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September 13, 2007

Veture Capital backing backbone ugrades

stacks of money.jpg
Qosera, a start up metro ethernet equipment maker (article on Gigaom, and article on Unstrung) and Matisse an optical burst switching start up (article on Gigaom) have garnered serious investment from big venture capitalists.
While I doubt we are on our way to a new fiber infrastructure bubble, it is obvious that the big money is betting on backbone upgrades. I’m betting the upgrades will be happening sooner rather than later, with lots of competition. Now about that last mile………..

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