COMS
Cisco’s Fear of a Broadcom Planet
There are few franchises in the silicon business where one vendor so completely dominates the market. Everyone can name Intel’s CPU business as one. But can you name another?
Infineon/TI (IFX) in DSL is a contender. Conexant (CNXT) in PC modems (but little profit to show for it). Netlogic (NETL) in exotic CAM’s (but beholden to one sugar daddy customer - Cisco).
But nothing approaches the complete and total dominance of Broadcom’s (BRCM) grip on Ethernet switching silicon.