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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (5117)9/4/1999 7:05:00 PM
From: Charles R  Read Replies (2) of 12823
 
MikeM,

<Whether or not IBM or INTC are going to be effective in the networking chip market generally is not relevant at this early stage. It's perception that counts >

I agree. I wasn't thinking of this kind of knee-jerk reaction.

<(BTW Level One did just create a DSL chip that will be used by ADCT).>

Yes. Unfortunately for Level One, ADC may not be the right player to bet on for this technology. Also, Level One is notorious for their lack of layer 2 skills and the competition is getting intense. I would be surprised if this ever becomes a big business for Level One/Intel.

Chuck

Chuck
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