Occam's Razor

Deloite Fast 50 French selection

Deloite just release its selection of the French Fast 50 . While I have a reasonable degree of scepticism on the metric used ( CAGR for the last 5 years), it's a good snapshot of the French IT activity:

Société	5Yrs CAGR	Secteur type Fast 50
NETSIZE	13504,28%	Telecoms et Services en ligne
WEBRASKA	8554,04%	Logiciels et services informatiques
AWAKIT	2565,47%	Telecoms et Services en ligne
HIGHDEAL	2230,12%	Logiciels et services informatiques
MILLEMERCIS	1750,10%	Telecoms et Services en ligne
DOUBLE TRADE	1652,78%	Telecoms et Services en ligne
ARKOON NETWORK SECURITY	1511,70%	Logiciels et services informatiques
AMANIA	1158,57%	Logiciels et services informatiques
DECISION NEWS MEDIA	1157,31%	Telecoms et Services en ligne
TRONIC'S MICROSYSTEMS	1109,79%	Logiciels et services informatiques
IDELEC	1022,51%	Fabrication de produits électroniques
EMAILVISION	953,61%	Logiciels et services informatiques
PARROT	898,43%	Telecoms et Services en ligne
SET TELECOM	896,46%	Telecoms et Services en ligne
SCT TELECOM	829,30%	Telecoms et Services en ligne
NETASQ	818,28%	Internet - Communications et réseaux
ADD UP	796,83%	Telecoms et Services en ligne
INSERTO	779,89%	Telecoms et Services en ligne
SWORD	733,94%	Logiciels et services informatiques
ABRICO	733,31%	Logiciels et services informatiques
LINAGORA	732,73%	Logiciels et services informatiques
SWAP COM	687,28%	Logiciels et services informatiques
WEBORAMA	606,84%	Telecoms et Services en ligne
ASSYSTEM	562,98%	Logiciels et services informatiques
VERTICAL MAIL	562,68%	Internet - Agence de marketing direct online
XTS Telecom	534,93%	Télécom
CASTELIS	518,13%	Logiciels et services informatiques
FIMASYS	510,39%	Logiciels et services informatiques
SAMEP (PEQUIGNET)	490,88%	Electronique/Hardware
AFG LILLE	470,79%	Logiciels et services informatiques
MESATRONIC	459,12%	Electronique/Hardware
SOITEC	439,53%	Electronique/Hardware
PAGE UP	425,81%	Electronique/Hardware
DEGETEL GROUP	424,00%	Logiciels et services informatiques
ELECTRO WORLD GROUP	416,25%	Telecoms et Services en ligne
GOLDEN EYES	415,87%	Logiciels et services informatiques
POLYSPACE TECHNOLOGIES	407,27%	Logiciels et services informatiques
DFC AUTOMATISME	398,97%	Logiciel et intégrateurs
ATHIC	386,75%	Logiciel et intégrateurs
E.ITEC	380,88%	Electronique/Hardware
ABTEL SARL	376,13%	Logiciels et services informatiques
SARL ASC2I	363,53%	Logiciel et intégrateurs
MICROPOLE UNIVERS	321,15%	Telecoms et Services en ligne
REFERENCEMENT.COM	318,47%	Telecoms et Services en ligne
ARTFUL	311,86%	Telecoms et Services en ligne

CGS 3.0 Update

UPDATE no 2 (and YES you can still register (still 10 seats available..) , just send me an email or post a comment here)

Logistic:
Bistrot Vivienne 4 rue des Petits Champs 75002 PARIS
Wednesday Dec 7, 2005 @20:00CET

Agenda:
We will start by presentation and an open discussion by Eric Briys. I have asked Eric to deliver the talk he gave at  IPADE International Week on Mass Media Social and Economic Impact "Who's afraid of the Big Bad Wolf?: Internet and the Content Industry in the New (?) Economy". This following on all the Blog 2.0 discussions on Monday and tuesday should set the scene for some interesting discussions.

Participant List (as of Nov 30):
(22 confirmed, seating can accomodate up to 35 register though Jeff/me/Rodrigo asap, I will confirmed the final participant list to the restaurant on Monday evening)

1 Jeff   http://blog.softtechvc.com/
2 Marc   http://mgoldberg.typepad.com/occams_razor/
3 Rodrigo   http://rodrigo.typepad.com/english/
4 Ivan Communod  http://icommunod.blogspirit.com/ 
5 Eric Briys   http://cyberlibris.typepad.com/
6 Julien    http://codor.blogs.com/
7 David de Talent Power  http://www.talentpower.org/
8 Thierry - ATAFOTO http://atafoto.blogs.com/
9 Julien André  http://carriereonline.typepad.com/
10 Stéphane LEE  http://stephane.etsoncar.net/
11 Yann    http://www.etheryl.com/
12 Loic & Francisque http://francisque.com/
13 Charles Nouÿrit  http://tfmc.blogs.com/
14 David Pooxi  http://www.pooxi.com/
15 Julien André  http://carriereonline.typepad.com/
16 Sebastien  http://www.softmorning.net/
17 Philippe Silberzahn http://portail-innovation.typepad.com/
18 Daniel Goooooootza http://www.gootza.com/
19 Philippe  http://www.philippepinault.com/fr/
20 Jacques Froissart http://altaide.typepad.com/
21 Laurent Balssa http://carriereonline.typepad.com
22 Mike Sigal http://profile.typekey.com/msigal1/

See you There...

Enterprise VoIP : The Tipping Point..

Two good articles pointing to the same enterprise VoIP tipping point :

• CRN article

Enterprise VoIP system sales are now far outpacing those of legacy systems, finds a new Merrill Lynch research report. As of last June, VoIP system sales showed 31 percent growth over the year before, while sales of traditional voice systems fell by 20 percent during the same period. The two fastest growing VoIP system vendors, according to the study, are Cisco Systems and Avaya. As of June, quarter-over-quarter market share for Cisco's pure-play VoIP products grew 15 percent, while market share for Avaya's hybrid VoIP products grew 14 percent during the same three month period, claims the report. Meanwhile, VoIP system vendors Alcatel, NEC, Nortel, and Siemens are all treading water,.

• Global Sources press release

Global Sources is projecting that worldwide PBX revenue is set to decline 1.4 percent in 2005. In 2004, the market's total revenue was $8.5 billion. The firm notes that the sector might hit a low of $8.38 billion in 2005. On the other hand, IP PBX is showing an upward trend, thanks to VoIP growth. IP PBX revenue is projected to grow by at least 15 percent to reach $2.88 billion, says the company. Total revenue from converged PBXs will likely grow by 10 percent to $1.38 billion. The combined revenue of $4.26 billion from IP PBX sales and converged PBX sales is expected to exceed the traditional PBX revenue of $4.12 billion for the first time in 2005, according to Global Sources.