James,
I'll have to look up the post again, but my understanding
is that COMS sells NICs to the higher end desktop market,
while INTC sells to the lower end desktop market. The
COMS NICs have a reputation for better quality and more
sophistication, but it will be a constant race between
them.
COMS will have an advantage in the future, because they
are geared better towards the manufacturing process of
these network products. INTC does not know networks
that well, and has just acquired smaller companies here
and there.
Also, COMS just came out with the IBM OEM contract
and will possibly come out with another OEM contract
very soon, so
the balance of market share, etc. is still a moving
target. Even if INTC sells more units, it's more
important for COMS at this point to just increase sales
and decrease costs.
Lastly, COMS is much more than a NICs company, and eventually
this will be a smaller part of the business. COMS has
a broad range of areas it's well prepared to go into.
So, there's lots of ways to look at this whole game...it
has many, many variables.
joe |
