Nyquist Capital » ZL

The Madness of the Carrier Chipset Market

Andrew Schmitt — Mon, 23 Jul 2007 22:00:41 +0000

There is an excellent editorial today by Lee Goldberg that explores the lack of new R&D in SONET/SDH and PDH chip sets. While I don’t agree with the conclusion it is a worthy topic of exploration and he highlights something missed by the mainstream tech media.

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.

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 6 years.

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EZ-Chip and Raza Micro at Gilder Telecosm 2006

Andrew Schmitt — Tue, 10 Oct 2006 17:33:29 +0000

NPU companies consistently make the case the market is moving into their domain and that technology is their edge, right up to the point they go out of business.

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The Future of FTTH in China - Part IV

Andrew Schmitt — Tue, 20 Jun 2006 12:00:59 +0000

This is part IV in a continuing series. Part III can be found here.

Enter the Dragon

China Telecom (CHA) recently assembled a very quiet, closed door session of suppliers in order to orchestrate implementation of several extensions to the IEEE 803.3ah GE-PON standard. This event has gone totally unreported in the press. Obviously, knowing which companies attended would be valuable- this is what I have been able to conclude.
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