Comments on: Ikanos Communications – How Big is The VDSL Market -Part III (Europe) http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/ Biotech stock reviews Wed, 15 Oct 2008 23:40:25 +0000 http://wordpress.org/?v=2.3.1 By: amitan http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-278 amitan Tue, 05 Aug 2008 06:45:29 +0000 http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-278 Hi Ohad What is your current opinion on IKAN , and do you follow ORCT by the way ? What about Protalix (PLX)? Thanks. Hi Ohad
What is your current opinion on IKAN , and do you follow ORCT by the way ?

What about Protalix (PLX)?
Thanks.

]]> By: Ohad Hammer http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-55 Ohad Hammer Sun, 13 Jan 2008 21:46:23 +0000 http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-55 Hi Taro Whom are you referring to? Hi Taro

Whom are you referring to?

]]> By: Taro http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-52 Taro Sun, 13 Jan 2008 13:15:50 +0000 http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-52 that unnamed 2nd European carrier is rumored to be Telecom Italia via one of their 2 main Italian vendors. Taro that unnamed 2nd European carrier is rumored to be Telecom Italia via one of their 2 main Italian vendors.

Taro

]]> By: Ohad Hammer http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-38 Ohad Hammer Thu, 10 Jan 2008 19:16:30 +0000 http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-38 Hi Peter BT's access strategy is quite weird, in my humble opinion. They are willing to deploy FTTH in greenfield settings, but basically it's either pure FTTH or ADSL2+. I cannot think about another carrier in that scale that thinks that 10-25 megs are going to be enough. I guess the data you brought is a good explanation for that. Nevertheless, they should either get the remote terminals closer to end customers or go fiber all the way. Why are they spending so much money on their core network anyway, when the bottlenecks might develop on the access side is beyond me… Hi Peter
BT’s access strategy is quite weird, in my humble opinion.
They are willing to deploy FTTH in greenfield settings, but basically it’s either pure FTTH or ADSL2+. I cannot think about another carrier in that scale that thinks that 10-25 megs are going to be enough. I guess the data you brought is a good explanation for that. Nevertheless, they should either get the remote terminals closer to end customers or go fiber all the way.
Why are they spending so much money on their core network anyway, when the bottlenecks might develop on the access side is beyond me…

]]> By: Peter Curnow-Ford http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-36 Peter Curnow-Ford Thu, 10 Jan 2008 14:17:39 +0000 http://www.hammerstockblog.com/ikanos-communications-%e2%80%93-how-big-is-the-vsdl-market-part-iii-europe/#comment-36 Very interesting. In the UK VDSL and VDSL2 are seen as viable technologies however the very short line length (0.8km) means that it is only suitable for less than 15% of the connected population - based on a study of BT copper line lengths across the UK - not sure how this translates across Europe but I see this as a major factor. Very interesting. In the UK VDSL and VDSL2 are seen as viable technologies however the very short line length (0.8km) means that it is only suitable for less than 15% of the connected population - based on a study of BT copper line lengths across the UK - not sure how this translates across Europe but I see this as a major factor.

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