Very limited sales of ADSL, VDSL chips for now. Ikanos was the first with VDSL2 DMT, today's standard. They've incorporated Globespan-Conexant, once the largest ADSL chip provider. But until their vectored & G.fast chips ship, sales are dismal. With investments from Alcatel and Tallgrass, they have time to turn things around - when the chips get out the door. Tallgrass and management bought an additional $12M in equity early in February.
They are particularly enthused about G.fast. On their investor call http://bit.ly/1BcvVC1, "One is that G.fast is obviously the flagship of the 1-gig push forward, if you will. We expect that market to be -- as the percentage of the total to be around 25% of the mix of the balance of the DSL technology, but one of the things that interesting around G.fast is an end-to-end replacements or deployment takes place.