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   Technology StocksThe *NEW* Frank Coluccio Technology Forum


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From: Elroy Jetson2/14/2019 3:32:35 PM
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Watching NOK and ERIC for signs of life.

ERIC has almost doubled since November, but it's clear many investors got into these stocks way too early.

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To: Frank A. Coluccio who wrote (46701)2/16/2019 1:34:00 AM
From: elmatador
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Lesson for Emerging Markets. Never do a New York on the big techie coming to town!


They New Yorkers worried about impact on housing, real or imagined and depicted Amazon as a bogeyman.


Worse! They wanted unions! Do you believe that? Unions in plain 21st century?


New Yorkers are crying with the belly full. Emerging markets only cry with the belly empty. Foreign Direct Investment. Jobs and all indirect benefits that comes with a major settling in town. Embrace the big techie coming to town!


How New Yorkers beat Amazon in the HQ2 fight

Long Island City turned out to be too hot for Amazon’s HQ2
https://www.theverge.com/2019/2/15/18225560/amazon-hq2-new-york-city-queens-long-island-city

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To: elmatador who wrote (46712)2/16/2019 1:26:12 PM
From: Elroy Jetson
2 Recommendations   of 46803
 
Google has quietly expanded their presence in New York and a lot of cities. Next will be Toronto. And Google has received the same local subsidies Amazon finally obtained.

But Google has done it without Amazon's loudly promoted "contest" - - which is one of Jeff Bezos's worst decisions ever.

Do you think it would be easier placing cellular anntennae or fiber cable by announcing a big public contest to determine the best sites? You're expending time and money to involve millions of people who wouldn't normally be part of the processs and would not have noticed or cared what you were doing.

In addition to making the process harder, he pissed off twenty or so cities he probably had no intention of considering in the first place.

I almost sold my Amazon stock when I heard about the "contest".

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To: Elroy Jetson who wrote (46713)2/16/2019 1:32:36 PM
From: elmatador
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Good point !
Google fiber failed because they went to cities doing to much fanfarre.

Now Amazon got in the radar screen the Millenials...

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To: elmatador who wrote (46714)2/16/2019 1:39:52 PM
From: Elroy Jetson
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Exactly.

I'm sure Google execs learned from that.

I don't know about Millenials, but if you try hard enough, you will always be able to find people to become opposed to anything you want to do. You just need to beat the bushes and spend enough time and money to irritate them and get them involved in your business.

A contest is supposed to be a million dollar prize for the community which signs up the most new Amazon Prime memberships, or the best essay telling people how Amazon has improved your life.

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To: Peter Ecclesine who wrote (46708)2/16/2019 1:47:51 PM
From: elmatador
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The Myth of the Fallout from Huawei Ban

Just count how many vendors disappeared without Fallout.

Lucent. Siemens, Nortel, Motorola, Alcatel

The bigger the number before the G, the less the vendors are required.

Cisco is taking on Huawei globally and winning its share of deals, CEO Chuck Robbins says

Samsung wants 20% market share for network gear by 2020



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To: elmatador who wrote (46716)2/16/2019 3:58:02 PM
From: Elroy Jetson
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The last thing we want to do is move our chip making to the Chinese thieving-rat mainland so they steal more of our heavily protected IP.

Trump's idea, actually China's idea, that we could sell soooo many more advanced IC chips to China if we relocated our heavily automated plants there - is a non-starter for anyone with intelligence, and that fortunately includes the management of our chip-making companies. If these bozos think that's going to fly we are truly as far from a trade deal with China as everyone close to the talks say.

We are concerned China’s reported offer to dramatically increase purchases of U.S. semiconductors would rearrange U.S. supply chains and artificially force them deeper into China,” said John Neuffer, president of the Semiconductor Industry Association.

Perhaps our greatest concern is this can act a distraction from addressing the fundamental issues at the heart of the dispute: China’s problematic trade practices related to intellectual property, forced tech transfer, and state subsidies.

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To: Peter Ecclesine who wrote (46674)2/16/2019 7:59:51 PM
From: Frank A. Coluccio
1 Recommendation   of 46803
 
Petere, a view of this phenomenal set of projections from Lightwave's Stephen Hardy:
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The 2018 Cisco VNI for the mathematically challenged
November 27, 2018, Stephen Hardy [Ed. Director & Assoc. Publisher]



Cisco has released its 2018 Visual Networking Index (VNI). As usual, this year’s VNI reports stupefyingly large numbers related to the internet that tech company marketing departments everywhere will quote for the next 12 months.

The VNI is the only reason anyone without a math or science degree has ever encountered the prefixes exa- and zetta-. Most of us without the prerequisite schooling have no idea what these prefixes mean exactly. But we’re aware that they signify really big numbers. For the record, “exa-“ denotes 1018, or 1,000,000,000,000,000,000. “Zetta-“ is 1021, so you can just add three more zeroes to the exa- number. A zettabyte is bigger than an exabyte. But both are really too big to think about for many without the aid of some sort of mind-altering substance.

Cont: lightwaveonline.com

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To: elmatador who wrote (46712)2/16/2019 9:01:30 PM
From: Frank A. Coluccio
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Elmat,

I can understand your snap impressions on this matter. You should be aware, however, that Google has been dropping billion dollar bombs up and down some of the more LIC-like neighborhoods within Manhattan, not Queens or Coney Island, and doing so in a relatively quiet manner sans any apparent narcissistic motivations.

They're doing business, is all, and have been doing so for about eighteen years.

Despite those facts, even Google's activities have been responsible for some level of neighborhood tensions, but without grandstanding. I dare suggest that an Amazon move onto the campus grounds, and surrounding environs, of LIC's LaGuardia Community College would not have taken many of these issues into account.

As a capitalistic leaning individual, who was once active in union affairs (about fifty years ago) and can still see reasons for their existence, today I'd love to see a fortune like the one being discussed here dropped into my 'hood, but only when an equitable balance exists between stakeholders - something I had not seen discussed very much relating to this deal, leastwise not prior to now.

FAC

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To: Frank A. Coluccio who wrote (46718)2/16/2019 9:17:15 PM
From: Peter Ecclesine
1 Recommendation   of 46803
 
Hi Frank,

This week we gave the European VNI reports to the EC, as they are heavily lobbied by mobiles.
The Cisco VNI for Mobile will be released Tuesday Feb 19, then merged into the annual report in the Fall. The Mobile data includes cellular and Wi-Fi, and fortifies our requests for more unlicensed spectrum. From the website you can get a slide for 5 year accuracy, which is about a 3 dB variation, not the 4.5 dB that SES/Intelsat claim (they claim Wi-Fi 5/6 GHz use will grow much more than anyone else's forecast ;-)

FCC 18-295 6 GHz unlicensed comments closed Friday, about 25 are posted and another 150+ comments will be posted Tuesday after the Monday federal holiday. Replies are due by March 18th. The fun has begun.

petere

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