Archive for February 29th, 2008

Helio holds on

The last of the boutique MVNOs continues to maintain a grip on solvency, but just barely. As MocoNews reported, Helio saw its net loss jump from $192 million to $327 million between 2006 and 2007. Yet its revenues have more than tripled and its subscribers base continues to grow, settling at 180,000 by the end of 2007 (click here for the full Helio report in EarthLink’s annual 10K filing with the SEC). The more Helio grows, the more it’s costing its parents, SK Telecom and the already financially harried EarthLink. more

The quotable OFC

There’s a lot more to say about this week’s OFC NFOEC optical trade show (in addition to all this). While I continue to sift through my notes, please enjoy my traditional list of disembodied statements heard at the show:

“TV has no latency problem. If you lose an hour, you don’t miss that much.”
–Bob Metcalfe, partner, Polaris Ventures

“Video is the new black.” – Donn Lee, network architect, Facebook, projecting his company’s need for terabit routers by 2011

“Over the next five years, all the high-speed links out of a computer will go optical.” – Robert Zona, marketing director, optical platform division, Intel

“It’s been a difficult road for Alcatel Lucent. They’re the poster child today for why consolidation isn’t easy.” –Paul Bonenfant, vice president of equity research, Morgan Keegan

“Because the capital markets are so broad, [component manufacturers] are always able to find another group of guys to reload their balance sheets, and they subsequently get wiped out. It’s now becoming somewhat entertaining.” –Todd Koffman, managing director of equity research, Raymond James

“You’d have to be on drugs to believe that.” –Andrew Schmidt, partner, Nyquist Capital, on projections for a $900-million 40G market in 2013

“I got the message. You need it. We’re working on it.” –John D’Ambrosia, components technology scientist, Force10 Networks, on 100G industry standards

“The FCC made a big decision last week. They fined the makers of NYPD Blue $1 million for showing a naked woman from the rear in a shower. So the people in Washington are busy dealing with very important issues.” –Reed Hundt, former chairman, FCC

“Let me put the ‘but’ in.” – Dave Clark, vice president, optical and defense products, Sierra Monolithics, showing a slide reading “40G/100G is exciting, but…”

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