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Technology Stocks : Phoenix Technologies (PTEC) -- Ignore unavailable to you. Want to Upgrade?

To: John B. Dillon who wrote (3321)	5/19/1999 10:02:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 3624

You still must be technically right. The MAC core is embedded software that reduces the size, weight, power and complexities of ethernet products while significantly reducing the time to market. It's ASIC software - not embedded software. We're not competing with Integrated Systems and Wind River here. It doesn't reduce size or weight, either. It saves a minor amount of power because of the low gate count, but that's really not significant because it's mostly up to the customer to implement an efficient design. Time to market and cost pressures could easily trump low power goals. Here's the important stuff: Although Fast Ethernet is a relatively mature technology, there is a continuing drive to lower networking system cost. First-time Internet users are purchasing sub-$500 PCs, driving Ethernet implementation from network interface add-in cards to integration on the PC motherboard. Small office and home networking markets require very low-cost routing solutions. Numerous companies are exploring methods to connect PC peripherals directly to the network, without a PC in-between. Each of these applications is evolving to system-on-chip to meet cost and size requirements, thus creating a market opportunity for Ethernet cores. The other important thing is design wins. Maybe that will come later. There are already digital cameras that don't need a PC to talk to the printer and printers that don't need to be tethered to a PC to talk to the network.