Comments on: Cortina Acquires Immenstar http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Centillium - Next on Someone’s Shopping List? at Nyquist Capital http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1083 Centillium - Next on Someone’s Shopping List? at Nyquist Capital Thu, 22 Mar 2007 13:59:52 +0000 http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1083 [...] excellent Linley Group discusses Cortina’s recent acquisition of Immenstar, (my coverage here) a maker of FTTH silicon. Cortina is rapidly making itself as a consolidator communication [...] [...] excellent Linley Group discusses Cortina’s recent acquisition of Immenstar, (my coverage here) a maker of FTTH silicon. Cortina is rapidly making itself as a consolidator communication [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1081 Andrew Schmitt Tue, 06 Mar 2007 15:18:59 +0000 http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1081 Read my 5-part series of PON in China. I lay out my strong opinions in detail there. Basically, I think APAC will go almost 100% GEPON. There is no business case for OLT unless you win the ONU business or the Ethernet/L2 processing stuff. Immenstar does both ONU and OLT. If I had a PON chip company, I'd put the OLT and ONU on the same die reticle and hope I get it right. Read my 5-part series of PON in China. I lay out my strong opinions in detail there. Basically, I think APAC will go almost 100% GEPON.

There is no business case for OLT unless you win the ONU business or the Ethernet/L2 processing stuff. Immenstar does both ONU and OLT. If I had a PON chip company, I’d put the OLT and ONU on the same die reticle and hope I get it right.

]]> By: five_whys http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1082 five_whys Tue, 06 Mar 2007 15:09:41 +0000 http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1082 Hey Andrew, Whats your take on EPON v/s GPON for APAC? It seems like GPON is surety for US, likely for Europe. In general, I cant believe ASSP for PON OLT can make business case even in the world of 90nm (forget 65nm or 45nm) - four port chip makes it even worse (in terms of potential volume). five_whys Hey Andrew,

Whats your take on EPON v/s GPON for APAC? It seems like GPON is surety for US, likely for Europe.

In general, I cant believe ASSP for PON OLT can make business case even in the world of 90nm (forget 65nm or 45nm) – four port chip makes it even worse (in terms of potential volume).

five_whys

]]> By: SBOY http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1080 SBOY Thu, 01 Mar 2007 07:12:07 +0000 http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1080 Anyone know what Cortina paid for Immenstar? Anyone know what Cortina paid for Immenstar?

]]> By: Frank http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1079 Frank Wed, 28 Feb 2007 06:31:40 +0000 http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1079 A reasonable guess is: to play end-to-end for telecom; enter access just for a growth story toward IPO. A reasonable guess is:
to play end-to-end for telecom;
enter access just for a growth story toward IPO.

]]> By: FTTHblog » Cortina Acquires Immenstar http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1078 FTTHblog » Cortina Acquires Immenstar Tue, 27 Feb 2007 20:44:49 +0000 http://www.nyquistcapital.com/2007/02/26/cortina-acquires-immenstar/#comment-1078 [...] Cortina Systems a core network communications systems provider, has announced the acquisition of ImmenStar, Inc., a privately held semiconductor company that specializes in passive optical network (PON) System-on-Chip (SoC) technology. More analysis at Nyquist Capital. Filed under: Business Comments: [...] [...] Cortina Systems a core network communications systems provider, has announced the acquisition of ImmenStar, Inc., a privately held semiconductor company that specializes in passive optical network (PON) System-on-Chip (SoC) technology. More analysis at Nyquist Capital. Filed under: Business Comments: [...]

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