Nyquist Capital » CAVM http://www.nyquistcapital.com More Signal. Less Noise. Fri, 25 Jul 2008 15:41:30 +0000 http://wordpress.org/?v=2.3.3 en The Future of the NPU Market - Part 1 http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2008%2F03%2F28%2Ffuture-of-the-network-processor-market-part-1%2F&seed_title=The+Future+of+the+NPU+Market+-+Part+1 http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2008%2F03%2F28%2Ffuture-of-the-network-processor-market-part-1%2F&seed_title=The+Future+of+the+NPU+Market+-+Part+1#comments Fri, 28 Mar 2008 19:40:54 +0000 Andrew Schmitt http://www.nyquistcapital.com/2008/03/28/future-of-the-network-processor-market-part-1/ Tthere are parts of the NPU market that will do well and others that will not. The edge of the network, with its burgeoning application growth, provides a fertile cradle for the NPU model while the core network is so harsh an environment that even the best managed companies face long odds of generating superior investment returns. Let’s examine why that is.

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