Andrew Schmitt, who works at Nyquist Capital has an interesting post on the deployment of optical fiber to the home and China. It shows the importance of scale. Please note that the gchart presented is for global broadband subscribers, not fiber to the home.


Google Q&A

Eric Schmitt, CEO and Larry Page, co-founder were interviewed recently in London. I encourage you to look at this 30 minute clip as it provides a good inside view on how Google is actually run and what their senior management is thinking about these days. Go to the bottom of the page for the interview click. We will be discussing Google at great length next week--this will be the theme for Monday, and on Wednesday we will try to understand how this affects empire of Microsoft.