Asia dominates global FTTH rankings - fibresystems.org
Asia has 27M of the 32M FTTH connections. The US makes up the bulk of the rest with 3.3M, and is growing the fastest. Take THAT Viviane Reding.
First We Save Fannie Mae and Freddie Mac, Then We Destroy Them. - Op-Ed - NYTimes.com
Great quote: "Instead of being regarded as too big to fail, we should look at them as too big to liquidate quickly."
dailywireless.org » Sprint Sells Tower Sites
Transactions like this are fun. Looks like your average Cell tower site is worth $200k.
Barron’s Online : Verizon: Q2 EPS Beats; Revs Light; Wireline Crumbling
Over 1 in 10 landlines disconnected in last 12 months. Only added 52k net broadband subscribers, even with the compelling FiOS product. Net FiOS adds up only 6% while footprint expanded 33%.
UnionLeader.com - New Hampshire news - FairPoint installing its core
Good overview of Fairpoint's network install using Occam Networks and Cisco.
Russia, The Final Frontier For Data Centers? - GigaOM
It is hard to imagine companies making not only substantial capital investments but also placing sensitive personal data on the soil of a country which lacks basic respect for individual and corporate property rights.
Lightwave - Infonetics Research: Telecom/datacom equipment sales hit $139 billion in 2007
About as macro focused as one can get. Total capex grew 13% in 2007. Cisco has 50% of enterprise networking capex. Wow!
Freescale sends a letter to the editor in regards to the article on Broadcom entering the GPON market and given the tone of my article it is only fair that their voice be heard too.
Due to our policies limiting comment and speculation regarding our customer’s suppliers, Freescale can offer no insight on your claims about Alcatel Lucent’s future designs. But per your speculation regarding Freescale’s future GPON plans, please know that Freescale today is a leader in the GPON silicon space. We are currently designing several new products for GPON markets, and in fact we plan to soon introduce a new GPON SoC.
Brocade: Ethernet is the future
"Now that Brocade has validated that Ethernet is the future of storage, the only thing left to do is speculate about when the future will arrive. " Interesting take on the acquisition of Foundry by Brocade.
Tellabs looks to overseas markets due to North American economy
“We’re too leveraged in North America” - not exactly - you’re too leveraged to the Tellabs 5500, which is purchased by North American carriers. Tellabs is a classic “innovators dilemna” case study.
Gartner advises caution on WiMax - vnunet.com
A little late guys. Gartner is the Titanic of technolgy opinions. It takes them forever to turn the ship. If Intel pulls the funding plug that keeps this technology alive, Wimax is toast.
Light Reading - China Telecom's Big Numbers
Details on cable, DSL and FTTX connections. China now has 1/4 of global DSL lines. The numbers look very inflated to me.
Equinix on deck
Equinix (EQIX), the big Datacenter company, reports earnings Wed. As this author (fantastic must-read blog BTW) points out it is an excellent proxy for the months to come.
Finisar’s Q408 Earnings Call was June 12. Since then the stock has declined nearly 25%, reflecting what we believe is a general dissatisfaction with revenue growth guidance of 10-15%. This guidance appears conservative.
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July 17, 2008
Updated for Q208, the Nyquist Earnings scorecard is a concise yet comprehensive snapshot of earnings schedules, results, and subsequent market performance for companies in the Nyquist sector: networking components (silicon and optical), carrier-oriented equipment, and wholesale fiber carriers.
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Techworld.com - Femto Forum agrees on management protocol
Cisco tried to ram through their proprietary approach. FAIL. It is very hard to envision a scenario where Femtocells are not a success, albeit in 3-5 years. Everybody wins.
I like this quote from Broadband Reports
A good rule of thumb: when someone claims the Internet is facing bandwidth Armageddon, it’s usually because they’re in the business of designing and selling traffic shaping hardware, trying to justify new and frequently unjustifiable broadband pricing models, or trying to scare politicians into doing what they want.
