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Alcatel-Lucent Turning the Corner?

November 5, 2010

After a number of years and some challenging times after the merger - Alcatel-Lucent the combination of New Jersey-based Lucent and Paris-based Alcatel is turning the corner making a quarterly profit and displaying more confidence about its future. Kevin O'Brien at the New York Times explains the company reported its first profitable quarter of the year, posting €25 million, or $35.3 million, in earnings compared to a €182 million loss in the third quarter a year earlier. Moreover sales rose 10.5 percent to €4.1 billion.

Although Asian competition from ZTE and Huawei is strong, the company certainly benefited from the implosion of Nortel and we'll see if they can ride this momentum out and keep the profits coming.

TMCnet's Ed Silverstein has more and The Motley Fool suggests Alcatel-Lucent is the next Nortel - waiting to implode. 



Facebook Extends its Mobile Platform

November 4, 2010

Although this is a long article - which I admit I didn't have time to finish  - it is worth a read because it gives you an idea of the Facebook mobile strategy and moreover relates it to the Google Android strategy and explains that Facebook can't take advantage of every opportunity and is opening up more so others can assist.

Hats off to Rob Jackson for spending the time it took to put together this quality piece. Here is an excerpt:

  1. Single Sign-On: Open an application and automatically enjoy the experience with access and perhaps pre-installed knowledge about you and your friends. Sounds a bit like signing into your Android phone with your G-Mail account and having your contacts, calendar, apps, etc… already at your fingertips and syncing up!
  2. Location APIs: If we know where you are and where you’ve been AND we know where your friends are and where they’ve been, there are some very interesting things Facebook can do from a social standpoint. Google tried some of them with Buzz and Latitude but weren’t that successful, but then again, Facebook is a company whose #1 strength is Social so perhaps they can do what Google did not.




Cbeyond M&A Happens Two at a Time

November 4, 2010

Peter Radizeski has been the intrepid M&A reporter as of late sand he says in a recent post he is having trouble keeping up with all the activity. Cbeyond for example today announced it has purchased companies MaximumASP and its affiliated companies as well as Aretta Communications. These moves allow the company to provide a variety of services such as managed virtual servers, cloud services, cloud communications in the form of hosted PBX solutions and SIP trunking.

The prices for the transactions was $40M and 2010 revenue of the two companies in 2010 is expected to be about $12M.

New Editorial Additions to TMC

November 3, 2010

Tehrani on Future of Broadband

November 2, 2010

Alcatel-Lucent: Mobile Data to be Sold at a Loss

October 27, 2010

Alcatel-Lucent has a dire warning for wireless carriers and investors… You just aren’t going to make money from wireless broadband. The timing couldn’t be better <sarcasm> to get the news as global carriers are pouring billions into their 4G networks.

What leads the company to this conclusion? The challenge is operators are starting to tier their pricing which means users can get on broadband networks less expensively – moreover, voice revenue is paying much of the carrier bill and as it declines in lockstep with the cost of data plans – carriers could be losing money for years to come.

Thrane & Thrane Update

October 27, 2010

I recently had a chance to sit with Ron Lockerby of Thrane & Thrane to learn about what was new with the company’s satellite product line which serves a diverse set of markets such as maritime, aeronautical and land mobile. With a total of 600 people in the company and 60% of those being engineers you can expect engineering to be a strong-suit of the organization.

Thrane & Thrane’s maritime products consist of the SAILOR line which is OEMed by Northrop Grumman’s Sperry Marine unit and the product line consists of VHF, MF/HF, Inmarsat C terminals, complete GMDSS systems including LRIT and SSAS solutions, and a full range of maritime satcom products including Iridium, Mini-M, Fleet, FleetBroadBand, VSAT and satellite TV.

Lockerby spent some time focusing on the company’s Explorer 325 which is a compact voice and broadband solution for vehicles.

Astricon 2010 Kicks off to Standing Room Only Crowd

October 26, 2010

Anana Enables Social Networking Dial-Tone

October 25, 2010

It was only a matter of time – social networking has permeated so many aspects of our lives that almost one-in-five divorces cite Facebook as part of the reason for the split! Moreover, in some countries a single text message is legal grounds for divorce. But wait, how did I get on this tangent? This was supposed to be a happy story about how social networking has integrated with telephone service like never before, enabling carriers to generate revenue by tapping into one of the most popular phenomenons on the planet.

Astricon: All Things Asterisk

October 25, 2010

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