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Company and Thematic Research Notes
Date
 Link Comments
Last Updated: 21-Aug-2008 12:58 PM
8/21/08 SYMM: Turning Positive After its recent report, now our favorite DOCSIS 3.0 play
06/30/08 DOCSIS Strong but FIOS Slowing? Notes from our recent visit to the cable show in Philadelphia
06/06/08 TUNE: Competitive Analysis Customer comments on why they picked MT2170 for DOCSIS 3.0
06/06/08 FIOS vs U-verse vs DOCSIS 3.0 Compares relative advantages of cable and RBOC fiber strategies
06/04/08 RBOC v Cable: Which Stocks to Play Which companies are best levered to the carrier war?
06/03/08 Challenges to Deploying DOCSIS Why speeding up the Downstream is easier than Upstream
05/29/08 DOCSIS Is Coming Comprehensive report on DOCIS 3.0
05/29/08 SYMM: DOCSIS Analysis Symmetricom's DOCSIS3.0 opportunity
05/29/08 TUNE: DOCSIS Analysis Microtune's DOCSIS3.0 opportunity
05/29/08 ARRS: DOCSIS Analysis Arris' DOCSIS3.0 opportunity
05/22/08 CATT: Will 4G LTE cycle be late? Executive interview with Dick Karp
05/07/08 AATI: Company Visit Notes from Company Visit
05/07/08 SYMM: Company Visit Notes from Company Visit
05/06/08 SNDK: Company Visit Notes from Company Visit
05/06/08 OVTI: Company Visit Notes from Company Visit
05/05/08 MIPS: Company Visit Notes from Company Visit
03/10/08 IKANOS Analysis (with model) Company Analysis
02/20/08 Sprint Valuation Valuation Analysis
     
     
     
     
     
     
     
     
     
     
     

 

Telecom Triage Tutorials and Primers
Type
 Tutorial Link Materials Comments
Last Updated: 21-Aug-2008 12:58 PM
Cable CMTS: What is a CMTS? Introduction to Cable Modem Termination System
Cable mCMTS: Modular CMTS Advanced Tutorial on Modular CMTS
Cable DOCSIS3.0: Why all the Fuss? Discusses main features of DOCSIS 3.0
Cable BitTorrent: Why Cable Hates It Introduction to BitTorrent;
Cable What is a Diplex Filter Troublesome legacy gear makes DOCSIS 3.0 difficult
Cable/FIOS The Fear-Complacency Cycle Why cap ex has become so cyclical since 1996
Cable/FIOS RBOC v Cable: Architecture Comparison FIOS vs U-verse vs DOCSIS 3.0 architectures
Cable/FIOS RBOC v Cable: Which Stocks to Play Describes which stocks are well levered to the war
FIOS FIOS: Network Evolution Describes what came before FIOS and U-Verse
Wireline VOIP: Why its taking so long Details network problems with implementing VOIP
Wireless MIMO in 5 Minutes 802.11N protocol description
Wireless LTE: Not till 2012?
Executive interview suggests delay in LTE deployment
Other BitTorrent Demo Demo of how BitTorrent is used to download files
       
       
       
       
       
       
       

 

 

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The author is an employee of a private investment advisory firm based in Greenwich, Connecticut. The firm and/or its clients may at any time be holding a position in, or trading the securities of, companies that are mentioned in this column. This column is not a recommendation to buy or sell securities, nor is it intended to solicit transactions or clients under any circumstances.