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July 22, 2008
Dell, HP and the PC Wars
Analysis of: PC shipments grew faster than expected in 2Q | biz.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
HP maintains worldwide leadership, but Dell is staging a comeback.  HP may be able to leverage their wide array of products for an advantage.  The second-tier vendors will continue to do well in places but seem to have little chance of unseating either Dell or HP.  Apple is a dark horse...
Joseph UptonJuly 15, 2008
To GPON or WDM PON, That Is the Question
Analysis of: "Run Away!" Nokia Siemens Retreats From GPON | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
With Alcatel-Lucent and Ericsson leading the way in sales of Gigabit Passive Optical Network (GPON) gear to the major RBOCs and others, is the technology going to stay for awhile, or is Wave Division Multiplexing-Passive Optical Networking (WDM-PON) the next technology to watch?  Nokia could...
Joseph UptonJuly 15, 2008
Video Testing and Monitoring Opportunities at CATV MSOs
Analysis of: Getting the Signals Straight | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Speaking at the Cable-Tec Show in Philadelphia recently in June, 2008, CATV MSO leadership conceded "that the industry" needed to spend more time and resources to sample and fix their video transmission problems.  Huge and complex software integration issues face the MSOs as they install complex...
Joseph UptonJuly 15, 2008
CATV MSOs Making Headway on Small/Midsize Business Data?
Analysis of: The Buzz at Cox Communications | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
The CATV MSOs have been marketing to the small/midsize business customers and appear to be making headway, with the percentage of these companies' growing, but the overall data spending by these businesses staying under $1,000.
July 14, 2008
The Vultures Are Gathering Around Sun
Analysis of: Shrinking Sun under the gun | www.theregister.co.uk
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
At a market cap of $7-8B and $2+B in the bank, along with healthy free cash flow, Sun is starting to look ripe for an acquisition.  It’s becoming increasingly clear that Sun’s current business model isn’t working, but their IP, customer base, brand recognition and employee base makes them attr...
Joseph UptonJuly 14, 2008
Movearoo.com May Become Switcheroo.com for T and VZ
Analysis of: AT&T, Verizon, Qwest Team Up to Keep Phone Customers | www.chicagotribune.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
The major phone companies have competed in the wireless arena for years, no big deal.  However, now Verizon has stepped outside its footprint in Plano, TX and is building FIOS on top of AT&T's Uverse customers (and Time Warner).  Getting together to try to retain phone customers in moves...
Joseph UptonJuly 14, 2008
SPRINT, SPRIN, SPRI,SPR,SP,S: Alive or Dead?
Analysis of: Bedeviled by the Churn, Sprint Tries to Win Back Disgruntled Customers | www.nytimes.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Can Sprint improve customer service, fix the management/leadership vacuum problem, and build a new, competitive network?  Sprint CEO, Dan Hesse has perhaps the most difficult job in US telecom today.  Is he doing enough to allow Sprint to stay alive? Will Sprint rise from the ashes like Phoenix...
July 10, 2008
How Deep Are VMWare’s Troubles?
Analysis of: Microsoft vs. VMware: Rumble in the virtual world | www.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
VMWare is doing great, so how could they be in trouble?  By having both Microsoft and open source invade their market.  Their easy growth is in the past, and now the question becomes whether they can thrive in a highly competitive environment.
Joseph UptonJuly 9, 2008
Internet Fiber VS Copper: China Pushes the Balance to Fiber Worldwide
Analysis of: Report: Fiber Internet Growth Overtakes Cable | www.businessweek.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
The Chinese are growing every way an "emerging" country can grow, from consuming fuel to driving fiber deeper.  Their whole economy is booming and focusing on building the most fiber additions to the internet in the world will drive their economy even faster.
Gregg KailJuly 4, 2008
AT&T Revamping the Satellite TV Sales Relationship
Analysis of: DISH says AT&T to end partnership at year-end | news.moneycentral.msn.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
AT&T first terminating DirecTV and now Dish might not be intended to drop satellite-television from bundled marketing, but instead to adopt mutual-selling roles in the relationship.

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