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To: the hube who wrote (19430)7/15/2000 6:43:38 PM
From: Michael F. Donadio  Respond to of 21342
 
Yes John, I like WIND too, especially on weakness like now. As the network and speed proliferate so will embedded devices.

Michael

P.S. At SuperComm both WSTL and VRTA made the point that as VoDSL grows, the chips will include programmable TI chips. This software for the softswitchs and for the gateways will be essential, upgradable and will have much higher margins. Services over VoDSL will be the RBOC's salvation.