PMC-Sierra reported revenue at the high end of guidance but what caught investors attention was higher than expected revenue guidance for Q208. Of particular interest to readers should be PMC’s comments on FTTH in China and Japan, which we expand upon based on our in-depth knowledge of the area.
Continue reading
Report: AT&T Mobility to sell $100 femtocells - RCR Wireless News
AT&T buys 7M Femptocells from ip.access for deployment within 1 year. The death knell for copper landlines rings more vigourously.
Qwest CTO on bonded VDSL2, PBT and more
"My view on PBT is that the alleged cost reductions have not really appeared yet". VDSL Pair bonding: "Good commercial availability of the modems is a 2009 [thing]."
France to require apartments to come wired
We're not fans of over-regulation but this, like good building codes, seems like a great idea.
Backhaul, billing systems delay Xohm launch
Sprint using Fibertower (FTWR) and/or ALU/ERIC equipment for microwave backhaul where fiber is not available.
Calculated Risk: UPS: "Dramatic slowing in the U.S. economy"
We interrupt our regularly scheduled programing to bring you a rather disturbing Macroeconomic bulletin.
Apple Buys Chip Designer - Forbes.com
PA Semi purchased to bring processor expertise in house. Hard to see how Apple can compete with Intel for most applications - I think this is a way to simply get some processor guys under their roof.
FBI Fears Chinese Hackers Have Back Door Into US Government & Military
Powerpoint slides from the FBI investigation into counterfeit Cisco hardware. Cisco Gold/Silver resellers, which Cisco demands the Govt. use, have been found to resell counterfeit hardware. This is powerful stuff.
Intel Boosts Its Taiwan WiMax Investment To $500 Million — WiMax
Is anyone keeping track of how much money Intel has committed to WiMax carriers? They must account for the majority of funding. If removed, would the market step in and fund WiMax deployment at this point? I think not.
Pipe International - Blog
Interesting blog detailing Pipe International's efforts to lay undersea cable from Sydney to Guam.
LinkedIn: Jeff Romanko
Our condolences to Jeff’s family.
Daily Herald - The case for UTOPIA and iProvo: Double down or cut bait?
In-depth local newspaper article examining what went wrong with the largest muni-ftth project in the country, the UTOPIA deployment in Utah.
NSN Still Struggling Under Price Pressures
Good summary of Nokia-Siemens portion of the Nokia earnings results. "In North America, NSN?s sales fell from 243 million to 192 million Euros ($305 million) quarter over quarter, a 21% drop." This is mostly 3G/HSDPA, not wireline.
Telecom Italia taps Huawei - fibresystems.org
Huawei making more inroads in the West. Wins FTTH+VDSL access contract in Milan
Bloomberg News - Soros Video
Soros puts his reflexivity theory into plain English and comments on the current commodity market ‘bubble’:
You have a generalized commodity bubble due to commodities having become an asset class that institutions use to an increasing extent.
Whatever you think of his politics, he certainly has a handle on market psychology. 15min video.
Adtran reported surprisingly good numbers and made specific comments that indicate the Great North American capex freeze of 2007 is thawing in a few areas. The company also had interesting things to say relative to access market growth and trends in the Enterprise portion of their business.
Continue reading
Lightwave - No relief in sight for fragmented optical components sector
Write up of the panel Andrew participated in at OFC. “Let’s hope there’s someone in a dorm room developing the next Napster because that will save us all”
