Avaya Files IPO: S-1 Paints a Bleak Picture

I just took a peek at Avaya’s S-1 filing with the SEC.

To these admittedly non-financial eyes, this ain’t pretty.

We learn that this legacy PBX vendor, which had pinned its hopes on something called unified communications, ended its 2010 fiscal year last September with a net loss of over $800 million.

And it appears from their income performance for the first six months of 2011 that they are ahead of schedule: dripping red ink at the rate of $600 million.

On the balance sheet, they’ve accumulated around $6 billion in debt, a result of the pricey private equity buyout by Silver Lake and TPG in 2007 and then the purchase of Nortel’s Enterprise Solutions business in 2009.

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Avaya Flare: Can Android Enterprise Tablets Thrive?

As expected,  Avaya announced yesterday that its “chameleon” video device is in fact … a tablet computer. And not surprisingly it runs  Android OS (2.1 for the record). It is larger than Cisco’s previously announced Cius (11.6″ versus 7″). Both share a 1.6 GHz Intel Atom processors. I can go on, but for a rundown of the specs, see Network World‘s nice comparison table.

The hardware and OS are just the stage and props for the real act: the “Flare Experience,” which is Avaya’s voice, video, and data collaboration extravaganza. And based on the slickly prepared video presentation I saw, it is a nicely designed app that makes unified communications—as it’s called in the enterprise world—a working reality. An “A” to Avaya on this effort.

I didn’t see a live demo of Flare in the hands of a reviewer, so it’s hard to know what this is really like. Keep in mind that Android’s Froyo (their latest release) is, in the words of Google’s director of mobile products Hugo Barra, “not optimized for tablet use.”

Another fact to consider: The Flare is priced— for now anyway—at somewhere between $1500 – $2000. Cisco’s Cius is pegged at around $1000.Continue reading

Cisco Cius: Unimaginative, but Slightly Intriguing

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Image via Wikipedia

Perhaps only a company of Cisco’s still considerable market heft can foist its recently revealed Cius (pronounced “see us”) tablet on the citizens of cubeland. Many of the tech bloggers are underwhelmed and ask the question, “Why?”.

This tech blogger has the same query. Once upon a time the gadgets in the office were not obtainable on the street; now consumer gadgetry is far better than what’s available or officially allowed in walled off corporate castles.

For the record, the Cius is a 7” tablet that supports a multi-touch screen, WiFi/BlueTooth, HD video (720p), HD audio, 8-hour battery, and front and rear (for taking pictures of your coworkers?) facing cameras. The company expects to ship the tablet in 1Q2011.

Price? Under $1000. (long pause) Now for the intriguing part: Cius will run a modified version of  the Android OS.Continue reading

Meanwhile Back at the Enterprise

I’ve been so focused on apps and trends outside of the office space that I thought I’d have a difficult time grokking the keynote speeches at  Voicecon 2010.   VoiceCon (now renamed to Enterprise Connect) is the place where business communication vendors announce their visions and initiatives for the coming year.

I’m happy to be misinformed in this case. Consumer-grade social media, open software,  and smartphone-like apps—areas I’ve been immersed in the last few weeks—are pretty much pre-requisites to enterprise communications coursework.  To varying degrees, Siemens, Avaya, Cisco, and Microsoft acknowledge, promote, and  support  micro-blogging, location information, transcription services, SIP, cloud-based software, and slicker interaces in their wares.

I took a quick tour through the recorded videos of the presentations given by Avaya, Cisco, Siemens, and Microsoft. A few impressions after the jump.Continue reading