Wireless Telco Markets – Wow!

I'm reading Inder Singh's, Prudential, report on Ericsson's Analyst Day in Tokyo and it strikes me that I've become desensitized to the numbers. The numbers are just so absolutely huge. I've heard all of this somewhere before, but .... it bears repeating 1 Billion handsets sold per year. 2.6 Billion mobile subscribers worldwide. Forecast 4.5... Continue Reading →

Wireless Telecom Profits Trump Wireline

Wow! Good datapoint on why telco's spend wildly on "wireless" infrastructure. Wonder what the trajectory of this looks like?Wireless Telecom Profits Trump Wireline: "From a new StatCan report on the Canadian telecom industry: In 2006's second-quarter wireless industry total profits for the first time exceeded those of conventional wireline telecommunications. ' ' ' ' '... Continue Reading →

Realtime Parking Data in Santa Monica

Realtime Parking Data in Santa Monica: "Whoa, I like this: The city of Santa Monica has launched a web-based service displaying realtime parking space availability on a lot-by-lot basis for the shopping district . Link this to vehicle navigation systems and SMS and a whole bunch of downtown congestion would go away as people would... Continue Reading →

Dr. Strangelove (Loving Huawei)

Dr. Strangelove: " Or: How I Learned To Stop Worrying and Love Huawei. I know two American engineers who have relocated to China to lead optical module design teams at Chinese equipment companies. They live and'work in China for Chinese companies, using their skills to build custom modules - skills no longer in demand from... Continue Reading →

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