chatting – Cringely-Apple-Encoder | Moore’s Law | Mobile | Internet | 10G PoS vs 10 GE I/Fs

Lotsa good stuff in blog-land this week. All of these are in my delicious widget on the right and @


  • The Great Apple Video Encoder Attack of 2007 – Robert X. Cringely Another cool speculation šŸ˜Ž Apple will put hardware based video decoding and encoding into it future products. Wow! That would be soo coool. Can you say “encode/mix/burn” šŸ˜Ž šŸ˜Æ šŸ˜Ž
  • Moore’s Law 2.0 — GigaOM Om “fetishes” šŸ˜‰ about all those new transistors lining up for the next “handset”. (My notes — It would be nice if someone talked about how much it costs to develop one of these “beasties”. Most “pundits” talk about the “gross margins” of these “cheap” devices, but the majority of the development is software. How much is it? It has got to be a lot. iPhone must have been major R&D cost. These “beasties” are like “hardware packaged software” instead of “shrink wrapped software” šŸ˜‰
  • Line losses – GigaOM OM continues to track US telco line losses.
  • Internet Video: Summarizing Comments and Additional Thoughts – WR Koss
  • UPDATE: 03.2007 US Market Mobile ARPU Trends – WR Koss
  • Is Clearwire worth $4 billion? – GigaOm Good question šŸ’” Looks like a lot of people say yes … I’m more with WR Koss on this one.
  • Dirty Secrets of Router Interface Pricing – Andrew@Nyquist Comments on Global Crossing post ( which is next here )
  • The session wasn’t named 10Gig and the Next-Gen network – Global Crossing BlogšŸ’” Hey … let’s bash our vendors in public šŸ’” Nice charts on 10G PoS and 10G 802.3 pricing and Router vs. L2/L3 Switch bashing šŸ˜Ž

    My 2 cents — It’s amazing to me that Extreme, Foundry, and the L2/L3 guys have been fighting this issue for over 10 years, and they still lose. This time frame tells me that there is more to it than GC is telling us here. I’m speculating that the development cost of that “little bit of software” provided by “Router” vendors is probably very large. In my experience customers always want “hardware cost plus”, they always think that software should be free, but in a router software is easily >5x the development effort of the hardware. The router vendor has to get it back somewhere and it’s usually spread over all of the componets of the box. On another note there is no question that much of Ethernet’s success has been built on these two points: 1) a vendors willingness to take lower margin because the device sells in a larger market and 2) the customers willingness to “live with” a product built for a “higher volume market” that sells for a much lower price.

  • Digital Home Residential Gateway Forecast Just some numbers.

Careers & Mgmt


  • What’s a Good Story? -High Concept Good points on what constitutes a good story. Again the “High Concept” ladies emphasize that a good story requires “work” & “effort” šŸ’” I still wonder why most people think that this is so easy šŸ˜•

General Interest & Fun