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Technology Stocks : PMC-Sierra (PMCS)
PMCS 11.650.0%Jan 25 4:00 PM EST
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To: Bulldozer who wrote (1717)5/8/1998 12:07:00 PM
From: Bulldozer  Read Replies (1) of 3818
 
Looks like no threat at all. The first product from this alliance is the ES 2810, which is being promoted as an extension of Fore's ES 3810 line of 10/100 Ethernet switches. In reality (as inferred in that EE Times piece), the switch is merely a repackaged Intel Express 500 series switch (don't know if its the 510 or 550), with ATM uplinks to the corp. backbone allowing for MPOA (Multi-protocol over ATM), loadbalancing and other ATM features, added by Fore. Intel gets to broaden their exposure to ATM and Fore gets to broaden their exposure to IP and Ethernet. Both purely LAN based at this time. Looks like a good match - it may even help PMC if it promotes greater use of ATM on the corp. backbone! You are going to need mixed signal transceivers for any deployment and it is hard for me to believe Intel would expend the effort to play in this arena. Fore currently utilizes PMC and they would seem to be to focused on time to market to effect any design changes.

The only way I could see it negatively effecting PMC is if any of PMC's Ethernet chips are included in Fore's ES series. Don't know - but even it it is, its one customer in probably the smallest segment of PMC's revenue base.

Bulldozer
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