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To: Jean M. Gauthier who wrote (113820)10/16/2000 11:10:06 PM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
Jean,
I recall you got out of Intel and I thought most of the market, some months back. Maybe I have the wrong person but thought you said the valuations were too high or something to that order?

jim



To: Jean M. Gauthier who wrote (113820)10/17/2000 12:46:02 PM
From: John Hull  Read Replies (1) | Respond to of 186894
 
Jean,
believe what you want.

Nobody's saying BRCM/PMCS are not doing well. They appear to be. But please don't assume that Intel's Comm silicon efforts are NOT doing well.

regards,
jh



To: Jean M. Gauthier who wrote (113820)11/8/2000 1:57:49 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Jean - Re: "BROADCOM design win after design win.... do not believe"

I don't see you singing the praises of Broadcom lately on the Intel thread.

I guess the recent $120 DROP in their stock price wouldn't have anything to do with it - would it?

Paul