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Rich Tehrani
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T-Mobile VoIP

August 9, 2007

Andy Abramson really likes T-Mobile’s VoIP plan based on a potential new device the company could be rolling out soon in the US. What is the device? Something which allows FMC for the home and small business market. It allows up to two SIM cards to be embedded in it meaning it can likely support two mobile phones.

Voice Peering Growth

August 8, 2007

Last year I proclaimed it the year of VoIP peering. 2007 is becoming the year of rapid VoIP peering growth. Case in point is the Voice Peering Fabric or VPF who recently stated they have reached a 200 billion minute run-rate up from a 100 billion minute run-rate in October 2006.   I recently had a chance to see the VPF’s New York location at the Telx carrier hotel at 60 Hudson Street. Believe it or not, this was my first trip to 60 Hudson.

AudioCodes Has Good Quarter

August 7, 2007

Cisco made a big splash with their earnings news today and subsequently it may be worth pointing out Audiocodes too released great numbers with growth on a year over year of 15.5%.   “AudioCodes’ second quarter financial results were highlighted by our return to sequential revenue growth coupled with continued strength in our networking business,” the company’s chairman, president and CEO, Shabtai Adlersberg, said in a statement to the press.   Adlersberg continued: “Underscoring our strong performance was our ability to generate $2.7 million of net cash from our operating activities. During the quarter we made solid progress towards increasing operating efficiencies and initiated a company wide cost reduction program aimed at improving bottom line performance during the second half of 2007 and beyond.”   Many of the AudioCodes partners I speak with are extremely happy with the partnerships they enjoy with the company. I have never heard a negative comment about AudioCodes and in this business this is unusual.   The one area the company has enormous potential to exploit is the tremendous arsenal of new technologies they have acquired from the likes of Netrake, CTI Squared and Nuera.   Purchasing so many companies in various telecom spaces so rapidly is certainly a big undertaking for any organization but over time if they can get each of these businesses to fire on all or even most cylinders, the company’s growth should be far greater than 15.5%.   This assumes the core network equipment and gateway markets continue to be solid. I have no reason to believe this won’t be the case and in addition AudioCodes is doing something very smart by diversifying into other areas.   Much of the company’s revenue was once dependant on communications equipment providers but now that Audiocodes is a more serious player in the service provider market, they are in a position to have a second revenue stream which should provide cushion if one of the markets was to soften for some reason.

Cisco Beat Earnings

August 7, 2007

Cisco beat earnings by $120 million dollars and they say enterprise earnings are strong.   Scientific Atlanta also produced outstanding results for the company.   Emerging markets are growing at 40%   Here are some statements I just wrote up for a TMCnet article that should be coming out soon:   John Chambers is on record as saying has never seen such a surge in technology since 1990. This bodes very well for the industry. I would imagine Cisco should have a blow out quarter with most of the revenue growth coming from outside the US.   In addition, I would expect the company’s IP communications growth to be strong. This bodes well for the industry but as Cisco gets stronger it may become tougher for the smaller players to compete.   Update:   Here is a great article from TMCnet’s Tim Gray on Cisco beating the earnings.

TMC White Papers

August 7, 2007

VoIP/IP Communications Stories August 6, 2007

August 6, 2007

In case you are behind on your reading or perhaps were away and want to catch up quickly; I have assembled some of the top stories from last week and today. Topics of interest include Cisco’s purchase of an equity stake in VMware, Inter-Tel’s small business push and the article on VoIP call recording.  

IP communications Earnings Strong

August 2, 2007

Let’s give a round of applause to 8x8, the parent company of Packet8 VoIP service. They have just announced a profitable quarter. For the first time since the Company launched its Packet8 VoIP service in November 2002, 8x8 posted GAAP net income of $508,000, or $0.01 per share, compared to a net loss of $2.9 million, or ($0.05) per share for the previous quarter and $1.8 million, or ($0.03) per share for the same period of fiscal 2007.   This news is important as the company had far fewer dollars to spend on marketing their service when compared to many others in the market; they still beat many others to this important milestone.   The company has focused on a methodical system of results-driven marketing and moreover recognized early that the hosted SMB space has plenty of promise.   This news is a great counterbalance to the management problems at SunRocket which caused their demise. The fact that SunRocket didn’t sell its company is somewhat mind-boggling actually.

Emerson Network Power

July 29, 2007

The embedded computing market is one on in which it is difficult to differentiate one’s self as the market is based on open interfaces and architectures. But still, vendors are not sitting still and a market where differentiation is difficult, companies continuously up the ante on performance for the proverbial buck.   Case is point is Emerson Network Power Embedded Computing who recently announced a new high-performance, quad-core AdvancedTCA blade for communications infrastructure applications. Known as the KAT6200, the new field replaceable ATCA server blade features a pair of dual-core, Intel Xeon processors, a high-speed ATCA switched fabric, a mid-size AdvancedMC expansion bay, redundant IPMI system management, and an optional 2.5-inch SAS hard drive.   In a conversation with Jeff Durst, program director for Emerson’s Embedded Computing business I had a chance to learn about the new blade and what makes it different. One area is persistent memory.

Ixia

July 29, 2007

As Ethernet gets more complicated, so must the test systems needed to accurately ensure carriers are providing the best quality of experience for their metro Ethernet solutions. A few weeks back I had a chance to sit down with the team at Ixia and discuss their Carrier Ethernet solutions based on Provider Backbone Transport (PBT) and Provider Backbone Bridge (PBB). The company’s Ixia’s test products for PBT/PBB, along with those for Ethernet OAM/CFM provide network equipment manufacturers and carriers with all the tools needed to test the latest Carrier Ethernet solutions.   Ixia announced the above functionality as well as Bidirectional Forwarding Detection (BFD) as part of it’s IxNetwork 5.30 release, which is part of its Aptixia test framework.   Many of the largest service providers have adopted PBT/PBB as it reduces the cost and complexity of Ethernet transport while providing mechanisms for enhanced QoS.   “PBT/PBB is an important new part of the Carrier Ethernet solution over switched Ethernet,” said Michael Howard, principal at Infonetics Research. “Many service providers are evaluating PBT/PBB as a cost effective mechanism to leverage their switched metro Ethernet network and offer back haul for access networks, extend L2/L3 VPNs, and point-to-point (ELINE) services.

Radisys

July 29, 2007

One of the hottest areas of telecom is the open standards building block area, especially the ATCA and more recently MicroTCA spaces. The reason for the growth in open standards components is obvious. As technology markets move more rapidly and become commoditized at the same time, many equipment manufacturers are realizing they would rather be in the software business and not hardware.   So a company who once spent millions developing proprietary transcoding hardware will likely decide it makes sense to write transcoding solutions which run on ATCA-based systems instead. Why?
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