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To: nord who wrote (9726)2/19/1999 6:17:00 AM
From: nord  Read Replies (2) | Respond to of 18016
 

"3Com inks processor deal with ARM Ltd."

"Will Ethernet adapter cards beat Intel motherboards as the brains
behind next-generation networks?"

February 17, 1999 4:58 PM PT

It's the latest blow in the ongoing battle between 3Com Corp. and Intel Corp. to control the desktop connectivity market.

Sm@rt Reseller has learned that COMS intends to place a 32-bit ARM9
processor on its next-generation Ethernet cards. Translation: Even as
Intel races to move network connections directly onto PC motherboards, 3Com is striving to make its Ethernet adapter cards the smartest hardware on a network.

3Com and ARM Ltd. both confirm that they are scheduled to announce an
ARM9 partnership on Feb. 22. An ARM spokeswoman declined further
comment.

Horsepower to spare

3Com VP Tom Werner says the deal will give the vendor enough horsepower to implement high-level encryption directly on its network interface cards. The effort also calls for 3Com's NICs to support IPsec, a security architecture for IPv4 and IPv6 that offers a consistent method for securing data between network connections.

The ARM9 processor is not to be confused with Intel's StrongARM
processors. Hardware historians will recall that the StrongARM was the
fruit of a licensing agreement between Digital Semiconductor and ARM.
Intel took over Digital Semi in 1998 when Compaq Computer Corp. acquired Digital Equipment Corp.

The ARM9 deal is 3Com's latest move to bolster the intelligence of its
NICs. The company in December disclosed plans to merge sound cards with Ethernet cards when it acquired EuPhonics Inc., a multimedia and audio development house.

zdnet.com

Regards
Norden



To: nord who wrote (9726)2/19/1999 1:13:00 PM
From: Doug  Read Replies (1) | Respond to of 18016
 
nord: I agree with most of your comments. Currently NN is improving margins by lowering SG&A expenses.

My only concerns were their productivity viz Rev/employee. I know that ASND had better numbers. If competition revs up, it is this number that will affect the margin.

Do you know why ASND and NN have such different numbers.?