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Broadcom Enters FTTH Chipset Market

Broadcom is entering the PON chip market and has secured design wins with a major tier-1 equipment vendor. While this is something predicted here, the timetable was sooner than expected. This will have a substantial impact on FTTH component and equipment suppliers as well as the carrier currently conducting lab trials with the device.

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• Zarlink Responds to Threat of Proxy Battle From Hedge Fund of National Bank Financial
  Activist investors are coming out of the woodwork and contrary to what companies say there is nothing bad about it. ( 0 )
• Ofcom outlines investment plan for super-fast broadband - fibresystems.org
  The UK is trending towards putting fibre in the ground, and regulators finally acknowledges that someone, somewhere, is going to have to make money in order for it to happen. ( 0 )
• State of U.S. Broadband: Demand Hits Speed Bumps - GigaOM
  Om Malik writes up the Pew Internet report on US Broadband growth. Broadband penetration has slowed, prices are dropping, and at this point only 11% of users would pay $10 a month to double their connection speed. As an investor, this is not a market you want to hitch your wagon to. ( 0 )
• Tech Trader Daily - Sony: U.S. Exec Says No Demand Impact From Slowdown
  Nice macro consumer tech interview. Sony has 98% Blu-Ray player market share if you count the Playstation. Will Sony ever get their act together be a powerhouse again? ( 0 )
• Barron's Online : PMC-Sierra: Lehman Cuts EPS Ests On China Weakness
  Which you would have known two months ago if you read the article published here. An excerpt:

  The majority of Chinese FTTH revenue is for OLT shipments. This is not a sustainable trend for the same reasons it was not in Japan and shipments should attenuate as the year goes on. Ultimately, as we have written extensively, the China FTTH opportunity is massive but should not account for more than $5M in revenue in FY2008 for PMC-Sierra.

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