Comments on: PMC-Sierra Acquires Passave http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Cortina Acquires Immenstar at Nyquist Capital http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-300 Cortina Acquires Immenstar at Nyquist Capital Mon, 26 Feb 2007 20:21:46 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-300 [...] Immenstar is a hybrid Chinese-American company with strong ties to UT Starcom, a company that at one point was poised to supply NTT with large amounts of FTTH equipment. They stumbled (or were tripped by Passave) and Mitsubishi Electric took the majority of the lucrative and prestigious NTT contracts. As a result, Immenstar has not been tremendously successful in the marketplace. I suspect that this acquisition was Immenstar’s only option. [...] [...] Immenstar is a hybrid Chinese-American company with strong ties to UT Starcom, a company that at one point was poised to supply NTT with large amounts of FTTH equipment. They stumbled (or were tripped by Passave) and Mitsubishi Electric took the majority of the lucrative and prestigious NTT contracts. As a result, Immenstar has not been tremendously successful in the marketplace. I suspect that this acquisition was Immenstar’s only option. [...]

]]> By: PMC-Sierra - More on the Passave Acquisition - Nyquist Capital http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-299 PMC-Sierra - More on the Passave Acquisition - Nyquist Capital Mon, 10 Apr 2006 19:09:42 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-299 [...] I covered the PMC-Sierra Inc. (PMCS) acquisition of Passave 6 days ago. [...] [...] I covered the PMC-Sierra Inc. (PMCS) acquisition of Passave 6 days ago. [...]

]]> By: MC http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-298 MC Fri, 07 Apr 2006 16:35:10 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-298 CTLM has made public comments about being a second supplier to NTT. CTLM currently has 100% of the DSL biz with NTT via NEC, Sumitomo. Is it possible that Teknovus and CTLM will both get a piece of the EPON biz with NTT? CTLM has made public comments about being a second supplier to NTT. CTLM currently has 100% of the DSL biz with NTT via NEC, Sumitomo. Is it possible that Teknovus and CTLM will both get a piece of the EPON biz with NTT?

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-297 Andrew Schmitt Wed, 05 Apr 2006 21:07:29 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-297 Talkbacker: Who do I make the check out to? $30M sounds good to me. Talkbacker:

Who do I make the check out to? $30M sounds good to me.

]]> By: Talkbacker http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-296 Talkbacker Wed, 05 Apr 2006 20:14:17 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-296 ..."Teknovus investors must be throwing a party based on the $300M Passave valuation".. You must be kidding. Using the same formulas to calculate Teknovus' valuation would result they worth no more than 30M$. Their revenue and market share is about 1/10 of Passave's. …”Teknovus investors must be throwing a party based on the $300M Passave valuation”..

You must be kidding.

Using the same formulas to calculate Teknovus’ valuation would result they worth no more than 30M$.
Their revenue and market share is about 1/10 of Passave’s.

]]> By: GigaOM : » Good Times (Almost) Back in Telecom http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-295 GigaOM : » Good Times (Almost) Back in Telecom Wed, 05 Apr 2006 15:37:07 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-295 [...] NyQuist Capital’s Andrew Schmitt had predicted that the Canadian chip company would make such a move. He gives the deal thumbs up. Why? Because he believes that as PON proliferates, especially in the Verizon’s networks, the phone company would need some sort of VoIP capabilities, and since PMC has a good VoIP portfolio, the two products would come together nicely. If we see 30MM GE-PON (E-PON = Ethernet Passive Optical Network) nodes deployed by 2010, and Passave/PMC-Sierra secures 50% market share, you are looking at a total revenue stream of $300M…It is pretty obvious that Broadlight and Teknovus are the next acquisition targets. I’m still thinking Broadcom (BRCM) will buy one or both. Teknovus investors must be throwing a party based on the $300M Passave valuation. [...] [...] NyQuist Capital’s Andrew Schmitt had predicted that the Canadian chip company would make such a move. He gives the deal thumbs up. Why? Because he believes that as PON proliferates, especially in the Verizon’s networks, the phone company would need some sort of VoIP capabilities, and since PMC has a good VoIP portfolio, the two products would come together nicely. If we see 30MM GE-PON (E-PON = Ethernet Passive Optical Network) nodes deployed by 2010, and Passave/PMC-Sierra secures 50% market share, you are looking at a total revenue stream of $300M…It is pretty obvious that Broadlight and Teknovus are the next acquisition targets. I’m still thinking Broadcom (BRCM) will buy one or both. Teknovus investors must be throwing a party based on the $300M Passave valuation. [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-294 Andrew Schmitt Wed, 05 Apr 2006 15:35:53 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-294 To be exact that would be GE-PON To be exact that would be GE-PON

]]> By: OC48 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-293 OC48 Wed, 05 Apr 2006 14:42:24 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-293 Congratulations to both Passave and PMC who relize that the GPON market is the really access technology for the next 30 yers. Congratulations to both Passave and PMC who relize that the GPON market is the really access technology for the next 30 yers.

]]> By: FTTHblog » PMC-Sierra to Acquire Passave for $300M http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-292 FTTHblog » PMC-Sierra to Acquire Passave for $300M Wed, 05 Apr 2006 00:04:45 +0000 http://www.nyquistcapital.com/2006/04/04/pmc-sierra-acquires-passave/#comment-292 [...] I assume this leaves the other startup xPON chip vendors (Teknovus and Broadlight) in an improved position due to the generous price paid for Passave. For additional commentary, please see here. Filed under: Uncategorized and Business Comments: [...] [...] I assume this leaves the other startup xPON chip vendors (Teknovus and Broadlight) in an improved position due to the generous price paid for Passave. For additional commentary, please see here. Filed under: Uncategorized and Business Comments: [...]

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