Archive for April, 2008

Excellent discussion with Andrew Odlyzko, Internet Traffic Czar, on the fallacy of the 'exaflood'. Growth rates are trending down, not up.

Excellent technical reporting. NVIDIA picks up gauntlet thrown down by Intel

Nyquist Small/Mid Cap Index

We’ve struggled to identify a good index to judge the relative performance of equities in our area of expertise: carrier-oriented networking components, equipment and wholesale carriers. Lacking any good alternatives, we built one ourselves - the Nyquist Small/Mid Cap Networking Index.

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Carriers want to disarm WiMAX before it's even deployed. The article is a good overview of LTE carrier plans from CTIA.

What comes around, goes around. Chapman had large and very activist position with Vitesse Semiconductor.

Game Theory Analysis applied to cycling.

Gregg LeMond:

I was the fittest I had ever been… But something was different in the 1991 Tour. There were riders from previous years who couldn’t stay on my wheel who were now dropping me on even modest climbs

I like this. Advice for major league pitchers applied to everyone.

Great stuff on the speed of life in China

Korea never met a broadband technology they didn't like.

Wireless backhaul problems surface, but one can't help but wonder if this is just another excuse.

dailywireless.org » Australian Government Kills National WiMAX Plan

WiMAX is starting a death spiral.

Light Reading Europe - Roadblock for Reding - EuroBlog

"If you're not part of the steamroller, you're part of the road." Best quote yet on Reding, the Telecom Witch Queen.

CTIA: Level 3 takes hybrid approach to backhaul

LVLT exec talks wireless backhaul and lays out the economics. We're still convinced the opportunity in wireless backhaul is centered in microwave, tower operators, and whosale carriers, not equipment.

Very lengthy and very good overview of Intels new consumer-electronics oriented CPU.