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Bio: Principal Telecom Analyst at Frost & Sullivan: Cover Telco 2.0 topics such as: NGN transition, IMS, road to LTE, VoIP, messaging, social networking, etc.

08:56 AM 11/22/09

#Nortel #Optical auction That's because $CIEN (Msges, Tweets) pockets are not as deep as NSN's... wonder if @BoGowan is able to give us anything at all...

03:00 AM 11/22/09

#Nortel #Optical Auction - Bidding continues (late Sat. night, after Ciena asked for a break on Friday): http://bit.ly/4LfJbP $NOK (Msges, Tweets) $CIEN (Msges, Tweets)

02:29 AM 11/22/09

How would you change Motorola's CLIQ? http://bit.ly/8kdRC6 - true that it lost some of its appeal after the Droid $MOT (Msges, Tweets)

02:27 AM 11/22/09

If the Xperia X10 Partners Up, It'll Be With AT&T http://bit.ly/4qDRcs (via feedly) #SonyEricsson $ERIC (Msges, Tweets) #mobilecomms

10:00 AM 11/20/09

But Ciena stock is likely trading higher than back on Oct.7th ($13.60 vs. $13.10) due to the likelihood of them winning the auction $CIEN (Msges, Tweets)

09:58 AM 11/20/09

#Nortel #optical sweepstakes today - auction to be at 10 AM; CIena's initial offer is up, based on the current value of $CIEN (Msges, Tweets) stock

06:48 PM 11/19/09

Vivendi outbids Telefonica for GVT's assets in Brazil: http://bit.ly/uR76F - R$56 / share (US$32.70) for a valuation of ~ US$4.2 B $TEF (Msges, Tweets)

03:25 PM 11/19/09

More on #Nortel #optical biz sweepstakes: if the bidding goes higher than $750 million, Ciena might be out according to a UBS report $CIEN (Msges, Tweets)

01:32 PM 11/19/09

Microsoft Launches Pivot, A Radically New Visualization of Online Objects http://bit.ly/38c8Ma -Live Labs working on interesting stuff $MSFT (Msges, Tweets)

01:30 PM 11/19/09

How to Manage a Group Project in #Google #Wave http://bit.ly/OodSU - #cloud #computing and #collaboration go hand-in-hand $GOOG (Msges, Tweets)

01:25 PM 11/19/09

NSN bids on Nortel's optical business: http://bit.ly/xVdgU - auction tomorrow but NSN has deeper pockets & needs more NA presence $NOK (Msges, Tweets) $CIEN (Msges, Tweets)

01:18 PM 11/18/09

RT @Microsoft Office 2010 in public beta! Q&A w/Kurt DelBene http://bit.ly/HkSgQ #pdc09 #officebeta ^SL - any of you tried it yet? $MSFT (Msges, Tweets)

01:15 PM 11/18/09

Why LTE Patent Pools Are Sunk http://bit.ly/1g9z80 - Qualcomm has ~1/4 of all patents needed to make LTE happen on handsets $QCOM (Msges, Tweets)

12:44 PM 11/18/09

Refine Your Image Search With Google Image Swirl http://bit.ly/3tYNMW - Google meets Wolfram Alpha in the images domain? ;-) $GOOG (Msges, Tweets)

06:12 PM 11/17/09

More on Microsoft's DaaS (Data as a Service) information service codenamed Dallas: http://bit.ly/3KXLQ3 $MSFT (Msges, Tweets) #cloud

06:11 PM 11/17/09

Microsoft’s Future Lies in Software and Data http://bit.ly/3z7v99 - interesting mention of the #Pinpoint service introduction & $MSFT (Msges, Tweets) Azure

05:12 PM 11/16/09

Airvana gets ~ $40M after the close of the Nortel wireless (LTE/CDMA) acquisition by Ericsson: http://bit.ly/MVHcF $ERIC (Msges, Tweets) $AIRV (Msges, Tweets)

11:40 AM 11/16/09

Interesting VC perspective from @bijan about mobile apps: http://bit.ly/ar9Rk - like him, I am also impressed with the Android Market $GOOG (Msges, Tweets)

07:42 AM 11/16/09

I agree w/ Alan & believe the new Cisco offer for Tandberg will go through - $CSCO (Msges, Tweets)

03:42 PM 11/15/09

@optionmonster also has a piece on Banco Bradesco $BBD (Msges, Tweets) http://bit.ly/3qTVLf - Brazilian economy has been surprisingly robust in this mkt.

03:38 PM 11/15/09

Good piece from @optionmonster on Barrons putting the US Gov't gain in its $GS (Msges, Tweets) play in perspective: http://bit.ly/309hDI > @ToddStottlemyre

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