Nyquist Capital » AVCI http://www.nyquistcapital.com More Signal. Less Noise. Wed, 23 Jul 2008 18:25:53 +0000 http://wordpress.org/?v=2.3.3 en The Madness of the Carrier Chipset Market http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F23%2Fthe-madness-of-the-sonetsdh-chipset-market%2F&seed_title=The+Madness+of+the+Carrier+Chipset+Market http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F23%2Fthe-madness-of-the-sonetsdh-chipset-market%2F&seed_title=The+Madness+of+the+Carrier+Chipset+Market#comments Mon, 23 Jul 2007 22:00:41 +0000 Andrew Schmitt http://www.nyquistcapital.com/2007/07/23/the-madness-of-the-sonetsdh-chipset-market/ image There is an excellent editorial today by Lee Goldberg that explores the lack of new R&D in SONET/SDH and PDH chip sets. While I don’t agree with the conclusion it is a worthy topic of exploration and he highlights something missed by the mainstream tech media.

The networking industry may be about to hit a hidden speed bump as the number of semiconductor companies actively involved with developing products to support SONET/SDH, PDH, and other TDM-based technologies can now be counted on one hand.

Lee thinks this is a big problem. This is not a problem at all. It is the only logical solution to the madness of the past 6 years.

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]]> http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F23%2Fthe-madness-of-the-sonetsdh-chipset-market%2F&seed_title=The+Madness+of+the+Carrier+Chipset+Market/feed/ Ciena and The Future of Carrier Ethernet http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F02%2Fciena-and-the-future-of-carrier-ethernet%2F&seed_title=Ciena+and+The+Future+of+Carrier+Ethernet http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F02%2Fciena-and-the-future-of-carrier-ethernet%2F&seed_title=Ciena+and+The+Future+of+Carrier+Ethernet#comments Mon, 02 Jul 2007 20:36:51 +0000 Andrew Schmitt http://www.nyquistcapital.com/2007/07/02/ciena-and-the-future-of-carrier-ethernet/ image Ciena (CIEN) shares have been on a bit of a tear recently, rising 20% in June. Unfortunately we haven’t participated in this gain and I believe it is worth explaining the historical thinking behind this decision.

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