Uncommon Wisdom:

November, 2008


November 28, 2008  3:00 PM

Good season for start-up acquisition



Posted by: Tom Nolle
Network equipment, Networking, Next Generation Networks, venture capital

Tellabs is indicating it may be willing to use its strong balance sheet for some down-market M&A, something that we think might be a very good idea for a lot of the larger players in the current market. The industry is filled with small startups, some of which have good technology and strong...

November 26, 2008  5:06 PM

Cisco’s four-day holiday: Signaling stability?



Posted by: Tom Nolle
Cisco, Juniper Networks, Network equipment, Networking, Next Generation Networks

Cisco plans an unprecedented shutdown for four days during the holiday period, part of a plan to achieve over a billion dollars in cost savings to help counter the impact of the downturn in IT and networking spending.

We believe the step is a kiss blown at Wall Street, something Cisco...


November 26, 2008  5:06 PM

Cable advertising standards and programs



Posted by: Tom Nolle
cable, Comcast, Cox Cable, IP advertising

Cable companies’ efforts to create a uniform national ad market are moving forward even as some in the industry hope for an Obama FCC decision to permit further mergers and acquisitions. At the moment, the market share cap imposed on cable prevents further consolidation, and cable operators...


November 24, 2008  3:21 PM

Yahoo’s Yang steps down



Posted by: Tom Nolle
Google, Microsoft, Yahoo

Yahoo’s Jerry Yang, an icon in the search business and a focus of shareholder angst after refusing the Microsoft deal earlier this year, is stepping down as CEO. The move is not a surprise, given that it now appears that there is no way shareholders could hope to recover what they lost when...


November 24, 2008  3:20 PM

Obama economic moves strengthen financial markets



Posted by: Tom Nolle
network monetization, tech market, venture capital

The Obama economic plan, and economic team, are both taking shape and the Street likes what it has seen. Obama is set to name NY Fed chairman Tim Geithner as Secretary of the Treasury and Lawrence Summers as chief economic advisor. The former set up a major gain in the Dow on Friday.

The...


November 21, 2008  4:16 PM

Global broadband to become universal service?



Posted by: Tom Nolle
access networks, Broadband, CIMI Corp., FTTH, voice

Worldwide broadband subscribers have reportedly passed the 400 million mark, and some telco planners are now seriously looking at broadband as their “dialtone” service in both wireline and wireless—but beyond 2011.

The decision to move to a universal broadband delivery would...


November 20, 2008  8:41 PM

Ericsson develops packet-optical gear for metro surge



Posted by: Tom Nolle
Carrier Ethernet, control plane, Metro Area Networks, Metro Ethernet, MPLS, Network equipment, Optical Networking, PBT, Routers, Switches

Ericsson is fielding a line of packet optical gear designed to address the expected surge in metro networking. The new products will support a T-MPLS control plane, but Ericsson plans to upgrade to the more modern MPLS-TP and is also considering PBT (PBB-TE).

Metro capacity may be driven...


November 19, 2008  1:18 PM

Verizon is latest tier 1 to launch CDN



Posted by: Tom Nolle
Cloud computing, content delivery networks, Verizon

Verizon will be launching its own CDN for its FiOS network and other network properties, building it based on equipment from Velocix. The move is the latest in a round of CDN and cloud computing announcements by Tier One carriers, and we believe that most Tier Ones will be launching both these...


November 17, 2008  1:43 PM

What are Yahoo’s options?



Posted by: Tom Nolle
Microsoft, tech market, venture capital, Yahoo

November 17 2008 regarding Yahoo.
The Economist has said in print what most people probably have been thinking: Jerry Yang must go. Their criticism is very much our own. Yang and Decker have not developed any meaningful strategy to replace the Microsoft deal they opposed. In fact,...


November 14, 2008  3:18 PM

CIMI Corp. special report on economic crisis



Posted by: Tom Nolle
CIMI Corp., tech market

Our report Surviving a Tech Market Nuclear Winter is now available. Click Here for a table of contents and report pricing. This 60+-page planner's handbook to tech success in today's challenging financial times...


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