Gilder thinks EZChip displaces Cisco
Gilder thinks EZChip displaces Cisco
by: gadflyone 8/16/00 2:18 pm
Msg: 1371 of 1383
I pulled this from the gilder boards
I was amazed by Gilders positive comments regarding EZChip of Israel. I learned that LNOP- Lanoptics owns 78% of EZchip. If EZchip posesses the technology to displace Cisco, LNOP does not reflect this possibility.
LNOP Market Capitalization $77.4M
Shares Outstanding 6.45M
Float 3.90M
Here are a few relevant links
www2.lanoptic.com
LanOptics develops, markets and manufactures networking products. NetGuard and EZchip Technologies are subsidiaries of LanOptics
www2.lanoptic.com
RE: Forbes ASAP.....CSCO???
previous thread previous next next thread
posted to: Telecosm Lounge
poster: GG
date: 8/12/00 2:54:59 PM
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Still embroiled in the August letter, I must be pithy. But the quick take is that Simon of Avanex, who is developing devices that can scale down into the enterprise, is acutely interested in securing Cisco as a customer. Cisco sells more than a hundred thousand routers a month. If it early masters the integration of PowerMux technology into routers as they are relegated to the edge of the fibersphere, Cisco's prospects improve drastically.
My guess, however, is that the communications equipment industry will repeat the pattern of the PC industry before it, where Intel and Microsoft captured the margins. In other words, communications gear will tend to break down into horizontal layers and that the value added will shift to components: chips and optics and storewidth software.
As an efficient vertical integrator, Cisco may be the Dell of the Telecosm era. But the largest winners will be the suppliers of key optical devices (Avanex, JDSUniphase et al), broadband chips (Broadcom, TI), switch fabrics/network processors (EasyChip?, MMC, Conexant), rather than edge communications routers and switches, which will become low end commodities like PCs.
--GG
RE: MMC & Easychip????
previous thread previous next next thread
posted to: Telecosm Lounge
poster: GG
date: 8/14/00 10:33:02 AM
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EasyChip is a startup with an extremely innovative (highly parallel, super scalar) network processor design that runs at 10 gigabits per second "wirespeed" for all seven network layers. It is programmable for any protocol. I cited it as the kind of device that can render routers a commodity, as the value migrates from the integration (Cisco) to the chip vendor (EasyChip, perhaps).
--GG
posted to: Telecosm Lounge
poster: GG
date: 8/14/00 12:44:29 PM
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No, EZchip of Migdal Haemak, Israel.
--GG |
