TelNotes, They're Back!

When I wrote them last I organized TelNotes along an investor oriented index (buy/hold/sell, long-term/short-term, etc...).  This time I am organizing TelNotes along a strategic framework into 8 specific topics.  The posts will be 1-4 sentences with links to the source and other posts related to the same thread.

The 8 topics are broken into 2 sections: 4 for the Informational Stack (aka the InfoStack), and 3 for overall market and finance trends and 1 for general interest.  The first 4 will tend towards supply issues and the latter towards demand drivers.

InfoStack Topics (supply):
1) Horizontalization:  the trend away from vertical integration towards scalable horizontal end to end intranets and ecosystems.  Broader trends and industry events will be highlighted that do not fit cleanly into the below 3 categories.
2) Upper Layers:  topics and specific company events supporting the formation of application ecosystems.  In the future individuals will sit on their own unique demand curve of many intersecting applications.  Individuals are not limited to a specific number of simultaneous IP transactions.  Add to that machines and there is literally an infinite world of demand. 
3) Middle Layers: focus on the controls and cross network transiting of traffic.  Think of the complexity of chaotic convergence intersecting with diverging demand.  And then think of a world of infinite demand.  Think of most of the traffic being subsidized by corporate spending and advertising.  These layers ties the communication event to the commercial transaction a la 800 service.
4) Lower Layers: focus on the transport of traffic; typically referred to as the network and access layers.  Key focus will be on competitive trends in technology and cost/bit.  We find right now in this area the greatest bottlenecks to growth in the information, and hence overall, economy.

Market and General Interest (demand):
5) Industry Statistics and Events: highlight, compare and contrast trends and events across the Infomedia landscape.
6) Business Strategy: focus on winning and losing strategies for companies and industries.
7) Financial: valuation and topics surrounding capital availability/constraints.
8) Other: general interest topics (social, political, cultural, technological, etc....) that are relevant to the prior 7 topics.