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To: Bernard Levy who wrote (5226)	9/14/1999 1:34:00 PM
From: ynot	Respond to of 12823

when this happened in the computer market (time sharing>PC) the processing power shifted to the desktop will it do the same here? (phone or PC again?) regards, ynot ;)

To: Bernard Levy who wrote (5226)	9/14/1999 1:53:00 PM
From: Charles R	Read Replies (1) \| Respond to of 12823

Bernard, <http://www.smartmoney.com/smt/columns/tech/index.cfm?story=19990913 We are probably seeing the opening salvo in the commoditization of switches, routers, etc... So, what matters is not who is on first and who is on second, between INTC, BRCM, IBM, ... but the fact that the days of fat margins on high end networking equipment may be coming to a close, as we move towards standard architectures based on mass-produced highly integrated processors. > Thanks for posting the article. I think the article is a little too simplistic especially in the sense that Intel is an outsider to this market and trivializing the issue. Regardless, the conclusion you have come to w.r.t. margins is something that is inescapable. Current levels of margins are not sustainable inspite of the decent barriers to entry (complexity, software content) IMHO, the margin shrinking process is going to be gradual and the incumbants will have their usual advantages - the player to beat are going to be BRCM on the datacom side and PMCS on the Telecom side. These guys currently dominate the design wins scene and have a good idea where to go next. And, if they can't make the roadmap happen inside, they will go out and buy. Chuck

To: Bernard Levy who wrote (5226)	9/14/1999 8:30:00 PM
From: Regis McConnell	Read Replies (1) \| Respond to of 12823

Don't know if this has been posted here, detail regarding the C-Port, C-5/IBM networking chip. ebnews.com From the SmartMoney article... "...Both Intel and Cisco agree on the big picture. They agree that today's phone networks are like freight railroads, carrying all bits of data at the same price. Phone companies need to design different levels of service just like the airlines' coach, business and first class. In this case, it would be voice, video -- anything where a premium price can be applied. To do so means network equipment has to learn how to treat some bits of Internet data differently from others." The Red-C from Nbase/Xyplex is an example of such flexibility coming to market. siliconinvestor.com Regis