Monthly Archives: October 2013

Why Accept “Meh”-ga When You’ve Can Do GIGA? Rural Fiber Builds Will Come. NB: We wired the entire US for electric/phone, not just the rich parts.

I haven’t even touched the pile of earnings I was supposed to get to in the last few weeks, but ran across this squiblet on page B2 of the Tuesday NYTimes.  http://tinyurl.com/olluypa   “F.C.C. Seeks Better Phone Service for Rural America. … Continue reading

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Yes, I Am Still Alive…

The last week has been wholly consumed by a major breakdown of our house-building effort.  As it stands, we are seriously behind.  The contractor has pulled his workers off the site because he doesn’t have enough work to do. The … Continue reading

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Apple’s OS Giveaway Not a Good Sign, But Productivity Software Might Just Make Our Next PC a Mac….

Tearing myself away for a moment from a truly epic e-mail chain with my architect around shower drains  (hint – any product that contains the phrase “Strainer is removable with the use of simple Allen wrench.” is a REALLY BAD … Continue reading

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Verizon’s FiOS Island Grows Wider (Mostly Under The Feet Of The Wealthy So Far But….) Transcript Telescope.

Taking a look at Verizon’s transcript with an eye toward broader sector/tech/macro trends they might reveal.  Not much on macro or even adjacent sectors.  And the Wireless business remains a snooze (profitable, but its basically counting noses and multiplying by … Continue reading

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Earnings Telescope – IBM, GOOG, and the Vampire Squid.

Earnings season always seemed to produce massive detail on individual trees, but remarkably little on the forest overall.  So I’m starting to review bellwether company transcripts to highlight trends/comments that pertain to macro, their sector, or other sectors. I might … Continue reading

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Boehner-San? Your Flying Bomb Is Gassed Up And Ready… Rump Parliament Ahead?

The credits haven’t even rolled yet on US default Part 2 and already a flurry of articles anticipating the sequel in January/February.   However, it is JUST possible that this could be the beginning of a very positive and productive year … Continue reading

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Adtran, Quick Earnings Review

Just seemed pointless to waste any more words on the shutdown.  So commentary a networking company’s earnings call that may not be of general interest. Got through the Adtran (ADTN) transcript.  The stock was off around 12% after their call. … Continue reading

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Maybe UT, AZ, and ND Should Just Keep Paying for Those National Parks…

So after a lot of noise and shouting, Arizona, Utah, and North Dakota are among the states that are now paying to keep the National Parks within their borders open. My humble suggestion is that they should KEEP paying to … Continue reading

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Reid’s End Game. Boehner’s Sh*t Sandwich. Cruz’s Humiliation. Tennyson.

So basically the entire shutdown/default crisis has been handed to Harry Reid.  He either gets ALL he wants (unlikely) or MOST of what he wants (likely).  And he can probably find a way to humiliate Ted Cruz (with the Senate … Continue reading

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Aaaack – Check Those Smoke Detectors and Get That Fire Extinguisher.

So I’m sitting there watching the Raiders play the Chiefs when my wife comes running.  Turns out that we have a pretty ginormous kitchen fire going on just 10-15 yards right behind me in a totally open kitchen/living room set-up. … Continue reading

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