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To: Dave B who wrote (41264)	5/2/2000 3:07:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Dave, Analysts can say what they want, but the designers who make choices based on price are the ones who will decide. Would you start a design around a memory type which costs at least 100% more than the industry standard? Scumbria

To: Dave B who wrote (41264)	5/2/2000 3:10:00 PM
From: gnuman	Read Replies (2) \| Respond to of 93625

Dave and Scumbria You can make a case for both sides, (share of units or revenues). As for units, I would guess AMD had ~20% of Q1 CPU shipments for PC's. From the Q1 report: "Unit sales of AMD Athlon? processors increased by 50 percent to 1.2 million units," Sanders continued. "Total PC processor revenues grew 14 percent sequentially and by more than 65 percent over the first quarter of 1999. Total unit sales, including AMD Athlon and AMD-K6© family processors, reached a new record at nearly 6.5 million units. Reflecting a richer PC processor portfolio with the industry's broadest range of high-performance solutions, revenues from AMD Athlon processors exceeded revenues from AMD-K6 family processors." AMD share of Q1 CPU revenues is tougher to WAG, but 10% doesn't sound unreasonable. JMHO's

To: Dave B who wrote (41264)	5/2/2000 3:28:00 PM
From: Mihaela	Respond to of 93625

Here is that 3.125 Gbps rate in a Broadcom transceiver. Maybe Rambus Quad Serdes? PRESS RELEASE:Broadcom Unveils BCM8010 Transceiver >BRCM 05/02/2000 Dow Jones News Services (Copyright ¸ 2000 Dow Jones & Company, Inc.) ( BW)(CA-BROADCOM-CORP)(BRCM) Broadcom Enters Optical Networking Market with World's First 10-Gigabit 4-Channel CMOS Transceiver; Transceiver Extends Ethernet Networking into the WAN Business Editors & High-Tech Writers IRVINE, Calif.--(BUSINESS WIRE)--May 1, 2000-- Spans More than 50 Kilometers over the Existing Fiber Optic Infrastructure Broadcom Corporation (Nasdaq: BRCM), the leading developer of integrated circuits enabling broadband communications to and throughout the home and business, today announced it is entering the optical networking market, and is sampling the world's first single-chip 10-gigabit per second Ethernet transceiver that supports the proposed IEEE 802.3ae standard interface. The new transceiver is capable of simultaneously transmitting and receiving Ethernet data at 10 gigabits per second over 50 kilometers of the existing single mode fiber - up to 10 times the rate currently possible over the same media and distance. "Our announcement today represents a major initiative by Broadcom into the fast growing optical networking markets, as well as a major technology breakthrough," said Dr. Henry T. Nicholas III, Broadcom's President and CEO. "Broadcom is the leader in providing Gigabit Ethernet transceivers that enable greater flow of data over copper wiring, connecting Local Area Networks (LANs) within business environments. This new chip extends our core competency in Ethernet technology into the Wide Area Network (WAN), enabling manufacturers for the first time to establish a cost-effective 10-Gigabit Ethernet link over local, regional and metropolitan fiber optic networks." "With its new 10-gigabit per second transceiver technology, Broadcom is now uniquely positioned to capitalize on the upcoming convergence of the LAN, SAN, and WAN infrastructure, and the accelerated port shipment growth associated with it," said Kimberly Funasaki, Senior Research Analyst at International Data Corporation (IDC). "IDC expects the total available market for WAN optical networking chips to grow to over $1.3 Billion in 2003. This is only one of the markets that Broadcom's technology can address." When combined with Coarse Wave Division Multiplexer (CWDM) fiber optic modules, the Broadcom(R) BCM8010 10 Gigabit Transceiver achieves 10 gigabit per second data rates over existing single-mode fiber cabling at distances up to 50,000 meters (50 Km). A 10-Gigabit Ethernet link over such distances opens a whole new realm of possibilities for leading networking equipment manufacturers to extend the deployment of Ethernet technology beyond corporate networks and out into the WAN infrastructure. Significant cost, performance, and latency advantages can be realized by expanding the reach of the same familiar Ethernet protocol, Quality of Service (QoS), and all other capabilities and services that are found in most corporate LANs today. By operating over the existing fiber infrastructure, the BCM8010 enables a more rapid deployment of 10-Gigabit Ethernet technology, and allows equipment manufacturers to take immediate advantage of the 10X improvement in speed. "Last year, Broadcom paved the way for establishing gigabit per second connections to every corporate desktop with our BCM5400 Gigabit Copper Transceiver," Nicholas said. "The BCM8010 enables a natural progression to this upgrade cycle as the bottleneck has now shifted to optical networks in the corporate and metropolitan backbone. The same core competencies that made us the leader in delivering broadband over copper media are now being applied to increase Ethernet data rates over existing fiber cable in both the LAN and the WAN." The BCM8010 integrates four channels of the new Broadcom FusionCore(TM) - a programmable, high performance mixed-signal transceiver core, capable of transmitting and receiving at data rates ranging from 1.25 to 3.125 gigabits per second (Gbps). The foundation for a new family of planned fiber optic products, the FusionCore paves the way for Broadcom's entry into optical LAN, WAN and Storage Area Network (SAN) markets. Today's LAN, WAN and SAN networks operate at different speeds, use different protocols, and therefore lack synergy and overall cost or performance optimization. Recent industry trends and the growing need for additional bandwidth in all three networks open a unique opportunity for convergence around the 10 Gbps speed. Such convergence will allow massive data flow from remote storage sites, across the country, over the WAN, and into the corporate LAN, without any unnecessary delays, costly buffering for speed mis-matches or latency, and without breaking the QoS protocol. (MORE) DOW JONES NEWS 05-02-00