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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (16851)5/9/2003 8:23:28 PM
From: Immi  Read Replies (1) of 57684
 
EZChip/LNOP....

Lizze,
Here is my reasoning for LNOP. NPU's are replacing ASCI's {LSI will vouch for it }. It takes a min of 7-8 engineers to design an ASIC, then you have to get it work which would involve several spins. This costs a lot of money together with employing the engineers. NPU's on the other hand are preprogramed. You use the micro code via an interface and tailor make your own virtual ASIC. It takes 1/5 the time to do this compared to your ASIC. Which one would you prefer if you have time to market constraints.

Now, EZchip supports 10Gige, and is the only one which supports all the 7 layers of the routing architecture together with IPV6 support { dominant in Europe/Asia }. It's architecture is flexible. If programmed right it could get the routing functions onto the NPU. We could have routing protocols like OSPF, going from software to hardware. That is routing could become a commodity. What would you do?. Buy CSCO/JNPR or buy the NPU which will put them out of business.....

Regards,Immi
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