getgo (and others :-] ):
I have not read the article but any time you get standardization it is a good thing.
However since I expect LSI's CDMA chip to be darn good as well and one that may give it a leg up in this newer market and I still believe that both markets are viable opportunities, LSI rules in both!! (sometime in the future).
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Gigabit Ethernet market potential (I think LSI has a v.strong position in these chips):
Two-year-old Jato, which made headlines when it obtained some funding
from Dell last year, will join a small but growing list of vendors looking for a
piece of the fast-growing 1-Gbit chip market. Right now, Hewlett-Packard
Co., LSI Logic Corp., Packet Engines Inc., Seeq Technology Inc., XaQti
Corp., Vit-esse Semiconductor Corp., and a few others offer 1-Gbit chips,
including controllers and physical-layer/ transceiver devices.
According to estimates from Jato and various market research houses, the
total 1-Gbit chip market is expected to more than double in the next year,
from $107 million this year to $394 million in 1999. By 2002, the total 1-Gbit
chip market could hit $2.86 billion, according to the company's estimates.
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Shane. (salivating at growth rates like these) |
