I may be one of the few folks on the planet who has never seen more than a minute or two of Jim Cramer’s show “Mad Money”.
I don’t like the theatrics of his show and I think they depreciate the intelligence of Cramer, who is clearly a very bright and passionate guy.
The Big Picture points […]
Archive for April, 2006
Grrrr…….
The WSJ Heard on the Street column ($$$ link) looks at Deutsche Telekom’s (DT) valuation. I’ve included a good summary of the metrics at the end of this post for those who don’t have access to the online WSJ - courtesy of Seeking Alpha’s Telecom Stock Blog.
The WSJ article makes the case that even though […]
PMC-Sierra Inc. (PMCS) announced at the close today that they are acquiring Passave, a company we have - written - about - extensively, for $300M in stock. In fact, I predicted PMC-Sierra would enter this business through acquisition, though I thought Teknovus would be the better path.
Our acquisition of Passave brings PMC-Sierra an experienced and […]
I no longer live in Southern California.
SAN DIEGO – A big boom was heard around San Diego County Tuesday morning, but it was unclear what caused it.
I lived in Ventura County, not far from Pt. Mugu and under the flight path of the Shuttle when it landed at Edwards Air Force Base. You would hear […]
I posted a link to my article AT&T Project Lightspeed and the Jedi Mind Trick at Broadband Reports, and the comments there are interesting and informative, and reflect the excellent technical aptitude of the readers there.
People who want to dive into the issues more deeply should check out the thread here.
Martin Geddes (Blog: Telepocalypse) delivered a rare dissenting opinion at the Jeff Pulver “Freedom to Connect” net-neutrality love-fest conference today. I was not there, but I can’t imagine it was a friendly audience. Earlier in the day Michael Copps, FCC Commisioner, delivered a keynote outlining the risks of net neutrality. (Note I will link to […]
Check out this photo of the new X-band tracking radar designed as part of the missle defense shield. It’s being loaded for transport to Alaska for permanent installation.
That’s Macro.
As the tech market re-inflates it is important to keep a perspective on reality. At one point Sycamore Networks (SCMR), with virtually no revenue, was worth more […]
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