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Rich Tehrani
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AT&T's Bullish Investment

March 5, 2008

AT&T is making a major telecom investment in many areas of its business. The telecom giant cites the explosion of high-speed networks, data consuming devices and the move to IP as the reason for this investment.

The money is being spent to become a larger global player as well as a big provider of utility computing services.

Where will the company be spending money?

  • Subsea Fiber: Expect the company to expand capacity to area of the world experiencing economic growth such as Asia and the Middle East.
  • MPLS Routers: The company will add a number of these throughout the world in order to ensure there is proper capacity in areas of rapid business growth.
  • Metro Ethernet: The company will invest in a manner which allows it to have such services available in 39 countries.
  • DSL: Investments will allow AT&T to provide this service in 21 countries.
  • Data Center Increase: AT&T will add 180,000 square feet of global capacity by mid 2009 throughout its 28 data centers.
  • Unified Communications: Integrating and developing recently acquired Interwise - a web conferencing company into AT&T's network.
  • Expanding Audio Conferencing: Expect IP-based conferencing in more than 140 countries with native language support.

Here is my analysis of this news:

As AT&T gets more involved in the utility computing market, I expect them to butt heads with Sun, Amazon and Google. Google is a past foe - Amazon and Sun are new ones.

While a year ago the cable companies were eating the lunch of AT&T and Verizon, there has been a rapid about-face in the market which has been fueled by the wireless arms of both LECS, IPTV and well as international expansion.

I believe the cable companies will have to do something soon to be able to compete effectively in emerging markets.

In all, this news is fantastic for the telecom market as AT&T is spending 33 percent more than last year and double what they spent in 2006.

It will be great to see these investments allow AT&T to can overseas and whether it can compete effectively against other utility computing players in the market.

TMCnet's New Vertical Communities

March 4, 2008

Over the past decade, TMCnet has become the accepted resource for news, product research and analysis in communications and technology markets - including telecom, VoIP, and contact centers. Moreover, the site has become the defacto location online where companies build loyal communities of interest on a variety of topics. Since 2004, TMCnet has built close to one hundred and fifty communities of various sizes (current communities, channels/microcommunities) for our partners.

These communities have proven time and again to be one of the most successful products TMC has ever launched in conjunction with our advertisers and sponsors. With an astronomical renewal rate of 70% year-over-year, TMCnet communities drive tremendous traffic to our partner's Web sites and help them achieve higher levels of search prominence.In fact, we receive numerous testimonials from companies whose TMCnet communities actually attract more visitors than their own Web sites.

IMS News from Ericsson, Radvision and Quanta

March 4, 2008

There is a good amount of news in the IMS space these days and perhaps most exciting is Ericsson working with Beijing Netcom, a branch of China Netcom to provide an IMS platform for the Olympics.

It will be interesting to see what sorts of applications the companies come up with and I certainly wish I was going so I could see them myself.

In other exciting IMS news, Radvision today announced that Quanta Computer is implementing its new IMS Video Share Application which provides complete, smooth integration of IMS video sharing services for Windows Mobile and other operating systems.  Quanta will be deploying the IMS Video Share Application as the first IMS service on their Windows Mobile 6 smartphones.

Using this solution, service providers can allow users to upgrade an audio call to a unidirectional video call. In this manner a user could show others what they see -- but in real time.

These two events alone are huge for IMS and have the potential to grow awareness of IP multimedia Subsystem technology to not only operators but wireless customers. I am looking forward to seeing IMS applications rolled out more widely in 2008.

TMCnet Services

March 3, 2008

Building IMS Applications

March 1, 2008

Refurbished iPhones

March 1, 2008

What could be better than an iPhone in a slowing economy? how about a less expensive, "previously owned" iPhone which will cost $199 for 4GB and $249 for 8GB. The good news is these phones will be offered by AT&T who will likely back the refurbs up with a warranty.

In case you were thinking the whole world would convert to iPhones as soon as the price drops, this would be untrue.

And how do I know this?

last week I spoke at the Altigen Dealer conference in Ft. Lauderdale, FL and no one in the audience of over 150 had one one. Moreover, it seemed none of the audience members would ever switch as they said the platform was closed, not Microsoft compatible and apparently every member of the audience wouldn't switch from Verizon to any other network.



David Yedwab Live on TMCnet

February 29, 2008

Did Comcast Hire People to Attend the FCC Forum?

February 28, 2008

There have been a  number of reports that Comcast filled the recent FCC Forum with its employees and people off the street who were paid. By doing so, many claim the company denied access to people who had legitimate concerns.

The company acknowledges it hired people to wait in line to hold spots for Comcast employees. It seems that some of these placeholders may have made it in the building as there are photos of some people sleeping through the debate.

Then again, these could just be very bored Comcast employees. Let's face it, an FCC meeting discussing the minutiae of net neutrality is not riveting content.

What Nortel Should do Now

February 27, 2008

Nortel will be cutting 2,100 jobs and shifting about one thousand more to areas which have lower costs. These actions are in response to a wider loss in the fourth quarter.

The company remains optimistic about its long term future and they are in a good position from the standpoint of having an enterprise and carrier business. As I have said in the past, generally, one is strong while the other is weak.

The challenge for Nortel may just be the sheer size of the company which makes it difficult to manage. Having so many divisions and product lines makes it tougher to turn the ship on a dime.

I have a number of strong relationships across the carrier and enterprise sides of the business and as an outsider I feel the company can do better if it brings its various units together even more closely than they currently work.

This is not an easy task of course but the company has solid technology, a great relationship with Microsoft and plays in multiple spaces which should offset one another.

These job cuts along with some restructuring could help the telecom giant become more nimble which should assist them as they head into a tougher economic environment.

And one last point...

Some Webinars to Witness

February 25, 2008

If you aren't aware, it seems like my responsibility to at least mention some webinars worth attending. They happen to all be webinars that are hosted by TMC.

I am going to try to attend them all. Some of the more interesting ones to me have to do with cutting edge tech. So multicore, IMS applications, unified communications, hosting and analyzing success factors are ones I am drawn most to.

Of course, you can feel free to take a look at this list and make your own decisions on which one(s) suit your needs most.

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