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To: Paul Engel who wrote (64564)9/12/1998 6:04:00 PM
From: Pigboy  Read Replies (1) | Respond to of 186894
 
Paul,
<< Thus, none of this overlaps Intel's existing businesses. >>

Thanks for the thoughts on 3COM and ASND. Seems you believe that IF Intel acquired a networking company to compete in the Enterprise or Telco's, it would most likely be a 'big' acquisition? Wanted to know if you thought my questions on Mrvc were far-fetched?

<< The USRobotics Modem business appears to be a business that has 1 foot already in the toilet - and Intel's SoftModem initiative will flush the whole Modem business (as we know it) down the drain. >>

When do you see this happening? In the next year or so OR three or four years down the road?

Thanks for your thoughts, as always
pigboy