TEO - Ready to go into Orbit!

warranty ......I must be honest for much of 2004 I held similar views but I have now changed my mind...

In a one line summary imvho the new EU noise regulations coming into force in 2006 have changed not quite everything for teo but nearly that. To me it is quite possibly the saving of or the making of teo whichever way you hapen to look at it.

At the moment it seems that you cannot implement ASP on low cost CSR mass market processors. The basic proof to me is that you look at the specs.

The latest "mass market" CSR bluecore3 processor provides around 30-40 MIPS of processing capacity....and ASP as provided by a rival clarity uses around 80 MIPS. So it won't run in theory at all i.e. you have to employ instead higher cost top end chips from BS200/TI etc.

It MAY very well be the case that over the next couple of years just about every telco device sold in europe will need to be EU noise regs compliant which means that as a minimum you will have to provide the equivalent of ASP/ANC/NML products combined. This should addresss the "no inherent customer demand" issue.

So what would you do when you are just about the only global supplier now for ASP in mobile environments where there is potentially a very large demand but only a few early adopters....would you abandon that opportunity and strip out the complex parts of the technology and make it the same as most of the competition who are basing requirements on lower spec devices. SO you remove ASP for example.

Some questions:
a) do you end up with any teo product that is in anyway distinctive from the other rivals in a detuned format and so remove a competitive marketing edge?
b) what about all the extra re-engineering costs of detuning it and the further delays in being ready to market?
c) the mass market are dominated by one or two players so by them being large and potentially bureaucratic are they going to involve inherently longer sales cycles?

At some point down the line when these mass market guys cotton onto the new EU regs it MAY suddenly dawn on them that they need far higher VQ functionality than they first dreamed of.....and by implementing this they separate themselves from the pack of chinese low cost merchants who are happy to churn out unbranded TESCO bluetooth headsets for £10-£20....i.e. they see the move upmarket as a survival matter/business opportunity?

who knows....I am just trying to read the tea leaves .....which is fun but not always accurate LOL....