Nyquist Capital » DELL

Fun With Market Caps

Andrew Schmitt — Tue, 21 Nov 2006 17:20:58 +0000

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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Storewidth Bottlenecks - Gilder Telecosm 2006

Andrew Schmitt — Fri, 06 Oct 2006 22:13:54 +0000

This was a very interesting debate among some very heavy hitters who operate data centers about where the bottlenecks are in the data centers, and if the new model of massively distributed computing in one centralized data center is a sustainable model.

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The End of Telecom As We Know It And I Feel Fine

Andrew Schmitt — Mon, 25 Sep 2006 19:18:01 +0000

Anyone know where the next ten-bagger investment is in the Telecom sector? Does anyone believe such an idea is even possible anymore?
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The Four Horsemen of Web 2.0

Andrew Schmitt — Tue, 16 May 2006 02:30:32 +0000

Cisco (CSCO), Oracle (ORCL), Sun (SUNW), and EMC (EMC) were the darlings of the internet boom and were referred to as the ‘Four Horsemen‘. Your broker was overheard in 2000 “Yes, things are in fact a bit irrational but these companies have real products, revenues, and earnings and are investment-grade leaders of the new economy.”

Your broker neglected to mention that the biblical Four Horsemen of the Apocalypse were steered by four riders - Conqueror, War, Famine and Death. I’ll leave it to my readers to pair them appropriately.

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Impressions of a Data Center

Andrew Schmitt — Tue, 28 Mar 2006 14:48:57 +0000

A few weeks back, while in CA for OFC/NFOEC, I was lucky to get a late night tour of 365 Main, a massive, state of the art data center near the Embarcadero in San Francisco. My guide, Peter Kranz, was someone I worked with and co-adventured with in College who is now the owner and CEO of Unwired, a San Francisco based CLEC. His equipment is in this data center, and he invited me in for a look.
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