Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (5229)	9/14/1999 2:54:00 PM
From: Charles R	Respond to of 12823

Bernard, <You may not have realized it, but in 98, Level One bought a company called Acclaim Communications whose founder had founded earlier Kaplana. Acclaim was focusing on layer 3 and 4 chips. The new INTC processors originate from this acquisition, and from the acquisition of Softcom.> As far as I can tell, quite a few Acclaim guys including the the Kalpana founder and the director of design have jumped ship. Rumor mill says the rest of the key folks will not stick around too long. Level One itself is completely out of depth outside PHY chips and even there has lost almost all the major sockets they had about a year back. They are second to Broadcomm now but a pretty distant second and slipping further. <PMCS has a very strong position in the ATM chip segment, but its focus appears narrower. > IMHO, Brodcomm is mostly a CPE/Enterprise play and PMCS is a lot more of a Network play. I am sure they will collide in a few places as time goes by currently PMCS and BRCM are in quite different market segments except for a possible minor overlap on the LAN side. <So, my bet would be BRCM versus INTC. > In the LAN space - possible. Assuming Acclaim/Level One do not slip any further - Intel may become a force. But, it is not apparent to me that it is a slam dunk and I see a lot of hungry players out there - MMCN, LU, LSI, GALT, PMCS (as they get into this market) to name a few. Chuck