Question to MikeM54321, Frank, anyone:
The OPEN DSL standardization was announced on August 7. It aims at an open plug-and-play architecture for automated configuration of DSL CPE -- to eliminate truck rolls for installation.
(http://www.xdsl.com/newsreleases\xDSL\15607.asp)
Question -- just about every company involved in DSL that I can think of has joined the OPEN DSL initiative -- including TI, CSCO, EFNT, VRTA, WSTL, INTC, etc. --- all EXCEPT Alcatel.
ALA has been the market leader with the CO equipment and I know they are involved in the ASAMs, the Fiber Remote deployment, ATM, as well as CPE.
What is going on with Alcatel with respect to DSL chipsets? I have heard that they may be withdrawing from making their chipsets. I find it hard to believe, but if true, why would that be?
<<"We believe that, in the months to come, ALCATEL’s semiconductor division will begin to leave the ADSL market. This will leave ALCATEL’s equipment unit, which manufactures Digital Subscriber Line Access Multiplexers and Digital Loop Carriers, looking for new suppliers of ADSL chipsets. We believe that Aware’s chip customers, which include Analog Devices Inc. and eight other chip makers, could be in a strong position to win some, if not all, of ALCATEL’s system business. Combined with Aware’s close relationship to major chip suppliers such as Intel Corp., we think Aware and its partners could see their share of the ADSL software market climb above 50%, and possibly much higher, in the next 12 to 24 months." >> (From the Stephens research bulletin concerning AWRE: siliconinvestor.com
Can anyone shed some light on what is happening with ALA and DSL deployment with respect to chipsets and Open DSL?
Thanks,
Michael |
