Viodi View – The Bridge Between the Heartland and Silicon Valley

Author: Alan Weissberger

  • Web Start-up Bubble leaves Internet Infrastructure in the dust

    This Saturday's Wall Street Journal article, Investors Get in a Lather Over Tech, implied there might be a bubble in privately-held tech start-ups.  Reading between the lines, I observed that the companies attracting the funding were actually web software companies, rather than Internet infrastructure of any sort  I believe that the bulk of private tech investments is going into start…

  • Will 2011 Be the Year of Fiber to the Building?

    Background: Stimulated by predictions of exponential Internet traffic growth and advances in DWDM/ fiber optic technology, the dot com and telecom bubble years of 1998-2001 were marked by waves of optical network start-up companies that were very well funded by VCs and Angel Investors. Many of those companies were focused on Metro Optical network access,…

  • Telco Spending Up Modestly in 2011; LTE Revenues >$200B by 2015

    Telco Spending Up Modestly in 2011; LTE Revenues >$200B by 2015

    New market research reports from Infonetics and Juniper Research are summarized in this article which also looks at the critical issues to transform LTE Capex into revenue for telcos. I.   After a second straight year of decline, Infonetics Research predicts telecom carrier capital spending (CAPEX)  to be up a modest 1.6% next year.  In its just released updated report on Service Provider…

  • Silicon Valley Bubble or Barrier for Web 2.0 Startups?

    Who's got it right?  Are the new breed of Web 2.0 start-ups good investments now or are they over valued for what they propose to deliver?  Have the three musketeers of the new web- Google, Apple, and Facebook- created such huge barriers that it will be extremely difficult for start-ups to compete?  We'll try to provide…

  • Network Neutrality Revisited: Level 3 Complaint & Comcast Response

    Level 3 Communications Complains about Comcast's excess charges for video content delivery: Level 3 Communications Inc., a Broomfield, CO based Internet backbone company ("carriers carrier") complained Monday November 29th that Comcast Corp. is charging it an unfair fee for the right to send streaming video and other large data files to its subscribers.  The company said it agreed to pay…

  • Early Stage Startups Get Wings from TiE Angels- Highlights of Nov 15th meeting

    Introduction to TiE Angels With venture capital and private equity firms concentrating their investments on existing portfolio companies and unwilling to invest small amounts of seed capital, where does an emerging start-up company look for funding? Where can they express their value proposition to a serious group of individual investors? The Indus Entrepreneurs (TiE) has…