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Important Interviews

January 16, 2008

Recently I was fortunate enough to be able to interview a number of thought leaders and others who have given me their perspectives on the communications market, the future, the entry of Google, Apple and Microsoft into the space and much more.

Here are some of the more interesting interviews for your reading pleasure... I really think we can get a healthy read on where communications will be headed in 2008 by absorbing some of these comments.


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Tech News 01/16/07

January 16, 2008

It has been a pretty big news day so far this early morning. Intel perhaps is responsible for the biggest portion of today's market movement as last night they announced earnings which were not all that bad but the stock got slammed anyway. I am a shareholder of Intel as a point of disclosure.

Ending a six-month long saga many thought was over, Oracle will be buying BEA Systems for 8.5 billion dollars in an all-cash deal. You may recall this summer that the two companies were negotiating over this sale with BEA rejecting an earlier offer from the database and software giant.

The Wall Street Journal has good financial analysis of Synchronoss Technology, the company behind the iPhone activation.



Quantcast Update 01/08

January 15, 2008

On November 6, 2007 I had a post (see bottom of post for chart) where I showed how TMC compares with other IP Communications sites. I did this by pulling numbers from Quantcast, a web service which tracks web traffic worldwide but whose numbers quoted here equal the unique United States visitors each month.

So a Quantcast ranking of 3,000 means that you have 100 unique visitors each day per month (approximately 30 days). So 100 x 30 = 3,000. Again -- these are US numbers only.

In November of last year, TMCnet attracted just over 711,000 US unique visitors per month according to Quantcast.

Now, just two months later, our Quantcast ranking is 870,019, an increase of 159,019.





Service Provider Opportunities

January 11, 2008

Service providers are being extremely creative in using technology and ingenuity to launch new and enhanced services and products to keep customers and attract new ones. Some of the better ideas I have seen lately are the consumer electronics DECT phone from Comcast which allows internet browsing and address synchronization via the in-home cordless phone.

I also think the Alltel/AAA collaboration is a great move allowing consumers access to over 100,000 locations which give AAA discounts. In addition the GPS-enabled devices allow instant transmission of location to AAA when you have a car problem.

Another great idea is the transmission of Pandora radio to certain AT&T Wireless handsets. I really like Pandora as the service allows you to customize your own radio stations without listening to commercials.



IP Communications News January 4, 2007

January 4, 2008

If you just can't get enough IP communications news then you are a lot like me and I do feel a bit sorry for you.  Either way, there is lots of great news happening in this first short week of the new year.

Some of my favorite news is Vonage settling the AT&T Patent dispute, P&G receiving an award for wireless VoIP and the Simulscribe recognition. Enjoy:

Excel Telecommunications: 2007 a Good Year for SIP Trunking, 2008 Even Better




Technology News Wrap Dec 27, 2007

December 27, 2007

It has been a slow news week as you might imagine and there have been a number of stories which have caught my eye. Stories wrapping up 2007 are rampant and one worth reading is from Mae Kowalke and is titled 2007 VoIP News Highlights from TMCnet. Within the article is a summary of news regarding Microsoft OCS, Vonage, SunRocket and more.   In other news, Sonus got nice recognition as a market leader from Infonetics in a report which states Sonus has captured 26 percent of the worldwide market, with 42% coverage in North America region representing increases over Q2 2007.   A rumor which could be a deal changer for the technology market comes from Seeking Alpha and discusses a potential new Apple device which seems like a Nokia N800 clone. I am a huge fan of the Nokia N800 as it is speedy, has wonderful resolution at 800x480 and can do so much more that a smartphone.

VoIP Banned on Some Flights

December 24, 2007

Perhaps the best holiday gift for people who enjoy peace and quiet on their flights is an all out ban on VoIP in the sky. The AP is reporting on the sorts of things we may be allowed to do in the sky like view porn or talk.   It is too soon to know which airlines will allow what but I am sure there will be extreme pressure on airlines to allow talking if they can monetize it effectively. The question is how to allow talking without disturbing passengers who want quiet.   Will airlines have talking sections like they used to have smoking sections?   Then again, what happens when you are seated in a row that has a baby crying? Is talking more annoying than a baby crying?   As a frequent Metro North train traveler I can sympathize with how annoying some callers can be.

Nortel Sues Vonage

December 17, 2007

Vonage just can’t catch a break these days and seems to be the target of more lawsuits related to patent infringements than just about any other company out there. The latest patent fight is with Nortel, a company who says Vonage is infringing on twelve of its patents.   ``Defending our intellectual property rights is a top priority for Nortel,'' said Nortel spokesman Mohammed Nakhooda. ``That's why we are seeking damages and to put an injunction on the use of our technology with respect to Vonage.''   ``The litigation is ongoing and both parties have filed and will continue to file papers,'' said Vonage spokesman Charles Sahner. Nortel's filing ``is a countersuit in defense.''   Generally speaking when a company becomes as high profile as Vonage they also have an arsenal of patents.

CompUSA to Close

December 8, 2007

In the neighborhood near TMC, three stores have recently been wiped away in the past years. The first to go was the hardware store which could not compete against Home Depot. The next was the photo development store because of ofoto and Walmart. The most recent was CompUsa because – well a number of reasons.

Telecom Growing Nicely

December 5, 2007

It’s a good time to be in telecom. With all the housing gloom and doom it is nice to see that at least the telecom market is doing exceedingly well. Of course you have to pick your battles… Consumer VoIP is a rough space to be in (just ask Vonage) but companies focusing on the enterprise are as happy as pigs – well let’s keep this semi clean – Pigs in subprime mortgages.   Case in point, after a sluggish second quarter in 2007, enterprise telephony equipment manufacturers saw an 11 percent jump in worldwide sales in 3Q07 to reach $2.6 billion, according to a recent study.   “The Big Three (Avaya, Cisco, and Nortel) had excellent quarters, all growing well into the double digits,” said Matthias Machowinski, directing analyst for enterprise voice and data at Infonetics Research.   Worldwide sales of service provider next-gen voice equipment are up 5 percent in 3Q07 from 2Q07 to $956.4 million, says Infonetics Research in its "Service Provider VoIP and IMS Equipment and Subscribers" report.   “The bump this quarter was partially due to seasonal factors, as the third quarter tends to be strong, but also because of increased demand across the board, even in the TDM segment.
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