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Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?

To: Rustam Tahir who wrote (3528)	6/20/2000 1:13:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 3818

>DSP? I wonder if this means PMCS will be competing against TXN? Any one know? rustam. not an expert on VoIP or VoATM, but i believe you are correct now that TI has absorbed Telogy Networks. there's some argument, however, that smaller players such as Malleable could compete with a more open suite of protocols that are offered in lower-cost, standard-product chunks. in the "networking processing" space, Malleable -- and small outfits like Chameleon Systems, Improv, and others i'm sure i've never heard of -- are being viewed as providers of an "emerging" class of reconfigurable DSP-based processors and represent the next wave in embedded communication design. speaking of waves, i think we're seeing a massive one here given the recent consolidation a la Vitesse/Sitera, Moto/C-Port, et al. nevertheless, PMCS had a 15% stake in and long-standing design partnership with Malleable; MECA (Malleable Embedded Communications Accelerator) processors are used in PMCS' physical-layer devices such as Atlas, Apex, Duplex, and Vortex. while i'm generally loathe to namedrop, i'm curious, are you familiar with AudioCodes (AUDC)? i'll admit that i'm not fond of companies with $50M runrates, but with only a cursory glance, their numbers may bear doing a full day's due dilly. i read an estimate that AudioCodes holds 40-60% of the market in VoIP gateways competing against the likes of Brooktrout, Intel's Dialogic group, and yes, TI's Telogy division. (fwiw, their CEO says that TI remains more important as a DSP supplier than as a competitor and that their software is retargetable enough to consider other DSPs if appropriate; but of course, he would say that.) -chris.