Archive for October, 2003

Net2Phone+IDT Telecom+Cable Cos=RBOC Headache

Om Malik, Thursday, October 30, 2003 at 9:10 AM PT Comments (1)

The writing is on the wall for the Baby Bells - VoIP is going to force them to change their business models and the proof is going to be with us shortly. This new development is yet another nail in the TDM coffin, so to speak. Net2Phone has teamed-up with IDT Telecom and together they [...]

Finally, Aarohi Communications, a firm

Om Malik, Thursday, October 30, 2003 at 7:10 AM PT Comments (0)

Finally, Aarohi Communications, a firm developing ASICs for storage applications, has raised another $6 million in Series B funding, VentureWire has learned. This financing is the continuation of the round that raised $8 million in December 2002, and Aarohi plans to raise another $6 million to complete the round within two months. New investor McData [...]

How Cell Phone companies are fleecing us?

Om Malik, Wednesday, October 29, 2003 at 3:10 PM PT Comments (7)

Many of you are aware that come November 24, 2003 and we will be free from the shackles of phone companies, who in my opinion have run rough shod over consumers for the longest time. Given that most of these guys are on very thin ice, and are over-leveraged, they are trying to get consumers [...]

Wi-Fi bubble’s leaking air?

Om Malik, Wednesday, October 29, 2003 at 7:10 AM PT Comments (0)

Quick Update: If interested, here is a little piece I did a while ago which pointed out the obvious, well at least that’s how it seems today. Here are excerpts:
bq. The WLAN ÏswitchÓ vendors - and there are many (e.g. Airespace, Trapeze, Aruba, and at least a dozen more) have caused a tremendous amount of [...]

Can this be true? Like Gilder, Optical is back!

Om Malik, Tuesday, October 28, 2003 at 12:10 PM PT Comments (0)

In the wake of the telecom bust, if there is one market that has taken it on the chin, then it is the long haul optical gear market. Nortel, Lucent, Ciena and Sycamore Networks - all were rocked by a market that literally vanished into the deep dark sea. However, now there are signs of [...]

For Bluetooth, the first million is the hardest.

Om Malik, Tuesday, October 28, 2003 at 12:10 PM PT Comments (0)

It’s official - more than one million products built with Bluetoothwireless technology are shipping per week, according to a press release issued by the Bluetooth Speical Interest Group.
bq. “Bluetooth has hit a major milestone in its evolution as the technology enters the maturity stage of its lifecycle. A stable specification and installed base that runs [...]

Cox gets a digital lift

Om Malik, Tuesday, October 28, 2003 at 7:10 AM PT Comments (0)

Who says consumers don’t like the latest and greatest technology? Or love their cable company - okay that is a stretch, but still Cox Communications, a smallish cable services provider has seem some amazing strength in demand for new technology. For the third quarter 2003 Cox had
* added 121,744 Digital Cable customers
* added 169,290 [...]

Most Wired State in America

Om Malik, Monday, October 27, 2003 at 3:10 PM PT Comments (0)

Alaska may not have much – a few billion salmon, lots of oil, a million odd snow dogs and a few human beings, but it has one thing going for it: it is the most wired state in the Union. Though one of the least populous, Alaska is ranked #1 for home computer penetration and [...]

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