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The Future of FTTH in China – Part V
What we’ve learned Part One – A radical change in demographics is creating an optimal situation for a fiber build out in China Part Two – GE-PON has taken hold in other countries with similar...
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Centillium – Cheap by any Measure
Centillium Communications (NASDAQ CTLM) has a troubled past and present but the market has mispriced even the most pessimistic scenarios at this point, short of accounting fraud. With proper investor...
View ArticleThe Cablecos are Waking Up to Reality
The WSJ today has an exclusive look (free version of article here) at a report to be released by CableLabs that outlines the potential need for cablecos to undertake a massive infrastructure upgrade in...
View ArticleCortina Acquires Immenstar
Cortina has agreed to acquire Immenstar. I’ve written about both companies extensively (See here and here). This acquisition is surprising. Cortina previously focused more on the core of the network...
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FTTH Stakeholders /= FTTH Shareholders
People tout the big benefits of fiber but refuse to allow those who put capital at risk to make big profits. They seem to be afraid that someone, somewhere, might actually make some money. A report...
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State of the Photon – Global FTTH Activity
I haven’t been shy about my prediction that GE-PON would trump GPON deployments and so far I’ve been right. The dominance of GE-PON continues, with large deployments planned or underway throughout...
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The Proving Ground of NTT
The Japanese Ministry of Internal Affairs and Communications is a great source for data on Japanese communication infrastructure and usage. A recent document provides a state-of-the-network update and...
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The Bandwidth Explosion Myth
Not a single day passes where we do not hear the mantra of a “Bandwidth Explosion” used to justify aggressive financial forecasts for equipment and component companies, carrier backbone demand models,...
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Ikanos Buys Centillium DSL Assets
Ikanos reached an agreement to acquire Centillium’s DSL chipset assets for $12M. This is a shockingly low price and it sets a new valuation floor for telecom component revenue streams that most people...
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Still No Japanese Exaflood in Sight
We’ve looked at Japanese bandwidth use in the past and concluded that widespread FTTH deployment is not creating a dramatic jump in bandwidth growth. A recent paper out of Japan with updated data...
View ArticleThe Bandwidth Explosion Myth
Not a single day passes where we do not hear the mantra of a “Bandwidth Explosion” used to justify aggressive financial forecasts for equipment and component companies, carrier backbone demand models,...
View ArticleIkanos Buys Centillium DSL Assets
Ikanos reached an agreement to acquire Centillium’s DSL chipset assets for $12M. This is a shockingly low price and it sets a new valuation floor for telecom component revenue streams that most people...
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