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To: nihil who wrote (92980)11/23/1999 5:22:00 AM
From: Process Boy  Read Replies (1) | Respond to of 186894
 
nihil - <Far better for Intel to spin-off its networking business and IPO it -- making a focused networking company with a very high P/S (which could then acquire AMD), and a concentrated PC/Server company which could acquire SUNW. Mini-Microsoft 1 could acquire the PC company, and Mini-Microsoft 2 could acquire Nortel, and LU could acquire AT&T.>

My goodness!

Who would be signing my paychecks? ;-)

PB




To: nihil who wrote (92980)11/23/1999 7:10:00 AM
From: Road Walker  Respond to of 186894
 
nihil, Intel/Cisco

I'm anything but an expert in monopoly law. But common sense:

There seems to be plenty of competition in networking, with NT and LU. Intel is relatively insignificant in that space, and it doesn't seem as if Intel/Cisco would change the balance.

In MP's, the balance stays the same because Cisco bring nothing to the table.

From a competition standpoint, wouldn't this deal be pretty much of a wash?

John


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