34 business communications review dec 2005 i n december 2001 we wrote an article entitled chipping away at value added see bcr pp 50 53 downloadable www signal lake com publications in which argued that the advent of high speed merchant silicon would result a fundamental reduction systems level dynamic had already happened pc world fast forward four years and lot has changed due to telecom depression mer chant networking chips so far have failed obtain substantial market traction instead focus standardization activity occurred system rather than chip with atca advanced computing architecture microt ca gaining important support from major players such as intel xilinx ericsson lucent motorola primer on micro tca however despite shifted end is likely be same one predicted ago commoditization carrier grade equipment since substitutes modular open standard designs for proprietary bart stuck barts signallake michael weingarten mikew are managing directors early stage venture capital fund