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April 19, 2007
Dialogic's Baseball Bat - More Video Apps, Please
Dialogic has a baseball bat and they aren't afraid to use it.
At the Dialogic Analyst event in Boston yesterday, CEO Nick Jensen was keen to emphasize that while Dialogic doesn't do applications development, U.S. developers better get into the video applications game or they'll get left out/left behind by more aggressive developers in Asia Pacific (APAC) and Europe.
Dialogic figures to sell a ton of hardware to service providers and enterprises over the next two years with mobile video doing the "driving," but the apps have to be there once the hardware is in place. Both China and India - the largest growth markets in the world - are going to roll out 3G networks, so there's a big opportunity; China is expected to turn on its 3G network before the 2008 Bejing Olympics.
Jensen also expressed a frustration with the current state-of-the-art with mobile video calling in the U.S., noting that you can't swap calls between any of the networks -- unlike in Europe and APAC.
The big name of the game for Dialogic in the next couple of years is IP, as the world moves away from TDM into hybrid networks, with video and wireless driving the move into IP on the carrier side and unified communication doing the same in the enterprise space.
And if you're watching the M&A scoreboard, Dialogic is shopping for some complementary technology pieces moving forward.
Posted by dmohney at April 19, 2007 03:37 PM