Archive for March, 2008

Comcast HD Quality Reduction: Details, Screenshots - AVS Forum

Comcast increased the compression of their HDTV in order to fit more channels into a fixed frequency space. Turns out one user decided to qualitativiely and quantitatively look at the difference. This is a nightmare marketing scenario for Comcast.

Channel News - Bandwidth Pricing Market 2008

Interesting pricing stats on bandwidth. Trans-Pacific/Atlantic pricing up 600% in one year. New York to Washington 10Gb/s pricing -4%. 10GbE is 4x the price of 1 GigE from Miami to New York.

The Future of the NPU Market - Part 1

Tthere are parts of the NPU market that will do well and others that will not. The edge of the network, with its burgeoning application growth, provides a fertile cradle for the NPU model while the core network is so harsh an environment that even the best managed companies face long odds of generating superior investment returns. Let’s examine why that is.

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Tables Turn Quickly on Chinese Developers - WSJ.com

Chinese property markets are rolling over too. Those without WSJ.com subscription see here.

Barron?s Online : Communications Equipment: Goldman Turns Cautious

Title of article is a bit off - upgrades Cisco and downgrades Juniper & Starent