JAA'S Analyst Blog - Current Posts
Since the relaunch, JAA's traffic has been really growing, as is our following, and your support is greatly appreciated! For those who have signed up for the blog via RSS, we hope you continue following, and sharing with others is also appreciated.
You should also know that the majority of JAA's thought leadership is published on sites other than this blog, and the best way to follow my broader coverage is to subscribe to my monthly newsletter.
A short note for navigating this section - scroll below for the most recent posts, and then for more, click on the Blog Archive box, where you can view all of my posts, going back to the beginning in March 2005.
Smart Grid Product of the Year Awards
/Happy 2011 - Back to Work
/I know I'm not the only one who dialed things down over the holiday, and it's been over two weeks since my last blog post. Been doing a lot of thinking over the break and will be narrowing my focus in 2011. I'll update you as things unfold, but for now I just wanted to recap my writings/musings/2011 outlook during the past while that haven't been cited here in my posts. In case you didn't see these, here they are...
- Focus Brief: 2011 – Two Key Telecom Trends for SMBs
- Focus Brief: Virtual Queuing – the End of Music on Hold?
- UCStrategies podcast: UCStrategies Experts Make UC Predictions for 2011
- Service Provider Views column: My Cisco Collaboration Summit Takeaways - Five Business Opportunities for Service Providers
Now you're up to date. Back to work...
Virtual Queuing - Adding Value to Contact Centers
/How about you go read it for yourself on Focus.com and let me know!
Acme Packet - Analyst Day Takeaways on UCStrategies
/No argument there, and I shared some of my thoughts about this in my current contribution to the UCStrategies portal. Titled "Acme Packet's Analyst Day - Clarifying the SBC Opportunity and the Death of Telecom", it's posted there now, and you can read it here. Hope you like it, and I'd love to hear your thoughts.
Podcast with Rad - 2001 Outlook - Security - Watch Out!
/Also, since I was at Acme Packet's analyst day last week, I shared my thoughts about them at the top of the call. This actually turned out to be a nice segue to security, since this often comes up in discussions around session border controllers.
Enough said - here's the link if you'd like to give the podcast a listen, and if you want to add your own thoughts, just drop me a line.
Acme Packet Visit - From Bedford to Boston
/As many of you may know, I've followed Acme from the beginning, so it's a familiar story for me, but much less so for others, including several of the analysts in attendance with me. In my mind, it's all good, and in short, it's Acme's time. Going forward, it will be hard not to come across them, especially when talking about how service providers are going to scale up their networks for IP.
I'm not going to give you chapter and verse here, but Acme is a good story and if session border controllers aren't in your lexicon yet, then you're missing out on an important piece of the IP landscape.
You'll be seeing more of this logo as SBCs become better understood.
Don't let the simple sign fool you. SBCs are complex, and you don't get far around here if you're not an engineer.
Steve Collins and his opening preso
Andy Ory - just talking and engaging us about the big picture challenges that all service providers face. He's got great vision, and I could listen to - and talk with - him all day. With this kind of leadership, it's not hard to see why Acme is so successful.
Seamus Hourihan - deeper dive on what's new
From Bedford to Boston. Lucky me, I got to go the Celtics game last night. I've never been to the "new Gahden", and it was better than expected. Had a great time, the seats were primo, and until you see NBA players up this close, it's hard to understand just how big these guys are compared to everyone else - esp little people like me! :-) I'm a pretty good jump shooter, but that won't take me very far with this crowd.
KG doing his pre-game ritual
Hey look, a Canadian flag - cool! Hey look, championship banners - even cooler!! The mantra around is "it's all about 18". I'm pretty confident they have the right mix this year win #18, unless they get derailed by injuries like the Red Sox did last year.
Shaq at the line - always an adventure...
ADTRAN Connect 2010 - UCStrategies Podcast Recap
/I've long felt that ADTRAN is a great story flying below many people's radar, and if you want to know why, check out our podcast. You can pick it up from the UCStrategies portal here, as well as read the transcript if that's easier.
Next Stop - Boston and Acme Packet
/If you follow my work, you'll know that I've been close to Acme and the whole session border controller space since the beginning. Sure wish I was an investor! I can't think of a better performing stock in our space this year, and the investor community is finally getting it with SBCs.
Since going public a little over 4 years ago, the stock trended down from around $17 to just under $4, then worked back up to the $10 range by January of this year. Since then, though, it's been on an incredible run, trading now around $54, and it's been up $10 just the last week alone. Phew! Something tells me they'll be taking good care of us this week. :-)
ADTRAN Connect Highlights - Day 2 Photos
/Wednesday night was a tour and presentation from the Hudson Alpha Institute. This was all new to me - and probably all of us - but very impressive. Tons of leading edge biotech research happening here (funded in part by ADTRAN), and it's another example of how diverse the Huntsville economy is. Boy, did we learn a lot about genome research - very fascinating, with huge implications for IT. Their needs for computer power, bandwidth and storage are massive - way, way, way beyond what our kids are clamoring for to watch YouTube videos. :-)
These vertical beams really caught my eye. Very cool - and as we learned, they come from Alabama woodlands.
Very colorful lab coats!
Day 2 - Networking Management session
My favorite part of the event - the plant tour. While not as extensive as last year's, it was great, including some new things.
I understand how nobody wants to see data centers overheat, but is this really how they do it? :-)
Ahh - the fun stuff. This is the testing lab where they put products through extreme conditions to see how well they hold up. Here's a cold box where you can see how a cup of water behaves at 40 below (F or C - it's the same either way). Can you imagine the fun they must have on late shift during a long weekend? I'll bet they watch Mythbusters for inspiration!
ADTRAN Connect 2010 - Day 1 Photos
/Gary Bolton - opening presentation
Gary leading the executive leadership panel with CEO/Chairman Tom Stanton and the GMs of each division - Jay Wilson for Carrier Networks, and Rick Schansman for Enterprise Networks
Darrell Brown - future of broadband presentation
Joy Eldred from Frontier Communications - great review of how they've grown with ADTRAN, after absorbing a lot of Verizon subscribers
Kevin Morgan leading the broadband stimulus panel - very interesting topic!
WikiLeaks and Stuxnet - Smart Grid Wakeup Call
/Cisco Takeaways - Five Business Opps for Carriers
/I've written about these things in various places recently, and I also see a specific angle that's relevant for carriers. That's the focus of my latest Service Provider Views column on TMCnet. I've identified five specific business opportunities for service providers based on what I saw at Cisco's event.
Some of this will not be news, but for me, what Cisco is doing in these areas really underscores the need for service providers to be more proactive - not just to leverage new technologies, but also to adapt to changing end user behaviors and expectations. These things go hand-in-hand, and addressing these opportunities is easier said than done.
Enough preamble - the article is posted now, and you can read it here.
Next Stop - ADTRAN
/Last year's event was quite impressive, and I had no idea how much of tech hub this town is - not to mention being the birthplace of the U.S. space program, and a not-too-far bus ride to the Jack Daniels distillery. :-)
Stay tuned for hightlights, and now that I'm on Twitter, I'll have even more timely updates.
Cisco Takeaways: Five Ways to Rethink Communications
/Cisco is looking to play an even bigger role than most of you can imagine for our workplace needs, and if their plans come to fruition, these themes will become core drivers for communications planning at all levels. To follow my thinking, you can read my brief on Focus.com now, and then let me know if I'm on target or not.
UCStrategies Podcast - Cisco, Microsoft and HP
/I can now add this podcast to the list of analysis and commentary. This was our weekly group call with UCStrategies analysts, and we reviewed our thoughts about the summit along with these other major news events. The podcast can be downloaded here, and there's a transcript if you'd rather just read along.
Cisco Collaboration Summit - Takeaways and Photos
/My article was submitted for posting on Friday morning, but it didn't end up getting published until last night. So, please keep in mind, this was written just hours after the event, with every intention of posting it fresh the next day. Anyhow, not much has really changed since Friday, but if you're still interested in Cisco's grand plans, I think you'll find this a good read. It's running now on the UCStrategies portal, and you can read it here, along with UCS colleague Blair Pleasant's take on the summit.
This is actually the first of two analyses about Cisco's summit. I'll have another one coming this week with a slightly different focus.
While I have you, I mentioned photos earlier, and just wanted to share a few shots from the final day of the summit...
Marthin De Beers - great wrapup presentation
Preview of umi, their home-based collaboration suite - very impressive
Podcast with Peter Radizeski on BroadSoft and Metaswitch
/These companies are increasingly coming up against each other, and I can tell you from first-hand experience that both are doing quite well. I go back a long way with both, and it's great to see how they've grown and evolved to become leaders for integrated communications platforms, especially for hosted services. I've been posting about both for some time on my blog, so feel free to review those for more.
Anyhow, if these companies are on your radar, you should enjoy our chat. You can download the podcast here, and if you'd like to follow up, just drop me a line.
Cisco Collaboration Summit - Day 2
/Day 2 was mostly roundtables with analysts and consultants, and these were under NDA - that's why you won't hear much about that. Aside from that, there were some good panels yesterday with customers, and for companies who buy into Cisco's collaboration vision, the results have been pretty good - it's really about transformative experiences rather than being more efficient with the status quo.
Phil Sherburne talking about VXI and desktop virtualization
Cisco Cius
I love this place - wouldn't you?
Cisco Collaboration Summit, Day 1 Photos
/Anyhow, time to get going on Day 2, and I just wanted to share some quick photos here. More to come on the blog, Twitter and elsewhere.
Kara Wilson with her welcome message - happy to share her excitement and passion about what's coming - and it's pretty good!
John Chambers doing a video greeting. Even with my crappy 2 MP Bold camera you can see how crisp this image is. It really is impressive and it's another example of how well Cisco is living the dream of all this technology.
Padmasree Warrior, CTO - her messaging gets better every time I see her. She did a great job tying in all the big themes of mobility, video, virtualization and the new big driver, social networks.
Barry O'Sullivan - also did a great job connecting all the big ideas to real world applications, especially during the demos with Jim Grubb.
This hotel is full of history, and the Frank Lloyd Wright touches are everywhere, but none more so than this spectacular stained glass panel in the front lobby.
