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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1956)	8/24/1998 2:20:00 AM
From: Bernard Levy	Respond to of 12823

Hi Frank: I do not think that the sophistication of the Gigabit Ethernet over copper chips will necessarily translate in very high costs. The dynamics which ultimately drove down the price of fast Ethernet ports (larger volumes, more competition) should ultimately prevail, except that after the leaders hit the market (BRCM, LEVL, LU), it will take more time for other competitors to develop working chips. So, the prices may remain firm for a longer period of time. Note that these are only guesses, since I am really not an expert on chip economics. Best regards, Bernard Levy