bkinn's Comments

Mobile Will Trump Fixed Broadband Internet

Mon, 24 Nov 2008 10:36:30 -0500

No doubt we will see a revolution to wireless for autos, handsets, etc. But this technology will never completely displace a "wired" concept, especially if that concept is FTTP. Reliability and speed for massive file distribution will require fiber. Speed capabilities from fiber are nearly an endless possibility. Light is composed of a spectrum of colors and using this principle along with other advancements, fiber will be able to provide the bandwidth needed in a society that has a need to transport massive files in micro seconds. If you have kept up with the latest trends in data transport both for consumers and businesses, if you are able to grasp the desire indeed the need for larger and larger file applications, you already know that our need for speed will continue to grow... and grow quickly.

Wireless solutions have come a long way, and they will continue to expand, but we will always have a need for more speed as innovations develop in areas we can't even comprehend at this time. Your article is useful and truthful on some levels, but to suggest (as you title does) that wireless will displace all fixed BB solutions, you are discounting the speed of light. Einstein would never forgive you.

Trying to Outsmart This Foolish Market

Thu, 13 Nov 2008 10:20:38 -0500

rdr4,

I think the article was about STOCK PERFORMANCE, and the market. You seem to have gone off on a paraniod tangent relating to secret wars being fought by the CIA.

The author of this article is posting a list of stocks and giving a summary statement regarding the market reasoning. He is NOT attacking China. Please come out of your paranoid dillusion long enough to take a look at reality before you post a flaming comment.

Vodafone's Blackberry Phone Sans Wifi: A Big Mistake?

Mon, 03 Nov 2008 11:46:11 -0500

When did VOD and VZ start manufacturing cell phones? Silly me .. I thought RIMM developed Blackberry products.

Cable is Cornering the Broadband Market

Tue, 12 Aug 2008 12:20:01 -0400

Talk about being blinded by statistics. Cable posts high gains in broadband sign ups and you seek to bolt to the conclusion that Cable wins and VZ/T loses. I've been watching this contest for many years and I don't think anyone has been able to call a winner definitely. There have been times where it looked as though cable was going to pull out ahead, but there have been times when the opposite held true. Telecom/network engineers have held long ended debates about the strengths and weaknesses of each contender ... the variables are extensive and are only getting more numerous, industry leaders puzzle over who will own the "master pipe" in the end ..., yet you in your wisdom have concluded that cable will now step forth a winner; simply because they managed to sign up a large number of broadband users in a quarter.

I suppose you missed the fact that most of those new sign ups came from current cable users. In fact, Comcast had a reduction in new users this last quarter. VZ and T had higher numbers in new user sign ups for video. Cable is likely to enjoy a period of migration to broadband as long as they still hold the most overall customers for video. Naturally we should expect them to sign up existing customers to broadband since most of those customers don't even have access to dsl let along FiOS or U-Verse. I have cable, but if I could get FiOS .. I would switch in a minute. In fact, I would switch to dsl in a second as well because it is a superior service (cable has distributed bandwidth speeds, I never recieve the bandwidth that was advertised). As more and more video is distributed via on-net, people will begin the see the necessity of 'sustained rates' of bandwidth and cable will either need to upgrade their infrastructure, or sit by and watch as telecom carriers begin to erode their customer base in similair fashion to the way wireless and VoIP are eroding traditional POTS lines.

If Content Is King, Then AOL Is a Handsome Prince, Not a Toad

Tue, 12 Aug 2008 11:50:54 -0400

I had assumed that this was the original vision in buying AOL. Content via such a distribution channel. It amazes me that, 7 years later .... this seems like an original idea to management. Thank goodness you told them .... who knows where they might have blundered off to by this time next year.

How Video Is Going to Take Over The World

Mon, 23 Jun 2008 11:32:06 -0400

OregonRain, I'm curious.. do you see JAVA taking a portion of this space? I remember back in the 90's, we all thought that SUNW (JAVA) was going to be the leader in dedicated hardware/chips that would communicate "On-Net" 24/7. The concept, aside from being the dot in dot com... (lol) was "the network is the computer". Anyway, given Sun's development in coding and hardware ... do you see them taking a significan't niche here?

Commodities: Bubble or Not?

Wed, 14 May 2008 08:49:53 -0400

On the other hand, if commodities are all that we hold valuable in a growing society, how much progress will we be making?

During the late 90's OPEC had a hard time keeping oil above $20 a barrel. At $120 a barrel, do you really think that our supply line has changed that drastically within a 10 year period? If we continue to live in a commodities bubble, valuation for innovation outside of commodities related interests will continue to flounder and we will suffer due to a lack in demand for technology growth. Where will that leave our economic development when one of the most valuable assets the US has traditionally offered has been innovation? Sure, innovations on greater food sources is fantastic, but I don't see a blossoming economy based soley on food nor tech based on defending our energy positions, do you?

My point here is that we need to look at history to find the answer to the question: "are we in a bubble or will this commodities based market simply continue forever?". Historically, we have always seen periods like this. Each time someone has said "yes but it is different this time because... blah blah blah". Sure there are differences .. if there weren't there would not be repeat markets. This commodities boom will pass .. just as it always has. Tech and innovation will return, just as it always has. People don't want to live their lives within a context of simply "finding enough food to eat". As humans, we always reach for more; we always have, and we always will.

On May 11 04:14 PM phillips49 wrote:

> OPEC is working very hard to produce only what is necessary to meet
> demand. They can keep oil prices at current levels for the foreseeable
> future. Some nations, including the USA have already reached peak
> oil production and output is in decline.
> The dot com bubble was based on speculation over assets and demand
> that existed only in the minds of the participants. The real estate
> bubble was based on demand for tangable but optional assets, that
> are worth only what someone else was willing to pay for them.
Natural
> resources are very real needs, the demand is very real, and the supply
> is limited and controlled. It is not in the suppliers best interest
> to flood the market with product.
> There may be some froth due to speculation, but bubble, I think not.
>
> I like investments with solid demand for products that people NEED,
> where there is limited supply that provides some pricing power, with
> limited competition and high prospects for continued growth. For
> me, oil, natural gas, oil field services, pipelines and distribution,
> metals, mining, mining equipment, seed, fertilzer, weed and pest
> control all satisfy these criteria and in my opinion are the investments
> to be in for the long haul because a growing world needs these things.

Commodities: Bubble or Not?

Wed, 14 May 2008 08:35:40 -0400

On May 12 03:46 AM JREwing wrote:

> To those above who blame the Iraq War for high oil prices should
> read one of the pieces on STRATFOR once in a while.
>
> The real reason for the Invasion of Iraq was to make sure, that Iran
> never ever controls the oil reserves of Iraq, Kuwait, Saudi Arabia
> and the Emirates.
>
> Iran obviously tries to gain influence over the countries of the
> region from Lebanon to Pakistan.
>
> If you think the Invasion of Iraq is responsible for the rise in
> oil, think how high the oil price would be, if Iran would control
> the bulk of the worlds oil reserves.
>
> Democratically elected governments don't go to war unless they absolutely
> have to, for the peoples of the world hate wars. Since the goal of
> every politician is to get reelected, it is illogical to think they
> go to war for the fun of it.

I wish I could believe that

Monsanto: Turn Rising Food Prices Into Profits

Wed, 14 May 2008 08:29:14 -0400

MON is a great company, however the info you provided is old story. MON has indeed been developing GM grains for many many years. However, there are some countries that will not accept GM corn etc. imports. There has been a lot of discussion on GM products over the years, and while the saying has been "if they are hungry enough, it won't matter", there are a number of issues surrounding GM organisms that should be examined closely before we simply turn our food sources over to MON's "Frankenstein grains".