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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: ftth who wrote (1428)	9/15/1998 9:45:00 PM
From: Scott H. Davis	Respond to of 1720

Interesting, but as a long term IS professional, I don't see a lot of fit unless Intel is really comitted to leave its niche. They had historically had no presence in application arenas. COMS is in networks, and thru its acquisition of US Robotics in the modem and RAS arena (US Robotics "Total Control" was rumored to be a key reason COMS bought out Robotics (not from Wall street info but from IS sources) Unless Intel plans on going into the imbedded logic for applications arena, I don't see the fit, but then I could be totally clueless too. If they are committed to a mindset breakout, things will get very interesting. Scott