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To: Gottfried who wrote (176989)	2/11/2004 1:33:31 AM
From: Amy J	Respond to of 186894

Gottfried and Thread, McKinsey thinks hightech should consolidate, including the semiconductur sector. McKinsey trying to drum up MNA business... news.com.com "The high-tech sector is overdue for a shakeout, and the magnitude and extent of the coming shifts promise to unlock tremendous value for companies surviving the consolidation. We found strong signs of impending restructuring in 11 of the industries we analyzed... In hardware the targets are PCs and notebook computers, networking gear and storage systems; in semiconductors they are logic, memory and semiconductor equipment. In semiconductors, several companies could combine to form a large chipmaker focused on consumer electronics. -------------------- Regards, Amy J