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Andrew Schmitt

Andrew J. Schmitt is the founder and general partner of Nyquist Capital, an equity advisory and consulting firm serving companies in the carrier networking industry and financial institutions that invest in them. Nyquist Capital authors work read by thousands of industry participants and financial institutions each week. Prior to launching Nyquist Capital in 2005, Mr. Schmitt held multiple positions at Vitesse Semiconductor including his role as Product Line Director for Carrier Networking Silicon, where he was responsible for the business unit that conceived, designed, and sold products to makers of Carrier Telecom Equipment. He is the holder of one issued as well as multiple pending patents.

Mr. Schmitt is a noted public speaker on trends in technology and has been invited to speak at numerous panels and conferences including the Optical Fiber Conference (OFC), National Fiber Optic Engineers Conference (NFOEC), NXTComm/SuperComm and the Gilder Technology Conferences. He has also contributed many articles for media publications including EETimes, Lightwave and Lightreading. He holds a BSEE in Electrical Engineering from the University of California.

Andrew Schmitt's Latest Articles

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How Ciena Detonated the Communications Networking Sector
on Sep 05, 2008 about INFN, AVNX, CIEN
What Will It Take for Finisar to Reach the High End of Revenue Guidance?
on Jul 20, 2008 about FNSR
Broadcom Enters FTTH Chipset Market
on Jul 03, 2008 about ENTR, BRCM, ALU
Optical Component Market Consolidation – Part I
on Jun 05, 2008 about FNSR, OPTM
Internet Traffic Growth Does Not Matter
on Jun 04, 2008 about CSCO
Friday Options Outlook: CRM, MNST, IR, LPX, MRVL, JCG, CIT, BUD, DELL, MSFT
on May 30, 2008 about CIT, BUD, CRM
Fiscal Stimulus Plan: Waste of Debt Financed Federal Spending
on Jan 31, 2008
Ikanos' Acquisition of Centillium’s DSL Assets Sets New Floor in Valuations
on Jan 21, 2008 about NTT, IKAN, CTLM
CES 2008: My Opinion and Perspective
on Jan 17, 2008 about ENTR, GRMN, AAPL
10GbE Optical Component & SFP+ Modules: This Time It's Different
on Nov 29, 2007 about FNSR, AMCC, CSCO
Equinix: Focused On Driving Down Optical Transport Costs
on Nov 07, 2007 about FNSR, EQIX, ABVT.PK
Understanding The Wireless Backhaul Opportunity
on Oct 25, 2007 about AMT, CCI, CRNT
Where Is The Real Opportunity To Benefit From Carrier Ethernet?
on Oct 18, 2007 about LVLT, COGT, ABVT.PK
iPhone Lockup and Apple's True Colors
on Oct 01, 2007 about AAPL
Consolidation Dynamics Of The DSL Market
on Sep 17, 2007 about BRCM, CTLM, CNXT
Enough Noise About Apple!
on Sep 09, 2007 about AAPL
Ikanos Picks Up Alcatel's Check
on Sep 06, 2007 about IFX, CNXT, ALU
Google: Individual Privacy Versus Corporate Profit
on Sep 05, 2007 about GOOG
NTT's IMS Project: Trailblazing or White Elephant?
on Sep 02, 2007 about NTT, IKAN, PMCS
The Proving Ground of Nippon Telegraph & Telephone
on Aug 28, 2007 about IKAN, CTLM, BT
Vitesse Exits The Storage Business: My Concerns
on Aug 27, 2007 about MXIM.PK, MSPD, AMCC
Cisco Systems’ Fear of a Broadcom Planet
on Aug 20, 2007 about BRCM, CSCO, COMS
MRV Communications: Vitesse Semiconducter Redux?
on Aug 08, 2007 about VTSS.PK, MRVC
The Marked Madness of the Carrier Chipset Market
on Jul 25, 2007 about BRCM, AMCC, AVCI
Notables From The PMC-Sierra Q207 Conference Call
on Jul 23, 2007 about PMCS
PMC-Sierra Modifies Channel Accounting
on Jul 20, 2007 about NUHC, PMCS, AVT
AMCC Falls Further Down the Spiral
on Jul 12, 2007 about BRCM, MRVL, AMCC
MRV Acquires Fiberxon / Luminent, But Why Without Audited Financials?
on Jul 05, 2007 about MRVC
Ciena and The Future of Carrier Ethernet
on Jul 03, 2007 about CIEN, JNPR, CSCO
iPhone Unpacked
on Jul 03, 2007 about BRCM, INTC, AAPL
Telecom Meets Web 2.0 - Who Wins?
on Jun 27, 2007 about GOOG, CMCSA, MSFT
Semiconductors: Breakout of FTTH Silicon Market Share
on Jun 17, 2007 about AMCC, CNXT, ALU

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