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To: ed who wrote (9412)11/23/1997 2:39:00 PM
From: Keith Howells  Respond to of 97611
 
Ed,
Interesting point about INTC joining in the box building business. I am no expert in the area, so this is my opinion only, but I would question why they would want to do something like that. It seems to me that there is already a great deal of competition in this arena and some of it is not doing very well ala MUEI. It appears that there may be some winnowing or consolidation going on. Doesn't seem like the best time to get into the business. -Keith-



To: ed who wrote (9412)11/23/1997 3:12:00 PM
From: Sonki  Read Replies (1) | Respond to of 97611
 
intel will NEVER make boxes maby boards. May go into DSP. intel concerned w. keeping their fabs bz not competing w. their customers.


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