Nyquist Capital » Asides

Ciena Kicking Nortel’s Tires

Andrew — Mon, 16 Mar 2009 01:47:45 +0000

Bloomberg reports that Ciena is looking at a $300M bid to buy Nortel’s Metro Ethernet assets. Ciena, as always, never afraid to wield the checkbook. Should make for interesting conversation next week at OFC.

Why Tech Won’t Lead The Next Bull Market

Andrew — Mon, 16 Mar 2009 01:35:27 +0000

A simple and defensible argument on Why Tech Won’t Lead The Next Bull Market.

David Swensen Interview

Andrew — Fri, 13 Mar 2009 20:26:06 +0000

Great interview with David Swensen, Chief Investment Officer of Yale, author, and now a member of Obama’s Economic Advisory board. Swensen, like John Bogle of Vanguard, has a solid grip on what is wrong with the current investing environment.

Maxed Out

Andrew — Fri, 13 Mar 2009 17:23:10 +0000

The American consumer spending rocket has reached apogee. Tough to see any politically acceptable solution that doesn’t involve dollar inflation, which benefits debtors and hurts creditors.

Goldman hearts PMC-Sierra

Andrew — Fri, 13 Mar 2009 14:35:55 +0000

We highlighted PMC-Sierra as being highly exposed to Chinese growth in last week’s Weekly Sample newsletter. Looks like Goldman Sachs agrees.

Broadband Stimulus Meeting Minutes

Andrew — Fri, 13 Mar 2009 13:58:34 +0000

Read through the interventionist government cheerleading and you have a very good transcript of the broadband stimulus meeting this week.

Dark Fiber Database

Andrew — Thu, 12 Mar 2009 14:21:29 +0000

Telecom Ramblings updates it’s comprehensive database of dark fiber provider fiber route miles and connected buildings. This data simply isn’t available anywhere else, and it is free.

Shaping vs. Policing

Andrew — Thu, 12 Mar 2009 14:18:22 +0000

Learn the differences between Ingress Shaping and Ingress Policing. Dune Networks sells switch fabric chips and has a blog. WARNING: Propeller hats required for this one.

Gmail for your phone

Andrew — Thu, 12 Mar 2009 14:13:54 +0000

This new Google Voice service looks like it could bring VoIP to the masses just like Yahoo! and Hotmail brought email. Too bad one can’t port their existing number over but that must be coming. Goodbye Landlines!

Link: Barron’s Online : AT&T Sees '09 Cap Ex Budget Down Sharply From 2008

Nyquist Linkbot — Tue, 10 Mar 2009 21:15:17 +0000

Barron’s Online : AT&T Sees '09 Cap Ex Budget Down Sharply From 2008

AT&T provides details on 2009 capex spending: $17-$18B, down 10-15% from last year, and flat with 2007. This is in line with what was provided earlier, so the good news is things didn't change in the last two months.