggers have been eulogizing the technology while I was on vacation - ironically using more VoIP than I ever have.

TMC and Objectivity

December 25, 2008

Objectivity is the subject of today's thoughts - primarily because I came across a pretty harsh criticism of me being biased towards a particular vendor. I was going to link to the posts where an anonymous individual decided to skewer me but I then realized that the poster could be a short seller of the stock of the company in question or perhaps a disgruntled former or present employee.

Seldom, I do get criticism from people saying I am biased towards or against companies. They say I brownnose or they say I am in the pocket of this company or that.

A Tale of Bribery, Cockroaches and Raid

December 21, 2008

 


One of the most fascinating articles I have read in a long while is about the Siemens global bribery scandal where the company spent $1.4 billion on bribes from 2001 to 2007. Of that, get this - telecom accounted for $800 million or 57%! Consider the company also had divisions in industrial, transportation, control systems, healthcare and other areas and you see just how out of whack the telecom bribery spending was.

This leads one to wonder a few things...

We're No Shrinking Violet Says Nortel's Carrier Chief

December 20, 2008

Nortel is an interesting company from the perspective that they have an inherent advantage in their product development as they cater to two separate markets - enterprise and carrier, which need similar products. The company can afford to easily sell carrier-class products to enterprise customers making them more reliable than what many competitors offer.

But all the advantages in the world don't mask the company's recent earnings which were below expectations with carrier revenue down 24% and they certainly can't easily offset the billions of dollars of debt the company has.

I said this in a recent post:

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