DSP Group: an incredible bargain? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DSP Group: an incredible bargain?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: shlomi cohen who wrote (996)	5/25/1999 6:24:00 PM
From: savolainen	Read Replies (1) of 1055

[audiocodes/wstl etc] hi shlomi, thanks for the update from H&Q... and the heads-up on Yair Shamir's stock purchase... from the tone of your post, it sounds like dspg is very confident not only about product, but customers/revenues as well... btw found the news of westell/audiocodes (bird funded) joint development of an integrated access device a little curious: biz.yahoo.com product sounds very interesting... and audiocodes seems very good, maybe cutting edge.. westell on the other hand seems like they're retrenching which includes dialing back on the xdsl front.. maybe since the bird funding requires a us company, wstl was as good a place to start as any? any thoughts? --- btw on the wstl theme... the bt/fujitsu (wstl)/ala drama is beginning to feel like rollout may be imminent.. recently ran across an article which mentioned that: "BT... is now expected to offer asymmetric digital subscriber line services (ADSL) nationally in July or August... " and that "Equipment manufacturers confirm that BT has placed substantial orders for ADSL technology..." electronicsweekly.co.uk (search archives for adsl... article is titled: "BT forced into U-turn on broadband acces") one of those equipment manufacturers is no doubt fujitsu (the other being ala).. listened carefully to the recent wstl cc. and they sound confident in their relationship with fujitsu (ftel).. my read is simply they feel something more will be forthcoming for them... my guess is that fujitsu will share the bt adsl rollout with alcatel ... but will not use wstl (directly).. none-the-less it feels like maybe ftel will oem some aspect of wstl product or otherwise reimburse wstl in one way or another... after all they have worked together for the bt trials (tho wstl product was cap and probably rollout rollout will be dmt) if this comes to pass, the question would seem to be whether such an arrangement is a face saving way for fujitsu to transition to another dsl partner (orct) while at the same time closing out previous contractural obligations?... (an interpretation i'm partial too) or whether this would be a way for fujitsu to strengthen their xdsl position (without orct- who might be getting closer to someone else- maybe lu).. my guess is that eventually orct will come into the bt picture as fujitsu's dsl partner ... and that in either case fujitsu will use the new fujitsu/orct adsl silicon ... which should profit both orct and dspg.. again your thoughts appreciated when you have the time.. best wishes s

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next