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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (6206)	3/5/2002 8:59:09 AM
From: RetiredNow	Read Replies (1) \| Respond to of 6531

Hi all, doesn't BRCM sell Optical integrated circuits? Anyway, here's a forecast from In-Stat that says optical ICs will boom shortly. Optical networking and its supporting equipment, components, and Integrated Circuits (ICs) are heading towards a market windfall, according to In-Stat/MDR (http://www.instat.com). The high-tech market research firm reports that with the geometric growth of the Internet, private IP networks, and business-to-business (B2B) e- commerce, the demand for high-speed capacity, within the core of the public network, is rapidly increasing. As a result, optical networking will be the norm for all but the last mile and some proponents even feel that fiber will enter the last mile more extensively. As much of the industry's advances rely solely on those in semiconductor technology, IC vendors will enjoy a bountiful future as new networks are constructed, existing ones are upgraded and the yet untapped access and enterprise markets are penetrated. Even though optical ICs will experience very modest shipment growth and a slight reduction in revenues in 2002 due to the combined effects of a reduction in demand, the ever-present semiconductor ASP decline and a reduction in lead-time before product is needed, 2003 and beyond will see positive growth in this market, resulting in a market of almost $1.8 Billion by 2006. In-Stat/MDR has also found that: - As the current production grade ICs are completed, they will be sold into two major end-user markets: module suppliers and communication equipment vendors. - While there is growth for all speed grades of optical ICs, without question, 10 GigE will experience a phenomenal growth rate. Short Range OC-192 will have a healthy growth rate also, since in most cases, it will be very popular in the MAN as the most inexpensive SONET method for connecting separated meshes of 10 GigE based equipment. This Market Alert is drawn from the report, "Optical ICs & PHYs Keep Bits Flowing at Light Speed" (#IN020222OP), which provides a technical overview, brief market overview, forecast (broken out by both speed grades and functions) and profiles of the major players within the optical IC arena. To purchase this report, or for more information, please visit: instat.com or contact Chris Kissel at 480.609.4531; ckissel@instat.com. The report is priced at $3,495 USD.