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To: Bobo who wrote (7805)2/25/2000 11:52:00 AM
From: Scrapps  Respond to of 9236
 
Bobo, you can go to the Stephens Inc. website and register and then read all of the reports there. After agreeing to their registration terms I can't copy then paste over here and be in line with what I agreed to. What I wrote in the post is not an exact quote, but it is accurate.

Regards,

Scrapps



To: Bobo who wrote (7805)2/26/2000 12:45:00 AM
From: P314159d  Respond to of 9236
 
You cannot assume ADSL chipset biz is just ADI or that ADI chipset biz is just AWRE vis-a-vis royalties. ADI can ship unAWRE flavors. LT I don't see how the per chip royalty can amount to multi $ since the chips themselves will have to migrate to the $10 area. and anything above 5% cannot be tolerated in a commodity world. A different solution will arise.


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