1.      There really is only one potential competitive threat to AT&T and to Verizon for enterprise services at the high end. – Level 3. 2.      TW Telecom is an important niche player – but at this point, can do much less harm to the two largest RBOCs. 3.      Qwest will be a non-factor indefinitely. 

1.      “ADC could wind up in a deal with a rival as consolidation pressures mount” – the question is which adversary? 2.      Given that it will take time to fully integrate CommScope and Andrew -- along with dealing with its high level of debt – it would be hard to believe that this combination would buy ADC in the short term. 3.     ...

The telcos, both RBOC and RLEC, continue to lose voice landlines to cell and CATV after years of competition.  Their video/data salvation solutions, Uverse and FIOS still fall short in comparison to the customer numbers of Comcast and Time Warner Cable.  If 2009 is going to be a very slow year for both Verizon and ATT, then CATV dominance will continue and perhaps strengthen as their arch...

1. Increased boradband will increase productivity. 2. Increased broadband could allow for a more flexible workforce and reduce travel and office costs.

The article implies that the three major U.S. carriers are using bait-n-switch with lower-end customers, but the focus might be on “high-billers” of multiple and strategic services.

Domestic demand in China is going to help Chinese equipment suppliers as the major beneficiaries, and offset the softer markets they, like their global competitors, will encounter in overseas markets they have been penetrating in which operators' capex is expected to decline.

Interesting strategy that Juniper has and they will have some success in the networking market as well as other lower cost alternatives to Cisco.  Today, other alternatives to Cisco are having some success as corporate budgets continue to be constrained, yet enterprises still need to invest in their networking infrastructure so they are looking to do 'more with less'.  Some key networking...

Firefox has out-shined Explorer in virtually all categories Explorer remains wrought with issues and problems Explorer has lost it's luster and is part of MS's damaged brand

Renewed or strengthened competition in the browser market - which might have been thought of as commoditized and irretrievably dominated by Microsoft - can only be good for customers. The challenge for Microsoft is whether Internet Explorer 8, still in beta version, can stem or even reverse the steady decline in Explorer's market share which has been a feature of the past few years.

Nvidia looked at the rising popularity of netbooks and saw something missing -- visual performance of the quality many users in developed markets demand. So the graphics chip maker set to work building its Ion hardware platform for small form-factor notebooks and desktops built on Intel's Atom processors, and early returns suggest it could be a category killer. ChannelWeb saw Ion in action last Thursday...