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To: Bilow who wrote (45647)	6/1/1998 1:39:00 AM
From: Paul van Wijk	Respond to of 176387

idg.co.nz Paul

To: Bilow who wrote (45647)	6/1/1998 4:11:00 PM
From: Investor2	Respond to of 176387

Re: "My suspicion is that a phase of vertical integeration is approaching the personal computer industry, and the companies to bet on are IBM and HWP. INTC doesn't seem to want to make boxes, and its chips are easily copied by its high tech competitors, anyway." Your prior two posts present a very interesting (and radical?) projection. Do you see the "vertical integration" extending to include manufacture of the semiconductor capital equipment, ala AMAT, NVLS, etc.? By the way, I miss your trading updates on the BK thread. Best wishes, I2