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To: Tony Viola who wrote (164596)4/25/2002 4:14:39 PM
From: John F. Dowd  Respond to of 186894
 
TV: I think this is smart. They have to catch up on a lot of ground vs. others BRCM,TQNT,etc. By the time that cap ex spending reemerges they might have some competitive products and given their fab capability they can really be a threat to those that are in the lead (basically fabless) except for TXN who does very well in this area. JFD