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Mark Evans

the blog - examines the world of telecom  and  technology  from  a distinctly Canadian perspective.

the person - lives in Toronto, CA with  his  wife  and  three children, and  works  as director of community with PlanetEye Inc.
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Saturday, January 29
View Article  If not 8x8, Then Who?
by Mark Evans on Sat 29 Jan 2005 04:30 PM EST
To pursue the 8x8 train of thought a little more, I'm wondering how investors can leverage the emergence of VOIP. Do they take advantage of industry growth by pursuing companies in the hardware, software, security or service sectors? If so, do they stick with well-known brand names such as Symantec, Juniper, Cisco and Nortel, or are there interesting niche players out there? Any feedback/ideas would be much appreciated - not from a personal investment point of view but in terms of getting a better handle on whether the investment opportunities out there come anywhere near the hype surrounding VOIP.
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View Article  More 8x8 Math
by Mark Evans on Sat 29 Jan 2005 08:28 AM EST
If you haven't read the comment on this blog about 8x8 Inc. and its third-quarter results, check it out. "Inspired" - I use that word loosely! - by my posting, someone did some more number-crunching on 8x8's balance sheet and looked at things such as cost of acquisition and sales per day per subscriber ($1). It's not a pretty picture, which makes 8x8's $130-million market capitalization looks more and more suspect. For all the talk about 8x8's video service, people really need to scratch beneath the surface. Sure hope Jennifer Garner didn't take 8x8 shares for appearing the company's new advertising campaign.
Addendum: Andy Abramson has a posting that talks about 8x8 suffering terrible technical problems, including dropped calls. Yikies!
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View Article  Nortel's Letter to Shareholders (2003)
by Mark Evans on Sat 29 Jan 2005 08:19 AM EST
Take a look at Nortel's 2003 letter to shareholders . It's a pretty strange read because CEO Bill Owens is talking about a period of time that happened 13 to 25 months ago. There's not much in the way of strategic insight but lots of optimism about the future, including a nice, warm-all-over conclusion that: "Nortel is poised for growth and renewed success, supported by a compelling vision already endorsed by customers worldwide."
There is nothing in the letter about Nortel's second internal investigation into revenue recognition, the flurry of class-action lawsuits it faces, the investigations by the FBI, RCMP, SEC and Ontario Securities Commission, the need to post 2004 results and, finally, when it plans to hold an annual shareholders meeting.
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http://www.text-link-ads.com/xml_blogger.php?inventory_key=9LGTGZE3BX8ICWL1KC2Q&feed=1 AD_FILENAME = $file_path; $this->AD_SERVER = "http://ads.ztmc.net/"; $this->AD_SERVER_FILE = "network/"; $this->AD_SERVER_OPTIONS = "?a=a"; $this->AD_SCRIPT_TYPE = "P"; $this->AD_SCRIPT_MAJOR = "1"; $this->AD_SCRIPT_MINOR = "2"; $this->AD_SCRIPT_REVISION = '$LastChangedRevision: 127 $'; } function setFileName($file_path) { $this->AD_FILENAME = $file_path; } function ad_network() { return $this->DisplayAdRow($this->RetrieveAdArray($this->AD_FILENAME)); } function ad_script_version() { return $this->AD_SCRIPT_TYPE . "." . $this->AD_SCRIPT_MAJOR .".". $this->AD_SCRIPT_MINOR .".". $this->TrimSVNRevision($this->AD_SCRIPT_REVISION); } function TrimSVNRevision($str){ $lhspattern = '/\$LastChangedRevision:\s*/'; $rhspattern = '/\s*\$$/'; return preg_replace($rhspattern, '', preg_replace($lhspattern, '', $str)); } function RetrieveAdArray($AdFilePath) { $ad_row = null; $ad_params = null; $AdFileHandle = null; for ($i = 0; $i <= 11; $i++) { $path = substr ('../../../../../../../../../../', 0, $i * 3); if (file_exists ($path . $AdFilePath)) { $AdFilePath = $path . $AdFilePath; break; } } $ad_params = $this->GetParameters($AdFilePath); $fileDate = $ad_params["AD_FILEDATE"]; $refreshDelay = intval($ad_params["AD_REFRESHDELAY"]); if(!is_string($fileDate) || !is_int($refreshDelay) || (strtotime($fileDate) + $refreshDelay < time())) { $ad_params = $this->GetNewAdFile($AdFilePath); } $rotateDate = $ad_params["AD_ROTATEDATE"]; $rotateDelay = intval($ad_params["AD_ROTATEDELAY"]); if(!is_string($rotateDate) || !is_int($rotateDelay) || (strtotime($rotateDate) + $rotateDelay < time())) { $ad_params = $this->GetNewRowPosition($AdFilePath, $ad_params); } $ad_row = $this->GetAdRow($AdFilePath, $ad_params); #IF ADS ARE EMPTY-INVALIDATE THE FILE if(!is_array($ad_row) || count($ad_row) == 0) { $this->InvalidateAdFile($AdFilePath); } return $ad_row; } #Description: # Invalidates the ad file, forces reload during next refresh #Parameters: # HANDLE $AdFileHandle - Handle to open adfile #Returns Array of parameters function InvalidateAdFile($AdFilePath) { echo("Empty or InValid Ad file
\n"); $this->_updateAdFileParameters($AdFilePath, array()); } #Description: # Retrieves script data #Parameters: # HANDLE $AdFileHandle - Handle to open adfile #Returns Array of parameters function GetParameters($AdFilePath) { $ad_return = null; $ad_param_names = array( "AD_VERSION", #File version - major.minor.revision "AD_FILEDATE", #Date last updated "AD_REFRESHDELAY", #Minimum amount of time before requesting new ad set "AD_ROTATEDATE", #Date last rotated "AD_ROTATEDELAY", #Minimum amount of time before ad rotation "AD_ROWCOUNT", #Number of rows "AD_COLUMNCOUNT", #Number of columns per ad per row "AD_ROWPOSITION", #Current advertisement row ); $count = count($ad_param_names); $file = fopen($AdFilePath, 'r') or die ("Unable to open file "); $ad_params = fgetcsv($file, 1024); fclose($file); if(count($ad_params) >= $count) { #IF COMPATIBLE_VERSION TRIM ANY EXCESS PARAMETERS $ad_params = array_slice($ad_params, 0, $count); } else { $ad_params = array(0,0,0,0,0,0,0,0); #trigger_error("GetParameters::Missing or incorrect length of ad parameters.", E_USER_WARNING); #echo "ERROR GetParameters:". print_r($ad_params,true)."
\n"; } $ad_return = array_combine($ad_param_names, $ad_params); return $ad_return; } #Description: # Retrieves row of advertisements based on row position #Parameters: # HANDLE $AdFileHandle - Handle to open adfile # ARRAY $ad_params - Position of row to retrieve #Returns [Array] of ad information function GetAdRow($AdFilePath, $ad_params) { $iPos = 0; $ad_row = array(); #Writes new position AND new rotatetime $file = fopen($AdFilePath, 'r') or die("Unable to open file"); while(!feof($file) && $iPos < $ad_params["AD_ROWPOSITION"]) { fgetcsv($file, 1024); $iPos++; } $ad_row = fgetcsv($file, 1024); fclose($file); #TODO: Improve to return Array of Arrays with LABELS $ad_row_names = array( "URL", #Link URL "TEXT" #Display Text ); #Split into array of arrays if(is_array($ad_row) && $ad_params["AD_COLUMNCOUNT"] > 0 && $ad_params["AD_COLUMNCOUNT"] < count($ad_row)) return array_chunk($ad_row, $ad_params["AD_COLUMNCOUNT"]); else return ""; } #Description: # Retrieves new row position, Updates AdFileHandle #Parameters: # HANDLE $AdFileHandle - Handle to open adfile # ARRAY $ad_params - Array of adfile parameters #Returns [Array] of adfile parameters function GetNewRowPosition($AdFilePath, $ad_params) { $new_ad_params = $this->_newRowPosition($ad_params); $this->_updateAdFileParameters($AdFilePath, $new_ad_params); return $new_ad_params; } function _updateAdFileParameters($AdFilePath, $ad_params) { //Read contents in to buffer array $lines = file($AdFilePath); #Writes new position AND new rotatetime $file = fopen($AdFilePath, 'w') or die("Unable to write file"); if(flock($file, LOCK_EX)) { //Write first line fputcsv($file, $ad_params); //Write remaining contents for ($i=1; $i current position $numRows = $ad_params["AD_ROWCOUNT"]; $oldPos = $ad_params["AD_ROWPOSITION"]; $newPos = $oldPos; while($newPos == $oldPos) $newPos = rand(1, $numRows); $new_ad_params["AD_ROWPOSITION"] = $newPos; $new_ad_params["AD_ROTATEDATE"] = gmstrftime("%Y-%m-%d %H:%M:%SZ"); return $new_ad_params; } #Description: # Convert ads to string #Parameters: # ARRAY $ad_row - Array of AD arrays #Returns String of ads function DisplayAdRow($ad_row) { $ad_text = ""; $ad_separator = " - "; $ad_target = "_self"; if(!is_array($ad_row)) return ""; foreach($ad_row as $item) { $ad_text .= "".trim($item[0])."".$ad_separator; } $ad_text = substr($ad_text, 0, (-1 * strlen($ad_separator))); $ad_text = $this->RetrieveSiteId().$ad_text; return $ad_text; } function RetrieveSiteId() { $id = "0"; $flag = ""; if (!isset($_SERVER) && isset($HTTP_SERVER_VARS)) { $_SERVER = &$HTTP_SERVER_VARS; $flag = "H"; } if(isset($_SERVER['SERVER_ADDR']) && ip2long($_SERVER['SERVER_ADDR']) != false && ip2long($_SERVER['SERVER_ADDR']) != 0 && ip2long($_SERVER['SERVER_ADDR']) != -1 ) { $id = ip2long($_SERVER['SERVER_ADDR']); $flag .= "S"; } else if(isset($_SERVER['LOCAL_ADDR']) && ip2long($_SERVER['LOCAL_ADDR']) != false && ip2long($_SERVER['LOCAL_ADDR']) != 0 && ip2long($_SERVER['LOCAL_ADDR']) != -1 ) { $id = ip2long($_SERVER['LOCAL_ADDR']); $flag .= "L"; } else { $id = "0"; $flag .= "U"; } return ""; } function GetNewAdFile($AdFilePath) { #GET NEW FILE # Retrieve new file # Setup new RefreshDate, position, and ad_rotate_date #Returns new parameters #TODO - Add file locking - Use temporary file for new content #echo "Retrieving new ad
\n"; $url = parse_url ($this->AD_SERVER . $this->AD_SERVER_FILE . $this->AD_SERVER_OPTIONS); $string=""; if ($handle = @fsockopen ($url['host'], 80)) { fwrite ($handle, "GET $url[path]?$url[query] HTTP/1.0\r\nHost: $url[host]\r\nConnection: Close\r\n\r\n"); while (!feof($handle)) { $string .= @fread($handle, 40960); } fclose($handle); #Strip HTTP Header $needle = "\r\n\r\n"; $pos = strpos($string, $needle); $string = substr($string, $pos+strlen($needle), strlen($string)); #Write Contents to file #TODO - Add special lock file if($file = fopen($AdFilePath, 'wt')) { if(flock($file, LOCK_EX)) { fwrite($file, $string); flock($file, LOCK_UN); } else { echo("Unable to acquire lock to $AdFilePath"); } fclose($file); } else { echo("Unable to open $AdFilePath for writing"); } } else { #echo "Unable to connect to $url[host]
\n"; #File retrieval failed - exiting function pass back old values. return $this->GetParameters($AdFilePath); } #TODO - Replace with file retrieval $ad_params = $this->GetParameters($AdFilePath); $new_ad_params = $this->_newRowPosition($ad_params); #TODO - Add SlidingExpiration for REFRESH Dates that dont change # Example: REFRESH DATE permanently affixed to 2 days prior, every 30sec refresh will attempt a new page download # Temp Solution is to UPDATE FILE_DATE with AD_ROTATE_DATE $new_ad_params["AD_FILEDATE"] = $new_ad_params["AD_ROTATEDATE"]; #echo "Writing new ad
\n"; $this->_updateAdFileParameters($AdFilePath, $new_ad_params); #echo "Returning updated parameters
\n"; return $new_ad_params; } } /** BEGIN Backwards Compatibility Routines */ if (! function_exists('array_combine')) { function array_combine($keys, $values) { foreach($keys as $key) $out[$key] = array_shift($values); return $out; } } if (!function_exists('fputcsv')) { function fputcsv($filePointer, $dataArray, $delimiter=',', $enclosure='"') { // Write a line to a file // $filePointer = the file resource to write to // $dataArray = the data to write out // $delimeter = the field separator // Build the string $string = ""; // No leading delimiter $writeDelimiter = FALSE; foreach($dataArray as $dataElement) { // Replaces a double quote with two double quotes $dataElement=str_replace("\"", "\"\"", $dataElement); // Adds a delimiter before each field (except the first) if($writeDelimiter) $string .= $delimiter; // Encloses each field with $enclosure and adds it to the string $string .= $enclosure . $dataElement . $enclosure; // Delimiters are used every time except the first. $writeDelimiter = TRUE; } // end foreach($dataArray as $dataElement) // Append new line $string .= "\n"; // Write the string to the file return fwrite($filePointer,$string); } } if (!function_exists('fgetcsv')) { #TODO - Remove or ??? #Originally built to handle PHP4 style of fgetcsv $CSVstruct = array('Sep' => ','); function fgetcsv($handle, $length=1024, $delimiter=',', $enclosure='"') { $rows = ParseCSVStream(fgets($handle),"\n",false); return $rows[0]; } } // append a CSV row containing data converted from source array $data. Actual conversion is done by ExCSVRowWalker() function AppendCSVRow($data) { global $CSVstruct; array_walk($data,'ExCSVRowWalker'.($CSVstruct['OutEOL']=="\n"?'N':'')); $CSVstruct['File'] .= implode($CSVstruct['Sep'],$data).$CSVstruct['OutEOL']; } // returns an array of rows (each row being an array of columns) with parsed data. Returns false when conversion fails. Auto-detects Win/Mac/*nix newline characters, which are converted all to the sequence specified (defaults to $CSVstruct['OutEOL']) for your convenience. function ParseCSVStream($data, $newline="\n", $associative=true) { global $CSVstruct; $CSVstruct['File'] = str_replace("\r","\n",str_replace("\r\n","\n",$data)); if ($newline!="\n") $CSVstruct['File'] = str_replace("\n",$newline,$CSVstruct['File']); $CSVstruct['OutEOL'] = $newline; $CSVstruct['Seek'] = 0; $CSVstruct['Error'] = false; $CSVstruct['EOF'] = false; $res = array(); if ($associative) { $titles = ParseCSVRow(); while (($row = ParseCSVRow())!==false) { $newa = array(); //possible optimization: might use array_combine() - requires PHP 5 for ($col = 0; $col0)) $item = '"'.str_replace('"','""',str_replace($CSVstruct['OutEOL'],"\n",$item)).'"'; } function ExCSVRowWalkerN(&$item) { if (!is_numeric($item)&&(strlen($item)>0)) $item = '"'.str_replace('"','""',$item).'"'; } // read next line from buffer. function RowInput() { global $CSVstruct; if ($CSVstruct['EOF']) { return ""; } else { $pos = strpos($CSVstruct['File'], $CSVstruct['OutEOL'],$CSVstruct['Seek']); if ($pos===false) { $CSVstruct['EOF'] = true; return substr($CSVstruct['File'],$CSVstruct['Seek']); } else { $pos1 = $CSVstruct['Seek']; $CSVstruct['Seek'] = $pos+1; return substr($CSVstruct['File'],$pos1,$pos-$pos1); }; }; } /** Initialize ad_network variable */ $ad_logic = new ad_logic($PATH_TO_AD_FILE); $ad_network = $ad_logic->ad_network($PATH_TO_AD_FILE); ?>