42 posts are filed under this symbol.

Who Pays for the Online Video Boom?


Everyone talks about the explosion in Video traffic. Everyone talks about the explosion in the bandwidth required to carry it. No one talks about who is going to pay for it. There is one likely source: transit bandwidth inflation.

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Comcast: Party Like it’s 1999

Big surprise from Comcast (CMCSA) today in the capex department. Barrons has a nice summary of the results. Revenue, subscribers, operating cash flow all met the expectations of the frothing massess, except Capex projections for next year were $1B higher than anticipated. Yes, 20% higher. Updated w/Chart
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Nyquist Predictions For 2007

Prediction is an entertaining activity better suited for stimulating discussion than providing an absolute outlook on the future. Therefore, the bolder and more controversial, the better. Keep that in mind as you read and respond.

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Squirrels Ate My FiOS

It’s not just a catchy title. I lost my FiOS connectivity Saturday morning, rendering my Verizon tripe-play package of voice, data, and television inoperative. The culprit? Squirrels. Continue reading

Fun With Market Caps

Quick, rank the 10 following companies by market capitalization from large to small. If pressed for time, try picking the three biggest and three smallest.

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What Matters About The Apple iPhone

The big deal isn’t the iPhone itself, which is what the mainstream investment, gadget and tech media is focusing on. It’s the way that it will fundamentally challenge how carriers have coupled services with connectivity with a hardware distribution monopoly.

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Broadlogic and Cable’s Analog Ghetto

Broadlogic announced a chip today that provides a high density solution for converting Digital Cable TV channels to Analog. It’s a slick solution but I don’t think it will see mass adoption. Here’s why.

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Pulling the Plug on Tivo

I’ve pulled the plug on Tivo (TIVO) after three years of great service. With my recent FiOS TV subscription, I needed HD capability and I cannot justify paying $800 for hardware I get for free from Verizon (VZ). I just wish I had tried to cancel my Tivo service earlier as they offered to cut the per month fee in half if I stayed. That’s a bad leading indicator for the health of this company.

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Net Neutrality Debate – Gilder Telecosm 2006

Gilder Telecosm 2006 - Net Neutrality

I woke up in SFO at 4AM to make sure I could get to Tahoe in time for this debate. I’ve written extensively on Net Neutrality and stopped once I realized it was unresolvable.

Broadband Brawl: A Debate Over Net Neutrality

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Verizon Opens the FiOS Kimono

Historically, Verizon (VZ) has held it’s FiOS FTTH subscriber numbers close to the vest, and has not provided detailed information about penetration rates or success metrics. Today, they opened the kimono.

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