Riveting newsletter that summarizes the underlying causes of oil and Food inflation. Some tidbits: China’s energy use is growing 5% faster than GDP - their energy efficiency (GDP/BTU) is getting worse, not better. Japan consumes 10x the protein they did 50 years ago - what about China? American farmers 3x as efficient as the Russians and Russia plants 12% less land than 10 years ago. Conclusion: Emerging markets have deadly exposure to a double whammy of inflation due to Energy and Food, and lack the ability to deal with it.

"Households with both cell and landline phones who rarely or never get calls on their landlines tend to be better educated and have higher incomes." - Uh-oh.

Cisco routers are typically compromised by hackers who are able to guess their administrative passwords… but there are few tools around to check these systems for signs of hacking. "How would you find out?" he said. "That's the big problem."

Includes good chart porn with top 10 vendor market share for Q108 and Q407. According to Ovum spending was down in Q1 with the exception of North America. Nortel is in a tailspin.

Muni-Fi as a potentially profitable enterprise is dead and the body is now cold.

CEO of Zayo - a wholesale carrier. http://www.bearonbusiness.com/

Good detail on the major carriers - http://ikeelliott.typepad.com/telecosm/

New one on Level3 that looks good. http://www.itaoran.com/

The incident is positive in a way: I have found that many small-cap companies simply don’t take calls from anyone they don’t know. The fact that VTSS takes calls from all in the queue is a sign of openness. Other companies, including IKAN and others (yes I keep a record) practice what I call “Queue Management”, taking calls only from people in the queue they know to be friendly.

So, to the investor who asked the question - at least recognize the fact you were allowed to have a voice in the first place. Most companies wouldn’t have allowed you even that. And next time just take your loss and don’t waste my time.

"U.S. antitrust prosecutors sent 15 executives from four companies to jail for price fixing of memory chips. There was a rub: The collusion failed." - Long Article detailing how the players worked together to fix DRAM prices.

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.

Interview with 3 major CableCo CTO's. Good reading for those that care about cable network speeds and feeds.

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.

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?

"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.

Jerry Yang is negotiating the sale of Yahoo the same way a Shenzhen market stall owner sells pirated DVD's to Western businessmen.

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.

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.

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.

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."

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.

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.