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Rich Tehrani
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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.

Telephone System Channel

August 6, 2007

If you aren’t aware, TMC has built with its partners, the largest collection of business to business online communities in the communications and technology space. Channels are micro communities which live on the left navigation of TMCnet menus. Global Online Communities are in yellow and live in the top navigation area of TMCnet’s home and other pages.   The latest channel/micro community we have built is in partnership with IPitomy and is called obviously enough the Telephone System Channel. On this channel you will find all the information on telephone systems you could ever want.   For example, here is an article which discusses research firm ABI’s thoughts on SIP and how it is transforming telephone systems today.

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.  

700 MHz

July 29, 2007

Another SunRocket Alternative

July 25, 2007

Recently I have reported on how Packet8, Nuvio and OneSuite are all looking to have SunRocket customers switch to them. Now there is another company looking to get in on the action… USA Telephone. I had a chance to interview the company’s CEO Bill Fogg today.   This is what he had to say:   Tell me about USA Telephone.

VoIP News July 24, 2007

July 24, 2007

Recent news in the IP communications space has centered on SunRocket replacements from companies like Nuvio and OneSuite. At least in the case of OneSuite, I haven’t even heard of them and their PR/marketing is nonexistent… At least to me. I think switching from SunRocket to OneSuite may be a mistake as I have never heard of the company till now. They do have an ISO 9001:2000 certification but this means little to me as it doesn’t apply to VoIP quality or financial stability.

VoIP News July 20, 2007

July 20, 2007

Here is the VoIP/IP communications new of the week. We start with the terrible news of SunRocket closing down without notifying customers. Not well done at all. As you can see below Nuvio would love to get these customers.

SunRocket Switch to Packet8

July 18, 2007

Yesterday I blogged about the SunRocket bankruptcy and I mentioned how although pure-play VoIP is not easy, a company like 8x8/Packet8 is doing a good job. Today I came across an article on TMCnet discussing how Packet8 is the preferred replacement service for SunRocket customers.   I queried the company’s VP of Marketing, Huw Rees about what this means and why customers should switch. Most importantly I asked whether a pure play VoIP provider can be successful. Huw has some good points which follow below.   ----   Packet8 is the preferred replacement service by SunRocket...

SunRocket Bankrupt

July 17, 2007

I am not really so surprised by the SunRocket bankruptcy news. The company was an innovator and had some great ideas early on but for the last few years they were extremely quiet. There was little press outreach and there was a lot of management trouble.   Russell Shaw will tell you this is an example of how difficult it is to be a pure-play VoIP provider in a triple-play world. While the triple play competition is obviously part of the problem with SunRocket… It seems having a lack of consistent management or business planning is a much bigger problem.   Yes, it is a tough business but I think SunRocket just stopped trying many years back.

RNK Phone Number Bank

July 16, 2007

What Craig Walker and Vincent Paquet, GrandCentral Founders did at GrandCentral is amazing. They came up with a great idea – one number for life. They started a company and sold it quite quickly to Google. The service is evolving even more rapidly now but while so many people marvel at how fast Google snapped up GrandCentral, one company thinks they have a better solution to the one number problem.   We can likely all agree the idea of having a single phone number makes a great deal of sense.
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