January, 2004 — Tech News and Analysis

Archive for January 2004

TiVo is finally getting its digital hub act together. The purchase of Strangeberry is yet another proof that it is going to be competing with the likes of Microsoft in the digital hub sweepstakes. While most of its conjecture, some nuggets gathered during course of reporting… Read More »

PC consolidation, version X.0

Larry Ellison, the wily old fox was right. Technology industry is too mature and needs to consolidate and right size itself. The world laughed at him, but if today’s $235 million bid by Gateway for Emachines is any indication, then he was spot on. The… Read More »

 
 

You know VoIP is hot when former Ameritech President Dwayne Goldsmith decides to launch a new VoIP called Inflexion Communications. So far it has remained in the shadows, but today decided to tell its story to rest of the world. It is more of a roll-up… Read More »

It was not up until Dean sent me an email this morning, did I realize that the Switchboard, is 126 years old. On January 28, 1878 the first commercial telephone switchboard went into operation, in New Haven, Connecticut, according to Today in History. According Read More »

Procket, the soap opera

If Aaron Spelling had to direct one soap opera based in Silicon Valley, his story line would be a fictionalized version of the story of Procket Networks. The company has had more ups-and-downs that the Bennifer saga. CEO office was been warmed by more folks… Read More »

Why T-Mobile Sucks?

Last week when I posted thisrant about T-Mobile and its increasingly bad service in San Francisco, I had an inkling that the company was doing well in stealing customers from other carriers. (More people using its network translates into degraded network performance.) I had no… Read More »

Gadget Magazine bubble?

Given that most publications devoted thousands of inches of editorial space to the recently concluded Consumer Electronics Show, it is no surprise that we are seeing the early signs of a consumer electronics magazine bubble in the works. According to published reports and persistent rumors, there… Read More »

The pending wave of consolidation in the US cellular carrier business spells doom for many handset makers, especially the big three, which are going to see their margins pounded and market shares eroded. ANALYSIS: Number portability and desire to go wireless has helped the handset makers… Read More »

If you look at the stock markets, you would never know that things have not improved that much in the Telecomland. In past week alone two companies have shut operations, and more are likely to follow. Light Reading reports that Appian Communications, a metro optical… Read More »

Moving up the job chain?

bq. “When auto-manufacturing jobs went to Mexico, we said we’d push the bar up and create better jobs,” said William Daley, who guided the North American Free Trade Agreement through Congress for former President Clinton and is president of SBC Communications Inc., a San Antonio, Texas,… Read More »

The Cisco Effect?

Barron’s Bill Alpert believes that a good report from Cisco Systems could perk-up the already hot technology stocks even further. The good news from Cisco is quite relative actually – most expect double digit revenue growth from the company, which for a $20 billion in… Read More »

Lucent, better than Vegas?

Lucent Technologies, the poster child of 1990s excess and a classic example of “how to blow your monopoly” is proving to be a better payoff than any odds Las Vegas casinos offer. Mostly luck, and demand from the developing world has helped turn the corner, and… Read More »

More Must Reads

Former Fish, Tony Perkins is doing Davos again. Twenty hours, a plane-plane-bus-and-a-car ride later he is hanging around the annual BigEgoPalooza in Switzerland. He really wants to finish that book on Google, or else why would he have his smackers planted on the collective… Read More »

Is Google the Devil? Okay I know there are a lot of conspiracy stories about Google. How it is all too powerful, too dominant and all that stuff. It is like a utility, it knows too much about too many, or even Google is God. Anyway all… Read More »

Carl Ichan must be wondering – what does a guy have to do to buy someone these days. The king of distressed buyout failed once again to snap a company he had zeroed in on. He and several other bidders lost out to Savvis Communications, which… Read More »

The big corporations used to feel pretty good about their T-1 connections, while small business users were relegated to narrow band connections. No more! According to a joint survey by Sprint/Covad, nearly 66 percent of the respondents are using broadband to access the Internet. Rest are… Read More »

My cellphone troubles have driven me to drink: enough for me to break my other New Year resolution: no digital buys in 2004. Well that one lasted exactly about 22 days, thanks to T-Mobile’s chronically sick network. I have since taken my own advice, and… Read More »

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