earth2tech ain't bad either, especially on the Silicon Valley beat. From e2t:
Cisco's Latest Consumer Play: The Smart Grid
The announcement this week that Miami could soon be home to the nation’s largest smart grid project brought together some of the biggest companies in the space, GE and Cisco; one of its most promising startups, Silver Spring Networks; and the utility arm of the nation’s largest wind and solar energy generator, Florida Power & Light (FPL). But despite all the stimulus-friendly talk of being “shovel-ready,” the project was first outlined in D.C. at a dinner meeting just six weeks ago, according to Cisco spokeswoman Jennifer Greeson. In other words, there are plenty of details yet to be worked out — including what roles each of the partners will play.
Some things are clear: GE will provide a million smart meters and certain in-grid technology; Silver Spring, which we’ve referred to as the “Cisco of smart grid,” will provide the core networking infrastructure, from the utility substation down to the home, as well as some of the back-end management software. Cisco’s role, meanwhile, is less clear....MORE
Cisco: Skepticism Abounds About Foray into Servers (CSCO)
While we like CSCO, we like negative opinions better. If everyone agrees how wonderful a business is, that in itself is a pretty good reason to bail (although the timing can be tricky)....
We are fans.
That $30 Billion cash hoard makes it easier to sleep at night, their new 'green' ventures make it interesting to get up in the morning....
We have been intrigued as all get out by CSCO's approach. Use the 'Search Blog' box if you're interested in what else they're up to....Cash is King: The 10 richest tech companies (Off-topic)
Al Gore, Generation Investment Management Form 13F, Filed July 31, 2008
PCs, Mobile Phones Can Save The Environment, Says Study Funded By Makers Of PCs, Mobile Phones