[Chips & Dip] Michael
I enjoy your post. Food for thought for any investor.
But I like to use hard facts to base my investments on, and speculate
on the unknown.
Right now hard facts win out hands down.
>>Regardless of strategies chosen, Amati has been hamstrung by chip supplies from Motorola. I do think they are a bit peeved at Motorola by the way. I don't think the Motorola chip is capable of a multi-xDSL strategy...I don't really know though.
Perhaps, TI's chip will be able to provide this capability. How long will it take AMTX to design and manufacture modems/multiplexors with the new TI chip? How much market share will be lost in the mean time?<<
The following is pure speculation, and my 2 cents if it's worth anything?
Are we in a bind because CopperGold is not Multi-xDSL-Lingual and Late ?
I don't see it that way. Where do you want the multi-xDSL-liguale chips?
In the DSLAM. TI's chips support multiple ports, and are also programmable for CAP, Wireless codes, and many other applications.
The latest Chip CX6 leaves the rest of the DSP industry in the dust,
and it will take a year or 3, for the others to catch up to it's
design and performance IMHO.
I believe MOT CopperGold to be a signal port ADSL/DMT DSP, that will be used in the end-customer indiviual modem.
That is what we want right? End-Customers buying DMT modems.... Yet being able to support multiple xDSL Line Codes at the Central Office(CO), or neighborhood POP.
Some here know where the real revenues are made, in the CO Equipment.
I'm not so much worried about the timing (2Q/3Q) of mass quantities of CopperGold, as I am about the supply of (different versions) TI Chips for Allegro, and the production quantities of Allegro.
An investor looking for the facts, and the various logical scenarios, sense we don't have all the facts.
Comments anyone?
JW@KSC |
