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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: Duane L. Olson who wrote (5594)	3/8/1999 3:02:00 PM
From: otter	Respond to of 6565

And in other news.... NICs are like popcorn. Nice to see VLSI has a piece of that business with a leader in that technology.... ****************************************** Setting The Stage: New 'Intelligent' Nics To Ship Midyear -- Price Cuts Precede 3Com NIC Segmentation Computer Reseller News - March 08, 1999 Santa Clara, Calif. -- 3Com Corp. has been dropping prices on its network interface cards (NICs) during the past three months in preparation for a new segmentation of its NIC line, a 3Com executive said. In the span of three months, 3Com, based here, reduced its NIC prices 6 percent to 35 percent, on average, according to pricing provided by the company. Pricing had been stable for the preceding three or four quarters, said Tom Werner, vice president and general manager of 3Com's LAN connectivity division. For example, a 100-pack of 3C905B-TX-M PC management NICs is now $90, down 10 percent from $100, and a 20-pack of 3C980B-TX 10/100 server NICs is $124, down 35 percent from $190. The key ingredient to 3Com's NIC segmentation strategy is high-end cards that perform IPsec security, network and PC function offloads and network management at the network edge. The new "intelligent" NICs are expected to begin rolling out by midyear, Werner said. They will work with 3Com's Edge Monitor software, a subset of its Dynamic Access management software, which is loaded onto a customer's management console. "I think it's the way to go," said Michael Speyer, analyst at The Yankee Group, Boston. 3Com must find a way to differentiate itself in a commodity market, and one way to do that is by creating high-end products, he said. In addition, this is now 3Com's chance to deliver on its mantra that intelligent networking begins at the NIC, Speyer said. 3Com has partnered with Microsoft Corp., Redmond, Wash., and VLSI Technology Inc., San Jose, Calif., to add the PC offloads and encryption to its NIC hardware. The company recently entered a partnership with ARM Ltd., Cambridge, England, to add an embedded RISC processor to its NICs and place network traffic optimization and prioritization into silicon. Copyright ® 1999 CMP Media Inc.