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.

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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.

"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 Nyquist Earnings scorecard is a concise yet comprehensive snapshot of earnings schedules, results, and subsequent market performance for companies in the Nyquist sector: networking components (silicon and optical), carrier-oriented equipment, and wholesale fiber carriers.
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The Ethernet steamroller moves on…

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