DSL Market Consolidation Dynamics

Andrew Schmitt — Wed, 12 Sep 2007 20:27:14 +0000

The ongoing consolidation of DSL chip suppliers should create a positive structural effect on pricing and improve the overall health of the remaining players. Dave Burstein of DSL Prime fame points out that Broadcom (BRCM), Infineon (IFX), Conexant (CNXT), and Ikanos (IKAN) now account for 95% of DSL chipset market share. This is extremely positive.

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Ikanos Picks Up Alcatel’s Check

Andrew Schmitt — Wed, 05 Sep 2007 18:19:45 +0000

Ikanos (IKAN) announced last week that it would pay a ‘leading European OEM’ $1.6M in return for a development agreement, most likely Alcatel. This is a very odd deal and is worthy of closer examination.

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Nyquist Capital » IFX

DSL Market Consolidation Dynamics

Ikanos Picks Up Alcatel’s Check