Todd Truitt, ideaadvisor.com senior telecommunications equity analyst, said Covad has booked $58 million in DSL sales last quarter, but only collected on $32 million of that amount. Because local and regional ISPs can't pay for the services they've booked, it's hurting the company that's providing the lines. It's a trend, he said, that's affected all DLECs, not just Covad.

"If these ISPs can't raise money to continue operating, then obviously there is no money to pay the DLECs," Truitt said. "We have the opinion that the current condition of the capital markets will continue to hurt stocks with capital intense business models, on more than one level. Not only does (the DLEC) have to worry about raising money itself to continue operating, but it has to worry about its customers having the capital to pay it for its services as well.

a long time ago, in a galaxy far far away...

DSL: Too Much, Too Fast?

What makes a Mac a Mac isn't the processor under the hood. It's Apple's elegant operating system, OS X, which won't see major changes for 18 months, and the company's stylish hardware designs, which it will continue to produce. When you peer at the screen of the first Intel-based Mac, it will look just like today's PowerPC Macs, only it should run faster.

Finally, someone who doesn't have an agenda or isn't freaking out by the Apple/Intel (still weird typing that) switch.

Apple/Intel switch - some reasonable perspective

A Silicon Valley start-up called Transitive is supplying Apple Computer with a crucial bridge to enable the move to Intel-based computers, but skeptics worry about performance problems that have plagued similar products.

it's confirmed. The Rosetta layer will be using Transitive's emulation technology. It should be interesting to see how well this concept works in terms of performance and resource consumption.

The brains behind Apple's Rosetta: Transitive

A frustrated Teesside hacker who planted a message on a cable TV company's voicebank telling customers to f*** off has walked free from court.

This article touches on so many subjects, it's amazing! Hacking. Law enforcement of technology crime. Crappy incumbent telecom carriers. And obscenity law. All in one event!

Now it's F for freedom

Live Coverage of Steve Jobs Keynote

a good wrap up.

Obviously this is huge. Apple does have a decent track record of making such a transition, so I'm sure they're going to have it go as smoothly as it possibly can. The big question will be what happens to current PPC models between now and 06 when Intel based models will be introduced.

While this is surprising news, it's not really a suprise. The first time I saw OSX it was running on an Intel box. I just can't believe they actually went through with it.

WWDC 2005 - Live Coverage of Keynote

If Apple has licensed QuickTransit for an Intel-powered Mac, all current applications should just work, no user or developer intervention required.

If this is indeed true, then the world will be turned upside down on Monday.

Consider the plausible chain of events that would unfold if Apple does indeed move to Intel AND Transitive's emulator indeed works as advertised.

o It will immediately disrupt the entire PC industry. Since no OS will be married to any hardware platform, all bets are off. The entire industry will be reorganized based upon market demographics, not price or distribution. Dell will still exist, but it may or may not be the market leader depending on what consumers of PCs truly want: affordability or well integrated design.

o Microsoft's dominance will be in serious jeopardy. With OS/hardware weddings being moot, then the value proposition for Wintel based systems will be seriously undermined. Right now its main value is price/performance. That ceases if Apple can produce an Intel based system, with its typical tightly integrated design, and top notch OS. Microsoft will be left forced to compete on features and functionality, a battle that it almost always loses in the end.

o Apple will be absolutely positioned to enter the content on demand market, with video at the fore front. They already are positioned well, but using an Intel based system could enable the DRM that the content industries are requiring. Yes, Microsoft has been a big champion of DRM, but Apple has the mind share of the marketplace right now. WMP does not. If this does happen, then Apple will surely enter this space faster than MS can, and it will put the two companies squarely against each other as they battle it out on the content industry front. Apple is clearly better armed than MS in this regard.

o If all of that comes to pass, Apple will be the dominant player, and will control not only hardware, OS, major applications, but also the content and consumer marketplaces. In one fell swoop, they will have united all of those subchannels and brought convergence to reality.

Which, added all together, makes me think that this is not possible. That would be such a radical shift and have such deep and paradigm shifting consequences that it seems nearly impossible.

Hollywood Orders: Apple Wed Intel

] "You created the whole alien alphabet," Money Mark, aka
] the fourth Beastie Boy, tells Moog in the movie. But the
] Moog made much more than galactic beeps and screeches.
] Moog can take some credit for the drum machine, the
] electronic bass line and a nearly infinite catalog of
] sonic effects.

Long live Bob Moog. I had no idea that he lived in Asheville. I must make a pilgrimage and camp out on his lawn sometime soon.

The Birth of the Synthesizer

] Aron also noted that the research answered the "historic
] question of whether love and sex are the same, or
] different, or whether romantic passion is just warmed
] over sexual arousal." He said, "Our findings show that
] the brain areas activated when someone looks at a photo
] of their beloved only partially overlap with the brain
] regions associated with sexual arousal. Sex and romantic
] love involve quite different brain systems."

In other news: The sky is blue.

Sex alleviates tension. Love causes it.

] ESPN said it had declined an option for the right to
] broadcast National Hockey League games next season, even
] if they resume after a yearlong lockout.

The NHL takes another huge step towards irrelevance. Meanwhile, no one notices.

ESPN to drop NHL broadcasts

] Its tiny, but visible enough to send a warm fuzzy through
] the hearts of original trilogy fans. In the establishing
] shot of the expansive Senate docking bays, there's a tiny
] Millennium Falcon easing into frame.

Star Wars: Episode III | Episode III Easter Egg Hunt