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Update on Polycom

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I recently attended Polycom analyst event in New York. The event took place just after the completion of its acquisition by Siris Capital. Mary McDowell was present and available to introduce herself as the new CEO. Session presentations included portfolio review, road...

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Split-Up or Shut-Up

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In a recent interview, investor superstar Marc Andreessen told Bloomberg’s Emily Chang at the Salesforce Dreamforce Conference on Wednesday.  that if a technology company is more than 20 years old, then “they’ll probably benefit from being broken up, and many of them...

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Two Different Pictures

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A few months ago, highly respected and legendary prognosticator Elliott Gold predicted that Vidyo would pass Polycom. At the time it didn’t seem particularly reasonable. But as Elliot says “the trend is clear.” My reservations with his prediction were that...

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The New SP

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In my last post, The Emerging Cloud Order, I covered the new ecosystem emerging around hosted communications. In terms of quantity, it is the service provider that is really taking off. Seems everyone and their brother is a service provider...

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HP UC

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Is HP a UC player? And if so, “Player” as in vendor or poser? The hot part of UC right now is mobility – and HP doesn’t seem to be in that space. Although that could still change. I’ve written...

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Snom Wants More

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Snom is one of the new companies. Founded in 1996 in Germany it quickly established itself as a quality manufacturer of SIP phones. The market for SIP endpoints continues to grow; as does Snom’s portfolio. This year, Snom has made...

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Astricon

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Astricon is coming up next month. I attended last year and am excited about attending this year. The open source nature of Asterisk results with more developers working on it than any other telecom solution. As a result, going to...

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