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9/15/2006 |
EDN: What�s Wrong with IP TV?
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Electronic News sat down to discuss the future of Internet Protocol (IP) television, or IP TV, with Faraj Aalaei, CEO and co-founder of Centillium; Jim Bennette, VP of business development at Digital Fountain; Geng Lin, VP of Software Engineering at Netopia; and Jim Olson, executive VP at Tandberg TV. What follows are excerpts of that conversation.
...read story |
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9/5/2006 |
Seeking Alpha: Winners and Losers in the Optical Communications Market
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Everyone I speak with indicates semiconductors for optical equipment are on FIRE. Forward Error Correction, SONET/SDH framers, PDH framers, PHYs, all going gangbusters. The problem is these businesses are buried in large companies (Vitesse (VTSS), Agere (AGR), Mindspeed (MSPD), Maxim (MXIM)) and it is difficult to get investing leverage on this trend. PMC-Sierra (PMCS) represents the best such opportunity. VDSL2, not optics, is the best way to play FTTH as millions of lines are retrofit - Centillium (CTLM) and Ikanos (IKAN) are the best plays here. Keep an eye out for Intel�s upcoming sale of their Telecom semi division.
...read story |
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9/1/2006 |
Electronic Design: Digital Voice And Video Get A New VDSL2 Solution
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8/30/2006 |
DigiTimes: TSMC looking to charge SMIC US$130 million for alleged stolen IP
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7/15/2006 |
Research and Markets: DSL IC Chipsets: The Emergence of VDSL2
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7/14/2006 |
Research and Markets: System on a Chip - Global Strategic Business Report
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7/10/2006 |
Research and Markets: Semiconductors - Global Strategic Business Report
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