distribution partner .......
Hi Shlomi,
>>...they are going to sign a distribution agreement with one of the biggest in the market, that Tamir said, covers also Europe...<<<
Suppose it could still be on the order of either 3com or boca research... and while a boca research would be just fine.... 3 com/orctf has a nice ring to it... :)
When i first started thinking about this it seemed like a stretch.... ... but am starting to convince myself that there might be something to it... <g>..
Think coms becomes more likely the wider the agreement might be... if it's xdsl all flavors/cable modems, well, maybe.... Next generation orctf silicon all looks like it is going to be very competitive and maybe top of the class...
Would think a special relationship with either/all Fujitsu, Harris, and Rockwell as xdsl silicon suppliers might be on the order of a 3com...
And just to add a little more interest... as you said, there is potentially also cable modem silicon up for grabs thru Ultracom.
If and when the xdsl deployment starts (99?), numbers involved could add up quickly.
So far orctf has been coming up with big names for partners... would think a special relationship for modems (any or all xdsl flavors) would also require some stature... ;)
And this party might be supplying siemens' vdsl modems.
Lots possibilities besides coms, but starting there (at the top of the list)...
3com and siemens have a strategic alliance...
3com could handle any quantity of product flow...
3com just announced a relationship with Rockwell for cable modem silicon...
3com has usrx which has scorpio (atm) which was an orctf "partner co" in 95...
3com's archrivals Hayes and Ascend will soon be getting cool new adsl silicon from mietec (ala)...
3com's announced adsl TI silicon has never been tested/trialed...
3com's relationship with TI is showing signs of stress fractures...
3com needs xdsl expertise as much talent has left for startups...
3com seriously needs a strategy/partnership to translate their current dominance in the modem market to xdsl/cable.
The problem with coms is that they look more likely to opt for adi/awre (if they break from ti)... Would think performance/price of next generation silicon might be the key...
In any case, should be an interesting 98 ...
thanks again,
s |
