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March 20, 2007
Spring VON Preconference Wrap Up
The show kicked off with a good crowd minus alot of the engineers who are in Prague. The IPTV and TV/IP (A.K.A. New Media)sessions were well attended as was the FMC sessions. I had several meetings with companies taking a long view on the industry which is good news.
Most interesting question I had was who would you want to be acquired by these days? Obviously for different companies it would mean different companies, but the real issue no big boys look stable enough to swallow a small guy and keep the execution track going.
What that means to me is that we should start seeing some of the mid size marketcaps become more powerful in the next few years. These companies have the issue of wanting to execute their own vision so understanding there plans is essential.
One strategy, I hate hearing is going to the big portals and expecting them to be telecom oriented all of a sudden. Google, Oracle, Yahoo! are here in the industry to stay, but getting into the plumbing of Telecom is not on their agenda.
Better choices are companies that make strategic partners in telecom already.
What companies would you choose? I am thinking players like Contata, Dialogic and Ditech to name just a few are going to be pressured to become more strategic to the partners.
Posted by carl at March 20, 2007 09:52 AM