Salesforce's Benioff Delivers at Dreamforce. Revenue Builders or Social Fodder?
November 19, 2009
Salesforce.com Announces new Social Applications | www.thestandard.com
Salesforce.com announced major initiatives with Computer Associates,Facebook and Twitter all around their new Chatter feature which Mark Benioff calls the greatest changes since Dreamforce.com began 8 yrs ago. But are these additions social fodder or new streams of revenue for the CRM giant?
Cisco's Starent shot is straight pool: Mobile core in the side pocket
October 20, 2009
Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com
Let’s not mince words: Cisco sells routers. Cisco sells a great many IP things but you’ve probably heard: Cisco sells routers. While Cisco has a massive portfolio of solutions and an M&A trail that would make any MBA blush, the Starent deal is straight pool.
Danger Will Robinson! Microsoft's Three Screens Get Cloudy
October 11, 2009
T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com
What happens when Microsoft's Steve Ballmer outlines a vision of "three screens and a cloud"? People get interested. However, interest is quickly tempered in the wake of T-Mobile Sidekick data loss from the cloud -- a Microsoft cloud. The implication is a reminder of the importance of getting things right in a silo or a cloud. The rapidly growing space of enabling cloud technology companies and self proclaimed cloud based service providers will feel this. Put another way? Oh the pain.
Microsoft launches competition for Google Apps.????
September 20, 2009
Will You Use Microsoft's Office Web Apps? | www.microsoft-watch.com
1. Will Microsoft's launch of a web-based office suite undermine their current office products?2. Does Microsoft know how to deliver web applications?3. Can Google reach the enterprise?
Clearwire is not your father's wireless play
September 19, 2009
Clearwire introduces Wimax service in 10 new markets | www.telecompaper.com
Rewinding tech industry press coverage over the past few years shows that Clearwire has come a long long way. Even the most cynical pundits should finally admit that Clearwire is operating and innovating in ways we have never seen before.
Please wait... YouTube profitability for Google is buffering
August 24, 2009
Google foresees profit from YouTube | www.sfgate.com
As anyone that remembers the buffering messages associated with early video streaming technology of the 90s will recall, the waiting is the hardest part. Just like the background colors in the Tom Petty & The Heartbreakers video hint Google's(NASDAQ:GOOG) colorful logo there is finally a hint at YouTube profitability.
Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.
August 5, 2009
Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com
Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition. Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco. In addition, with $30 plus billion of cash they are better positioned than most.
Walmart's TracFone (Verizon MVNO) pushes unlimited prepaid down to $45
August 3, 2009
Tracfone Tests Cheap Unlimited Plan On Verizon | www.cbsnews.com
Current thinking in the wireless world of "bigger is better" would dictate that Verizon will eventually buy TracFone's MVNO business as Sprint did with Virgin Mobile MVNO. However, it is in the interest of Verizon to maintain an MVNO ecosystem even in the face of what outwardly appears to be a challenge to previously held assumptions on wireless carrier ARPU for several reasons.
Google is building a VAR Channel
August 3, 2009
Google Launches A Major Offensive Against Microsoft With “Going Google” | www.techcrunch.com
When considering the vibrant market for Microsoft and IBM VARs (Partners) and a shift in spending for the SMB/SME market, it's no shock to see Google pushing their Google Apps solution in new and innovative ways. Google wants to create a VAR channel for Google Apps and is taking steps to make that a more widely known reality with initiatives such as "Going Google".
Carriers running scared of Google (voice)
July 28, 2009
Apple Silences Google Voice On the iPhone | theappleblog.com
Carriers are running scared of Google entering their market with Google Voice. They are trying to block the Google Voice app for the iPhone but they don't seem to bother with the Android phones or the blackberries. Why is this?
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009