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To: Patriarch who wrote (2060)	9/23/1998 10:17:00 PM
From: OGM	Read Replies (2) \| Respond to of 12823

I have a question for the group. Assuming that DSL takes off in a big way (a large assumption, I know), are the comms chip makers that focus on this area (such as PMCS, AMCC, VTSS) in a position to reap as large a reward as the equipment makers? Specifically: - Are they in a bargaining position with the equipment makers they sell to such that they can keep a larger portion of the value-added and profits from selling in? - Is there an architecture issue that could play out such that the equipment makers standardize on an architecture that one of the chip makers is pushing? In other words, is there a potential for a chip maker to define an architecture that would create addiction/switching barriers among the equipment makers? - Or, are they just selling components into the equipment makers? The reason I ask the question is that I assume the bandwidth issues on the Internet are not going away soon, so I'm looking for the player (other than Cisco) who will reap the biggest rewards. Is there a guerilla in here somewhere? Thanks for any comments, OGM