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Notebook 11.02.11: Datacenter Switching, Packet Switching, Market

A few weeks ago I wrote a post in which I referred to keeping a notebook and how George Soros’s book the Alchemy of Finance reminded me of the value of keeping a notebook and that my blog is really a...

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Notebook 11.23.11: HPQ, RIMM, Comm Equipment, NFLX, Talking Books, Ken...

I started my notebook post two weeks ago here.  This is my notebook heading into the Thanksgiving break. - Meg Whitman, CEO of HPQ on CNBC: I think companies should give Y/Y guidance only and report a...

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Notebook 11.27.11: AKAM, Datcenter Jobs and Bitcoin

AKAM: Is rumored to be buying Contendo.  Check mark on the thesis that AKAM would be a buyer not a seller and if they are buyer of a site acceleration service, that makes more sense as site...

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Notebook 12.19.11: NFLX, Mobile Devices and SP CAPEX

In the world of virtualization, we are somewhere between exiting the first stage and seeing how the second stage develops and ultimately it will all depend on how the third stage develops to see if the...

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Notebook 01.08.12: Cloud Providers, APKT, Macro and Finding Time to Think

Cloud Providers It was just a month ago that I posted some thoughts on Cloud Providers being the CLECs of the twenty-tens and a few days into the New Year look what happens: a cloud provider M&A...

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Notebook 03.06.12: RIMM, Product Cycles and Content

I am off to OFC/NFOEC tomorrow and as Andrew Schmitt of Infonetics tweeted (@aschmitt) earlier, I am looking forward to the “Drink every time someone uses the word “bandwidth” and “explosion” in the...

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Notebook 03.13.12: Datacenter, Equities and HPC for Wall Street

I have been sans posts for the last week.  I did write a long post on the evolution of datacenter and broader network architecture.  I think it came in around 2.2k works, which is long for a blog.  I...

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Notebook 05.12.12: CSCO, INTC, SDN, OpenFlow, Cash

It has been awhile since I thought about CSCO in terms of the equity value.  I read many reports on CSCO post their Thursday earnings call and most reports generally like the long term prospects of the...

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New Network Meme

Warning, there is a nothing really new in this post – it is more of a rant by me.  I am not grumpy, just curious as to how all the “Scale-Out, SDN, New Network Era” meme developed.  I just happened to...

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Notebook 12.18.12

The last few months have been a blistering pace at Plexxi and it has impacted my time to write.  Writing is important to me as it is my method of thinking in depth without the interruptions of email,...

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Notebook 01.24.13

On board the train heading out of a cold NYC.  Had a super cool day at the Oktay Technologies SDN conference.  They had an A-list line up of speakers with the CEO of Arista, Martin Casado of...

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Notebook 02.19.13: Merchant Silicon, Insieme, Controllers, Portfolio and stuff…

Before the week is over, I am going to write a blog post entitled “Imagine that SDN Did Not Exist, What Would Do with All the Free Time?”  That is something I will find the time to crank out either on...

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Notebook 3.9.13: NFD #5, Portfolio Changes, Daylight-ONF, OFC

Last week was busy with travel to SF and the snow storm in Boston.  This week is no easier as I spend part of the week in Boston and part of it in SF with meetings in the SV. Networking Field Day #5...

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Notebook 05.12.12: CSCO, INTC, SDN, OpenFlow, Cash

It has been awhile since I thought about CSCO in terms of the equity value.  I read many reports on CSCO post their Thursday earnings call and most reports generally like the long term prospects of the...

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Notebook 01.24.13

On board the train heading out of a cold NYC.  Had a super cool day at the Oktay Technologies SDN conference.  They had an A-list line up of speakers with the CEO of Arista, Martin Casado of...

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Notebook 02.19.13: Merchant Silicon, Insieme, Controllers, Portfolio and stuff…

Before the week is over, I am going to write a blog post entitled “Imagine that SDN Did Not Exist, What Would Do with All the Free Time?”  That is something I will find the time to crank out either on...

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