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To: Scumbria who wrote (67944)	11/5/1998 12:31:00 PM
From: Paul Engel	Respond to of 186894

Scumbria - Re: "Now that they are building their own CPUs, don't you think it would make sense that that portion of the business would be more profitable?" It isn't clear to me that NSM is shipping products from their own wafer fabs. Do you have any evidence of this? And even if they do, all that depreciation must be spread over the few devices they are shipping - so I would guess that their actual costs would be the same - if not HIGHER - than when IBM was making their devices. Paul