Re: DSL Worldwide Stats- Virata's CEO Comments
Thread- I've been reading a few figures about DSL rollouts that appear to be blowing past estimates I've been posting over the last six months or so. One of the companies I follow reported something like a million DSL lines have shipped just in Q1 alone. I have to see if I stumble across it again and will post the url if I do. I can't imagine this being accurate. Sometimes if you don't read the PR three times, a key word will slip by. I'm guessing this is what happened this time.
If you link back to my "who wrote" above, Telechoice estimated US DSL lines to grow to 2.1 million by year end 2000. But if the numbers I seem to be reading are accurate, this will have to be adjusted dramatically upwards.
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In listening to the recently posted interview with Virata's(sym:VRTA) CEO, Charles Cotton, he stated a few numbers I thought I would record for future reference. Keep in mind, these are worldwide figures. Not just US stats:
-800,000,000 copper loops in service today.
-1,300,000,000 copper loops forecast by yr end 2002.
-7,000,000 DSL lines installed today.
For those that don't know, VRTA is a richly valued pure play DSL chipset company. I don't quite understand a statement their CEO made regarding VRTA's market share. But he said VRTA will have 50% of the DSL chipset market by year end 2000. I'm totally lost on that one because the market is too large for them to have that big of a piece of it? I'm assuming he must mean 50% of his particular, detailed description, of what VRTA produces.
Anyway, what I thought of most interest was his worldwide legacy copper infrastructure stats. He said most of the future copper local loop growth is going to come out of Asia. -MikeM(From Florida) |
