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To: Steve Hufnagle who wrote (818)2/7/1998 5:29:00 PM
From: Todd D. Wiener  Respond to of 886
 
Several large chipmakers, including TXN and ROK are producing DSL chips. There will be many smaller producers, as well. I suspect the margins will be pretty good for the first year or two, after which the pricing pressures will decrease margins.

This is good news for SMTC, because DSL modems will require TVS protection.

Todd