Here’s a top 10 list of my most notable observations from the Executive Forum at the Optical Fiber Conference in Anaheim last Monday.
Continue reading ‘OFC 2007 Exec Forum - Ten Things You Missed’
Archive for March, 2007
I’ve got 9 pages of notes from yesterday’s OSA Executive Forum that I will distill and distribute this evening. Craig Matsumoto from Lightreading captured and blogged my fastball question to the Carrier panel composed of BT, Comcast, AT&T, and Verizon. My question was:
There has been a lot of discussion today about Video and the explosion of bandwidth needed to carry it but Peer to Peer traffic is now the largest consumer of bandwidth on your networks. Do you view P2P technology as an opportunity or threat and why?
Continue reading ‘OFC 2007 - Carriers Speak Out On Peer to Peer’
Some weekend fun, and appropriate given the recent research note on Alcatel-Lucent (ALU). From Goldman Sach’s Tim Boddy, who asserts that Lucatel’s revenues are in “Free-Fall”:
Continue reading ‘Lucatel’
Many readers don’t have the time or interest to delve into the financial details of markets. The media made much hay of the February 27th market collapse and the fact that the Chinese market triggered it. This of course, is pure nonsense, and a good example of how all media, including the financial media, tend to pin the blame on the issue that is in closest cognitive proximity.
I’m off to OFC/NFOEC in Anaheim next week. I’ll be at the OSA Executive forum Monday and at the show Tue-Thurs. I’ll also be participating on the “Marketwatch: A Wall St. Perspective” panel Thursday afternoon at 11AM. Don’t blow off the last day of the show (like many do) and come on by.
Lots of interesting meetings planned as well.
I will be writing up things of interest at the show. So stay tuned.
The excellent Linley Group discusses Cortina’s recent acquisition of Immenstar, (my coverage here) a maker of FTTH silicon. Cortina is rapidly making itself as a consolidator communication silicon companies and Linley speculates their next target might be a ’small VDSL vendor’. That vendor would be Centillium (CTLM), though I feel it is a better match for suitors other than Cortina.
Continue reading ‘Centillium - Next on Someone’s Shopping List?’
Jerry Rawls, CEO of Finisar (FNSR), recounts the talks between Nortel (NT) and Corning (GLW) to sell Nortel’s optical component business. This is a hallmark story of the bubble.
Continue reading ‘Nortel, Corning, and the $100B Deal That Wasn’t’
Interesting perspectives on China vs. India by Dominique Trempont
China reminds me a little of Germany in the 20th century and in the Industrial Revolution: very organized, very focused and determined, facing trade-offs head-on and being gutsy on a large scale to leapfrog everybody. Chinese engineers are very good at reverse engineering the best hardware and reproducing it at lower cost. For the future, China also reminds me of Singapore with its very systematic and well thought through world class technology development, education and environment protection.
India reminds me of Italy in the 15th century, with its creativity, individualism, talent, spirituality, respect of its cultural heritage … and systemic chaos. It is not by accident that India produces herds of very talented software developers as it takes a fairly unstructured thinking to excel in this field. I was not surprised to see a dozen of biotech start ups, founded by Indians, leveraging the most diverse genomic pool in the world. I predict that, beyond software, India will become a world power in biotech over time.
In design, form follows device function. In geopolitics, function follows cultural form.
If you want the 900 page version, .
My only hope for this call was that I would not be surprised. In the absence of any information from the company since November 6 2006, I discovered my mind is capable of generating some frightening scenarios. The last thing I wanted to see was one of those scenarios realized. None were.
Hat Tip: Mark Evans, Original Source Unknown
WiMAX remains the biggest zero billion dollar market known to telecom. I’ve touched on this issue before (see Why does Intel Care About WiMAX?) and readers responded with a torrent of comments, none of which provided a convincing argument to me that WiMAX is substantially better than the evolution of existing 3G infrastructure.
In the absence of a conclusion, let’s turn to our friends in the marketing-research cabal.
Telephony magazine writes about a research report by The Yankee Group which projects 28M WiMAX subscribers in 2010 or 2011. That’s growth from around 250k to 28M in 3-4 years or 250,000 to 28,000,000 with all the zeros. Over 100x growth. In Less than 4 years. Bacteria aspire to growth rates like this.
In theory you should notice nothing, but some hefty infrastructure upgrades were made to both the hardware and software under the hood of this website Saturday night. Drop me an email if something seems amiss.
Finisar (FNSR) reported revenue Monday evening of $107.5M. No written transcript of the call is available, though a replay is and the company overview was updated. I thought there were three notable announcements.
Great stuff today over at the Global Crossing (GLBC) blog, where they spill the beans on their internal investigation into the cost/bit for Ethernet vs. SONET/SDH router interfaces.
The conclusion? The biggest price disparity isn’t necessarily Ethernet vs. SONET interfaces. It’s the difference between big iron routers from vendors like Cisco (CSCO) and scaled up switch routers like the Cisco 7600 or Cat 6k or equivalent products from Force 10.
Continue reading ‘Dirty Secrets of Router Interface Pricing’
I’m parsing Warren Buffet’s Annual Letter to Shareholders and thought it wise to include some notable sections. Italics are my emphasis.
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