Wednesday, March 10, 2010

3,2

We wanted to hold on to 110 with 200 M days. But what we saw is a leap towards 115 which now will provide headwind.
115 becomes important in 3,3. The three steps to watch are 112, 111 and our favorite 110.

If we move below 110 run as fast as you can without looking back.

Tuesday, March 9, 2010

Why is Intel's processor missing in this list below?

A4
Snapdragon, 
Tegra 
OMAP4
Armada 610
Intel's ???

Cisco has a new router

In conjunction with the news, AT&T said it has completed a trial of the 100-gigabit CRS-3 running over a live fiber segment spanning New Orleans to Miami.