http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-569 Ikanos Buys Centillium DSL Assets | Nyquist Capital Fri, 18 Jan 2008 17:46:04 +0000 http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-569 [...] failure to hit the market window with a FTTH chipset product sealed it’s doom (see "Centillium- Cheap by any Measure"). The next generation FTTH chipset revenue flowed to Passave, now part of PMC-Sierra. [...] [...] failure to hit the market window with a FTTH chipset product sealed it’s doom (see "Centillium- Cheap by any Measure"). The next generation FTTH chipset revenue flowed to Passave, now part of PMC-Sierra. [...]

]]> http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-568 Chinese FTTH Silicon Moves Forward « Iain’s Chips & Tech Thu, 09 Nov 2006 18:04:22 +0000 http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-568 [...] It’s been a source of frustration to me that Centillium (CTLM) continues to put its energy into penetrating Japan and ignoring the rollout of FTTH services in markets where no incumbent chipset and equipment supplier exists. I wrote about Centillium before, and was shocked that they didn’t bother to show up at the China Telecom sponsored working sessions. Commentary from the company in July and on subsequent conference calls indicated all effort continues to be focused in Japan. [...] [...] It’s been a source of frustration to me that Centillium (CTLM) continues to put its energy into penetrating Japan and ignoring the rollout of FTTH services in markets where no incumbent chipset and equipment supplier exists. I wrote about Centillium before, and was shocked that they didn’t bother to show up at the China Telecom sponsored working sessions. Commentary from the company in July and on subsequent conference calls indicated all effort continues to be focused in Japan. [...]

]]> http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-567 Chinese FTTH Silicon Moves Forward at Nyquist Capital Wed, 08 Nov 2006 18:46:32 +0000 http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-567 [...] It’s been a source of frustration to me that Centillium (CTLM) continues to put its energy into penetrating Japan and ignoring the rollout of FTTH services in markets where no incumbent chipset and equipment supplier exists. I wrote about Centillium before, and was shocked that they didn’t bother to show up at the China Telecom sponsored working sessions. Commentary from the company in July and on subsequent conference calls indicated all effort continues to be focused in Japan. [...] [...] It’s been a source of frustration to me that Centillium (CTLM) continues to put its energy into penetrating Japan and ignoring the rollout of FTTH services in markets where no incumbent chipset and equipment supplier exists. I wrote about Centillium before, and was shocked that they didn’t bother to show up at the China Telecom sponsored working sessions. Commentary from the company in July and on subsequent conference calls indicated all effort continues to be focused in Japan. [...]

]]> http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-566 Derac Tue, 22 Aug 2006 16:00:39 +0000 http://www.nyquistcapital.com/2006/08/09/centillium-cheap-by-any-measure/#comment-566 Don't overestimate the amount of business that a non-Chinese company will do in the FTTH market in China. The Chinese specified non standard changes requiring every vendor to remake their EPON chips. Once the interop is done [ it will take much, much longer that the Chinese are anticipating ] a Chinese vendor will appear the winner in the chip selections. Unless, of course, China goes to a GPON solution. It really isn't very clear Don’t overestimate the amount of business that a non-Chinese company will do in the FTTH market in China. The Chinese specified non standard changes requiring every vendor to remake their EPON chips. Once the interop is done [ it will take much, much longer that the Chinese are anticipating ] a Chinese vendor will appear the winner in the chip selections. Unless, of course, China goes to a GPON solution. It really isn’t very clear

]]>