Latest Comments on David Gross' Articles

1. Denzerini on IBM Won't Do Much to Help Brocade Take Market Share from Cisco: I'm surprised that there is no mention of Juniper here for they... more »
2. siliconkanth on Outsourced Manufacturing Will Have Little Impact on Optical Suppliers' Operating Margins: I think the caption is catchy but I find little substance. I am a... more »
3. BasaBasi on Outsourced Manufacturing Will Have Little Impact on Optical Suppliers' Operating Margins: Established technologies at lower bit-rates may be sourced from... more »
4. numinary on Outsourced Manufacturing Will Have Little Impact on Optical Suppliers' Operating Margins: I understand that investors cannot appreciate the difficulty of... more »
5. Asian Tiger on Outsourced Manufacturing Will Have Little Impact on Optical Suppliers' Operating Margins: "....while rival JDS Uniphase (JDSU) is preparing to send its... more »
6. Kirk Lindstrom on Outsourced Manufacturing Will Have Little Impact on Optical Suppliers' Operating Margins: You wrote: "The optical components industry is still having... more »
7. DaveinSV on IBM Won't Do Much to Help Brocade Take Market Share from Cisco: You make some interesting points, but I too disagree. First, with... more »
8. IP Lantastic on IBM Won't Do Much to Help Brocade Take Market Share from Cisco: I disagree. With Cisco doing the whole blade server thing, it is... more »
9. Ricard on Successful Networking M&A Keeps Optical and Data Separate: Very interesting article, thank you. more »
10. Eve Griliches on Successful Networking M&A Keeps Optical and Data Separate: David, Great points on data and optical. Within the companies... more »
11. User 123920 on Will New QDR InfiniBand Leap Ahead of 40 Gigabit Ethernet?: I believe your price per port assumes empty QFSP slots. Granted,... more »
12. Brad Booth on Will New QDR InfiniBand Leap Ahead of 40 Gigabit Ethernet?: David, Your information about changes being made to the link... more »
13. Brian Coleman on How 100 Gigabit Ethernet Markets Will Differ from 10 : "And the problem is that Cisco is 60-70% of the market, they use... more »
14. Andrew Schmitt on How 100 Gigabit Ethernet Markets Will Differ from 10 : "... any new fixed-function chip like an ASIC or ASSP will... more »