Monday, November 20, 2006

Avaya�s Global Analyst Conference � Review

During the latter part of last week I attended the Avaya Global Analyst Conference in Boston, and I just wanted to share my high level views on the event. As with most analyst events, this is really for analysts-only, and most of the content is under NDA. So, I don�t have any scoops here, and if I did, I wouldn�t be posting them until I get the say-so from Avaya. That�s fair.

I had every intention of blogging sooner, but my PC has been acting very strange, and I haven�t been able to use the keyboard. In fact, this first happened right in the middle of CEO Lou D�Ambrosio�s keynote, so from that point on, I�ve had to rely on hand-written notes. Not a good idea.

Overall, I�d say this was a very well organized and well-run event, befitting an industry leader like Avaya. Not OTT - as Dame Edna would say (over-the-top for the rest of us) � but not underwhelming either � just right. And that�s not a given. It�s easy to over-spend and spoil the analysts, which dilutes the integrity of the conference, and it�s also easy to skimp and do things on the cheap. Neither approach serves the interests of maintaining a balanced relationship with this community. I think Avaya got it just right.

There was definitely a strong French flavor to the event, embodied best by the CMO, Jocelyne Attal, and the Moulin Rouge cabaret feel for the main room where the keynotes were given (see photos below). And of course, zee wine tasting dinner that she hosted on Thursday night. C�est tres bon. Ok, that was a fancy meal, but not overly so, and was a great way for everyone to experience something fun together. With all this French-ness around us, and the heavy red motif of Avaya everywhere, you had to wonder for a second if it wasn�t Avaya that Alcatel has merged with? I digress...

For me, the opening keynote from CEO Lou D�Ambrosio set the tone. He has a great presence and communicated a clear message that Avaya is playing to win and has what it takes to be a global leader and innovator. He certainly gives John Chambers a good run for his money, and gives you confidence to believe that Avaya has a strong vision , teamwork and the will to execute on it.

At a high level � and I really have to keep it there � he talked about how IP telephony is now well beyond the basic cost savings, TCO and network efficiency benefits. The value proposition for IP is much richer- it�s about transforming business processes and redefining how companies do business � �moving up the value stack� with �Intelligent Communications�. That�s aiming high, but it�s a good place to be if you can get there. Following his keynote were other senior execs, who all presented capable variations on this theme for their various lines of business.

I think most would agree the highlight was the customer presentation by Brian Murphy of Whirlpool. Without getting into the details, he gave a great overview of how Avaya has become a strategic partner, doing much more than converging their communications. This is the business transformation story come to life, which is where Avaya believes it can position itself today. In the right situations and with the right partners, I can certainly see how this can work, and really deliver the full potential of IP to the enterprise.

The rest of the conference was taken up with the standard breakout sessions and one-on-one briefings. These were well organized and quite informative. There are a number of news releases coming, and at this point, the only public item is their acquisition of Traverse Networks. This is a fairly small deal, similar to what Cisco just did with Orative, and gives Avaya a higher level of mobile integration for their IP Office and other enterprise offerings. It also adds another layer to their Unified Communications solution and Converged Communications suite.

Deals like this show that Avaya has its feet on the ground following new technologies, and is not averse to acquiring missing pieces along the way. I was impressed to hear how extensive their technology partner program is � DevConn � DeveloperConnection � with over 3,800 companies in their ecosystem.

On the corporate marketing side, Avaya has done a good job to position itself as an innovator and leader. For the mass market, they�ve done things like partner with FIFA for the World Cup to create broader awareness. To make IP more accessible, they publish a series of IP for �Dummies� booklets. They have the �Truck�, which is a mobile demo studio for their various solutions. And certainly anyone local would immediately associate Avaya with Boston�s sports teams. The Avaya logo is impossible to miss at Fenway Park, and both the Sox and Celtics are Avaya customers.

Sometimes you just have to lead the horse to water, and it�s a different market today. Incumbent vendors can�t take anything for granted any more from their traditional customers, but companies like Avaya also understand they have to do their part to educate the market and drive demand.

To sum up, it looks to me like Avaya gets it with IP. With growing profits, and cash in the bank, the results are plain to see, and something tells me we�ll be seeing more acquisitions like Traverse in 2007. They�ve got a great product portfolio for both SMB and enterprise, and if things unfold as per the messages we were hearing this week, Avaya will have a great blueprint for how to be both big and on the leading edge of IP, which is a pretty tough hand to beat.

Here are a few photos, courtesy of my Nokia N90, which by the way, was a hit with everyone who saw it. Definitely still has a cool factor. If only it weren't so fussy as a camera...



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CEO Lou D'Ambrosio's keynote

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I didn't see a magic demo where they made all these phones ring at once, but something tells me they probably could have if they wanted to....

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I couldn't resist. Celtics Pride isn't hard to miss when you're near North Station, especially to honor Red Auerbach's memory. Being an Avaya customer, I have to wonder if there's any connection between the conference being in Boston, and all of a sudden the Celts starting to win some games. If so, maybe Avaya could stretch out the conference, say, until May???

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Friday, November 17, 2006

Canadian Telco Deregulation Update - Getting There...

I'm in Boston at the Avaya analyst conference, and have missed all the news about the Federal government's latest ruling on VoIP in Canada. Basically, the Cabinet has come out in favor of deregulating VoIP - finally - but only for access-independent services. Essentially, this means that the Canadian ILECs are freer now - not completely - to compete head on with the broadband offerings like Vonage and Primus, and of course with the cablecos like Videotron, Rogers and Shaw - neither of whom have been subject to regulation.

As a result, VoIP pricing has been all over the map in Canada, with Videotron clobbering Bell in Montreal with a discounted service, while Shaw has gone the other way with a premium priced service in Alberta. Shaw has also had success, just not as much due to the pricing. However, they've had a good run picking up any unhappy Telus customers, and to date, Telus doesn't have a residential VoIP offering, so there isn't as much pricing pressure on Shaw in the first place.

There's a lot more to this story, espcially understanding what access independent means. More importantly, I have to get going on my day here! I had this post ready to go yesterday, in fact, but PC problems got in the way big time.

So, I'm going to stop know, and direct you to Mark Goldberg, who has been posting about this steadily the past few days, and has a very good handle on the decision. Please review his recent blog posting, which includes his own white paper written last year, which proposes a lot about what has since transpired. Mark also comments on why the decision hasn't gone far enough.

Another fellow CDN blogger, Mark Evans, has also provided some commentary. For what it's worth, Mark E was my podcast guest last week, and Mark G was my guest the week before. Thanks guys!



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Wednesday, November 15, 2006

Canadian IP Thought Leaders Series - Mark Evans and b5media

This week's podcast featured a familiar face, but wearing a new hat. Mark Evans has done pods with me before, while covering tech for the National Post here in Toronto. He was certainly one of Canada's top tech writers for the big papers, and it won't be easy for the Post to fill his shoes.

Well, Mark very recently made the jump back into startup-land, going to b5media, which is a pretty cool blogging venture, backed by some pretty smart money. It's a great story, and I wanted to do this pod with him to hear it ASAP.

So, Mark talks about his journey on the pod, but we also touched on some of the tech issues around this, such as the impact of the Internet on newspapers (Om Malik is another journalist who recently made a similar move to Mark), what b5media is doing, and how being a tech startup is different this time around from the bubble days, which Mark was a part of.

In addition to his move, Mark still maintains his main blog (plus 2 others), does his TalkingTech weekly podcast with another ex-Post writer - Kevin Restivo - and will be back again next May with the second Mesh conference. Got all that? Never a dull moment, eh!

You can download the podcast here, and read more about Mark and his blogs.


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Tuesday, November 14, 2006

PhoneGnome 2.0 - very Voice 2.0

Tomorrow, PhoneGnome will officially launch version 2.0, and much like the whatever-you-want-it-to-mean uber-term "Voice 2.0" - and even Web 2.0 - it's a new way, and arguably a better way to do voice.

I've posted about PhoneGnome before. It's a great product, and the company has a very solid management pedigree. The company's founder, David Beckemeyer is definitely a VoIP visionary, and knows a few things about making VoIP consumer friendly.

So, what's the story here? Well, their 2.0 version is a browswer-based application, so you don't even need the PhoneGnome device to make PhoneGnome calls. I know Voice 2.0 covers a lot of ground, and to me that term applies to something that lets you do old things in new ways, as well as new things - and in this case, we're talking about making voice calls. Very simple stuff - a better way to make phone calls.

I know the market is deluged with all kinds of clever solutions and services that let you make and manage calls 100 different ways - any way except over the PSTN. And they all have their place.

I'm just going to focus on PhoneGnome here. The main thing is that unlike Skype, PhoneGnome is SIP-based, meaning it can interface with a pretty broad universe. Like any IM or P2P platform, you need to be "in the club" to use it, but once you are, the calls are free. Period. So, the hardware-based PhoneGnome allowed you make these SIP calls direct from your landline. The device allowed calls to other PhoneGnome users to go one way for free, and calls to the PSTN went another way, where you just paid cheaper long distance. And the kicker was you still retained your PSTN line, so you still had 911 and didn't lose connectivity if your Internet went down. In May, they even added a Skype interface, so you could also interconnect with the Skype network.

So, here's the twist with PhoneGnome 2.0. You need to be logged on, but once you're online, you can make calls from your landline, PC or your mobile phone. And without the need for any hardware. In that regard it's a lot like Skype, but you can reach a broader community for free, and you can do it over a phone - any phone. Furthermore, the party on the other end doesn't need a device either. So, it's very much an anywhere, anytime solution. That's Voice 2.0 to me.

There's more to the story than this, and the launch will be official tomorrow. If you can't wait, there's more you can read that was posted today on the PhoneGnome blog. And from there you can get the press release that hit the wires earlier this morning.



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Monday, November 13, 2006

Max's N93 Review on Nokia's Blog Page

I've noted previously how Andy Abramson runs the first-rate blogger program for the Nokia N Series phones. For everything you could ever want to know about any of these phones, this is the place to go. Each N Series model has its own blog page, and the all the reviews for that model are posted in one place for all to see. For the market researcher in me, this is a motherlode for qualitative research - it's really great.

Just a quick post to say that Max's N93 review from earlier today has now been posted to the N93 blog page. Keep spreading the word, Andy - thanks!


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I'm Number 31! In VoIP, that is...

Huh? That's definitely not my age, but it's my special number for today.

VoIP News just published their list of "Top 50 Most Influential People in VoIP". Doesn't that sound like a list you'd want to be on? It does to me. There are lots of VoIP-focused pubs, portals and resources out there, but I haven't come across a list like this yet. Special thanks to Brian Provost, who put this piece together.

Well, the good news is that I'm on it, clocking in at #31! I'll take it. Most of the higher entries are actually companies, not individuals, so the list is a bit of a misnomer. Individuals don't show up on the list til #13, and Mark Spencer of Asterisk is tops. Not a bad choice, and not surprising since VoIP News is clearly a fan of Open Source - the #1 entry on the list went to the "Asterisk community".

Overall, I think the list is pretty solid, actually, as it really covers the gamut. Aside from Open Source, there are the big names like Verizon, Alcatel, Avaya, Intel, Cisco, Microsoft, Siemens, Nortel - but also the disruptors/challengers like Vonage, Covad, Google, Skype/eBay, Iotum, Packet8 and Mino. And of course the usual suspects from the blogger community - Jeff Pulver, Om Malik, Andy Abramson, Alec Saunders, Rich Tehrani, etc.

I'd also like to briefly wave the Canadian flag here. Aside from myself, the red and white are well represented by Iotum, Alec Saunders and Mark Evans (who will be my podcast guest tomorrow). Whoo hoo.

Needless to say, I'm very happy to be included in such stellar company, so my day is complete. So, thanks to VoIP News for the recognition, and for anyone out there looking for a starting point to understand the VoIP space, you don't need to look any further.


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TalkPlus - Friend or Foe for Skype?

Very interesting post today from colleague Phil Wolff at Skype Journal.

If you're a fan of either TalkPlus or Skype, you'll want to read this, and more importantly check out the video clip. Phil has posted a raw clip of TalkPlus CEO Jeff Black doing a live demo of him calling into Skype's echo123 number on the fly using TalkPlus.

The details are better left to Skype-o-philes like Phil to explain, but basically, Jeff demonstrates how TalkPlus subscribers can access Skype and make SkypeOut calls from their mobile phone. Remember, you don't dial phone numbers to call other Skype users. With TalkPlus, Jeff shows how a 10 digit phone number is generated on the fly, allowing you to make this call on your cell phone.

Jeff has talked about how TalkPlus has reverse engineered Skype, and if this allows TalkPlus subscribers to access the Skype network directly, without going through as a Skype subscriber, then you really don't need a SkypeIn number. You just use your existing number and interface with Skype via TalkPlus.

Am still getting my head around this a bit, but if it all holds water - and if it scales - this could put a crimp in Skype's revenue model. I don't that's what Jeff has in mind, unless there's another form of reverse engineering going on - such as becoming an acquisition target for Skype/eBay. Or how about the other big fish, like Google, Yahoo, etc.? Lots of scenarios to speculate about there.

So, kudos to Phil Wolff for this great post, but now for the hard question. Phil - you taped this clip 2 weeks ago, and TalkPlus is just getting their story ramped up this week. Why post today and not 2 weeks ago, unless you were under embargo? It's not clear to me from your post - under the Skype Journal mantle -if this is welcome news or not. Your post is totally objective - 100% neutral, and I just can't tell. What's your take? I'd say it's the former...

Quick hat tip to Alec Saunders, who posted on this earlier today.


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