Comments on: Motorola and Broadlight http://www.nyquistcapital.com/2005/11/18/motorola-and-broadlight/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: PMC-Sierra Acquires Passave - Nyquist Capital http://www.nyquistcapital.com/2005/11/18/motorola-and-broadlight/#comment-7 PMC-Sierra Acquires Passave - Nyquist Capital Tue, 04 Apr 2006 21:28:13 +0000 http://www.nyquistcapital.com/?p=14#comment-7 [...] PMC (PMCS) announced at the close today that they are acquiring Passave, a company we have - written - about - extensively, for $300M in stock. In fact, I predicted PMC-Sierra would enter this business through acquisition, though I thought Teknovus would be the better path. Our acquisition of Passave brings PMC-Sierra an experienced and highly innovative team with clear market share leadership in Passive Optical Networking solutions. This acquisition fits with our strategic intent to address the high-growth Fiber Access market and is aligned with PMC’s developments in Customer Premises Equipment,” said Bob Bailey, Chairman and CEO. “PON is the ultimate Triple Play access technology and is key to the build-out of the second generation FTTH-based broadband infrastructure.” [...] [...] PMC (PMCS) announced at the close today that they are acquiring Passave, a company we have – written – about – extensively, for $300M in stock. In fact, I predicted PMC-Sierra would enter this business through acquisition, though I thought Teknovus would be the better path. Our acquisition of Passave brings PMC-Sierra an experienced and highly innovative team with clear market share leadership in Passive Optical Networking solutions. This acquisition fits with our strategic intent to address the high-growth Fiber Access market and is aligned with PMC’s developments in Customer Premises Equipment,” said Bob Bailey, Chairman and CEO. “PON is the ultimate Triple Play access technology and is key to the build-out of the second generation FTTH-based broadband infrastructure.” [...]

]]> By: Nyquist Capital http://www.nyquistcapital.com/2005/11/18/motorola-and-broadlight/#comment-6 Nyquist Capital Thu, 09 Mar 2006 00:44:29 +0000 http://www.nyquistcapital.com/?p=14#comment-6 [...] Motorola (MOT) was developing a GPON ASIC internally at their Horsham, PA and Andover, MA facilities. That development was suspended and an investment was made in Broadlight. It’s a pretty safe bet Broadlight is the favorite son at Motorola for a GPON MAC. [...] [...] Motorola (MOT) was developing a GPON ASIC internally at their Horsham, PA and Andover, MA facilities. That development was suspended and an investment was made in Broadlight. It’s a pretty safe bet Broadlight is the favorite son at Motorola for a GPON MAC. [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2005/11/18/motorola-and-broadlight/#comment-5 Andrew Schmitt Thu, 24 Nov 2005 03:04:51 +0000 http://www.nyquistcapital.com/?p=14#comment-5 RBOCs issue RFPs all of the time. We believe FTTH is a key differentiator and has significant OPEX advantages over cable. We don't see a big need to make the jump from BPON to GPON for some time. What we may be seeing see here are the equipment companies deciding to outsource the risks of a technology migration by finding a chump chip company to do the work for them. RBOCs issue RFPs all of the time. We believe FTTH is a key differentiator and has significant OPEX advantages over cable. We don’t see a big need to make the jump from BPON to GPON for some time.

What we may be seeing see here are the equipment companies deciding to outsource the risks of a technology migration by finding a chump chip company to do the work for them.

]]> By: rangchen yu http://www.nyquistcapital.com/2005/11/18/motorola-and-broadlight/#comment-4 rangchen yu Thu, 24 Nov 2005 00:58:51 +0000 http://www.nyquistcapital.com/?p=14#comment-4 interesting to know why you're so "negative" on GPON, given the volume of "noise" created by mega RFQ/RFPs issued by Verizon/SBC/Bellsouth etc. looks like they'll commit serious dollars for the deployment in the next few yrs, as their survival at stake here.. interesting to know why you’re so “negative” on GPON, given the volume of “noise” created by mega RFQ/RFPs issued by Verizon/SBC/Bellsouth etc. looks like they’ll commit serious dollars for the deployment in the next few yrs, as their survival at stake here..

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