Here’s a quick statistic worth sharing. Cisco (CSCO) CEO John Chambers spoke yesterday at the Credit Suisse Tech Conference and made the following point.
Cisco’s market capitalization has increased from $10B in January 1995 to $110B in November 2005 to $165B in November 2006; during that same period, the aggregate market capitalization of its 12 largest competitors has declined from $71B to $62B to $55B.
Wow. I’d like to get the detail behind this one.
Full Disclosure - I hold Cisco puts as a hedge against other positions. Lucky for me they are not positions in Cisco competitors…
Mediatemple, the company that hosts this website as well as thousands of others, is down (again). They’ve gone from being outstanding to being worse than my previous hosting provider, Bluehost, which says a lot. Before they switched to an on-demand Grid based system, things were awesome. Now, the reliability is just plain terrible.
I’ll pay money to have a reliable host. I just can’t seem to find one.
UPDATE: Things have stabilized for now, with Mediatemple promising a ‘1.1′ release of Grid Server that should help. In addition, they comped me two months of hosting fees. While comping fees is the right thing to do, it doesn’t begin to compensate for extended downtime.
It’s not just a catchy title. I lost my FiOS connectivity Saturday morning, rendering my Verizon tripe-play package of voice, data, and television inoperative. The culprit? Squirrels. Continue reading ‘Squirrels Ate My FiOS’
Toms Hardware Guide published an article about the evolution of the hard drive, including benchmarking tests that bolt old hardware (circa 1991) to modern PCs. In the last 15 years, storage density has increased 10,000x!
Continue reading ‘Evolution of the Hard Drive’
Quick, rank the 10 following companies by market capitalization from large to small. If pressed for time, try picking the three biggest and three smallest.
Continue reading ‘Fun With Market Caps’
I know two American engineers who have relocated to China to lead optical module design teams at Chinese equipment companies. They live and work in China for Chinese companies, using their skills to build custom modules - skills no longer in demand from their American Tier-1 telecom equipment employers.
Continue reading ‘Dr. Strangelove, Or: How I Learned To Stop Worrying and Love Huawei.’
A great man has passed on. Learn about him here. Read or watch this to understand what he stood for. May the ideas he stood for gain momentum forever.
The big deal isn’t the iPhone itself, which is what the mainstream investment, gadget and tech media is focusing on. It’s the way that it will fundamentally challenge how carriers have coupled services with connectivity with a hardware distribution monopoly.
Continue reading ‘What Matters About The Apple iPhone’
You are probably wondering why this site is down from time to time.
My new hosting provider, Mediatemple, recently moved to a grid-based computing scheme. The upside is it offers virtually unlimited burst capacity. The downside is they can’t seem to get it to work, and you suffer.
Continue reading ‘Mediatemple Hosting Outages’
Wading through my morning reading I happened upon an Acme Packet (APKT) white paper that did a good job explaining my apprehension about Akamai (AKAM) and how their business might be commoditized. In the long term, do SIP and managed media sessions replace the media caching model?
Continue reading ‘SIPlified Content Distribution’
Cisco swallowed another chip company this morning, Greenfield Networks. The notable thing about this acquisition is that Cisco rival Huawei/3Com built their high end system around the Greenfield device. I’m willing to bet that Greenfield was a lot more important to Huawei/3Com than it was to Cisco. And I’m willing to bet that’s why Cisco bought them.
Continue reading ‘Cisco’s Scorched Earth Strategy’
Now that we have Youtube we can experience Hardware pr0n in video, rather than just snapshots.
Check out this YouTube Video of Japanese Engineers taking apart a brand new Sony Playstation 3. Jump to the 5 min mark to witness what pure engineering hardware lust sounds like in Japanese as these guys undress the cooling system of the PS3.
Continue reading ‘Sony Playstation 3 Pr0N’
My five part FTTH in China series discussed the players, technology, and opportunity of FTTH in the worlds fastest growing economy. Teknovus, a private company I follow made an related announcement today. They’ve released the first GE-PON chip compliant with China Telecom’s (CHA) enhanced IEEE GE-PON 802.3ah standard.
Continue reading ‘Chinese FTTH Silicon Moves Forward’
Gizmodo has a video demonstrating the new Xbox Live Video service which allows Xbox 360 owners to download and watch high definition Movies and Television. I discussed the impact of this announcement earlier.
Continue reading ‘Xbox Live Video - The Demo’
I was strapped into a dentist’s chair (literally) while the Vitesse Q406 call was conducted. I’ve assembled my notes and thoughts from the replay.
Continue reading ‘Vitesse Q406 Conference Call Notes’
Microsoft (MSFT) just announced that on November 22nd the Xbox 360 will allow users to purchase and rent high definition television and movies. I made this call back in January of 2006, and repeatedly since then (search this site for Xbox IPTV).
Continue reading ‘Xbox Does IPTV - It’s Official’
Broadlogic announced a chip today that provides a high density solution for converting Digital Cable TV channels to Analog. It’s a slick solution but I don’t think it will see mass adoption. Here’s why.
Continue reading ‘Broadlogic and Cable’s Analog Ghetto’
Everyone agrees fixed line is a dying, low margin business. Yet Cablecos like Comcast (CMCSA), Cablevision (CVC), Shaw (SJR), and Time Warner (TWX) are feverishly trying to capture market share in this business. Why?
Continue reading ‘Someone Tell the Cablecos Fixed Line is Dead’
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