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John Myers

Hey all-

Welcome to my blog. The fine folks at the BeyeNETWORK™ have provided me with this forum to offer opinion and insight into the worlds of telcommunications (telecom) and business activity monitoring (BAM). But as with any blog, I am sure that we (yes we... since blogging is a "team sport"...) will explore other tangents that intersect the concepts of telecom and BAM.

In this world of "Crossfire" intellectual engagement (i.e. I yell louder therefore I win the argument), I will try to offer my opinion in a constructive manner. If I truly dislike a concept, I will do my best to offer an alternative as opposed to simply attempting to prove my point by disproving someone else's. I ask that people who post to this blog follow in my lead.

Let the games begin....

About the author >

John Myers, a senior analyst in the business intelligence (BI) practice at  Enterprise Management Associates (EMA). In this role, John delivers comprehensive coverage of the business intelligence and data warehouse industry with a focus on database management, data integration, data visualization, and process management solutions. Prior to joining EMA, John spent over ten years working with business analytics implementations associated with the telecommunications industry.

John may be contacted by email at JMyers@enterprisemanagement.com.

Editor's note: More telecom articles, resources, news and events are available in the BeyeNETWORK's Telecom Channel. Be sure to visit today!

Recently in Wall Street Category

Psst… Business Process Management (BPM) has a “dirty little secret”….

BPM and practitioners of BPM like to craft beautiful and elegant Business Process Execution Language (BPEL) based process solutions with all the “bells and whistles” associated with the “who, what, and when” that those processes should take.  However, they almost never look at how those processes actually perform.  Oh, sure… practitioners of BPM assume that their processes always perform as expected and/or they perform as intended…

But they rarely look back to make sure the process actually delivers the correct results.

AppleResultsA perfect example of this might be the “analyst community” of Wall Street.  While they don’t put their processes in BPEL, Wall Street analysts have their own defined processes that generate results.  However, rarely do they look back to see if their “prediction” results actually match reality.  Recently, I ran across an article by Philip Elmer-DeWitt that does an excellent job of grading the “process results” of Wall Street analysts looking at Apple.  As you can see, not many analysts did a good job of predicting Apple’s recent revenues report.

Unfortunately, there aren’t as many internal “reporters” who give such good graphical representations of the performance of various BPM processes.

In telecommunications, this concept becomes more and more important as telecom service providers rely more on automated processes to provide event processing and product/service order management solutions.  The BPM practitioners are doing a great job of looking at how to design processes, but rarely do they look at the results of their process.  More often than not they leave that someone else….

Do you agree that telecom BPM practitioners rely too heavily on their design and not enough on their results?

Post your comments below or email (John.Myers@BlueBuffaloGroup.com) / twitter (@JohnLMyers44) me directly.

Posted February 9, 2010 8:39 AM
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So… at the end of every year; you usually get several things:

  1. Lots of end of year reviews
  2. Lots of next year predictions
  3. Wall Street analysts with time on their hands trying to figure out future corporate acquisitions

The two recent “guess-timates” that I have enjoyed are:

While I am not necessarily against either acquisition, I have a feeling that Qwest might be a little to big a fish for a smaller telecom to acquire ( …see Qwest’s original acquisition of USWest…) and that analysts speculating on what Google should do in 2009 is similar to what they thought Google should do with wireless spectrum.

Do you think that we’ll continued consolidation among the smaller Tier 1/larger Tier 2 carriers?

Or is this an example of analysts looking for ways to play “match-maker”?

Post your comments below or email (John.Myers@BlueBuffaloGroup.com) / twitter (JohnLMyers44) me directly.

Posted December 16, 2009 9:47 AM
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It was merely a matter of time before the ripple effects of the credit crunch started to negatively impact some of the “privatization”/buy-out deals of telecommunications companies.  Bell Canada’s parent, BCE, is now experiencing issues with their buy-out.  Melinda Peer has details in her report on how BCE and KPMG disagree on how the deal is currently structured.

Personally I find it interesting that many of these deals (like those at Chrysler, etc) are finding the accountants and the financiers now getting cold feet.  I understand the “whys”, but I still find it interesting that the pendulum has swung so far back to a concept of “risk avoidance” at all costs after an almost reckless period of time relating to anything goes “risk tolerance”.

These “privatization” deals represent a significant opportunity to break from the drivers of Wall Street to rebuild telecom business models based on the future rather than the next quarter. 

The happy medium for both the telecom deals and the overall finance market is to actually look at the risks and understand the tolerance correctly.  Hopefully (knock on wood), the global finance markets return to a certain amount of “sanity” in early 2009 to complete some of these “privatization” deals

Posted November 28, 2008 8:00 AM
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My brother and I have always enjoyed the exploits of Larry Ellison. He has been quasi-battle with Paul Allen of Microsoft fame for the largest yacht in all of IT. However, exactly how big a yacht can you have before you have to dock with the Navy's aircraft carriers instead of the "beautiful people".

Ellison has also been in battles with various CEOs over the biggest IT company. My brother and I chuckled at the "victory" over Tom Siebel with Ellison's $5.85b purchase of Siebel Systems. We both guess that Tom ( ... like we can call him tom... ) was cordial, said thanks and cashed that "check" with a smile on his face and was probably thinking "have fun docking Oracle 'somewhere'...".

This week's news of a Verizon Wireless/Vodaphone - Alltel merger made me think of Larry Ellison. Yep. Verizon Wireless is now bigger than AT&T Wireless. Great. I'm not sure that makes Verizon Wireless better or worse than AT&T, but I'm guessing that AT&T will try to make their "yacht" bigger just to say that they can.

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Posted June 6, 2008 8:00 AM
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Most people know that I have taken to bashing Motorola for their business strategy and lack of stock performance... Well I guess not so much Motorola's lack of stock performance, but Wall Street's reaction to their lack of progress.

However, I am not without balance here.... Nokia posted a less than stellar quarter and their stock price suffered because of it.

NOTE - I agree with Scott Moritz's analysis about the lack of a current touch screen phone from Nokia. It does show an issue with product positioning. But, I'm not sure than anyone really wants to go "toe to toe" with iPhone for high end users. It might make sense to go after lower price point buyers, but at the high price point Apple will hold the high ground for quite some time.

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Posted April 18, 2008 8:00 AM
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