The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 7, Issue 5
March 8,
2007
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Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Joseph Byrne
In
This Issue
Reminder: On
March 13 we'll present a Linley Tech seminar on Metro
Ethernet Equipment Design focused on Ethernet aggregation, Ethernet access, and Ethernet-over-Sonet/SDH
equipment. Sponsored by: Freescale, AMCC, Xilinx, EZchip, Exar, Xelerated,
Bay Microsystems, Lightstorm Networks, and The Linley Group.
Cortina Grabs Immenstar
Last week, Cortina continued its shopping spree with the acquisition
of Immenstar, a private fabless vendors of PON components,
for an undisclosed amount. With this acquisition, Cortina
adds another
40 engineers and an EPON product line. Founded in 3Q04 by Force
10 and Mahi Networks engineers and funded with about $5.5 million,
Immenstar managed the amazing feat of developing an EPON chip
set, called Mulan, for less than the cost of the Bionic Man.
UTStarcom
was an investor in Immenstar and designed Mulan into systems
for Softbank Yahoo in Japan. After completing Mulan, Immenstar
was
working on a dual-mode EPON/GPON chip set, due to sample in 1Q07.
Cortina's
CEO, Amir Nayyerhabibi, is plugged into the venture community
and can conjure large sums of capital with
apparent ease. Over
the past three years, Cortina has acquired Azanda, Intel's optical
products, and now Immenstar—a strategy that sets the bulked-up
Cortina apart from wimpier single-product-line startups. With the
Azanda acquisition, Cortina consolidated its component business
for Cisco's high-end routers. The acquisition from Intel more than
quadrupled Cortina's revenue and gave the startup access to most
major communication OEMs. Most of the product lines acquired from
Intel, however, were addressing mature markets. Immenstar gives
Cortina access to the fast-growing PON market.
Cortina should be able to expose Immenstar's EPON products to more
customers and add design wins. If Immenstar can deliver the dual-mode
controller, Cortina will have the opportunity to sell GPON products
in U.S. and European markets, expanding beyond the Asian EPON market.
With the GPON market still in its infancy, Cortina's timing is
good. Given the ease that Cortina raises capital, we would not
be surprised to see the company add to its broadband play with
the acquisition of small VDSL vendor. —Jag
Complete
coverage of Immenstar appears in our recent report, A
Guide to Broadband Interface Chips
News
in Brief
This
week, NetXen announced the availability of new Linux TCP offload
software/firmware for its family of 10GbE NICs. Avoiding the
term TOE, which seems to be a dirty word in the Linux community,
NetXen calls its approach Linux Sockets Acceleration (LSA). In
fact, NetXen's approach is different from conventional TOE implementations
as it bypasses the Linux stack at the sockets layer. The major
benefit of NetXen's scheme is that is does not require a kernel
recompile but instead loads like a driver. This release fills
out NetXen's stateful offload support, which already included
a driver for Windows TCP Chimney. —Bob
Additional
coverage of NetXen appears in our report, A Guide
to Gigabit and 10G Ethernet Chips.
Last month, Freescale extended
its PowerQuicc III line with the MPC8544. This device is very
similar to other members of the MPC854x
line, particularly the MPC8543, but the new version includes three
PCI Express ports (each with up to four lanes) instead of one but
drops support for RapidIO. At a list price of $91 for the 1GHz
version, the new device is about the same price as the 8543. The
company expects samples in 2Q07, with production by the end of
the year. The 8544 increases the I/O options for the 8548 family,
which offers strong performance per watt. With PCIe instead of
RapidIO, the 8544 is better suited to enterprise applications,
while other 854x parts address cellular basestations. —Linley
Complete
coverage of Freescale's MPC854x family appears in our report
A Guide to High-Speed Embedded Processors.
New Linley Tech Seminar on High-Speed Interconnects
Save the date! Mark your calendars for May 9 for a Linley Tech
seminar on High-Speed Interconnects. This event will cover
chip-to-chip and 10G Ethernet interconnects. Details on this
event will be
announced soon. Sponsored by: The Linley Group, Freescale,
AMCC, and Altera.
Report Highlights: A Guide to Storage Processors
A
Guide to Storage Processors brings
you the very latest on storage-network and RAID processors
as vendors of these processors
upgrade their products to adapt to changes in storage technology.
Vendors of iSCSI storage network processors are adding Ethernet
interfaces to their chips, while companies strong in Fibre
Channel are acquiring processing technology to enable them to
address iSCSI
demand while updating their FC offerings. Most RAID processor
companies have integrated SAS/SATA interfaces, and many have
added support
for Galois Field arithmetic to support RAID 6 based on Reed-Solomon
coding.
The report covers RAID processors, storage network processors,
SAS expanders, and iSCSI target HBAs. New in this edition
is coverage of RAID processors, which include Intel's IOP34x "Sunrise
Lake" family, LSI Logic's SAS1078, and the newest from
AMCC, Emulex, and Vitesse. Storage network processors covered
include
the newest iVivity design, the iDisx 1000; Astute's new Athens
processor; and the AV150 design that Emulex acquired from Aarohi.
The report also covers the most recent developments at Aristos
and iStor. SAS expanders covered include the newest designs
from LSI Logic, PMC-Sierra, and Vitesse, which support zoning.
We also
cover iSCSI target HBAs, including the broad Chelsio line as
well as QLogic's products.
Order by March 16, 2007 to get a special prepublication discount.
For more information on this new report, including a preliminary
table of contents, visit our web
site.
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here
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