Brian Coleman

How 100 Gigabit Ethernet Markets Will Differ from 10

"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."

Andrew, that comment can only be true as long as your definition of "high volume applications" excludes the Series 7600, Cat 6500, Cat 4500, and the new ASR 9000 all of which are using programmable NPUs from EZchip and not ASICs. EZCH is claiming a total of 50 design wins at Cisco and Juniper combined; clearly programmability is winning out over ASICs in a host of designs. I'm not sure what your adamancy on this point is based on unless it is just the semantics over the defintion of "high volume."