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Rich Tehrani
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Show Me the Opportunities!

July 19, 2008

This past week has had me thinking a great deal about telecom and how it is evolving. I have come to some conclusions worth sharing. The first is that customers could care less about walled gardens. Sure, we hear complaints from some about how walled gardens are bad - but consumers don't care.

The Local Starbucks is Closed

July 19, 2008

If you were wondering whether your favorite Starbucks will be one of the 600 stores the company is about to close, the entire list (PDF) of stores to be closed has been made available.

California will see just under 90 stores shut down while Florida and Texas just under 60. TMC's home state of Connecticut will lose five stores -- the closest is about ten miles away from TMC and a store I have never visited. Digium will lose one store in its home city of Huntsville, Al (Madison Square Mall), Manhattan will lose six and Southhampton is the only location in the prestigious Hamtons to be whacked. Expect stores to close early next year.

There have been petitions circulaing to save specific locations and government officials are trying to persuade the company not to shut certain stores.

What I find amazing about these incidents is that many used to complian that Starbucks killed off the local coffee shop and made coffeee a chain-like experience.





Yahoo Enlists Home Page to Fight Icahn

July 18, 2008

The Yahoo! takeover offer by Microsoft and the subsequent saga that has ensued is unusual in my recollection of corportate takeovers. The latest chapter in the saga is Yahoo now using its home page to fight Carl Icahn. The ad they are running on their home page (pictured) really targets shareholders and others who are interested in the gory details of a corporate takeover.

What is most interesting is how Yahoo points to (see below) how unsuccessful Carl Icahn has been in his past efforts to increase shareholder value. Certainly, in an official bear market, it is fairly easy to make Icahn look bad.

Check out this TechCrunch article for more on the story.

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Icahn's Recent Involvements with Public Companies (1) Company Involved Since Change in Stock Price Since Initial Involvement(2) Amylin Pharmaceuticals Inc. May 2008 >(20%) Enzon Pharmaceuticals, Inc. Mar 2008 >(15%) The Greenbrier Companies Feb 2008 >(5%) Guaranty Financial Jan 2008 >(70%) Federal-Mogul Corp. Jan 2008 >(30%) BEA Systems Sept 2007(3) >45% Biogen Idec Aug 2007 >1% Motorola Inc. Jan 2007 >(60%) Cyberonics, Inc. Jan 2007 >20% WCI Communities Inc. Jan 2007 >(90%) Telik, Inc. Jan 2007 >(80%) Lear Corporation Oct 2006 >(45%) Time Warner Inc. Aug 2005 >(20%) Temple Inland, Inc. Feb 2005 >(55%)(4) Blockbuster Inc. Dec 2004 >(70%)







Contact Center and Service Provider Similarities

July 17, 2008

I have been seeing an interesting trend in the communications space. In the last 2-3 years, more and more companies who used to focus on service providers have expanded their focus into the call center space. Acme Packet and NextPoint are a few examples of such companies. This is not so surprising mind you when you realize how remote agents resemble service provider customers and the theing they have in common is the need for an SBC.

In addition there has been growth in the hosted contact center market and as more service providers have become interested in providing such services worldwide they need to work with call center vendors who can supply them with the solutions they need.

VON Shows Over

July 16, 2008

A Community Service Message

I have been pretty silent about what has happened with Pulvermedia and the VON events because frankly, everyone else seemed to be covering the fact that the events are no longer taking place.

Also, TMC used to compete head to head with thee VON events so I thought it poor taste to discuss their demise. Having said that, I was at a recent event where I heard horror stories of people showing up for VON Amsterdam -- only to find out there was no VON Amsterdam. Commenters in the blogosphere have echoed the same sentiments.

So I wanted to make sure I went on record letting people in the communications industry know that Pulvermedia is shut down.





Sun, Intel Have Positive News

July 15, 2008

Did Carl Icahn Kill the Yahoo Deal?

July 15, 2008

Yahoo/Microsoft The Never-Ending Story

July 13, 2008

I am not sure I have the attention span to follow the love/hate story that is the Microsoft/Yahoo/Carl Icahn/Rupert Murdoch relationship acquisition/merger/whatever -- but it seems that as of this moment, Yahoo! has once again rejected Microsoft's proposal -- this time -- a proposal to restructure.

Rupert Murdoch weighed in by saying News Corp will not be involved in any Yahoo deal and furthermore, Yahoo and Microsoft will not end up with any deal.

Yahoo for its part is communicating to the world about the matter through press releases and the latest one claims that Carl Icahn/Microsoft gave Yahoo less than 24 hours to accept a take-it-or leave-it deal that would be of higher risk, complexity and lower financial value than the deal Yahoo signed recently with Google.

In addition, the board apparently was not happy with the Microsoft/Icahn proposal's requirement that the board and the senior management take a hike. They say, this massive change would destabilize Yahoo.

Here are some other points made by Yahoo:

-- The revenue guarantees suggested, which are conditional and subject to reduction, are well below the search revenue that the Company is expected to generate on its own and in association with its announced commercial agreement with Google. That agreement alone is estimated to generate $250 to $450 million of incremental cash flow for the first twelve months following implementation, while allowing Yahoo! to remain a principal in paid search;











Yahoo Problems Getting Solved?

July 5, 2008

Korean VoIP, 911 and LNP

July 4, 2008

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