[good stuff]
good post, pat. where's my slide rule?
some quibbles:
<<MOT, TI, NEC, ALA, ADI and G.SIE [and to that I add ERICY]>>
Ericsson is getting into chip manufacturing too? Money will flow from ERICY to AMTX via royalties on the CopperGold chips ERICY uses.
<<MOT, TI, NEC, ALA, ADI and G.SIE [and to that I add ERICY]: combined 1996 revenues are $185 billion>>
and MOT, IBM, and AAPL (and later MSFT with Windows NT) all backed the PowerPC processor. Combined annual revenues were huge, but it didn't get PowerPC much of anywhere. many of the DMT chip companies aren't exactly what you'd call "pure plays" in data communications. shall we count LU's annual revenues (mfging chips for Paradyne) when assessing the quality of the companies backing CAP? No.
<<if you combine CSCO, ASND, CSCC, USRX, COMS, and BAY>>
looks like this consolidation is well under way! :-)
but semi-seriously, are you now expecting CSCO and BAY to go AWRE?
<<I could have added Nortel, since they are licensing>>
At N+I, NT said their past licensing of Amati's DMT had no bearing on their current process of deciding a DMT strategy. seems unlikely that NT would get into producing their own chips anyway.
<<Fujitsu and AT&T are also missing.>>
Fujitsu has partnered with Orckit.
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