Heard about a conversation recently that I just had to share with you. A group had gathered at an industry event and a client asked whether a supplier participated in social media: “Are you on Twitter, do you have a blog, things like that,” to which the vendor replied, “Um, we don’t do any of that, we only spend time on real business.” Rarely do I hear of something as proudly, defiantly and arrogantly wrongheaded as that, especially when, as it turns out, all of the company’s clients and top prospects have at least one Twitter persona, and some as many as 10-20. Yet when I learned that same speaker later described the rest of the company’s business model as, “Doing the impossible for less money than the competition”—I understood. The speaker and company are riding a business model rooted in thinking small that is destined to hit the wall.Continue reading
What, you’ve already forgotten the blockbuster flick based on portions of J. R. R. Tolkien’s The Lord of the Rings trilogy? OK, you’re forgiven: It’s been awhile and if you have daughters, your household, like mine, is probably aglow with Twilight these days.
Mark Mortensen was just named Senior Analyst at Analysys Mason, a firm that has now made two high-profile acquisitions in less than a year. First, as reported here and blogged here, Analysys Mason acquired OSS Observer. Now it has snagged Mortensen, and these moves combined constitute a blockbuster of sorts in the communications “theatre.”Continue reading
As reported in Billing & OSS World by Editor in Chief Tim McElligott, NEC is acquiring NetCracker for about $300 million. And as Tim said, “Given the fate of mid-tier independent software vendors over the last three years – those at the $100 million mark or more – it was a matter of when, not if” Waltham, Mass.-based NetCracker would be acquired. Another great friend and colleague in this business, Elisabeth Rainge, program director of network software at IDC, accurately assessed the deal as having far more to do with the alliance between Alcatel-Lucent and the Cramer division of Amdocs or ALU’s acquisition of Motive than it does the acquisitions of similarly sized competitors such as Granite Systems by Telcordia, MetaSolv by Oracle or Syndesis by Subex.
Absolutely. This deal is another example of a company that has made its mark mainly through equipment and services acquiring a B/OSS leader to stop missing out on major network equipment contracts because it brings no OSS to the table.Continue reading
When industry observers compile listings of the most influential people in the technology markets, when organizers seek out the captains of computing, the titans of telecom, the biggest of the kahunas to give keynote addresses at industry events, some familiar names often adorn the dais. Bill Gates (alone and sometimes featured with the world’s best-known investor, Warren Buffett). Scott McNealy. John Chambers. The seemingly always-acquisition-minded and occasionally combative Larry Ellison. Pat Russo, longtime top executive at Lucent Technologies who now sits atop global hardware, software and services colossus Alcatel-Lucent. Ed Whitacre, long-standing head of SBC Communications and then at the helm of the reinvigorated AT&T before turning over the keys in mid-2007 to Randall L. Stephenson. Continue reading