Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (9114)	3/23/2003 1:58:58 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95615

RE: "It occurred to me that the two titans, Cisco and Intel, are now direct competitors." I couldn't get to the site you posted because they were doing maintenance. I look at CSCO/Linksys as boxmakers and INTC as a chipmaker. I think CSCO is more likely to be an INTC customer than a competitor. INTC chips will make "everything" a "terminal" on a WIFI network. INTC chips might be in CSCO gear which connects all the "terminals" into a network and links WIFI networks to the "network".