Comments on: Ikanos Communications - How Big is The VDSL Market ? – part II (Japan) http://www.hammerstockblog.com/ikanos-communications-how-big-is-the-vdsl-market-%e2%80%93-part-ii-japan/ Biotech stock reviews Thu, 28 Aug 2008 16:16:56 +0000 http://wordpress.org/?v=2.3.1 By: Ohad Hammer http://www.hammerstockblog.com/ikanos-communications-how-big-is-the-vdsl-market-%e2%80%93-part-ii-japan/#comment-119 Ohad Hammer Thu, 06 Mar 2008 14:47:11 +0000 http://www.hammerstockblog.com/ikanos-communications-how-big-is-the-vdsl-market-%e2%80%93-part-ii-japan/#comment-119 Thanks for the kind words. There is no doubt that pure fiber is the ultimate goal. The question is how will the transition from copper to fiber access lines will look like. I think the transition will be gradual, epsecially in europe and in metropolitan areas worldwide, but we'll have to wait and see. The thing with large companies such as BRCM and MRVL is that you get lots of activities and product lines that influence the stock price. That could be a good thing since it implies less volatility, but I prefer smaller and more focused companies. I must admit though, that both stocks doesn't seem expensive at the moment. Thanks for the kind words.

There is no doubt that pure fiber is the ultimate goal. The question is how will the transition from copper to fiber access lines will look like. I think the transition will be gradual, epsecially in europe and in metropolitan areas worldwide, but we’ll have to wait and see.
The thing with large companies such as BRCM and MRVL is that you get lots of activities and product lines that influence the stock price. That could be a good thing since it implies less volatility, but I prefer smaller and more focused companies.
I must admit though, that both stocks doesn’t seem expensive at the moment.

]]> By: five whys http://www.hammerstockblog.com/ikanos-communications-how-big-is-the-vdsl-market-%e2%80%93-part-ii-japan/#comment-116 five whys Tue, 04 Mar 2008 04:28:12 +0000 http://www.hammerstockblog.com/ikanos-communications-how-big-is-the-vdsl-market-%e2%80%93-part-ii-japan/#comment-116 Hammer, You sound surprisingly knowledgeable on Ikanos and DSL market for a specialist in biotech! Hats off to you for such deep insight into this field. My opinion, all said and done, the world of IPTV & triple play is moving on fiber and Ikanos has missed that boat so far. There are many many challenges Ikanos has. IKAN stock may have short term upside due to any specific win / deployment. However, if you want to play triple play and access market using communication semiconductors, why would you not play BRCM or MRVL at current prices v/s IKAN? Hammer,

You sound surprisingly knowledgeable on Ikanos and DSL market for a specialist in biotech! Hats off to you for such deep insight into this field.

My opinion, all said and done, the world of IPTV & triple play is moving on fiber and Ikanos has missed that boat so far. There are many many challenges Ikanos has. IKAN stock may have short term upside due to any specific win / deployment. However, if you want to play triple play and access market using communication semiconductors, why would you not play BRCM or MRVL at current prices v/s IKAN?

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