"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.

Excellent write-up of Adtran Earnings Call

Broadband growth is coming to a halt in the US.

“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.

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.

Details on cable, DSL and FTTX connections. China now has 1/4 of global DSL lines. The numbers look very inflated to me.

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.

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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.

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.

This is a major boost for both GPON and VDSL.

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.

Excellent editorial about the future of Fannie and Freddie. Thankfully their dangerous party may be over.

Really, really detailed teardown of the iPhone 3G. Turns out many of the predictions made by analysts before release were wrong.

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.

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.

Bigger than Nortel. Claims to be #1 in DSLAMs, SONET/SDH switches, and UMTS basestations. Wow.

PON moving to the enterprise in Japan, as reported by us a year ago.

Leaves the big three - Alcatel, Huawei, and Ericsson.