July 19, 2006
Microsoft + Nortel Unified Communications Project Not A Big Deal?
ZDNet writer Russell Shaw thinks that the recently announced Microsoft/ Nortel "unified communications" alliance is destined for failure, stating that Cisco is already doing the "Internet phone hardware-software integration thing."
In a similar vein, CNBC TV's Mad Money host Jim Cramer pooh-poohed Nortel when a caller asked about their shares during a "Lightning Round". Cramer felt that the alliance with Microsoft was not going to make much difference to Nortel stock, but did not elaborate.
Cramer also said nothing about Microsoft. Shaw on the other hand said that they "don't have a clue what to do with enterprise VoIP, and even less of an idea how to get into the consumer VoIP business."
That made me chuckle, because that's exactly what I'd been thinking. At least until Nortel CEO Mike Zafirovski announced that teamup with Microsoft would generate $1 billion in extra revenues just for Nortel alone. And surely Microsoft's other announcement, an alliance with Yahoo! to make their respective VoIP-enabled IM (Instant Messaging) clients compatible would address the consumer VoIP issue, at least in part.
Sorry Russell. I agree that Microsoft has been directionless in VoIP, as you put it, but I think they're at least trying. And Cramer, who I love immensely as a TV host that fires up small investors and big alike, has been to shown to be about 50-50 with his predictions. Surely a stock that's currently trading around $2 is going to benefit from a billion in extra revenue?
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