Asides

This category contains 252 posts

"Mutual Fund Facts About Individual Stocks" - Mind-blowing resource for obtaining equity institutional ownership information. Free.

80% of Sprint's Backhaul is copper T1. The wireless backhaul issue continues to gain investor attention.

Tier 2 Telcos are cutting back on test and measurement purchases.

The Ethernet steamroller moves on…

AT&T buys 7M Femptocells from ip.access for deployment within 1 year. The death knell for copper landlines rings more vigourously.

"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]."

We're not fans of over-regulation but this, like good building codes, seems like a great idea.

Huawei is appearing more often in Western mainstream media.

Sprint using Fibertower (FTWR) and/or ALU/ERIC equipment for microwave backhaul where fiber is not available.

"It's only a flesh wound!"

We interrupt our regularly scheduled programing to bring you a rather disturbing Macroeconomic bulletin.

PA Semi purchased to bring processor expertise in house. Hard to see how Apple can compete with Intel for most applications - I think this is a way to simply get some processor guys under their roof.

Powerpoint slides from the FBI investigation into counterfeit Cisco hardware. Cisco Gold/Silver resellers, which Cisco demands the Govt. use, have been found to resell counterfeit hardware. This is powerful stuff.

Is anyone keeping track of how much money Intel has committed to WiMax carriers? They must account for the majority of funding. If removed, would the market step in and fund WiMax deployment at this point? I think not.

Interesting blog detailing Pipe International's efforts to lay undersea cable from Sydney to Guam.

Our condolences to Jeff’s family.

In-depth local newspaper article examining what went wrong with the largest muni-ftth project in the country, the UTOPIA deployment in Utah.

It's official. More FTTH in Japan than DSL.

Good summary of Nokia-Siemens portion of the Nokia earnings results. "In North America, NSN?s sales fell from 243 million to 192 million Euros ($305 million) quarter over quarter, a 21% drop." This is mostly 3G/HSDPA, not wireline.

Huawei making more inroads in the West. Wins FTTH+VDSL access contract in Milan