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To: MikeM54321 who wrote (5134)	9/7/1999 8:47:00 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 12823

Mike, Frank & Thread - I am sure you have seen the posts about Lucent Class 5 switch revenues being up 40% and Nortel being up 30% in the same category. My question is - Do you think voice and data over DSL will further accelerate the demand for class 5 switches. If voice and data over DSL are successful, this would seem to increase demand for class 5 switches unless their is unused or underused capacity. What do you think? Ken

To: MikeM54321 who wrote (5134)	9/7/1999 10:10:00 PM
From: Charles R	Respond to of 12823

MikeM, <I found the little blurb above that is about PMCS's customers. It certainly sounds like the CSCO/IBM annoucnment should have caused problems for PMCS, but I was wrong. I keep waiting for the slew of articles to come out bashing the slew of smaller networking chip designers, but apparently it hasn't happened yet. Kind of strange. Sure must be a hot market when IBM and INTC can step in and not cause any waves.> Don't mean to labor this to death but when was the last time IBM did damage to any silicon player? And, when was th last time Intel had done anything that was successful outside of the core Microprocessor area? As the saying goes, the battle between an Elephant and Crocodile is decided by the terrain. It will be hard to find a comms analyst who believes that Intel and IBM have advantages in the new area. (I am sure a bunch of Microprosesor and Mainframe analysts will dream otherwise but these guys have little or no impact on comms stocks.) Chuck

To: MikeM54321 who wrote (5134)	9/14/1999 1:31:00 PM
From: Bernard Levy	Read Replies (3) \| Respond to 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.