GLG News by Audio/Video Conferencing Equipment Sellers

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

What do the cloud, collaboration and virtualization have in common?

January 27, 2012

With so much talk and buzz about cloud (computing, storage, application sharing) and Virtualization (server & desktop), it can seem as if though these two IT consolidation trends are trumping the Collaboration movement.  Service Providers across the map have readied themselves for cloud computing by partnering with infrastructure and networking providers.  Carrier clouds are all the rage: If you’re not selling cloud your customers are likely looking at alternatives.  Virtualization services have dramatically increased since the days of pervasive computing, the reawakening VMware anything (server appliances and server blades) and screen scraping data movers and mungers (aka Citrix).

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Microsoft Purchases Skype and Why this Makes Perfect Business Sense

May 10, 2011

Analysis of:Microsoft to Buy Skype for $8.5 Billion in Catch-Up Bid | www.bloomberg.com

As a UC Collaboration expert, and one experienced in the field of video acquistions, the announcement of Microsoft's $8.5B all cash deal certainly looks RICH on the surface, but fills a HUGE product void for the company. This software giant recognizes the world is getting flatter and smaller because the planet is increasingly MORE CONNECTED. At the core of consumer and enterprise connections is Unified Communication and Collaboration which will allow the greatest number of human touch points.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Kodak Seeks Play from Forgent Networks - Digital Media Patent Protection

January 25, 2010

Analysis of:Kodak Accuses RIM, Apple Of Patent Theft | www.itproportal.com

Kodak, a known master in still image compression techniques as well as digital compression, digital rights, etc is using a play from Forgent Networks (aka Compression Labs) who sought to exercise its patent protection rights against a broad set of potential industry infringers including Apple, Nokia, Kodak, IBM, Dell, HP, Sony, Hitachi, numerous telecom and cable providers, etc. in 2004. The "license strategy" yielded $125M in profits. See the "672" patent. Settlement in the works...

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Managed Services HOT in Innovative Areas: Collaboration & Telepresence

December 4, 2009

Analysis of:T-Systems secures five-year BP contract | www.totaltele.com

Managed Services have seen roller coaster expansion and contraction based on new levels of Innovation. New Innovation is MOST often left to strong, well invested Managed Service Providers. As technologies mature, corporate CIO's and IT heads general understand the nuances of technologies and begin to bring those technologies in-house, while continued to outsource other "new technologies". Examples:data management - in houseaudio communications- on the bubblevideo - out source

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Analysis of:Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition.  Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco.  In addition, with $30 plus billion of cash they are better positioned than most.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

ADOBE (ADBE) To Emerge As Dominate Unified Collaboration Player

March 6, 2009

Analysis of:Adobe's Dominance in Internet | www.thestreet.com

Adobe is presently on 95% of all Apple and PC systems and thus has a broad landscape on which to paint its new collaboration strategy.  Furthermore, the company is a recognized leader in multimedia (FLASH) and its PDF Adobe Reader products are a document standard. Some may not have noticed, but Adobe has now launched its own version of web collaboration tools - for FREE.  The user interface is impressive by all standards and is on par with user interface design from Apple, and Microsoft alas.  Interestingly, Adobe has now added in desktop VoIP and video in a seamless package. Wow - a company poised for leadership in the unified collaboration space at a time when we need "better collaboration" tools.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Balancing a Load

February 27, 2009

Analysis of:Alteon deal worth just $17.65M, Nortel says | www.ottawacitizen.com

-May be enough to finally give Radware a push into profitability;  -Nortel (Alteon) clients win;  -Radware may increase their market reach.  -Competition is already going after existing Nortel clients.

Mark FryeVice President of SalesVENTURE TECHNOLOGIES, INC.

Why can SaaS revenue rise in a down economy?

January 19, 2009

Analysis of:In a down economy, SaaS revenues rise | www.computerworld.com

SaaS represents "hard" cost savings to most businesses.  This is particularly true in small to medium organizations where IT management/spending conflicts with the ability to focus on primary business operations.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

There are lucrative sweet spots.

April 11, 2008

Analysis of:Cisco Signals Trouble Ahead | money.cnn.com

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions.  There are profits to be made during these next few quarters.  

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