4 ms·
Substitute fiber and routers for GPUs and this starts to look familiar.
by Zigurd 1y ago
Substitute fiber and routers for GPUs and this starts to look familiar.
- hnav 1y agoCisco?
- 1oooqooq 1y agoalmost nobody remember the router craze. people don't even remember the era before the current brands. like the time a bell offshoot almost crashed canada because they siphoned all the telephone money into bad routers.
- month13 1y agoFor those curious, I found this to be a very entertaining retelling of events from Nortel's persepective: https://www.youtube.com/watch?v=I6xwMIUPHss https://www.youtube.com/watch?v=I6xwMIUPHss
- Zigurd 1y agoI am old enough to have had the pleasure of Atiq Raza telling me the thing I was helping pitch couldn't be sold to Avaya (or was it Cisco?) in four months for $1 billion and so is not interesting, within the first four minutes of the meeting. Evidently he was seeing enough pitches for things he could sell at that price and in that time. Now he's in AI investments.
- Eiriksmal 1y agohttps://www.sec.gov/enforcement-litigation/litigation-releases/lr-20434 https://www.sec.gov/enforcement-litigation/litigation-releas... A fascinating investor. I just finished re-reading Microserfs. The buzzwords may have changed between 1993 and 2025, but the human behaviors certainly have not.
- teepo 1y agoReally good analogy: Bay Networks, Lucent, Nortel, and Cisco got beat up or destroyed on the equipment side. And then the long haul fiber companies never got ROI (but paved the way for broadband).