09/13/2004 Randomly Speaking


  • The Hardware Ball: Ericsson wins $150 million GSM expansion deal with Shandong Mobile of China while Nokia signs $120 million GSM/EDGE/WCDMA deal with Libyan General Post and Telecommunications.
  • Broadcom, one of the true communication chip makers has lowered its 3Q04 revenue guidance to flat with 2Q04’s $641M versus prior guidance of $673M-$680M, due to excess inventory. Its the same old story… everybody has been complaining of excess inventory. No one asks the questions… hey guys how come there is excess inventory. In these days of real time economy, how come the whole frigging industry had excess inventory.
  • San Jose Mercury News: Cisco Systems is going small to grow bigger. The company has introduced tiny routers designed for corporate branch offices and small and midsize businesses. “Increasingly what is happening in the market is a router is not just a router anymore,” said Mike Volpi, senior vice president of Cisco’s routing technology group. Juniper is doing the same. These two are going to be fighting like cats and dogs.
  • Cowboys need broadband too: Broadband service is becoming more available in rural parts of Texas thanks to state grants and other programs aimed at helping communities get linked to the Internet. President Bush has vowed to bring high-speed Internet to every American household by the year 2007. Most of these networks are Wi-Fi nets, and will cost residents around $21 a month.

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