Educated guess (back in February) that it could be about servers/network: http://www.electronicsweekly.com/blogs/david-manners-semiconductor-blog/2010/02/could

Educated guess (back in February) that it could be about servers/network: http://www.electronicsweekly.com/blogs/david-manners-semiconductor-blog/2010/02/could-agnilux-be-making-arm-ba.html http://www.electronicsweekly.com/blogs/david-manners-semicon... (If so, not unrelated: http://news.ycombinator.com/item?id=1276510 http://news.ycombinator.com/item?id=1276510 - seems there's interest in eating Cisco's lunch.)