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To: pat mudge who wrote (7459)	11/1/1997 8:03:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

pat-- i agree. i had originally thought that netspeed would be good, but now am not so sure. i like the idea of ORCTF (yes, i am holding some:)) as has been suggested by others, and your right about being able to get chips made without the need for a fab. with the current glut of memory products i expect a wide range of fabs in asia to shift from memory manufacture to specialty manufacturing on contract. as for ipsilon...aren't they a gigabit ethernet company? wouldn't that put us squarely against CSCO( i should tell you that going up against CSCO doesnt scare me, it just that the perception on the street will be that we are already dead if we try)? of course, with enough debt and stock, we could buy both<G>. good luck to all, trey

To: pat mudge who wrote (7459)	11/3/1997 9:08:00 AM
From: bill c.	Read Replies (1) \| Respond to of 21342

Pat: >> Other than their Telus contract for 2,500 lines, << Only 2,500 modems? I haven't followed Ipsilon. Your URL link is a good start for me... until later.