Nyquist Capital » JNPR

Google’s Secret 10GbE Switch

Andrew Schmitt — Fri, 16 Nov 2007 17:30:31 +0000

It is our opinion that Google (GOOG) has designed and deployed home-grown 10GbE switches as part of a secret internal initiative that was launched when it realized commercial options couldn’t meet the cost and power consumption targets required for their data centers.

This decision by Google, while small in terms of units purchased, is enormous in terms of the disruptive impact it should have on 10GbE switching equipment providers and their component supply chains. It is as if a MACHO just arrived in the Enterprise networking business and the orbits of the existing satellites have begun to shift without observers knowing why - until now.

(more…)

Ciena and The Future of Carrier Ethernet

Andrew Schmitt — Mon, 02 Jul 2007 20:36:51 +0000

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.

(more…)

BT’s 21CN - Reversing a Victorian Tradition

Andrew Schmitt — Tue, 27 Feb 2007 23:08:07 +0000

England is near the top of the list of countries I don’t like to visit. My wife likes watching the tedious Victorian England dramas of BBC “Masterpiece Theatre”. I last about 10 minutes until their images force memories of stuffy rooms, bad heating, weird ergonomics and truly god-awful food to resurface.

There is one exception to my stereotype. British Telecom’s (BT) 21st Century (21CN) initiative. No Victorian Bric-a-Brac here.

(more…)