Post by Admin on Aug 14, 2015 9:16:14 GMT -5
I listened to both presentations last night. I thought Mr. Gopi did a good job addressing the issue of Cavium. He said they're really addressing a somewhat different market with their 48-core design (security) and that they are still 18 months behind where AMCC is in terms of acceptance of their ARM processors in the market. This might be why those adopting AMCC are also exploring CAVM. He pointed out that AMCC guided up for the next quarter, while most others guided down to flat due to the state of the overall market. They have traction with X-Gene and X-Weave, the Verizon adoption is going apace. The PAM4 solution is highly programmable, making it suitable for early adoption, even before the IEEE standard is completely settled, and for proprietary coding schemes.
...and yet the shares are down and down big. What the hell?
...and yet the shares are down and down big. What the hell?