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November 24, 2009
I was recently struck by the Swine Flu, which had me tied up for a few days.
Since I own (rent – pay attention FCC) a DVR, I eventually found time to review a few things of interest.
On November 16, Warren Buffet of Omaha fame was on the hard hitting Charlie Rose Show. I like [...]
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November 19, 2009
Not too long ago we had our last Telecom hype of over accelerating bandwidth demand, which resulted in a major land grab for fiber optic networks. Build it and they shall come…
Remember that? I think it was the late 1990’s…yes that was it…how fast we forget our lessons learned.
Tens of billions [...]
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November 17, 2009
An interesting thought has occurred to me that I’d like to share with private company CEO’s and various Telecom analysts.
Why are carriers trading at mundane multiples, while data centers are trading much higher though they are codependent?
Here is my theory: I believe analysts have seen inside a number of private carrier companies, a.k.a. “the numbers,” [...]
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November 12, 2009
I typically try to listen in to the quarterly calls of publicly traded carriers just to benchmark AFS and see what underlying trends are being identified. Since I was on a secret mission last week, I missed a few calls. When I miss the calls I get a copy of the call transcript, [...]
2 comments
November 3, 2009
I have to confess, I entered the abyss last week.
I walked the streets beyond the looking glass. I was somewhere between the Wizard of Oz and the Twilight Zone, with some Homer Simpson on the side.
Yes, yours truly was inside the Beltway last week … Haz-Mat Suit and with Oxygen Tanks strapped to my back. [...]
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October 30, 2009
I have been speaking about this across the fruited plain since 1993 and via this blog … I am too small to be heard, not big enough to pay (waste) money on lobbyists at the scale an ILEC or Cable Company can to deliver common sense approaches to Broadband policy.
This soothes my wounds to a [...]
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October 28, 2009
Since we are in the metropolitan fiber business, I want to share with my readers something I sent out internally to our employees for consideration. Video is driving bandwidth demand – no doubt about it.
To AFS Employees:
I don’t care what side of the healthcare debate anyone is on — but take a look at this.
Video [...]
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October 24, 2009
I was an invited speaker to the recent Houlihan Lokey’s Media & Telecom Group Conference at the Waldorf Astoria in New York City.
For the most part, with the exception of two of my charts, I behaved myself. But, that’s not the real story coming out of this conference.
Houlihan Lokey did something very different from most [...]
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October 22, 2009
This link will take you to a 232 page report on Broadband titled, Next Generation Connectivity:
A review of broadband Internet transitions and policy from around the world. It is published by The Berkman Center for Internet & Society at Haarvarrd University. (Yes, Buffy dear, I purposely spelled Harvard as “Haarvarrd” for contextual affect.)
Click here to [...]
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October 20, 2009
For those of you that follow my ranting of irreverence read on …
For those of you that think I am a crack pot and clueless about what really is going on read on …
For you conspiracy theorists read on …
For my Fiber Bigot friends read on …
This is a refresher posting. First, I need you [...]
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