Fiber to the Home (FTTH) and Passive Optical Networks (PON) in particular have received an inordinate amount of attention from the financial community in the last year. Attention has been focused at every level of the value chain, from component companies that make chips and optics to Telecom Equipment and Set-Top box makers to Carriers who are deploying services like IPTV over a new fiber infrastructure.
There is a great deal of information available on FTTH deployments here in the USA, and the story in Japan is well documented. I’ve written extensively on GE-PON deployments in Japan by NTT as well as FiOS deployments in the USA by Verizon and covered the chipsets used in each.
