I love travelling to China. In Shenzhen, five years ago, the big buzz was about the new link between western Shenzhen (Lo Wu) and Hong Kong. This was supposed to ease travel from Hong Kong into the growing parts of western Shenzhen.
I casually remarked that now would be a pretty good time to buy property in Lo Wu.
Early this morning, I checked out Google Earth. The link is here. Note the large amount of heavy construction in Lo Wu (upper left peninsula, lower right is Hong Kong). I’m still betting this is going to be the nicest part of Shenzhen when the bridge is done, and only 30 min from the airport. Anyone know if the bridge will connect into Hong Kongs MTR?
And for those of you who aren’t yet selling to Huawei, here’s a shot of the HQ.
I need to get back to China.
DRM is a neccesary evil, but it won’t stop everyone. It only slows the velocity of illegal behavior. Making media easy to access and consume would have an even greater effect.
Continue reading ‘Ferris Bueller on Digital Rights Management’
Anyone else sick and tired of hearing about HP, Dunn, and Pretexting? Running a close second is the Dow nearing an all time high. Ugh.
Historically, Verizon (VZ) has held it’s FiOS FTTH subscriber numbers close to the vest, and has not provided detailed information about penetration rates or success metrics. Today, they opened the kimono.
Continue reading ‘Verizon Opens the FiOS Kimono’
PMC-Sierra (PMCS) announced a revenue shortfall today. They had guided to $124M and now indicate $116M is more likely. They specifically highlight telecom component demand issues in Asia.
My qualitative information on wireline telecom component demand in China indicates things are going smoothly. It’s possible that PMC’s issues are with GE-PON demand. It’s possible my qualitative info is wrong- Xilinx lowered guidance based on Asian demand and they are a good bellwether.
So, to answer all of you that have asked, I do not know what is going on. At least not yet.
I do not hold any positions with PMC Sierra
Anyone know where the next ten-bagger investment is in the Telecom sector? Does anyone believe such an idea is even possible anymore?
Continue reading ‘The End of Telecom As We Know It And I Feel Fine’
An interesting piece of news speculates Amazon (AMZN) may be partnering with Tivo (TIVO) to use their DVR platform.
Continue reading ‘Amazon Unbox Could Unbundle Too’
All of the correlation between Nu Horizons and its competitors and suppliers has broken down. “This time is different” can be the four most expensive words an investor can use.
Continue reading ‘Nu Horizons - Is This Time Different?’
I’m tired of reading about Apple’s ho-hum iTV announcement. And the Microsoft Zune strategy is incomprehensible. I don’t want the new PG-13 Microsoft that everyone likes. I want the old, evil, R-rated Microsoft you’re not sure you like.
Continue reading ‘Apple Overload and Zune Confusion’
It’s very profitable for distributors - while it lasts. I examine the recent disclosures from Vitesse Semiconductor and the potential impact on their largest distributor, Nu Horizons.
Continue reading ‘Trickle Down Economics and Channel Stuffing’
My posts have been syndicated to Seeking Alpha (SA), an excellent site that aggregates blog content from all over the web, since early this year. Many of my readers first found this site through SA.
Continue reading ‘The Nyquist Condition - Now on Yahoo! Finance’
It’s official. Looks like Cortina acquired a digestible portion of Intel’s (INTC) comm semi product line, forgoing the network processors that would bring high SG&A overhead. They focused on the parts they could plug into the company to generate cash flow.
Continue reading ‘Cortina Acquires Intel Comm Semi’s’
FSAN has completed their first GPON interoperability testing. Interoperability of GPON systems is important, since the ITU standard ultimately should yield systems that interface more smoothly than the loosely defined GE-PON specification.
Continue reading ‘GPON Interoperability Smokescreen’
There is an excellent discussion about Cisco’s practice of locking out competition for optical modules at Lightreading. (Original post here)
The results of the poll Lightreading is running are shown below.
Continue reading ‘Cisco Follow Up’
Website went down yesterday from 6PM to 9PM EST. Issues should be addressed this weekend as the site moves to a new hosting provider.
Continue reading ‘Heavy Traffic’
How Cisco built a billion dollar business built on the backs of their optical module suppliers, and how this business has fueled the majority of their earnings growth.
Continue reading ‘Cisco’s Optical Illusion’
This is a developing story. This post will change as I learn more.
It appears Cortina Systems will purchase and operate the communication semiconductor assets of Intel (INTC).
Continue reading ‘Cortina Acquires Intel Comm Semi Assets’
Published
. ABVT.PK, ADTN, AGR, ALA, AVNX, BKHM, CIEN, CSCO, CTLM, FNSR, IKAN, INFN, JDSU, LU, MSPD, MXIM, NT, PMCS, VTSS.PK.
OK, since I’ve been called out by Om Malik, I’m going to let rip with a stream-of-conciousness monologue on optical. No backspace key, no delete key, spelling corrections ex-post-facto. Here goes.
Continue reading ‘What’s Going On in Optical’
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