Economic Value will be Delivered
Equipment companies will look more to Standard Products
Equipment companies will differentiate with core technology
Core technology will use enhancements in:
- FPGAs
- Custom ASICs
- Standard Products + FPGAs
Largest Opportunities will be in:
- Security
- Storage
- Servers with Networking Capabilities
- Metropolitan Area Networking
- Video and Voice distribution integrated with Data
- Building out the Wireless Data Infrastructure