North American Company Profiles 8x8 8X8 8x8, Inc. 2445 Mission College Boulevard Santa Clara, California 95054 Telephone: (408) 727-1885 Fax: (408) 980-0432 Web Site: www.8x8.com Email: [email protected] Fabless IC Supplier Regional Headquarters/Representative Locations Europe: 8x8, Inc. • Bucks, England U.K. Telephone: (44) (1628) 402800 • Fax: (44) (1628) 402829 Financial History ($M), Fiscal Year Ends March 31 1992 1993 1994 1995 1996 1997 1998 Sales 36 31 34 20 29 19 50 Net Income 5 (1) (0.3) (6) (3) (14) 4 R&D Expenditures 7 7 7 8 8 11 12 Capital Expenditures — — — — 1 1 1 Employees 114 100 105 110 81 100 100 Ownership: Publicly held. NASDAQ: EGHT. Company Overview and Strategy 8x8, Inc. is a worldwide leader in the development, manufacture and deployment of an advanced Visual Information Architecture (VIA) encompassing A/V compression/decompression silicon, software, subsystems, and consumer appliances for video telephony, videoconferencing, and video multimedia applications. 8x8, Inc. was founded in 1987. The “8x8” refers to the company’s core technology, which is based upon Discrete Cosine Transform (DCT) image compression and decompression. In DCT, 8-pixel by 8-pixel blocks of image data form the fundamental processing unit. 2-1 8x8 North American Company Profiles Management Paul Voois Chairman and Chief Executive Officer Keith Barraclough President and Chief Operating Officer Bryan Martin Vice President, Engineering and Chief Technical Officer Sandra Abbott Vice President, Finance and Chief Financial Officer Chris McNiffe Vice President, Marketing and Sales Chris Peters Vice President, Sales Michael Noonen Vice President, Business Development Samuel Wang Vice President, Process Technology David Harper Vice President, European Operations Brett Byers Vice President, General Counsel and Investor Relations Products and Processes 8x8 has developed a Video Information Architecture (VIA) incorporating programmable integrated circuits (ICs) and compression/decompression algorithms (codecs) for audio/video communications. The company’s video compression semiconductors combine, on a single chip, a RISC microprocessor, digital signal processor, specialized video processing circuitry, static RAM memory, and proprietary codec software. The company’s family of processors include the following: • ViaTV Phone is an all-in-one video telephone that connects to standard TV and regular telephone lines for cost-effective, easy-to-use consumer and small business video telephony. • Video Communications Processor (VCP) is a single-chip programmable video subsystem and multimedia communications processor for ISDN/LAN/WAN videoconferencing. • Low Bit-Rate Video Processor (LVP) is a single-chip programmable video-phone processor for ordinary telephone lines. 8x8 is a fabless manufacturer of video ICs and videophone systems, but has strategic alliances for core technologies, as well as equity partners, with leading electronics manufacturers, including Siemens, NSC/ASCII/Mitsu, Yamaha and Sony. 8x8 also provides videoconferencing components to major OEMs such as British Telecom, MCI, PictureTel, Panasonic and Sony. 2-2 North American Company Profiles ACC Micro ACC MICRO ACC Microelectronics Corporation 2500 Augustine Drive Santa Clara, California 95054 Telephone: (408) 980-0622 Fax: (408) 980-0626 (See Auctor Corporation) 2-3 Actel North American Company Profiles ACTEL Actel Corporation 955 East Arques Avenue Sunnyvale, California 94086-4533 Telephone: (408) 739-1010 Fax: (408) 739-1540 Web Site: www.actel.com Fabless IC Supplier Regional Headquarters/Representative Locations Europe: Actel Europe Ltd. • Basingstoke, Hampshire, England Telephone: (44) (1256) 29209 Financial History ($M), Fiscal Year Ends December 31 1992 1993 1994 1995 1996 1997 Sales 41 56 76 109 149 156 Net Income (0.3) 5 8 (1) 15 17 R&D Expenditures 9 11 14 21 24 26 Foundry Fab Investment — — 4 3 4 0 Employees 168 211 245 320 356 380 Ownership: Publicly held. NASDAQ: ACTL. Company Overview and Strategy Founded in 1985, Actel Corporation designs, develops, and markets field programmable gate arrays (FGPAs) and associated software development systems and programming hardware. Its products are used by designers of computer and computer peripheral, telecommunications, military, aerospace, industrial control, and other electronic systems. 2-4 North American Company Profiles Actel Actel is a leader in the development of antifuse-based FPGAs and believes it was the first company to achieve volume production of such devices. The company's objective is to become the leading supplier of FPGAs by fully exploiting the capabilities of its proprietary antifuse and circuit architectures. In April 1995, Actel completed the acquisition of the antifuse FPGA business of Texas Instruments, which was the only second-source supplier of Actel’s products. Management John C. East President and Chief Executive Officer Esmat Z. Hamdy Senior Vice President, Technology and Operations Fares Mubarak Vice President, Engineering Hank Perret Vice President, Finance and Chief Financial Officer Michelle A. Begun Vice President, Human Resources Douglas D. Goodyear Vice President, Worldwide Sales Carl Burrow Vice President, Marketing Robert Smith, Ph.D. Vice President, Software David L. Van De Hey Vice President and General Counsel Gujus Worthington Manager, Strategic Product Planning Bruce Weyer Director, Product Marketing Cindy Joyce Director, North American Distribution Sales Products and Processes Value Series • The ACT1 family consists of two devices, a 1,200-gate part and a 2,000-gate (6,000 PLD equivalent gates) part, and offers system performance of up to 25MHz. This family of circuits utilizes 1.0µm or 0.9µm CMOS technology. • The ACT2 family consists of three devices ranging from 2,500 to 8,000 gates (20,000 PLD equivalent gates) and offers system performance of up to 50MHz. This family of circuits utilizes 1.0µm CMOS technology. 2-5 Actel North American Company Profiles Accelerator Series • The ACT3 family consists of devices ranging from 1,500 to 10,000 gates (25,000 PLD equivalent gates) and on-chip performance of up to 250MHz (system performance up to 75MHz). This family of circuits is based on 0.8µm double-level-metal CMOS technology. • The ACT3 PCI family consists of fully PCI-compliant devices with 4,000 to 10,000 usable gates and on-chip performance of up to 250MHz. This family of circuits is based on 0.6µm double-level-metal CMOS technology. Integrator Series • The MX family is the first line of low-cost, single-chip ASIC alternatives. The 9,000 gate A42MX09, is the fastest device in the MX family of FPGAs. • The 1200XL family features parts ranging from 2,500 to 8,000 gates and offers system performance of up to 60MHz. This family of circuits is based on 0.65µm CMOS technology. • The 3200DX family of FPGAs has capacities ranging from 6,500 gates to 40,000 gates and offers system performance of up to 100MHz. These high-performance FPGAs offer fast dual-port SRAM, fast decode, and data path circuitry based on 0.65µm double-level-metal CMOS technology. Reprogrammable SPGAs • Actel’s ES family of system programmable gate arrays (SPGAs) are non-antifuse PLDs designed to address the system-on-a-chip market. The fine-grained array of logic module blocks enables gate counts from 50,000 gates up to 400,000 gates. The SRAM-based SPGAs permit the integration of complex intellectual property (IP) cores and support in-system programmability (ISP). Actel jointly developed the SPGA technology with the Silicon Architects Group of Synopsys. Radiation-Hardened FPGAs • In March 1998, Actel announced availability of its new FPGA, the 2,000 gate RH1020. • Actel’s RadHard family of FPGAs consists of radiation-hardened versions of its 2,000-gate ACT1 device and its 8,000-gate ACT2 device. These devices were first shipped in 1996 and ramped more quickly than any other product in the company’s history. The RadHard family is based on 0.8µm double-level-metal epitaxial bulk CMOS technology jointly developed with Lockheed-Martin Federal Systems. Mask Programmed Gate Arrays (MPGAs) • Offered as an alternative to traditional gate array conversions, Actel’s MPGAs provide significant cost reductions for high-volume applications. An Actel FPGA used for prototyping and initial production can be replaced by a corresponding MPGA (masked version of the device). To support its FPGA products, Actel offers software products, including its CoreHDL IP portfolio consisting of telecommunications cores, industrial cores, a Universal Serial Bus (USB) interface, and Actel-developed CorePCI models, as well as proprietary and third-party design automation software. In addition, Actel provides programming and test hardware and a diagnostic option that provides special in-circuit debug and diagnostic capabilities. 2-6 North American Company Profiles Actel Semiconductor Fabrication Facilities Actel's FPGAs are manufactured by Chartered Semiconductor, Lockheed-Martin Federal Systems, Matsushita, Texas Instruments, and Winbond. The company’s first foundry suppliers were Matsushita and TI. As part of the 1995 acquisition of TI’s FPGA business, Actel signed a three-year manufacturing agreement (1.0µm design rules). Also in 1995, Actel and Matsushita extended their five-year manufacturing relationship (0.8µm, 0.9µm, and 1.0µm design rules). In addition, Matsushita is assisting Actel in developing next-generation antifuse technology. Actel’s relationship with Chartered began in 1994 when the company purchased a minority equity interest in Chartered.