MarketBeat : Big-Cap Tech Rules All
AAPL accounts for 32% of the Nasdaq 100 bounce from it's low on March 10. Add in RIMM and GOOG and together they account for half the increase.
It's the End of Cable As We Know It (And We Feel Fine) - CED Magazine
Interview with 3 major CableCo CTO's. Good reading for those that care about cable network speeds and feeds.
iProvo Sold To Broadweave For $40 Million - Crtics of municpal broadband pop the bubbly - dslreports.com
One of the largest US muni-fiber projects with 30k homes and 10.3k subscribers is sold off to a private company. The city got a pretty good price.
Tech Trader Daily - Barron?s Online : Sprint, Clearwire Make It Official, Form WiMax Venture
The 11-pt summary of Who, What, When, and WiMax. Intel continues to split 8's and double down on 12. The clear winner here is Clearwire, which had no chance on it's own. Will it be another McCaw Wireless or the next Iridium?
Metro Ethernet gear sales soar - fibresystems.org
"ADVA Optical captures the #1 spot for worldwide EAD revenue market share in 2007, followed by RAD Data and ADTRAN" - Adtran sells almost nothing outside the US, and ADVA sells little inside the US. Each dominates their geographic market.
Battered Yahoo Admits It Overplayed Hand; Open To New Microsoft Talks - Silicon Alley Insider
Jerry Yang is negotiating the sale of Yahoo the same way a Shenzhen market stall owner sells pirated DVD's to Western businessmen.
dailywireless.org » Sprint Merger Rumors
Good rumor wrap up. I think Sprint put Deutsche Telekom in play just to have a stalking horse for the real, ultimate outcome - an acquisition by a Cable consortium.
Cox?s Wireless Plans Taking Shape - GigaOM
Wow - Huawei may have landed it's first big North American win. Not a surprise it was the Cableco's, enabling new market entrants is totally their style.
Telecosm - Ike Elliott: LEC Line Loss Summary, 2007
Fantastic summary of the the magnitude and source of Carrier residential line losses. He postulates cable accounts for roughly 50% - the other half is market shrinkage due to mobile substitution and a sliver of other reasons.
'Missing link' memristor created: Rewrite the textbooks?
Things are getting weird. "The misconception is that the fundamental relationship … is between voltage and charge. What the researchers contend is that the fundamental relationship is actually between changes-in-voltage, or flux, and charge."
XO finds demand for higher Ethernet speeds
No, really? You mean businesses don't like 1.5M Frame Relay? XO continues to run the PR machine overtime. Deploying Ethernet over Cu in Atlanta.
Gilder Telecosm 2008, May 27 - 29
I’m speaking Thursday, addressing "Application-layer networking across the wirespeed reaches of the Net." and this time I am bringing my college textbook for Carver Mead to autograph.
Mffais Home Page
"Mutual Fund Facts About Individual Stocks" - Mind-blowing resource for obtaining equity institutional ownership information. Free.
Unstrung - 4G Backhaul: A Problem for All?
80% of Sprint's Backhaul is copper T1. The wireless backhaul issue continues to gain investor attention.
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.
