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

To: t2 who wrote (1360)	2/16/2001 12:52:04 AM
From: tinkershaw	Respond to of 1805

Anyone know what the market share is for AMCC in its optical markets? For OC-192, in comparison to other communication chip companies AMCC is dominating with something like 12 of 13 vendors their, or 13 out of 14, something like that. Overall, AMCC claims 21% marketshare and rising. Most of the market is still owned in-house, so as companies outsource more, AMCC will continue to claim marketshare. I know JNPR's CEO stated that he'd love to buy off the shelf chips to replace the ASICs in his routers, but none are available yet. Although JNPR does buy AMCC chips for collateral functionality on their routers. I think it may have been on this board, but some rumor that CSCO's latest secret project is using off the shelf chips (if so, good change it might be AMCC products). I know Gilder talks about silicon taking over more and more of router functionality. Of course he thinks these will be BRCM chips from edge to core, I think BRCM has a very long way to go to core, but it is beginning to look like AMCC will be to the core what BRCM is to the edge. Tinker