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Technology Stocks : Applied Micro Circuits Corp (AMCC) -- Ignore unavailable to you. Want to Upgrade?

To: Don Miller who wrote (756)	10/21/2000 2:04:56 AM
From: John Farrell	Read Replies (1) \| Respond to of 1805

Dear Don, Okay, I checked the AMCC web site and confirmed that their OC-48 parts are in an exotic (expensive to produce) BiCMOS Silicon Germanium process. In the previous post I had said GaAs or SiGe, as I knew that they were one of the two but hadn't checked which. amcc.com While PMCS' more integrated OC-48 products are in standard (much less expensive to produce) CMOS Silicon. pmc-sierra.com Obviously this products aren't exact equivalents of each other. AMCC's OC-48 products had been used in the CORE WAN (see below diagram) previously, while the CORE is moving up to the faster OC-192 and OC-768, where AMCC's products are selling into. In the diagram on the below link, the CORE WAN is on the right and there is ONE pipe coming in, while the EDGE WAN and MAN are in the center and the left side where there are MANY pipes. pmc-sierra.com In telco products where the CORE WAN was at OC-48 (AMCC products) speeds, the Edge WAN and MAN were at OC-3 and OC-12 (PMCS products) speeds. And in telco products where the CORE WAN is at (or moving to) OC-192 and OC-768 (AMCC products) speeds, the Edge WAN and MAN move up into the OC-48 (PMCS products) speeds. To understand PMCS' OC-48 products better and how they have different applications that the old AMCC OC-48 products, you may want to listen to the CHESS chipset webcast at this link: pmc-sierra.com Think of it as the difference between an Interstate freeway (CORE), state highways (EDGE), and main streets through a city (MAN). Basically AMCCs products are bumping up the speeds on the Interstates, while PMCS's are bumping up the speed on the state highways and main streets. While we'd all love to have an OC-48 pipe to our houses, paying the thousands (if not tens of thousands) of dollars a month to get that sort of bandwidth (2.5 Gbps) is probably beyond all but the select few. PMCS's products bring that speed much closer to the home than ever before though. -John