Sunday, April 26, 2009

PLCM TVS & VSG Merge

Just recently Polycom decided to merge the Telepresence Video Solutions group and the Video Solutions Group.

I looked but could not find any press releases.

First thing that makes me wonder is why?  Of course, one good reason would be that telepresence sales suck and PLCM wants to hide those numbers.  The other is quite a good one too...  reduce some headcount by getting rid of redundant bodies.  I was told the reason was that it was to get the technical groups more aligned.  (nice idea...but honestly I don't believe it).  My guess is its both of my first guesses.  

I have said privately that the start of the slipperly slope with telepresence with Polycom and probably others was when PLCM started saying to press that they've shipped 10s of thousands of TP systems.  Which...if you explore the math means that they counted anything HD as being telepresence.  Sure..from a market share prespective that re-definition would make PLCM #1...but unfortunately it back fires from a customer marketing point of view.  

yes, Mr. customer you can buy this "telepresense" for $15K and this other one for $300K... hmm...wonder where I'll spend my money.  and yes, this it not my theory...its pretty much truth.  PLCM futher blundered by actually having HD demo rooms right next to telepresence rooms... they purposely would short change sales and leave money on the table.  

If you have a problem with some of these statements...its not me... take a look at PLCM's numbers. They're pretty terrible and show the mistakes they've made.

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