Archive for July, 2008

Asia has 27M of the 32M FTTH connections. The US makes up the bulk of the rest with 3.3M, and is growing the fastest. Take THAT Viviane Reding.

Very funny.

Great quote: "Instead of being regarded as too big to fail, we should look at them as too big to liquidate quickly."

Transactions like this are fun. Looks like your average Cell tower site is worth $200k.

Over 1 in 10 landlines disconnected in last 12 months. Only added 52k net broadband subscribers, even with the compelling FiOS product. Net FiOS adds up only 6% while footprint expanded 33%.

Good overview of Fairpoint's network install using Occam Networks and Cisco.

It is hard to imagine companies making not only substantial capital investments but also placing sensitive personal data on the soil of a country which lacks basic respect for individual and corporate property rights.

About as macro focused as one can get. Total capex grew 13% in 2007. Cisco has 50% of enterprise networking capex. Wow!