Can you restate in # of lines sold by vendor?
Would you have estimate on annual TAM for DSL (CO/DLC side)?
Would you have any ranking for Infineon and their Geminax chipset?
I believe they have a share of both Siemens and Alcatel on DSLAM and combined Voice and Data platforms coming soon.
Interesting information. Out of curiosity,
where were you able to find TI DSL revenue
information? I've never been able to find
it broken out. GSPN and CTLM are relatively
easy to find as DSL is pretty much all they do.
It's also interesting to note that Westell was
GSPN's first customer for ADSL way back in
1992. Of course, that was before it had become
GlobeSpan -- it was still a part of AT&T Paradyne.
They were building CAP-based units for Bell
Atlantic's Video on Demand trial. I guess TI
made them an offer they couldn't refuse. 8^)
Initial reccomendations should come monday,we
will have a good week. It seems with all the news
about the sector timing couldn't have been better.
Anybody look at PDYN today, I bought some after the IPO,
I know it was rediculously expensive but like I
said when I bought GSPN I didn't want to let it get
away from me and run up so far I couldn't justify the
price. I hope it works out as well. Everybody have a
see, but I am not exactly sure I understand what
they do. Semiconductors?? DSL chips?? Can someone
explain what exactly it is that GSPN does--in english
Thanks very much and good luck
Not to burst any bubbles or anything, but the
Intel announcement states that they'll be using the new
ITU standards for G.Lite in their chipsets (see:
http://www.xdsl.com/newsreleases\xDSL\3938.asp). Thus the announcement should have no impact on
Globespan since they don't have a standards compliant
Also, has anybody noticed that on the Globespan website
(www.globespan.net) under "products" they do not list ADSL? I find
that a bit strange. Also, I found this quote in one of
their press-releases: "GlobeSpan has over 100 customers
representing more than 80% of the Digital Subscriber Line
(DSL) market. Based on 1997 results, GlobeSpan is the
world�s largest supplier of DSL modem chipsets." I think
the operative scentence in that quote is the last
one! Whose the number one supplier in 1999?
hope this company is not all smoke and mirrors!!
company. They design and sell chips, but they
don't own the fab. They're not a semiconductor company
in the sense that they're linked to the
semiconductor (memory etc.) industry. They're linked to the DSL
market. Hope this helps.