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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (1910)2/11/2002 5:17:05 PM
From: Crossy  Read Replies (1) | Respond to of 95748
 
RtS,
no problem at all. Let me explain what TXCC does by an analogy. In the PC boxes world you have CPUs and chipsets. CPUs are made by AMD and Intel, chipsets done by Intel, AMD and a handful of US (Opti, LSI Logic etc.) and Taiwanese firms (SIS, Acer Labs, VIA) etc..

For an internetworking product (Switch, Router) in the domain of SONET, ATM, xDSL, Frame Relay or Ethernet the same "partitioning" does exist. A Switch or Router is also a box powered by a CPU like type of device: in this context it's usually called Network Processor or NPU. To operate this "beast" you need a number of support chips: clock chips, etc. and additional "glue logic".

TXCC makes NPUs and those support chips. Competitors are Hi/fn, AGRa, VTSS, LNOP, GSPN among others..

Any internetworking device will need TXCC's products (or those of their competitors)

hope this helps
CROSSY