A bit of reading material (EuroTelco)

More good stuff from James Enck @ EuroTelco Blog. A bit of reading material Here are some excerpts … to make u link to his full post ;-).

  • link to 203-page feasibility study on FTTP in San Francisco.
  • link to GigaOm FTTH in US.
  • link to Robin Good in UK (?) on his IPTV experience 😉 The “mood” link is a good description of what happens with Telco IPTV. This is exactly why DSL modems are migrating to RG’s. It is for the telco, not you.
  • Enck’s slides presented at the Telecom Finance conference late last Friday afternoon.

    (Via EuroTelcoblog.)

Wall Street Research and Analyst Coverage (WR Koss)

Some people have lots of fun 😉

WR Koss says he reads too much. I’d add that he post’s too much. This is a “funny” & “serious” post where he discusses an e-mail job offer he received for a Wall St Analyst position. The hours & tasks are UGLY ( makes my Packet Engines stint with its m-f 7-7 & sat 7-12 hours seem pleasant). He adds some good questions wrt “Who reads this stuff?” & “To what depth?”. Wall Street Research and Analyst Coverage (Via WRKoss – Tech & Geopolitics.)

For us individual investors. This post just adds more ammo to the conclusion’s of Burton Malkiel’s, Random Walk Down Wallstreet. His conclusions can be paraphrased as “A diversified portfolio of Index Funds/ETF’s is the percentage choice. The Wall St. game may be fun, but it is a game ….”

Clippings – Net Neutrality / Personal Security / Mobile-NG / Backup / Skype / VZ&iPhone

I’m catching up on my blog reading. Here are items that caught my eye yesterday.

Broadband Needs Political Leadership — ( Via GigaOm )

No kidding. The “Open Internet” or “Horizontal Internet” presents all sorts of issues. Today’s perception that Hosted Applications (Google) and Appliances (Apple) get all the “love” and that connectivity providers (telco’s, cisco, Lucatel) are getting “dissed” is the basis for this battle.

It’s not like Google, and users, are not paying for connectivity. It’s that Connectivity guys have finally figured out that they can’t make a “Walled Garden” ( or Vertical Market ) out of the Internet. They’ve actually got to compete in the “Application” and “Appliance” markets. Boo hoo, they’re now complaining in public.

From a political perspective, I believe that the massive job losses “suffered” and “to come” from connectivity providers will provide nice “fodder” for their ’cause. Also, the connectivity guys have had ~ 100 years of “vertical” bliss, they’re not prepared for a “horizontal” marketplaces.

The Telco 2.0 guys discuss this very well. The future is a “horizontal” Internet. Connectivity Guys, Get used to it! Stop whining and get on with the the new “horizontal” reality.

I was Hacked! -(via Mark Evans)

Notes on how his Paypal account was “breached” … scary.

Mobile NGN – a Real Telco 2.0 Opportunity? – (Via Telco 2.0 )

Next Generation Mobile Network alliance white paper review.

Dell’s Got Your Back(up) – ( Via GigaOm )

Dell’s getting into online backup game. Interesting notes on how it will be used for newly purchases computers. In backup there are ~ 100 players. If you’re like me the only players will be Dell, Amazon, Google, MSN, Yahoo, or the Telco’s (if they figure it out ). I’m using online backup for stuff that I don’t ever want to lose. Thus it has to be someone very trustworthy. It’s not the Box.net’s or Mozy’s. Sorry guys, nice services, but backup is “insurance”.

To open or not to open, Sprint – ( Via GigaOm )

Comments on whether Sprint’s WiMax network will be “Walled Garden” or “Open Internet”. You can easily guess the answer 😉

Skype Use Gets Q4 Boost – ( Via GigaOm )

Highlights of Skype 4Q06.

Personal Information in the Web 2.0 Era. How Do You Trust? – ( Via GigaOm )

Mark Evan’s being hacked and selecting a provider of Online backup. Freaky! This is important.

Verizon, ya we dissed da iPhone
– ( Via GigaOm )

Interesting commentary on what Apple likely got from Cingular.

Telcos Target Google in ‘Neutrality’ Fight (GigaOm)

I’m slowly catching up on all my blog reading. This GigaOm post has a lot of good discussion, and links, on the latest in Net Neutrality. For those who don’t already know, “It’s about cash … Google has it and the others don’t”. — Iain

Telcos Target Google in ‘Neutrality’ Fight: “

The latest round in the battle over net neutrality has started, and as usual the telcos have their game plan sussed out and in widespread, synchronized action. The message? Google is bad, and wants to control the Internet to keep its cash pile growing. Telcos, meanwhile, just want to innovate, so please don’t write laws keeping them from doing so. […] (Via GigaOM.)


I’m testing to see if this a good way to do clippings.