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To: Cham Yean who started this subject12/29/2003 2:08:31 PM
From: riposte
   of 31386
 
DSL IC Market Rebounding, Shifting to VDSL

There are some nice charts and graphics @ the URL, but here's the text.

Wishing all Amatites a Healthy, Happy 2004,

-Steve

reed-electronics.com


DSL IC Market Rebounding, Shifting to VDSL

In-Stat/MDR, Scottsdale, Ariz. -- 12/1/2003
Semiconductor International


The market for DSL ICs rebounded, in terms of port shipments, in 2002, after a difficult 2001 that was characterized by an excess of inventory in the face of slower overall deployment of ADSL than had originally been expected at the height of the of telecom "bubble" in 2000. Total silicon shipments rose from 38.1 million ports in 2001 to 50.0 million ports in 2002. However, because of declining average selling prices (ASPs), total DSL IC revenue fell from $699.0M in 2001 to $594.9M in 2002.

There are several drivers and challenges for DSL services and equipment, and, as a component-level device, DSL IC shipments are largely a function of the growth of DSL services. Key drivers include consumer demand for broadband content and services, new service provider revenue opportunities, reduction of subscriber churn, dense urban populations in Asia and, to a lesser extent, Europe, and strong service provider competition in Asia. Challenges seem to be U.S.-focused, with service provider financial difficulties in the United States, longer local loop lengths in the United States, the problematic U.S. regulatory situation, predominance of cable modems as the broadband access technology of choice in the United States, and content provider intransigence.

In-Stat/MDR has also found that:

The DSL IC market was fairly concentrated in 2002, with the top four vendors — GlobespanVirata, STMicroelectronics, Centillium and Texas Instruments — together "owning" about 81% of the total ports shipments to the market in 2002. However, other vendors shipped significant portions of DSL subcategory ICs, such as VDSL and SHDSL.
In-Stat/MDR expects the total market for DSL ICs to grow from about 50.0 million ports in 2002 to 107.9 million ports by 2007. Likewise, total revenue is expected to rise from about $594.9M in 2002 to $732.8M by 2007.
The percentage of the market represented by ADSL will decline through 2007, while VDSL's percentage will grow significantly, mostly in the Asia-Pacific region. Although SHDSL will grow strongly over the forecast period, it will not comprise more than 10% of the market by 2007.

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To: riposte who wrote (31339)12/29/2003 2:26:45 PM
From: Walt Deemer
   of 31386
 
And a Happy and Healthy New Year to you too, Steve!

-- Walt (via an Alcatel DSL connection)

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To: Walt Deemer who wrote (31340)12/29/2003 5:20:17 PM
From: riposte
   of 31386
 
Best of 2004 to you too, Walt!!!

...Via a "Sprint" (Zyxel) 645M DSL modem...who ever heard of "Zyxel"????

Geeze...

Take care,

-Steve

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To: riposte who wrote (31341)12/30/2003 12:35:24 AM
From: Michael F. Donadio
   of 31386
 
Best to you both in the New Year from Mike still forced to use a cable modem!!!
Maybe with ADSL2+ I may finally get DSL, or who knows, Verizon may lay down some FTTC.

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To: Cham Yean who started this subject8/10/2004 7:54:48 AM
From: riposte
   of 31386
 
Westell Technologies And Mitel To Share Integrated Communications Technology

Wonder if there's any remnants of Amati Inside?

August 09, 2004

Westell Technologies And Mitel To Share Integrated Communications Technology

Westell and Mitel will share broadband connectivity technology under a new agreement; the arrangement has already yielded a development deal for a multimedia access device for a US-based carrier.



Westell Technologies and Mitel will jointly develop multimedia access devices enabling integrated voice, video, and data communication using DSL broadband technology. Under the arrangement, Westell will integrate Mitel's IP telephony solutions into Westell's broadband access platforms, and Mitel will market an access product that integrates voice, video, data, and DSL.
The Westell-Mitel agreement has already produced a new product development deal. The two firms are delivering a multimedia access device integrating voice, video, data, WiFi, and DSL to an undisclosed U.S.-based service provider. This device will service both enterprise and residential customers.

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To: JW@KSC who wrote (31334)8/19/2004 11:01:12 AM
From: hal jordan
   of 31386
 
I'm on cable too..and its much better than DSL. I had both at the same time as a comparison and my experience with cable was much better. Smoother, quicker screens. As far as DSL, I am fairly close to the CO, so distance was not an issue.

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To: hal jordan who wrote (31344)8/20/2004 9:35:50 AM
From: riposte
   of 31386
 
It's not a matter as to whether DSL is "better" than cable, or not. It just depends on the level of service they are willing to provide, or you're willing to buy. Sprint's DSL can be upgraded for I think $10-$15/month to provide 1.5Mb/S. My brother-in-law did it.

Another interesting thing to consider is that the telephone infrastructure tends to be more robust than that of the cable companyies. I just survived Hurricane Charley, and while I had telco and DSL the entire time, I can tell you that the cable TV hardline is still laying in the roads.

Just another datapoint.

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To: riposte who wrote (31345)8/20/2004 10:11:19 AM
From: hal jordan
   of 31386
 
Thats just my personal experience. Certainly your provider, whether its a telco or cable company, will set price points and value. I have Comcast as my cable company. They provide a better on-line experience than the local telco.

There is no doubt the telco is more robust. Although both customer service bureaus stink. Wrong answers, whether its about pricing or a technical issue.

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To: riposte who wrote (31345)8/23/2004 12:52:50 PM
From: Bob Frasca
   of 31386
 
You have to pay EXTRA to get 1.5 MBS? With Comcast, I get 3 MBS and it doesn't cost anything extra.

Whatever happened to the promise of 8 MBS DSL that DMT was going to bring to everyone? Did CAP win out after all even thought it was slower?

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To: Bob Frasca who wrote (31347)8/24/2004 2:15:30 PM
From: riposte
   of 31386
 
Bob -

They're not dummies. They know that, compared to a 56K modem, 256 MB/s is FAST! They can offer that, and they don't have to provision the back-end to deal with more than that (the aggregation of the customers at the CO). As competition warrants, they can up the speed, or offer higher speed at a given price point, or whatever.

I laugh whenever I look at my DSL modem; it makes me think of AMTX, and even WSTL a little bit.

Hope you've been well.

:-)
Steve

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