Archive for May, 2008
Why Wireless is Crucial to Cable's Competitive Future - IP Democracy
How wireless is more than compensating for landline loss at the Telcos, and how the cable guys will find themselves in the same situation in the not too distant future.
Google spotlights data center inner workings | CNET News.com
Google is secretive but this article has interesting data.
Scott McNealy On The Bubble and Regulation
But two years ago we were selling at 10 times revenues when we were at $64. At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes that with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?
Scott McNealy, Business Week, April 2002.
Fantastic Japanese Hong Kong FTTH advertisement. Very funny.
Wholesale fiber carrier stats - connected buildings/market and fiber route miles/building.
Infonetics reports on VoIP - fibresystems.org
Nice overview of VoIP equipment market growth. 75m residential/soho subscribers worldwide today.
Finisar Ships 250,000th SFP+ Optical Transceiver
Most of Finisars shipments are into the Fibre Channel market.
Technology adopition trends for 15 products spanning 1900-2000. Note landline penetration is now at 1960’s levels.
Image Courtesy NYT
I’m a sucker for cool Venn diagrams and this is the best I’ve seen in a while. More people now have mobile phones than landlines. And Mobile owners are more likely