ADTRAN-ADVA's metro-access play

ADTRAN and ADVA have agreed to merge after a long courtship.

The two CEOs have spoken regularly over the years but several developments spurred them to act.

Tom Stanton, ADTRAN CEO

The merger combines ADTRAN’s expertise in access technologies with ADVA’s metro wavelength-division multiplexing (WDM) know-how to create a ‘metro-core-to-door’ company with revenues of $1.2 billion.

As such, the merger promises to double their size and networking skills. Yet the stock market appeared underwhelmed by the announcement, with ADTRAN’s shares down 16% for the rest of the week after the deal was announced. 

Market research analysts, however, are more upbeat.

“ADTRAN and ADVA have a better path forward together than separately,” said John Lively, principal analyst at LightCounting Market Research, in a research note.

The deal is expected to close in the second or third quarter of 2022 but only after several hurdles are overcome in what is described as a complex deal.

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Sckipio’s G.fast silicon to enable gigabit services

Sckipio’s newest G.fast broadband chipset family delivers 1.2 gigabits of aggregate bandwidth over 100m of telephone wire.

The start-up’s SCK-23000 chipset family implements the ITU’s G.fast Amendment 3 212a profile. The profile doubles the spectrum used from G.fast from 106MHz to 212MHz, boosting the broadband rates. In contrast, VDSL2 digital subscriber line technology uses 17MHz of spectrum only.

“What the telcos want is gigabit services,” says Michael Weissman, vice president of marketing at Sckipio. “This second-generation [chipset family] allows that.”

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