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To: Crystal ball who wrote (9044)	8/23/2001 3:27:56 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 10934

>> Don't tell that to Texas Instruments or the company that tapped into the distribution channels... Take it from me, CB, TI lost their a$$ in the consumer products business. It was part of their failed vertical integration strategy. Today's winners leverage their core competencies by outsourcing. uf

To: Crystal ball who wrote (9044)	8/23/2001 3:37:45 PM
From: JakeStraw	Respond to of 10934

>>The same is true for the emergence of a new NEXT BIG THING and that's PALM and PALM OS operating system devices. The hardware will be nothing but a low margin commodity product (if it's not already) and the Palm OS will have to deal with competition from Microsoft CE. Never, ever count Microsoft out of the equation...