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To: shane forbes who wrote (2940)	2/15/1998 4:01:00 PM
From: Linda Kaplan	Read Replies (2) \| Respond to of 6565

Shane and Clark, Great summary. Appreciate it. I do know leg pulling, though if I knew where your leg was, you never can tell. Linda

To: shane forbes who wrote (2940)	2/16/1998 11:11:00 AM
From: Tim Mak	Read Replies (1) \| Respond to of 6565

Hi Shane. Thanks for the listing of ASIC (SOC) vendors. May I suggest that you do a similar list of ASIC (SOC) buyers. With the two lists on hand we may be better able to make hypothesis about who will become the gorilla in this market. [E.g., will ERICY buy from MOT even if MOT develops good Core-Ware? Will IBM (or LU) be merchant suppliers and who will buy from them (CISCO?)?] I wish I have the knowledge to do the analysis. Since I don't, I'm passing the ball to you. Thanks. Regards, Tim