GigaOM

Business 2.0 futureboy, in his latest column, The Problem With WiMax writes, “Before this purported successor to Wi-Fi can take off, somebody is going to have to build out a whole new wireless network. But it won’t be as easy for WiMax to take hold of our computers as it’s been for Wi-Fi.”
Clarification, for WiMAX [...]

Broadband gateways (a device designed for home networking that contains both a modem and a router) could help drive DSL penetration in the US, according to ABI Research. The driving force is DSL carriers willingness to allow consumers to share their wired installations, a strategy quite different from cable carriers.
bq. DSL service providers have [...]

Intel, which currently makes only one desktop processor (Prescott) using the 90nm/300mm manufacturing technology is going to introduce two new chips, Dothan (notebook) and Nocona (server) based on the new manufacturing technologies, says David Wong, analyst with AG Edwards. This will boost Intel’s gross margins to a record 64-65% in the Dec 04 quarter, [...]

Salon has a muddled piece on VoIP, called The triumph of the telcos. Internet telephony advocates are predicting that free long distance means the downfall of Big Telecom, but the writer defends it by saying that “it won’t be so easy to topple the king.” He believes that the Bells and long distance providers will [...]

Ever since I wrote this essay, Cult of the Lone Coders, one thought which has constantly nagged me: can the lone coders reverse the outsourcing trend? Clearly, the availability of broadband in lower cost areas in rural America and rise of new devices/platforms has made the option more financially viable. Nevertheless, I posed this question [...]

Merrill Lynch survey of CIO has interesting findings, at least as far as Sun Microsystems is concerned. (Scott, you should be spending more time in office, less at CTIA)
bq. BAD NEWS: Dell and IBM should gain server market share while HP and Sun lose, the continuation of a trend that has been documented in our [...]