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	<title>Nyquist Capital &#187; LSI</title>
	<link>http://www.nyquistcapital.com</link>
	<description>More Signal. Less Noise.</description>
	<pubDate>Sat, 02 Aug 2008 16:08:26 +0000</pubDate>
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		<title>The Madness of the Carrier Chipset Market</title>
		<link>http://www.nyquistcapital.com/feeder/?FeederAction=clicked&amp;feed=Articles+%28RSS2%29&amp;seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F23%2Fthe-madness-of-the-sonetsdh-chipset-market%2F&amp;seed_title=The+Madness+of+the+Carrier+Chipset+Market</link>
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		<pubDate>Mon, 23 Jul 2007 22:00:41 +0000</pubDate>
		<dc:creator>Andrew Schmitt</dc:creator>
		
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		<guid isPermaLink="false">http://www.nyquistcapital.com/2007/07/23/the-madness-of-the-sonetsdh-chipset-market/</guid>
		<description><![CDATA[The consolidation of players is a positive, not a negative.]]></description>
			<content:encoded><![CDATA[<p><a href="http://www.flickr.com/photos/skuper/187416038/" target="_blank" atomicselection="true"><img style="border-top-width: 0px; border-left-width: 0px; border-bottom-width: 0px; border-right-width: 0px" height="104" alt="image" src="http://www.nyquistcapital.com/wp-content/uploads/2007/07/image5.png" width="72" align="right" border="0"></a> There is an <a href="http://www.en-genius.net/site/zones/engeniusBLOG/networkZONE/nete_072307" target="_blank">excellent editorial</a> today by Lee Goldberg that explores the lack of new R&amp;D in SONET/SDH and PDH chip sets. While I don&#8217;t agree with the conclusion it is a worthy topic of exploration and he highlights&nbsp;something missed by the mainstream tech media.</p>
<blockquote><p>The networking industry may be about to hit a hidden speed bump as the number of semiconductor companies actively involved with developing products to support SONET/SDH, PDH, and other TDM-based technologies can now be counted on one hand.</p>
</blockquote>
<p><font color="#333333">Lee thinks this is a big problem. This is not a problem at all. It is the only logical solution to the madness of the past&nbsp;6 years.</font></p>
<p> <a href="http://www.nyquistcapital.com/feeder/?FeederAction=clicked&amp;feed=Articles+%28RSS2%29&amp;seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F07%2F23%2Fthe-madness-of-the-sonetsdh-chipset-market%2F&amp;seed_title=The+Madness+of+the+Carrier+Chipset+Market#more-789" class="more-link">(more&#8230;)</a></p>
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