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Mindspeed Technologies, AŞ Message Board

  • jda254 jda254 Jan 30, 2013 9:17 AM Flag

    News this quarter: MindSpeed now strong in RESIDENTIAL small cell

    Previously Raof talked about the enterprise, but this time he emphasized residential projects:

    "We're in the pole position for the second wave of small cell deployments with TD into China and India regions. As you may remember, last quarter we jointly announced our relationship with China Mobile and are now deploying residential TD-based small cell in China today. With new and greater rollouts of 4G and dual-mode 3G and 4G, we expect the small cell base station market to explode in 2014...

    .. Initially the deployments in Korea are enterprise class, that's what's going on right now. We believe in the second half of 2013 those are going to shift to a mix of both residential and enterprise class base stations. So we're very well-positioned in both of those. If anything, our position in the residential segment is likely to be even stronger than our position in the enterprise class that's going on right now."

    My understanding is that there are quite a few residences in India and China.

    Sentiment: Strong Buy