Q2: TAA vs. PLCM

TAA continues to outmaneuver its leading competitor PLCM

Revenue of $204.5MUSD which is 5% y/y growth

Profit of $43MUSD which is 4.3% y/y growth

This is particularily interesting a iIn 2Q09, TANDBERG sold 15,663 endpoint units compared with 16,483 endpoint units in the same quarter last year, a 5% year-on-year decrease (a 4% increase excluding OEM units). Revenue from network products grew 25%, and service revenues grew 22% year-on-year. They grew the business while selling less units...which means their focus on infrastrucutre and upselling is working.

Polycom on the other hand

Revenue of $230M which is a negative 15% y/y growth

Profit of $15.3M which is a negative 15% y/y growth

--  70 percent video solutions, or $161.7 million (56 percent video     communications, or $128.7 million, and 14 percent network systems, or $33.0     million); and --  30 percent voice communications, or $69.0 million.

I was too busy yesterday to catch the earnings call..so I don't have the # of endpoints sold.

which...who makes AP headlines like "Polycom shares climb after strong 2Q results" ??? Sure, they beat their forecast...but thats such old school logic and so manipulative. Its so unfortunate that you can see PLCM slowly dying.