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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Ibexx who wrote (48985)	2/27/1998 3:17:00 AM
From: Paul Engel	Read Replies (1) of 186894

Ibexx - Re: "Curious what will be the time frame for Whitney?" If we are lucky, we'll see Whitney before the end of the year. However, I wouldn't place any bets on that right now. Re: "And what would COMS do without the modem business, on top of the NIC assault from Intel?" 3COM doesn't appear to be throwing in the towel. But at this point, I haven't seen any confirmation that Intel will be incorporating the Modem as part of the chip set. Intel made modems many years ago - late 80's/early 90s but dropped them quite a while ago. I think it would make more sense for them to work with Analog Devices which is doing pretty good Modem, DSP and ADSL development - as well as other analog "stuff" for the more mundane parts of the PC motherboard. Paul

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