By: Quake - Another Failed AMCC Acquisition

Quake - Another Failed AMCC Acquisition — Thu, 03 Aug 2006 14:09:04 +0000

[...] Cisco is the market for Ethernet and is pushing for a new optical standard called SFP+. (see ‘SFP+ – Yet another optical MSA‘ ) SFP+ is expected to cut the cost of optical modules by a factor of five by eliminating much of the active electronics (i.e. the Quake chip) in the module and leveraging the manufacturing volume of the existing SFP module form factor, which runs at around 13M units a year. [...]

By: Iain

Iain — Thu, 22 Jun 2006 16:14:00 +0000

* Too many interfaces always sucks! Agree Agree Agree.
* margin food chain is always interesting … “value” is a slippery thing.
* don’t think optical (or IC) networking component vendors are gonna better margins with fewer OEMs. It is gonna get worse before it gets better. This is not the PC industry

Comments on: SFP+ … Yet Another 10G Optical MSA?

By: Quake - Another Failed AMCC Acquisition

By: Iain