PLCM results

Not really much to say about the PLCM results. For those of you who read my blog or know me... this was all expected.

But... couple of interesting tidbits...

Of the 6% or 150 laid off, 40 were in Petach Tikva. The other 110 were mostly in Boulder. Boulder is where Spectralink used to hq'd out of. Now... at first blush you might think, well... voice is doing terrible. And that is part of the truth. Wireless phones are mostly used in distribution and retail which is a battered sector. And...maybe Spectralink had way too many sales/sales engineers chasing too little revenue. I really think that is true too. And lastly... what is PLCM good at? Well...they unfortunatley buy a company and they seem to lose the human capital fairly quickly. If you look at the current PLCM employee base... the amount of original Accord employee has dwindled, the amount of PCTL employees is minor fraction, the ViaVideo execs all disappeared (and went to form Lifesize), and there's almost no-one left over from Voyant.

On another note... did you notice that PLCM dropped pricing on the HDX 7001? Its down to $5995 and the EagleEye is down to $3499. Why did they do this? One reason...one company... Lifesize. Even though PLCM announced bad numbers.... LS seems to be doing fine based on the channel checks I've done. And they're doing it based on value pricing. Get a HD Lifesize for the same price that PLCM was selling VSX 7000 (note...CIF based system). Now, with the lower priced HDX 7001, they can now compete on price. The market has really turned and it seems that LS is calling the shots.