Friday, September 28, 2007

Welcome, Telecom Dispatch - More Canadian Coverage

This is another better-late-than-never post, as I catch up on the week from being at the Ottawa Venture and Tech Summit (my post of that event will come either over the weekend or Monday).

Veteran Canadian telecom consultant Roberta Fox launched a newsletter this week, and I find it a really nice news digest for a couple of reasons. It's titled Telecom Dispatch, and is published under her corporate moniker, Fox Group. The inaugural issue went out last Friday, but because it's email-based - and not web-based - I can't send you a link. If you want to read it, you just need to sign up at the Fox Group website. It's free, and doesn't take long, so if you want a quick read on what's happening up here, it's time well spent.

I say that the newsletter is welcome news for two reasons. First is the simple fact that Roberta has a long history serving enterprises for technical consulting, and hopefully this will generate some nice business leads for her business. So, she brings a great industry perspective, and has surrounded herself with a solid group of contributors, all of whom have a similar pedigree to Roberta.

Secondly, and perhaps closer to my heart is the sad demise of print media, which is rapidly losing relevance in the Web-based world. Canada has a very small telecom media sector as it is, and the few publishers left are consolidating and/or losing their best writers to better opportunities. A while back, the National Post lost its two main telecom/tech writers - Mark Evans (went back to a startup gig) and Kevin Restivo (industry analyst now), and earlier this month, good friend Stefan Dubowski left Telemanagement for the PR world. So, in my view, Telecom Dispatch is a welcome voice in a space that needs new blood, and it's great that she's giving a platform to share with all these seasoned industry experts.


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Podcast with Jim Burton - Zeacom and Unified Communications

The TMC ITExpo took place earlier this month, and while the show is no longer newsworthy, I did a podcast there that has just been published.

Colleague Jim Burton runs the UC Strategies portal, to which I regularly contribute and often cite. During the ITExpo, Jim and I sat down to do a podcast, and we ended up talking about the overall state of unified communications, with a particular focus on an exhibitor that caught our eye - Zeacom. They've been making some noise about having had a UC solution for years, and based on the demos we saw, they do have a pretty interesting offering.

The podcast was posted to the UC Strategies portal earlier this week, and if these topics appeal to you, I think you'll find our chat worth a listen. Having been in Ottawa most of the week, this has been my first chance to post it, but I don't think you're missing anything picking it up now.


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Thursday, September 27, 2007

Microsoft Canadian Connections Newsletter - Fall Issue

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Microsoft Canada's Fall 2007 issue of Canadian Connections has just been published, and they've asked me back for another article. I thought I'd share it with you, both here and live on their site. Feel free to share your comments now if you like.




Telco 2.0 � Easier Said Than Done

by Jon Arnold



IP is the foundation of what we call �Telco 2.0� � the concept of integrating voice into other applications to enrich the end-user�s communication experience. The good news is that with IP, anyone can deliver Telco 2.0. The bad news is that with IP, anyone can deliver Telco 2.0. For service providers with existing subscriber bases, the key will be understanding what customers really value and finding ways to deliver. If not, they will quickly be reduced to connectivity providers, while the real money is made by the content providers delivering services on top of their networks.


Conversely, operators without subscriber bases can develop their own Telco 2.0 offerings and enter the market to challenge the incumbents. With broadband becoming readily available, there are endless opportunities for anyone with good technology to be creative and devise combinations of services that are just right for a given customer set. In this regard, successful Telco 2.0 providers will simply be those that can deliver services at a low cost per bit as well as generate a high price per bit from subscribers.


This seems like an easy formula for success, but in reality it is very difficult to achieve. On the technology level, the elements that go into Telco 2.0 are in varying states of market readiness. There are still issues around standards, interoperability, reliability, security and scalability. It remains to be seen if either software-based or Web-based offerings can match those that are hardware-based, especially for mass market scale.


These will become resolved in time, and once that happens, the challenges will be about costs and margins. The balance between low cost per bit (on the carrier�s side) and high price per bit (on the subscriber�s side) will be quite difficult to achieve. IP-based communications are so popular because they are inexpensive to provide, meaning that many services and applications are offered for free or a low price point. Unless operators want to subsidize their offerings with advertising, only the most creative and innovative providers will find the right balance between free and paid services. So far, this has been the exception, not the rule, and is a key reason why Telco 2.0 will be harder to do than it looks.


To summarize, Telco 2.0 holds undeniable promise for both service providers and subscribers. Service providers need it to transition from Telco 1.0, and subscribers need it to take full advantage of what the world of IP has to offer. In time, both sides will be happy, but the road ahead will not be easy, and we see this taking longer than either side expects. The wait will be worth it, however, and just when we get there, do not be surprised to hear that Telco 3.0 is on the horizon. IP will remain ever-evolving, and for operators to succeed with it, they must embrace change as constant.


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Friday, September 21, 2007

Next Stop - Ottawa - Tech & Venture Summit

Just a quick post to say I'll be participating at the Ottawa Technology and Venture Summit next week. I'll be there Tuesday through Thursday, and am moderating a panel about video convergence on Thursday morning.

Really looking forward to getting closer to the Ottawa tech market, and no doubt I'll meet up with some pretty interesting companies. If you happen to be attending, by all means, look me up.


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Thursday, September 20, 2007

Deloitte Technology Fast 50 - Canada's Best

Last night I attended Deloitte's Technology Fast 50 awards event in Toronto. I've blogged about this event before, but this is the first time I've attended. It was really well done, and the basic message is that this is a great showcase for up and coming Canadian tech companies. Lots of really interesting stories, and several companies are in my orbit, and I'll get to that in a moment.

To learn more, it's a lot easier if I steer you to a couple of links. First is Deloitte's press release, which provides a good summary of the event and the key winners. Second, the Globe & Mail had a feature section today about the event, along with some very nice profiles of a few companies like Sandvine, who was #1 overall.

Also notable in their profiles were two companies I've been following - Octopz and MyThum Interactive. Octopz didn't make the Fast 50, but did win a company-to-watch award. They are definitely a rising star, and I'm partial to them as I was following them very early and thought they were special then. MyThum Interactive was also the big winner recently at the Canadian New Media Awards, and I've done podcasts with both companies.

Aside from these companies, other winners of note in my orbit inlude AirIQ, Ascalade, Bridgewater Systems, DragonWave, Evertz Technologies, Impact Mobile, March Networks, Redline Communications, RIM, and Tira Wireless. No shortage of good companies here, and I've got podcast material from this to keep me going a long time.

You might find it odd to see RIM there, but they continue to grow year over year, and it was noted last night that RIM is the only company to have made the Fast 50 in each of the 10 years they've been doing this.

Perhaps the most innovative twist to the event was the inclusion of the Technology Green 15, which is pretty self-explanatory. They recognized 15 companies that embody green tech, but none were really in my space. Making that piece more special was the presence of John Baird, Minister of the Environment, who was a very convivial speaker, which was great to see.


A few photos courtesy of my Nokia N95...

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View from the bandstand (the only guys not wearing suits)...

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Red Sox Freefall - Bring it On - Where's our Mojo?

HUH?

This may sound like heresy right now, but hear me out.

After last night's latest meltdown, the Sox are barely hanging on in 1st place, where they've lived comfortably for most of the season. Is The Nation in panic mode? You bet. Big time. I'm sure the New Yorker whispers of "who's your Daddy?" will be getting louder by the day. And no doubt, after the Jays play well enough to sweep the Sox at home, they will reverse the charges and lay down for a nap at Yankee Stadium the next 4 games. All of a sudden, my last post about the Sox, from our Holy Grail visit to Cooperstown - barely a month ago - seems so wistful and from another time and planet.

Amazing how much the world can change in a week. After their last win - an inspiring and emphatic 10-1 win over NY, personified by the "Hinske Charge" at home plate - order had seemed restored, especially after the unprecedented disaster the previous game. Don't forget, going in the series last weekend, the Sox had a rest day, and before that, 2 memorable come-from-behind wins over Tampa Bay. They were in a groove.

Since then, though, the Sox - like Austin Powers - have completely lost their mojo, and basically handed it to NY. These two teams have totally flip flopped compared to how the season started, and there's no doubt in my mind who the best team in baseball is right now. Have the Yankees ever had a more dominating lineup? And their playoff pitching rotation is good enough to win, and if things don't change, the Sox have nothing on them pitching-wise. All of a sudden Papelbon and Okijama - and of course Gagne - are not effective, and there are no more easy wins happening.

Even though I live in Toronto, I've been unusually lucky to be able to watch the last 5 Sox games on TV. Saturday they were on FOX, Sunday they were on ESPN, and the Toronto games here were all televised. Can't remember the last time I saw them 5 games in a row on TV. Aside from Mike Lowell, the entire team is either hurt or playing in a stupor, no doubt feeling the pressure. Oh - Schilling has actually been great too - can't fault him his last 2 starts - losing 1-0 to Sox-killer Kazmir, and then taking a 2-1 lead into the 8th Sunday, until throwing 1 pitch too many to Jeter(shades of Bucky Dent there).

Actually, if you have to boil their troubles down to one thing, it's the 8th inning. That's where they've been losing their games lately - last night's grand slam to....Russ Adams - huh? Or Tuesday night's double - again to Russ Adams. Or Jeter's bomb on Sunday. Or Okijama's total meltdown last Friday, giving up a seemingly rock-solid 5 run lead, and allowing 6 runs for the Yankees to turn a 7-2 loss into an 8-7 win. All of these in the 8th, and all our relievers had a hand in the damage. I don't know how to solve that one, other than getting the mojo back. And fast.

Enough. So, why do I say "bring it on"??? Gotta think strategically here. It's all about the playoff matchups now. NY can handle Cleveland, but not Anaheim. Right now Cleveland is hot, and even though their record is the same as Anaheim's, they should be able to finish with a better winning percentage. IF that happens - and it's a big if - it behooves the Sox to stay the course and concede 1st place to NY. It would be tough to give up home field advantage and swallow your pride for a chance to finally take the division back from NY. However, if Cleveland can finish ahead of Anaheim, the wildcard is where the Sox want to be. Am pretty sure that's how it works for the matchups.

I like the Sox's chances a lot better in this scenario - who wouldn't? Last time they played Cleveland in the playoffs (Pedro, Nomar, Bruno, Valentin...) they won in memorable style. Of course, these teams are totally different now, and today's Tribe is a very good team, but I think the Sox could beat them, and wouldn't have to leave their time zone. Let the Yankees play Anaheim and do the West coast thing, where they do not win very often. The way things are going right now, it's much better to let Anaheim do the dirty work, and give us a chance to round into playoff form with Cleveland.

It's all for naught, of course, if the Sox don't get their mojo back. If God is a Red Sox fan, Manny will come back to life, JD Drew will start hitting, Ortiz will stop trying to stretch singles into doubles, and the pitchers will revert to form. That's the team that can win it all - no doubt - but what's on the field today is going nowhere fast. Anybody seen our mojo???

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Wednesday, September 19, 2007

Susan Stearman Hangs Out Her Shingle

Just a quick shout-out to welcome a colleague to the world of independent consulting.

I've known Susan Stearman for a number of years, particularly from her days at Envivio and NetCentrex. She definitely knows the convergence and video spaces, and she's put the word out to launch her indie practice.

The word went out today for SMStearman Group, where Susan's focus is on B2B - business-to-business (something I've done for 20 years) marketing consulting, with a particular focus on emerging media technologies. Her practice will provide services such as go to market strategies, product management and corporate communications.

These are definitely things that up and coming companies need and are in short supply of, so I'll tip my hat to Susan, and say that I think you've got a pretty good niche to serve. The website provides more detail, but being fresh out the gate, the content is limited - but no doubt, that will change over time.

So, with that, I'd like to welcome Susan to my world, and wish for all the best. If her focus speaks to your needs, by all means, drop her a line.


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