Comments on: AMCC demonstrates GPON MAC

By: Verizon's GPON Selection

Verizon's GPON Selection — Mon, 24 Jul 2006 10:01:12 +0000

[...] We already knew who the three GPON vendors would be 6 months ago. Verizon needs to incite a price war in order beat the low cost equipment from incumbent BPON. Once the carnage is over, one vendor will take 70% of the contract. In the meantime, Tellabs keeps the BPON business. [...]

By: PMC-Sierra Acquires Passave - Nyquist Capital

PMC-Sierra Acquires Passave - Nyquist Capital — Tue, 04 Apr 2006 21:22:44 +0000

[...] 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: FTTHblog » GPON Chip Competition

FTTHblog » GPON Chip Competition — Mon, 13 Mar 2006 05:30:10 +0000

[...] Andrew Schmitt has a very informative post on the competitors in the GPON chip space, now that a non-startup chip vendor AMCC has introduced a GPON product. According to Andrew, unless you’re Broadlight (supplier to Motorola and Tellabs) or Freescale (supplier to Alcatel) your GPON chip business is going to be very limited in the next 2 years since Motorola, Tellabs and Alcatel are 3 of the finalists for the GPON RFP from the US incumbents. [...]