Cut & Paste of a Yahoo MRVC Message Board post about Passave
from Oct 05 CC - Passave
by: doughboy_925 04/05/06 09:33 am
Msg: 190169 of 190234
Coordinator Your next question comes from Aaron Orlansky with Andrew Garrett. Please proceed, sir.
A. Orlansky Thank you. I want to ask you about an offering that is in the wings right now by Merrill Lynch and J. P. Morgan for an Israeli company called Passavay, which appears to be offering components to fiber to the home, triple-play components. For the first nine months they reported almost $31 million of revenues. I wonder how you are positioned vis-à-vis this company. That will be very helpful if you can give me color on that.
N. Lotan Certainly. First of all let me say that they are complementary, not competing. What Passavay is working on is basically the chipset that drives the protocol for a PON; and another comment I have is that they are not really in B-PON and they’re not really in G-PON; they’re in GE-PON, which is something that is not G-PON and not B-PON; it’s something in between, and it’s a technology that basically is based on gigabit Ethernet, and it is utilized, as far as I can tell, only in Japan, but certainly not in the United States.
A. Orlansky So you say that you’re not really competing with their type of componentry; is that correct?
N. Lotan Yes.
N. Margolit Yes. I think we’re basically, if you look at now the ONT is built, you have a silicon chip that does all the protocol processing and the network processing; and you have the fiber optics, which is two separate components. They’re completely complementary and not competing in any possible way.
A. Orlansky I see. Okay, thank you very much.
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