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"He does not own securities in companies that he writes about."

I signed up for Inveslogic today.  It gives you keyword / filtering control over a bunch of blog searches, and delivers summaries to your mailbox.  So far it seems like a good service.

What got me going, though, was the headline from 24/7 Wall St which said Microsoft Goes After the Phone Company.  The premise behind the story is, believe it or not, 100% dead wrong.  Author Doug McIntyre spun a story about a private beta of Microsoft Communications Server 2007 — an enterprise voice platform designed to work in conjunction with PBX products from companies like Avaya, Cisco and Mitel — into a bad news story for AT&T, Verizon, British Telecom, and Deutsche Telekom. McIntyre writes:

With the cable companies already providing these functions to consumers, the Microsoft move into the business market is another blow to companies like Verizon, AT&T, British Telecom, and Deutsche Telekom that rely on fixed line revenue for a larger portion of their revenue.

Whether they can replace these dollars with money from new TV services is still open to question. But, if Microsoft is moving into the market, the odds are getting worse.

Hunh?  Talk about stretching for a story.  Enterprise servers really have nothing to do with carriers, and McIntyre should know that.   

McIntyre’s post is disclaimed with the following helpful text: “He does not own securities in companies that he writes about.” Clearly one could also add “He does not know anything about the companies he writes about, either.”

{ 2 comments… add one }

  • douglas mcintyre December 13, 2006, 2:21 pm

    I don’t think you got the point.

    Doug McIntyre

  • Alec December 13, 2006, 5:23 pm

    Quite clearly. I fail to understand how PBX and enterprise presence clouds impact carrier sales. Many years ago one might have argued that enterprise PBX’s would impact land line sales, but more than 80% of enterprises have PBX’s now. So what point are you making?

    Now… IF Microsoft were to announce that the MSN organization was entering the voice market, that might have an impact, just as Skype is having an impact. But that’s not the case, and that appears to be the argument you’re trying to construct from the Comm Server beta.

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