The Next Big Innovation in Microprocessors: Anant Agarwal (Part 14)

Here we discuss the current market environment, the competitive landscape with a focus on what current chips are being displaced by the multicore chips. SM: I read in the slides you sent me that you are expecting a TAM (Total Available Market) of $54 billion, is this based on the two markets we discussed –

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Eric Benhamou & the Turnaround of 3Com (Part 14)

3Com acquired US Robotics, and then USR started shrinking in the modem market, one of its primary franchises. In a royal nightmare that ensued, Eric lost the advantage that 3Com had built as part of its first turnaround. SM: Were there any positives which came out of this mess? EB: The only thing that came

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The Carriers

All the carriers are scrambling to figure out their convergence device strategies, especially after the iPhone was launched. * iPhone and AT&T: How Goes? * iPhone’s Carrier Competitors: Verizon * iPhone’s Carrier Competitors: Sprint * iPhone’s Carrier Competitors: T-Mobile

The Next Big Innovation in Microprocessors: Anant Agarwal (Part 13)

Here we begin to examine the current market segments where the multicore processors are having a significant impact. The two major markets are networking and multimedia applications. SM: Coming back to where your applications are – complex networking applications, and multimedia, right? AA: I don’t know if you want to use the word complex, because

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Eric Benhamou & the Turnaround of 3Com (Part 13)

3Com challenged Cisco with a Boundary Router strategy that threatened Cisco’s core router franchise. SM: So what prevented you from finally catching Cisco and passing them? EB: In 1997, there was one major shock for 3Com. More and more enterprise networks had to extend into carrier networks. Enterprises could not build all of these large

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