Andrew Schmitt

How 100 Gigabit Ethernet Markets Will Differ from 10

"... any new fixed-function chip like an ASIC or ASSP will increasingly need multiple vendors over which it can recover nonrecurring development costs, which was not true five years ago."

And the problem is that Cisco is 60-70% of the market, they use ASICs, and will always use ASICs for high volume applications so long as they are 60-70% of the market.

Reading Between the Lines To Spot the Next Cisco

I'd like to read the paper Yishai but cannot find it. Please post a link or contact me through the contact form on my site.

nyquistcapital.com

Reading Between the Lines To Spot the Next Cisco

Nice article.

The answer is pretty simple. The inventory is still there, it just isn't at Cisco. It's sitting on the supplier shelves as they now have to stock buffer inventory so their customers can have lean inventory. Worse yet, it is sitting on a distributor shelf and the supplier is paying points for it.