Archive for the 'Carriers' Category
There is a new Senate Bill in committee - (S.1504) Broadband Investment and Consumer Choice Act
Interestingly, John McCain is a co-sponsor. The dissected proposal does not seem consistent with his public policy.
Here are the highlights (or lowlights, depending on your outlook):
1. Creates barriers for local municipalities that try and build broadband networks including:
Forcing governments to […]
Good article in the latest Telephony on Verizon’s (VZ) roadmap for Video and GPON.
Items to note:
Looks like Verizon is planning on using MOCA (Multimedia over Coax) as a method of creating an in-home network. If true, this is a huge endorsement of this technology.
The weaknesses of AT&Ts (SBC Project Lightspeed) VDSL approach are highlighted, specifically […]
From my Inbox… You heard about the multicolor Humvee’s, the pizza boxes emblazoned with FiOS. Here’s the latest Verizon marketing trick - dry cleaning bags. Ah, the broadband wars have crept from your den to the living room to your kitchen and now, your closet.
Looks like we can credit the DRAFT marketing agency with this […]
WSJ reports Verizon (VZ) is mulling a sale of their yellow pages for than $17 billion. Those that feel that Verizon is plowing money into the ground by laying fiber can take comfort in the fact this sale will finance the equivalent of wiring around 9 million households. What would you rather own - the […]
A detailed account of how my home was wired for fiber by Verizon
NTT FTTH subscriber additions exceed DSL
6 Comments Published November 30th, 2005 in Components, CarriersThere is some eye opening data from FTTH ground zero - Japan. A public NTT (NTT) presentation indicates they are turning on new FTTH (GE-PON to be precise) subscribers at a higher rate than DSL.
NTT is accomplishing this with pricing of 4000 yen a month, or about $40. This is comparable to Verizon (VZ) FiOS […]
Mark Cuban has a loooong post (more like an opus) about why HDTV will kill off SDTV and what he feels the post-apocalypse broadcasting landscape will look like. It’s a long read but worth it.
There are some valid points about why HDTV will rapidly take over SDTV, and some really interesting observations on how this […]
This may be a little inside baseball for some, but those of you who worked with or for AT&T all know that the globe logo is nothing but a thinly veiled reference to the Death Star twice destroyed in the infamous movie.
It appears that SBC has decided to not only take the name of their […]
Search
About
You are currently browsing the Nyquist Capital weblog archives for the 'Carriers' category.
Longer entries are truncated. Click the headline of an entry to read it in its entirety.Latest Posts
- The Future of FTTH in China - Part I
- Bookham CEO on Optical Industry Models
- Vonage - Lipstick on a Pig
- Bookham, China, and the Optical Component Market
- Seattle RFI for FTTH
- Why I Don’t Own Optical Component Stocks (yet)
- Options Backdating Reloaded
- Tivo - The Road Not Taken
- Intel - First, Fire the Marketing Guy
- Upcoming Vacation - Contributors Wanted
- The Four Horsemen of Web 2.0
- NTT - Hedge Your Dollars
- Infinera has a Blog
- Google - Perfection Costs More
- California’s Google Gold
- Astroturfing on my Site
- George Gilder - Telecosmic
- AT&T and The WildBlue Yonder
- Vonage IPO - Grassroots Desperation?
- Wintegra - Following up on a Comment
Categories
- Asides (22)
- Carriers (68)
- Components (35)
- Cycling (8)
- Equipment (23)
- FTTH (18)
- Media (27)
- Musings (32)
- Regulation (27)
- Uncategorized (3)
Worth Sampling
Hedgehogging
Author: Barton Biggs