I take it that the following passage describes Spice's market.:
"Gwennap, normally stingy with praise, is impressed by this approach, which makes such a chip easily programmable for all and any types of Digital Subscriber Line (DSL) technologies. DSL is a modem technology that boosts the digital speed of ordinary copper telephone lines, and is already splintered into many competing formats like asymmetrical DSL (ADSL) or rate adaptive DSL (RDSL) or high bit rate DSL (HDSL).
"Our chip sits between the network and the PC and reduces the bandwidth bottleneck," says Dham."
If that is right, then the Spice chip is more a loop technology than a backbone technology. VTSS, to my way of thinking, is really a superfast SONET enabler. They are big in OC-192 and soon will be big in OC-768, and I would hazzard a guess that given the switch port density they announced on their last Q conference call, their IC's will be in the comming Lucent terabit swithes. What's the point?? VTSS largely works on the SONET backbone, and NOT taking the data droped off by SONET, and getting it to the curb. I'm sure there is some overlap, but my bet is on VTSS for SONET, not xDSL. |
