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Rich Tehrani
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Strategy Change: Make Money

October 21, 2008

In my conversations with a number of CEOs of small tech and communications companies, one thing has become clear. The market for exiting businesses has become tougher. This is common sense and the added challenge is with today's stock market valuations, there are thousands of bargains out there. This just means the odds of a start-up or existing concern getting picked up at significant valuations has been considerably decreased.

There are a number of company heads who have recently come to the conclusion that while hoping for an acquisition by Google, Cisco and others they need to simultaneously work on getting customers.

Dialogic: Video is the New Voice

October 21, 2008

One of the more exciting conferences I have attended lately has to be the Dialogic One Event at the Hotel Del Coronado in San Diego, CA. Rob Martinez, VP Sales Americas kicked off the event, speaking to global partners from over 125 companies who were in attendance at the kickoff session last night (see pictures throughout). Martinez thanked the enthusiastic crowd and sponsors and explained what we would see over the next few days. After a short intro, Martinez handed the microphone and stage over to Nick Jensen, the President and CEO of Dialogic.

Jensen was right at home on the stage and as always, was full of passion and enthusiasm.



Off To Dialogic One in San Diego

October 20, 2008

Dialogic One 2008 San Diego

October 17, 2008

I will soon be heading out to the Dialogic One event in San Diego and hope to see my friends and colleagues there. Dialogic has been and continues to be a major communications infrastructure player. As the markets have evolved, the company has shifted its business model to respond to areas which require more DSP processing and along the way picked up a number of former competitors.

Now the company has a complex array of solutions which can be used to solve a variety of communications challenges.

I always like to hear what Nick Jensen has to say about the market and his perspective is always unique and generally optimistic. I am curious to hear how current economic variables are meshing with his outlook.

Aside from Dialogic, you can come to the show and meet with the company's partners.





CBX 2008 Video Interviews

October 14, 2008

Some months back I was invited to be the video reporter at the Telx CBX event which took place in Brooklyn, NY. You have likely already read my CBX blog posts but I neglected to post the video interviews themselves. They have been on YouTube for a number of months but now you have an easy reference with links to all of them:

Overview The Best of Packet Exchange Jason Velody/Chuck Storman PointOne Vic Bozzo Telx Tesh Durvasula Telx Eric Shepcaro Stealth Communications Shrihari Pandit WBS Connect Scott Charter Calient Networks Jim Diestels 4Connections Bill Kosnik



ZeeVee's Localcasting Solution Merges Internet, TV

October 8, 2008

As the convergence of television and the internet continues, there is still a basic challenge in finding a simple way to connect the massive stores of internet video content seamlessly with the traditional television. There are a number of devices which tackle this problem but none I've seen which seem to have the momentum to become mainstream. The marriage of the internet and TV is a huge opportunity and if done correctly, it will change numerous industries.

Recenty I heard from old friend Brian Mahony (pictured), the VP of marketing at localcasting (in-home broadcasting) company ZeeVee. Mahony has worked at a number of companies on the cutting edge of technology in the decade in a half or so I have known him. When I met him in the nineties, he was working for Tundo - one of the first IP PBX companies which like so many others, ran out of funding during the dotcom/telecom meltdown.

AudioCodes a Barometer of Communications Markets?

October 7, 2008

WiMAX World 2008 Update

October 6, 2008

WiMAX has gone through an overhype stage and now is like so many other technologies - VoIP included, at a stage where the markets are trying to figure out where the opportunities lie. Indeed, trying to determine what is real and what is hype is difficult to do and to cut through the FUD (fear, uncertainty and doubt) I spent time at WiMAX World in Chicago to learn more from the movers and shakers in the space.

I came armed with questions about deployments and the threat of LTE - the evolutionary technology theoretically enabling 2-3G operators to ignore WiMAX. In the last six months there have been numerous articles and technical white papers written about whether WiMAX is necessary.

To cut to the chase, I spoke with VP Chair, Marketing Working Group of the WiMAX Forum, Dr. Mo Shakouri who explained that the transition to LTE is more than a simple software upgrade as carriers need to go from CDMA to OFDM - which obviously requires hardware. They believe there is a strong marketing campaign being waged by mobile operators and some hardware providers who want to sow FUD in the WiMAX market.

In order to combat the threat from LTE the WiMAX Forum is feverishly working with companies to develop lower cost CPE devices as carrier profitability is tied to device cost.





Dream WiMAX Phone Coming to Russia

October 5, 2008


I have it on good authority that this new WiMAX phone designed by Art Lebedev will be coming to Russia -- in about 30 days. Apparently, no one wants to go on record but multiple sources tell me this phone is going to be a game changer. As engadget discusses in their prototype article, this phone will have a touchscreen which supports 850x480 (I could not confirm these specs sadly  ) which should blow the iPhone away. In addition, those who have used prototypes tell me this phone will blow away the iPhone because it will give you access to broadband speeds without the need for a WiFi hotspot.

Sure, that is what AT&T is supposed to provide with their 3G network but the reality is their 3G network does not seem to be able to handle the massive subscriber data load at the moment.


Navigating the Financial Crisis

October 4, 2008

I have been getting more and more questions on where the communications market stands in light of macroeconomic conditions. It is a constant in my frequent conversations. In most cases, when I get this question, people tell me their business is good but they wonder if the housing market problems will trickle down into the telecom space.

The answer is simply, I do believe there is risk to all sectors of the global economy. For the first time in my memory, US and other political leaders have come on TV and mentioned the term global crisis on a frequent basis.

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