Morgan Keegan notes that on Tuesday, Microsoft finally unveiled its Unified Communications [UC] solution at a live event in San Francisco. The centerpiece to the UC solution will be Microsoft's Office Communications Server 2007, which brings together Voice over IP telephony, video, instant messaging, conferencing, and presence technology into one communications solution.
Other pieces to the UC solution include the Office Communicator client software (think IM client on steroids), a new version of Office Live Meeting for conferencing, a service pack update to Exchange, and Microsoft Roundtable, a new hybrid conference phone/video end-point.
Press releases from launch partners have already flooded the financial news wires, so instead Morgan Keegan offers its initial thoughts on how this announcement affects companies under its coverage universe:
• Interactive Intelligence (NASDAQ:ININ): Firm expects ININ's contact center solutions to be quickly integrated into Microsoft's UC environment given the already tight integration between I3 and Microsoft's platform. (I3 is the only meaningful contact center solution built entirely on the Windows platform.)
• Logitech (NASDAQ:LOGI): Video is going to be a featured application on OCS, which will drive the need for users to have web cams for video communication.
• Plantronics (NYSE:PLT): Voice is the centerpiece of Microsoft's UC vision, so any peripherals that help better integrate voice into the working environment should be of benefit.
Notablecalls: If ININ's contract center solution indeed gets integrated to Microsoft's UC environment, it sure helps the company to increased adoption of its products. Combined with the strong tape of today, expect this nice call from Morgan Keegan to generate solid buy interest.
I continue to consider Morgan Keegan one the best firms out there. Their calls are usually money makers.