Nyquist Capital

Floyd Landis’s team Phonak has confirmed suspicions that he tested positive for Testosterone doping the day after Stage 17 into Morzine, where Landis regained 8 minutes in an epic show of guts, strength, and iron will. (Do I sound like a schlocky Olympic commentator yet?)

This upsets me a great deal. I like Landis - his […]

What was rampant speculation (including ours) is now official- AMD (AMD) is buying ATI Technologies (ATYT), a Canadian maker of graphics accelerator chipsets.

Graphics acceleration is no longer for gaming freaks; the new version of Microsoft Vista contains advanced visual features dubbed “Aero” that demand more functionality than the standard video frame buffer can provide.

More importantly, […]

From Telephony Online:
In a research note issued this morning, UBS analyst Nikos Theodosopoulos said Verizon (VZ) is likely to pick Alcatel (ALA), Motorola (MOT) and Tellabs (TLAB) as its GPON suppliers in a twist on the carrier’s traditional dual-sourcing practices.
Typically the Bells would select two vendors, with a 70:30 deployment split between the two over […]

Interesting interview in Businessweek on Net Neutrality with Verizon’s VP of Public Affairs (aka he works in Washington DC) Thomas J. Tauke.
It would appear that Verizon has finally found someone who can make a clear case as to why Net Neutrality legislation is anti-market, anti-competitive, and a expropriation of corporate property. This guy mixes the […]

Saw a Reuters newswire release on Intel (INTC) and how their engineers are continuing to work in Haifa even though the city is being periodically hit with Hizbollah (Syrian? Lebanese? Whose?) rockets.
The Intel article on wi-fi bomb shelters, while a surprise to some, was not a surprise to me. It reminded me of the time […]

Interesting little factoid-table on semiconductor market share in China.

Couple things jumped out at me when I saw this:

While AMD has around 35% market share worldwide, they don’t appear on this list. Why is it that AMD processors are not popular in China, where price sensitivity should skew things in their favor.
Freescale… wonder what products drive […]

The pre-release benchmarks and rumors about Intel’s (INTC) new architecture are holding firm now that the silicon has seen official release.
Two independent reviewers have written opinions about the new Intel Core processors (see below)… both were previously solid AMD (AMD) supporters.
Intel has now seized a commanding lead in performance desktop processors. This is in addition […]

Received a couple emails and a Yahoo! IM today with the same question… why no blogging?
I’m working on a detailed study on optical modules. I think I’ve found something particularly interesting.

Good data on optical module volumes is hard to come by. When the bubble blew, all of the research shops that generated the tables of […]

Rumors have been coming fast and furious over the last month about Microsoft’s (MSFT) entry into the digital music player business. The NY Times broke the story today with multiple confirmed sources, turning rumors into fact.
Engadget has dug up some interesting rumors that go beyond what was reported in the New York Times today.

Microsoft’s new […]

My local town approved the FiOS TV franchise contract. I attended the first and only public hearing on the matter a month ago (and blogged it here).

It was accepted without amendments once the town leaders decided they had no choice but to pick up the $20k legal check incurred while negotiating payments for the town’s […]

Arrived back from cycling in Provence on the the 4th and spent the majority of yesterday catching up on personal issues.
The cycling trip was fantastic, as usual Erickson Cycle Tours did a wonderful job.
I was posting daily updates with photos, miles, mileage but decided they were too off topic for this venue. At some point […]

On July 17, 1995 the NASDAQ Index crossed 1,000 for the first time; just 5 1/3 years later, on March 9, 2000 it crossed 5,000. In the period perhaps $12 Trillion of wealth was created in US stocks.
The five following stocks of the era, the ‘nifty five’, grew in market cap by almost $2 trillion […]

What we’ve learned

Part One - A radical change in demographics is creating an optimal situation for a fiber build out in China
Part Two - GE-PON has taken hold in other countries with similar demographics
Part Three - The economic and market conditions appear to favor GE-PON
Part Four -The activities by the largest Chinese Telecom actor […]

No stock characterized the wealth creation institutional era more than Microsoft where over $600B in market value was created in just 15 years (1986-2000).

Putting this wealth creation into perspective, the total value of U.S. corporate equities did not reach $600 billion until 1964 ($647 billion)! More unbelievable is the fact that more than a decade […]

This article is an anonymous submission from a dedicated reader and frustrated engineer
A decade or more ago life as an “optical guy”…as grad student or a professional, revolved around fairly simple things…moving photons over here, a little “guvment” money over there, a product or two now and then…good times, good times. And if you were […]

One of the interesting data sets the Fed Flow of Funds Report provides is the total market value of publicly traded equities on the US market. Year End 2005 data available on-line indicates the value was $18.2 trillion.
In 1980, a quarter century prior, it was only $1.5T, an increase of $16.7T. A pretty good quarter-century […]

This is part IV in a continuing series. Part III can be found here.
Enter the Dragon
China Telecom (CHA) recently assembled a very quiet, closed door session of suppliers in order to orchestrate implementation of several extensions to the IEEE 803.3ah GE-PON standard. This event has gone totally unreported in the press. Obviously, knowing which companies […]

For us, perhaps the most comprehensive quantitative financial publication, which also happens to be free and downloadable off the internet, is the Federal Reserve’s Quarterly Flow of Funds Statement. While informative and free, most investors probably have never referenced it. If you haven’t, you should do so.
Even better, all of the data in this publication […]

I’m leaving for my bi-annual extended vaction this Saturday the 17th. Those of you who need to already know how to reach me. I’ll have my mobile and hopefully should have email access through that. I may even try a little blogging from it.
Several people volunteered to contribute articles. While not all have been received […]