Confirmation... ???
>>It has come to my attention that the Oakdsp core is in fact being used in the current modems from Orckit<<
another source.. ???
or are you p*ssed off? Tone of your post sounds uncharacteristically formal. Hope you didn't interpret my last post as an "in-your-face" kind of thing... intent was to simply pass along as much info as possible (including sources)... don't really trust much til its confirmed from a couple of sources...
this stuff gets somewhat convoluted... lots of hype, rumor, spin and plain old disinformation floating about... also with the competitive nature of the xdsl world, companies are understandably reluctant to release info... am trying to do my best to sort through it... am interested in your thoughts... There don't seem to be that many of us orckiteers out here... to bounce stuff off...
BTW..although they've now licensed, don't recall reading anywhere that Fujitsu has confirmed that they are going to use oakdspcore for the orckit/fujitsu chip (that was my conclusion)... but it would seem to follow from August 11 EEtimes (especially,if their current chip uses it):
"Fujitsu, Orckit team to build ADSL modem
..The companies will recast Orckit's two-chip digital solution and its analog front end, currently based on discrete components, into a 0.35-micron mixed-signal CMOS chip. They will add asynchronous-transfer-mode (ATM) and rate- adaption features in line with a new definition of ADSL known as "Issue II..."
techweb.com
Seem to recall that other sources have orckit responsible for dsp and fujitsu the analog. Elsewhere, discussion (for other adsl chips) has pointed to the analog as particularly difficult. Suppose it is reassuring that for this chip, both analog and digital portions are "recasting(s)" of an existing solution. Time will tell... just noticed the atm part, interesting...
LSI did license oakdspcore some time ago...so that piece fits...
Have only seen the LSI/orckit info here on SI... Besides Hollingsworth, Techie also mentioned LSI as orckit's chip supplier last year: post #51 on this thread... another golden oldie post... maybe most informative of all... her stuff also rings true..
On the subject of informative posts, #385 (last dec) on this thread is pretty good. Another Hollingsworth: has izhak expecting "that ADSL revenues (will)... exceed HDSL revenues by 1998"... hmmm... even with slippage... and at that time Montgomery had '98 revenues of $56 million and .53 profit (sounds high)... Do you by any chance have access to any analyst's revenue projections... qtr or year?
Just glanced over last quarter's numbers, for orckit to be in the black next quarter, at last quarter's 36% margins, they need another $660,000 in revenue ... rounding things off, the magic number might be about $8.4 million... that's 9% sequential growth... sounds possible... after last quarter's $2.5 million sequential increase and 185% growth (but a little more ambitious than I'd first thought)
best wishes
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