Comments on: FTTH Silicon Market Share http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Weekly Blog Chat - Startups | Broadband | Facebook | FTTH Si | 18th@Oakmont « Iain’s Chips & Tech http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1344 Weekly Blog Chat - Startups | Broadband | Facebook | FTTH Si | 18th@Oakmont « Iain’s Chips & Tech Tue, 19 Jun 2007 17:34:46 +0000 http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1344 [...] FTTH Silicon Market Share — Andrew @ Nyquist Capital [...] [...] FTTH Silicon Market Share — Andrew @ Nyquist Capital [...]

]]> By: Frank C. http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1343 Frank C. Tue, 19 Jun 2007 08:13:39 +0000 http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1343 Add to Stephen's comment, another area you didnot mention is the PON transceiver biz. using silicon. Add to Stephen’s comment, another area you didnot mention is the PON transceiver biz. using silicon.

]]> By: FTTHblog » FTTH Chip Market Share Report http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1342 FTTHblog » FTTH Chip Market Share Report Mon, 18 Jun 2007 14:54:20 +0000 http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1342 [...] Schmitt writes about the new Linley Group report on FTTH silicon market share. According to the report the market [...] [...] Schmitt writes about the new Linley Group report on FTTH silicon market share. According to the report the market [...]

]]> By: Stephen Hardy http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1339 Stephen Hardy Thu, 14 Jun 2007 14:25:11 +0000 http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1339 Just to underscore your point about the GPON market being oversupplied, other companies in the space you didn't mention include iamba Networks (which ODMs ONTs and OLT cards using its own chips, which it is offering for sale separately), plus Mindspeed, which has partnered with Terawave to develop a GPON chip that hasn't been introduced yet. Meanwhile, everyone in the space expects Infineon to announce a product, although the company is being very coy about its plans so far. Cortina has its eyes on the GPON market as well. A development that might bring even more companies into the space is the trend toward developing a single box that combines the ONT with the home gateway. (France Telecom is said to be very interested in such a box for its GPON deployments.) Conexant and BroadLight have announced chips for this application, which may lead some of the home gateway IC people to respond in kind (perhaps through partnerships) if such a box proves popular. Just to underscore your point about the GPON market being oversupplied, other companies in the space you didn’t mention include iamba Networks (which ODMs ONTs and OLT cards using its own chips, which it is offering for sale separately), plus Mindspeed, which has partnered with Terawave to develop a GPON chip that hasn’t been introduced yet. Meanwhile, everyone in the space expects Infineon to announce a product, although the company is being very coy about its plans so far. Cortina has its eyes on the GPON market as well.

A development that might bring even more companies into the space is the trend toward developing a single box that combines the ONT with the home gateway. (France Telecom is said to be very interested in such a box for its GPON deployments.) Conexant and BroadLight have announced chips for this application, which may lead some of the home gateway IC people to respond in kind (perhaps through partnerships) if such a box proves popular.

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1341 Andrew Schmitt Thu, 14 Jun 2007 09:27:43 +0000 http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1341 For now. Fully exited with the recent bump up. IKAN was a better value at the time, hitting new lows while CTLM hit new highs. Anyone looking to consolidate DSL assets would go for IKAN well before CTLM and the valuation wasn't much different. CTLM needs to be hacked into pieces and sold. I couldn't find anyone interested in doing it because it is just too small. For now. Fully exited with the recent bump up. IKAN was a better value at the time, hitting new lows while CTLM hit new highs. Anyone looking to consolidate DSL assets would go for IKAN well before CTLM and the valuation wasn’t much different.

CTLM needs to be hacked into pieces and sold. I couldn’t find anyone interested in doing it because it is just too small.

]]> By: ohad http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1340 ohad Thu, 14 Jun 2007 08:07:12 +0000 http://www.nyquistcapital.com/2007/06/13/ftth-silicon-market-share/#comment-1340 Hi Andrew Did you sell your CTLM shares? Hi Andrew

Did you sell your CTLM shares?

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