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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (5134)9/14/1999 1:31:00 PM
From: Bernard Levy  Read Replies (3) of 12823
 
Mike and others:

Regarding the entry of INTC and IBM in the networking
chips business, an interesting assessment, courtesy
of Greg M. on the WIND thread:

smartmoney.com

We are probably seeing the opening salvo in the
commoditization of switches, routers, etc... So,
what matters is not who is on first and who is on second,
between INTC, BRCM, IBM, ... but the fact that the
days of fat margins on high end networking equipment
may be coming to a close, as we move towards standard
architectures based on mass-produced highly
integrated processors.
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