re: Acme Pans RivalsI share the same sentiment as John Longo, that Acme is beginning to feel the pinch of a changing SBC market. VoIP networks are growing in scale, placing extra demands on the SBC. Newport's 1460 series was purposely designed and manufactured to meet those demands. There are no guarantees, but the emergence of these larger scale networks could benefit Newport and in that respect, I believe Newport may well be a company whose time is now fast approaching.
Yeah, the networks are growing, but if Newport's box was designed for that, they went wrong somewhere. Run the tests. Acme and Nextone each can handle more calls/second than Newport, with smaller boxes. They also have features to fix calls, so things actually work. That's a big deal.
re: Acme Pans Rivalsre: "I'm kinda wondering if these 3 sentences out of a whole lunch interview weren't just 3 sentences in a whole lunch interview, and your reporter just focused on them because it made for a good blog. Know what I mean? ;) Like if your reporter asked "Aren't you worried about your competitors stealing market share?"
I'm kinda wondering what you're talking about. Ryan asked a question. Ory answered it. Ryan passed it along.
re: Acme Pans RivalsI can't help feeling that all it'll take is for Acme to make one wrong turn or have one really bad quarter and the metaphoric knives will be out.
I think the knives will be out no matter what Acme says. You always want to see the market leader screw up, because you're not the market leader. The same is true in every market. And I don't know what the hubbub is about here - most every vendor disses their competitors, although it's not usually the leader dissing the followers as much as the other way round. Still, those comments were pretty tame compared with the stuff I hear from vendors about each other in meetings.
re: Acme Pans Rivals"I'm kinda wondering what you're talking about. Ryan asked a question. Ory answered it. Ryan passed it along.
That's what we do."
Yes, Phil, but taking things out of context can still happen. Note that this and the previous post isn't an accusation, but raises a question.
The blog post can read as if Acme Packet went out of its way to bash competition, when Ory's comment could be in response to a targeted question or line of questions.
What was the line of questioning and why was that called out specifically?
re: Acme Pans Rivalsugh, I hate HTML markup, too easy to screw up. this forum thing needs a preview button :) reposting...
I'm kinda wondering what you're talking about. Ryan asked a question. Ory answered it. Ryan passed it along. That's what we do.
I'm kinda talking about we don't get to see the full picture. We get one short snippet from a full interview, without knowing the rest, and it makes us think the interview was about that topic, when as far as I know it was some minor response to a pointed question like "I hear NexTone, Newport, and Kagoor are threatening to take market share". That's a lot different than "do you have any competition?"
Same thing goes for the Nextone blog. The blog says he talked to Longo for almost an hour about SBCs and SIP, and Longo "couldn't help but mention the blog entry...". And yet the LR piece about this hour-long interview is only about Longo's couple of sentences about Acme. Who cares?
I am more interested in the actual meat of the hour-long interview. Where do these guys see the market going, and SIP/VoIP, and policy control, and so on. Give me info on that.
re: Acme Pans RivalsI'm kinda wondering what you're talking about. Ryan asked a question. Ory answered it. Ryan passed it along. That's what we do.
I'm kinda talking about we don't get to see the full picture. We get one short snippet from a full interview, without knowing the rest, and it makes us think the interview was about that topic, when as far as I know it was some minor response to a pointed question like "I hear NexTone, Newport, and Kagoor are threatening to take market share". That's a lot different than "do you have any competition?"
Same thing goes for the Nextone blog. The blog says he talked to Longo for almost an hour about SBCs and SIP, and Longo "couldn't help but mention the blog entry...". And yet the LR piece about this hour-long interview is only about Longo's couple of sentences about Acme. Who cares?
I am more interested in the actual meat of the hour-long interview. Where do these guys see the market going, and SIP/VoIP, and policy control, and so on. Give me info on that.
re: Acme Pans RivalsI'm kinda talking about we don't get to see the full picture. We get one short snippet from a full interview, without knowing the rest, and it makes us think the interview was about that topic, when as far as I know it was some minor response to a pointed question like "I hear NexTone, Newport, and Kagoor are threatening to take market share". That's a lot different than "do you have any competition?"
The context was it was a pretty informal lunch meeting, not an interview. We talked about a lot of things, most of which were pretty mundane.
But at one point I asked what advantages Acme had over competitors. At first I was given the standard technology and marketing story, which I've heard before, and then Andy started talking about problems his competitors had.
Longo's comments were volunteered as a sidebar during a briefing I was doing with him that was completely unrelated.
Not everything that one of these guys says to me is going to be worth writing up in its entirety. A lot of it is pretty standard, boring PR speak. It's when they sway from the marketing message that it's usually worth writing about.
re: Acme Pans RivalsI'm kinda talking about we don't get to see the full picture. We get one short snippet from a full interview, without knowing the rest, and it makes us think the interview was about that topic, when as far as I know it was some minor response to a pointed question like "I hear NexTone, Newport, and Kagoor are threatening to take market share". That's a lot different than "do you have any competition?"
The context was it was a pretty informal lunch meeting, not an interview. We talked about a lot of things, most of which were pretty mundane.
But at one point I asked what advantages Acme had over competitors. At first I was given the standard technology and marketing story, which I've heard before, and then Andy started talking about problems his competitors had.
Longo's comments were volunteered as a sidebar during a briefing I was doing with him that was completely unrelated.
Not everything that one of these guys says to me is going to be worth writing up in its entirety. A lot of it is pretty standard, boring PR speak. It's when they sway from the marketing message that it's usually worth writing about.
re: Acme Pans RivalsSo three quarters through the year, and 3 months after the interim results, Newport have apparantly not made new sales, so the revenue return on that -ú6m placing is still -ú76k for the year to date. I wonder if the belief of the directors "..that Newport is able to achieve significant revenues and ongoing business growth..." might be misplaced ? I wonder what big deals are coming up in the last quarter...
Yeah, the networks are growing, but if Newport's box was designed for that, they went wrong somewhere. Run the tests. Acme and Nextone each can handle more calls/second than Newport, with smaller boxes. They also have features to fix calls, so things actually work. That's a big deal.