Thursday, June 01, 2006

Noteworthy points

The afternoon wears on and I am trapped in an Excel spreadsheet, so here are some succint tidbits:

  • Vonage is telling customers who subscribed to the IPO to pay up
  • Martin, whom I had the pleasure of seeing this morning, weighs in on Vodavision
  • Richard Marshall, another smart person up in Edinburgh, has started a blog
  • The Pirate Bay, shut down yesterday, claims it will be back up (in another country, it would appear) within two days. It's worth noting that TPB got a lot more popular after the closure of Suprnova, and became bigger and badder. Slyck is right when he says that fighting is good for building your muscles.
  • I stumbled across this excellent presentation by KC Claffy of Caida, delivered a couple of weeks back at the SANE conference in the Netherlands. Favorite quotes: "Society has decided IP is like water... strong implications for an industry structuring itself to sell wine," and "Best available data suggests that moving IP packets around is not even a for-profit enterprise." (Shhh... Don't tell any telcos.)
  • As it's the beginning of a new month, it's time to check the monthly data from the Amsterdam Internet Exchange, which appears to have been flat month-on-month in May, though on a daily basis is slightly down. Any views out there as to why that would be?

Oh well, back to spreadsheet hell...

UPDATE: A couple of mega-uber value readers have responded to my question on AMS-IX traffic trends with the following observations. One points out that the weather was pretty good in early May and there were a handful of national holidays which might have exerted some influence. He also points me to the annual graph, which shows a sharp growth in the second half of the month. The second reader says that large telcos in Europe are increasingly shifting towards private peering arrangements with large players, and in some cases are de-peering from ISPs who generate a lower volume of traffic than they consider to be economical. His point is that the influence of the major telcos will progressively disappear from stats produced by the public peering points.

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