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.
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.
Lightwave - Next-generation PON options promise greater bandwidth
Nice wrap up of upcoming PON technologies including WDM PON and 10G PON. The author, Scott Wilkinson, used to keep an excellent blog but stopped writing on technical issues long ago.
Burnham's Beat: Fannie Mae Is Saved! It's Shareholders … Not So Much.
Excellent editorial about the future of Fannie and Freddie. Thankfully their dangerous party may be over.
TechOnline | Apple iPhone 3G exposed
Really, really detailed teardown of the iPhone 3G. Turns out many of the predictions made by analysts before release were wrong.
Lightwave - China and India lead worldwide telecom carrier capex and revenue growth
Article summarizes the Infonetics report on Carrier capex and includes good data. 20% of global capex is wireless infrastructure followed by "voice infrastructure". Not many, including myself, would have guessed that.
Fibre broadband demands more bandwidth - ZDNet.co.uk
A study by - you guessed it - the FTTH Council Europe shows FTTH users use 3x the bandwidth of ADSL users. Now if they could only explain why this happens in Europe, and not Japan. And of course, the raw data is not available.
Light Reading - Huawei Reports 2007 Revenues of $12.5B
Bigger than Nortel. Claims to be #1 in DSLAMs, SONET/SDH switches, and UMTS basestations. Wow.
Tech Trader Daily - Barron?s Online : Arris Plunges 15%, Pre-Announces Sales Will Fall Short
Arris sees slowing sales of VoIP capable Cable Modems. Surprised that Zarlink hasn't seen this with their Legerity products as well.
iPhone 3G - Disassembly
Pretty awesome. Website flys to New Zealand specifically to be in the first timezone selling the iPhone 3G for the sole purpose of tearing it apart to see what is inside. Lots of photos and part numbers included.
