Any comments from the industry experts would be appreciated.
Well, that certainly leaves me out, but from my layperson's perspective, this poster seems to have so many buzzwords so jumbled up that I wouldn't worry about trying to make sense of his post. PMCS is telecom/datacom chip company. They are what remains after the old Sierra exited the modem business a couple of years ago. They have huge market share in the ATM physical layer device world (S/UNI,s, etc.), something like 80+%, and now have ethernet switching (based on their BIT acquisition) and ATM switching (based on another recent acquisition) chips as well as some T1/E1 framing devices. They compete with other communications chip companies like Broadcom, Level One, Transwitch, MMC, Galileo, as well as the bigs (Lucent, AMD, TI, etc.) and a host of private companies. All of the competitor companies listed in the post are systems companies who are certainly not direct competitors and would be better characterized as customers (or potential customers). They are not a design house-you can't go to them with a schematic and get them to make you a chip to implement it. They are a fabless chip company, selling ASSP's. |
