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Rich Tehrani
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Spirent Doing Better Than Expected?

November 25, 2008

Cisco 4-Day Shut Down Spooks Market

November 25, 2008



Cisco is taking extraordinary measures to cut costs and has had its first ever 4-day shut down to conserve money. Generally this is a good thing to do but in this case, investors are nervous and not acting rationally and the stock is don almost 6% so far today. There is obviously continuing deterioration in world financial markets and Cisco's move is smart.

What is not mentioned in this report is the fact that this is the first time in my memory that Cisco is in a macro environment where little to no hiring is being done. So shuttering plants worldwide does not lead to mass defections to other sectors which are hiring.

This is perhaps one of the few silver linings in a dark cloud.

Om Malik has salient comments on the matter and points to a lack of 2009 visibility.







Yahoo E-Mail Problems

November 25, 2008

10 Million Life Mag Images Hosted By Google

November 18, 2008

What the New Yahoo CEO Needs to Do

November 18, 2008

With financial markets in turmoil and Jerry Yang being responsible for more or less botching the Microsoft deal, it is obvious he needs to step down. The only question is why did it take so long? Here are thoughts on the new CEO Position and what has to happen:

1)      She/He has to be from an entrepreneurial new media company

TMCnet in Top 500 Sites in Blogosphere

November 13, 2008

Today I sent an email to the TMC team regarding how TMCnet ranks on URLFAN, a site which tracks rankings of websites in the blogosphere. The lower the URLFAN ranking the better and I am happy to say thank you to the blogosphere for allowing TMCnet to rank in the top 500 of all sites -- 479 to be precise.

These rankings are generated by the total number of links on blogs so the more links a site gets, the better/lower the score.

Here is the precise wording from the company's site:

Our system parses the millions of blog posts that are generated everyday, literally counting every mention of every website we come across. We filter out spam, broken links, and other various material to determine how many times your website was mentioned today. We reference this against every other website and determine where you rank among them.





Microsoft Does Not Want Yahoo

November 7, 2008

Steve Ballmer is a master negotiator. C'mon - we know he wants Yahoo. We know Microsoft needs Yahoo! but still, he plays coy and says he is not interested. Very smart.

President Obama And The Coming Tech Revolution

November 6, 2008

I will admit it is difficult to put the words tech and revolution together less than 24 hours after John Chambers cratered confidence in technology with a conference call which mentioned that the next quarter will likely see revenues 5-10% lower than the same quarter last year.

But as we get past this hopefully-temporary negative news, I believe we are getting ready for another technological leap where companies of all sizes begin to embrace technology like never before.

It may be useful to go backwards before we progress and in so doing let's stop in the late nineties when Al Gore mentioned the term information superhighway in a speech on TV. Almost immediately the tech markets were abuzz and I remember the next Internet World expo saw traffic increase exponentially.

You see, government has always had a huge influence over tech.

VoIP 1, Economy 0

November 2, 2008

What a fall season it's been. With the economy uncertain, world leaders actually discussing the word crisis on a regular basis and layoff levels not seen in years, you would expect every industry to lie in shambles. In fact, many a sector has been really hurt by the slow down. Thankfully, IP communications is not one of them.

Recently Dialogic and LifeSize came out with pretty good news in the IP communications market.

Apple's Potential Antitrust Issues?

October 31, 2008

There was a time when Apple accused Microsoft of being the 800 pound gorilla of software and using its weight as an unfair weapon against the competition. Fast forward a decade or so and Microsoft is seeing competition from all directions and Apple is becoming the 800 pound gorilla of tech. When a company gets so big, there comes a point at which they start to get a reputation of being closed and an evil monster - keeping the competition from surviving.

That point may be this month as more and more companies are being refused from the Apple Application Store which you need to be in to legally have your applications downloaded onto iPhones and iPod Touch devices. Just five weeks ago I wrote about MailWrangler being refused access to the store by Apple and now the latest company to be rejected is Opera - their Mini browser is very good and I have used it successfully many times on my Windows Mobile XV6800 device.

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