intellon (ITLN)

All Comments on ITLN

  • commenter
    netxformer
    Jul 27 04:04 AM
    Four Strong Semiconductor Stocks [view article]
    Anyone betting on small-time Powerline companies like Intellon these days has obviously not been following the news about G.hn or the latest wireless technologies, WiMAX, LTE and other 4G technologies. The time has long passed for startups in this space; the Big Boys (TI, Intel, Sony, Motorola, and many others) as well telcos like AT&T, FT-Orange, DT, and Verizon, and a host of other standards bodies (esp. the ITU) are behind standards-tracked HomeGrid, not the proprietary HomePlug Power Line Technology.

    This former standard (G.hn/HomeGrid) will displace all the disparate and separate media-based technologies (HomePlug, MoCA, HomePNA) with a single worldwide standard, supported by major semiconductor manufacturers. The startups had their chance and they blew it. I know, I was in one of them (Intellon), but could not prevent them from botching their lead in this area, despite having written the standard for HomePlug in the DSL (now Broadband) Forum.

    "Too little, too late", for the likes of Intellon and the others in this Powerline space is what will be said in their obituary this time next year. They're going out with a whimper, and no one will even notice.     Reply
  • commenter
    Ames
    Tiedeman
    Jul 09 06:30 PM
    My Website
    Four Strong Semiconductor Stocks [view article]
    This was a well written piece. Better than many. Thanks! Reply
  • commenter
    Ishortyou
    Jun 24 09:21 AM
    Four Strong Semiconductor Stocks [view article]
    Nice report, thank you for the feedback Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:23 AM
    My Website
    General Discussion on ITLN
    Is this a buy or a sell? Reply
  • commenter
    schmitt
    Jan 17 10:26 AM
    My Website
    CES 2008: My Opinion and Perspective [view article]
    The OLED's were there last year. They are amazing but they are old news. Reply
  • commenter
    RastaRich
    Jan 17 08:50 AM
    CES 2008: My Opinion and Perspective [view article]
    Thin is indeed in and maybe you missed them behind those thick LCDs, but the OLEDs were thinner and brighter! If you didn't like the price, OK, but hey, that's what was new this year. Reply
  • commenter
    Commentor
    Dec 19 12:20 AM
    Intellon IPO: Second Attempt For Conexant Rival [view article]
    Intellon does no longer really compete with Conexant since under the new management, Conexant has stopped all powerline development. This is a boiler plate warning which does not really take into account teh reality of the market. This being said, you have to be bold to be a powerline, fabless semiconductor company. Good luck. Reply
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