weekly blog chat – mourning internet infrastructure | MIC & NTT | more

Still in catch up mode 😦

Enjoy, Iain

NB. All of these are in my delicious widget on the right and @ http://del.icio.us/hNorth/blog.

Technology

The first thread is “Mourning the days of Internet Infrastructure”. It started with Andrew@Nyquist’s The Madness of the Carrier Chipset Market which comments on a Lee Goldberg’s Paving Paradise which laments the lack of investment in TDM Transport Silicon. I couldn’t resist & posted my comments as well.

Then the topic shows up later in Om Malik’s Cuban’s Theory & Internet Infrastructure
which extends Marc Cuban’s, “The Internet is Dead and Boring – Blog Maverick & The Internet Is still Dead and Boring – Blog Maverick. Very curious points of view 😐

more tech

  • The Proving Ground of NTT – Andrew @ Nyquist — Andrew comments on NTT and MIC’s latest Network Strategy Presentation. I posted comments on his site. In summary I agree that JP has lead at a telecom level with fast DSL (Yahoo BB) and on to FTTH (NTT). JP has also lead with Internet Applications like: Voip, IPTV, etc. But history suggests that hardware folks attempting to leverage success in JP to other locales will hit serious roadblocks. For example EPON to GPON today is reminiscent of the challenge Centillium had with DSL.

Careers & Mgmt

Marc Andreessen’ Continues to publish gems

MarComm

General Interest ( Fun )

  • I had too much in the past few weeks ..

Shameless Self Promotion

  • UBC Technology Ventures – BAEN 580 – A Great Start
  • Growing Faster than the Market – Part 9 – What the !@#$ Does Market Do?
  • Mapping G Moore’s “Darwin” to Telecomm Semi’s in the ’00’s
  • Comments on Lee Goldberg’s – Death of Telecom Centric skills in Chip industry
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2 Responses to weekly blog chat – mourning internet infrastructure | MIC & NTT | more

  1. Man, you pimp my stuff well.

    Any ideas on why the transition out of Japan is so tough?

  2. Iain Verigin says:

    * Does that mean you missed me this summer 😉

    * I wish I knew the answer to the Japan question.
    – My gut feel is that it is kind of combo fo “Crossing the Chasm” and “Innovators Dilemma”
    – A possible storyline would be …. JP is the early adopter. They take raw technology and then work like mad to make it work. They demand that stuff gets fixed into something working (often outside of standards). For example most of the early *DSL innovations were around making it easy to install & robust. ( ie lots of stats counters etc .. this later became the basis for ADSL2 … no speed increases … just major operational features). They never stop making it work better.
    – The business issue then becomes we’re winning Japan which is a sizeable market for a startup (internal or private). We have the relationships to ensure that we have the features to keep this business. We’ll need to keep large resources on it to keep up with feature demands.
    – To grow faster than Japan we’ll need to scale to another region. The scenario in other regions is: they are just starting out, they have usual telecom’s long rollout times, havent’ figured out what is needed operationally for their OSS’s, they want standards based stuff, and we don’t have the relationships. Translation — this means that the market is small, it will be big … but later, and they want different stuff. End result — These markets require teams as big as the JP team because these telecom’s also want tight relationships during the early phases. They like that someone has done it before, but they are wary of the resources required. They want their own guys. They also want the market to have more than one vendor.

    … hmmm I lose it after that.

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