Comments on: Nyquist Predictions For 2007 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Nyquist 2007 Predictions Revisited | Nyquist Capital http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-932 Nyquist 2007 Predictions Revisited | Nyquist Capital Fri, 04 Jan 2008 20:02:28 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-932 [...] It’s time to take a look back at 2007 and see how our predictions fared. (See “Nyquist Predictions for 2007“) [...] [...] It’s time to take a look back at 2007 and see how our predictions fared. (See “Nyquist Predictions for 2007“) [...]

]]> By: Quotes of the Week at Nyquist Capital http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-930 Quotes of the Week at Nyquist Capital Thu, 24 May 2007 16:15:36 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-930 [...] like one of my ‘07 predictions is coming [...] [...] like one of my ‘07 predictions is coming [...]

]]> By: J-MAC http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-929 J-MAC Wed, 28 Mar 2007 11:06:00 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-929 Best plays on Fixed wireless backhaul? Any thoughts? Best plays on Fixed wireless backhaul? Any thoughts?

]]> By: Apple iTV - Intel and NVIDIA Inside at Nyquist Capital http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-931 Apple iTV - Intel and NVIDIA Inside at Nyquist Capital Fri, 23 Mar 2007 15:40:51 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-931 [...] iTV is a great 1st generation example of how the “Third Screen” (see “Nyquist Predictions for 2007“, or migration of computing from the desktop to the laptop to the living room will be [...] [...] iTV is a great 1st generation example of how the “Third Screen” (see “Nyquist Predictions for 2007“, or migration of computing from the desktop to the laptop to the living room will be [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-928 Andrew Schmitt Tue, 06 Feb 2007 22:04:46 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-928 I think you'll see it in the Semi space, perhaps the components space. As for optical components, something is going to happen with Avago and/or Intel. It doesn't make sense for those units to remain independent. I really believe Finisar is doing all the right things in terms of consolidation. As for Bookham and Avanex... maybe they are bought. Merging the two together makes little sense. One would need to be the victim and the other the host. I think you’ll see it in the Semi space, perhaps the components space.

As for optical components, something is going to happen with Avago and/or Intel. It doesn’t make sense for those units to remain independent.

I really believe Finisar is doing all the right things in terms of consolidation.

As for Bookham and Avanex… maybe they are bought. Merging the two together makes little sense. One would need to be the victim and the other the host.

]]> By: Stephen Hardy http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-927 Stephen Hardy Tue, 06 Feb 2007 21:50:10 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-927 I agree that we're finally going to be seeing some significant consolidation in the networking components space this year. Who do you see as the engines of M&A in the space -- big companies (a la the on again/off again/on again/looks like its off again Avanex/Bookham pairing) or mid-level players such as NeoPhotonics and MRV/LuminentOIC who hope to position themselves for an IPO? I agree that we’re finally going to be seeing some significant consolidation in the networking components space this year. Who do you see as the engines of M&A in the space — big companies (a la the on again/off again/on again/looks like its off again Avanex/Bookham pairing) or mid-level players such as NeoPhotonics and MRV/LuminentOIC who hope to position themselves for an IPO?

]]> By: Robert http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-926 Robert Wed, 24 Jan 2007 14:08:39 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-926 Scott and Andrew, China is just beginning its assent; no doubt here will be some bumps along the way but nothing major. What really amazes me with China is the breadth of different technologies where they are quickly becomes world leaders. This is akin to the way that Japan-inc took control of the Consumer Audio – Entertainment space in the 80’s and wiped out the US and European competitors in short order, the same thing is taking place in China today only difference is that they are successfully attacking on many fronts. I’ve been living in China for over 3 years now and I’m still blown away with the pace of change, no doubt they are going to have to come to terms with the underlying inflation problem and finally mint something larger than a 100RMB note. The more interesting problem is, what will happen when China’s technology capabilities start to displace companies like CSCO and IBM? I’d predict a lot more pain for the tech sector and one heck of a political fight. Robert Scott and Andrew,
China is just beginning its assent; no doubt here will be some bumps along the way but nothing major.

What really amazes me with China is the breadth of different technologies where they are quickly becomes world leaders. This is akin to the way that Japan-inc took control of the Consumer Audio – Entertainment space in the 80’s and wiped out the US and European competitors in short order, the same thing is taking place in China today only difference is that they are successfully attacking on many fronts. I’ve been living in China for over 3 years now and I’m still blown away with the pace of change, no doubt they are going to have to come to terms with the underlying inflation problem and finally mint something larger than a 100RMB note.

The more interesting problem is, what will happen when China’s technology capabilities start to displace companies like CSCO and IBM? I’d predict a lot more pain for the tech sector and one heck of a political fight.

Robert

]]> By: jc http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-925 jc Tue, 23 Jan 2007 21:19:29 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-925 Here's my hunches: 1)Video on cellphones bombs, just too hard on the eyes 2)In home powerline for video distribution is the upside surprise (just need to hammer down those prices - chicken vs egg situation) 3)Fixed wireless backhaul is the next Akamai "nut & bolts" communication sleeper. (Although AKAM wasn't a sleeper when it rocketed to $350 at it's IPO. It's been a wonderful success and has recovered to $50 (from 75 cents low) Here’s my hunches:
1)Video on cellphones bombs, just too hard on the eyes

2)In home powerline for video distribution is the upside surprise (just need to hammer down those prices – chicken vs egg situation)

3)Fixed wireless backhaul is the next Akamai “nut & bolts” communication sleeper. (Although AKAM wasn’t a sleeper when it rocketed to $350 at it’s IPO. It’s been a wonderful success and has recovered to $50 (from 75 cents low)

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-924 Andrew Schmitt Wed, 10 Jan 2007 06:10:59 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-924 My comment is more about middle America. The China boom has not gone mainstream yet. The public still perceives China as bicycle-riding masses wearing Mao tunics. They have no concept of the industry underway. When Jim Cramer is thumping companies based on how they are positioned in China, that will be the endpoint. China will become 'cool'. Mao tunics will be in fashion. That sort of nonsense. I <a href="http://www.nyquistcapital.com/2006/06/12/chinese-speculation-theirs-and-mine/" rel="nofollow">sold my FXI</a> in the early summer. Ultimately China will be a powerhouse though it feels like we are at a local maximum. Then again, I said that last year. My comment is more about middle America. The China boom has not gone mainstream yet. The public still perceives China as bicycle-riding masses wearing Mao tunics. They have no concept of the industry underway. When Jim Cramer is thumping companies based on how they are positioned in China, that will be the endpoint. China will become ‘cool’. Mao tunics will be in fashion. That sort of nonsense.

I sold my FXI in the early summer.

Ultimately China will be a powerhouse though it feels like we are at a local maximum. Then again, I said that last year.

]]> By: Scott Raynovich http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-923 Scott Raynovich Wed, 10 Jan 2007 02:25:04 +0000 http://www.nyquistcapital.com/2007/01/02/nyquist-2007-predictions/#comment-923 Um, Andrew, hasn't China already hit the mainstream? Have you seen a chart of FXI lately? LFC? They're moonshots. My sense is that Chinese markets may have to sell off in the near term. The government has recently been withdrawing liquidity. Um, Andrew, hasn’t China already hit the mainstream? Have you seen a chart of FXI lately? LFC? They’re moonshots.

My sense is that Chinese markets may have to sell off in the near term. The government has recently been withdrawing liquidity.

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