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To: pass pass who wrote (10485)	11/15/1997 8:40:00 AM
From: DownSouth	Respond to of 77400

>If Intel can put modem card on board, why not all the other cards? Then what happens to the box-makers? Two things: 1) Intel is not, primarily, "a box maker". Primarily, they are a CPU design/build company. That is their bread and butter. 2) Intel knows (read Andy's book) and is keen on what is their bread butter. They are also keen on how important innovation by third parities is to driving the industry. What is key to their long-term success is for others to come up with better, more efficient ways to throw as much data a the cpu as possible and to demand more and more cpu cycles to do a job. That creates demand for more powerful cpus to replace the ones that just became obsolete because of the increasing demands of third party hardware and software. (That is why Intel "invented" the PCI bus and has invested so heavily in third-party gigabit ethernet (MRVC). If Intel decided to integrate all of the functions into chip sets on top of their own motherboards, they would succeed in the short term, but stifle or seriously delay demand for more and more powerful CPUs. (IMHO,of course)