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To: JDN who wrote (75176)	3/2/1999 6:08:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

JDN, Re: In my judgement all the companies you list are excellent candidates for the future. Dont have a problem with any of them. JDN Not really, except in a macro sense. Usually two things happen. Either, something becomes a huge market but the cost of entry is low and margins get to be pretty low, examples are the memory biz. Or, there becomes a Gorilla player, that leverges IP,process,foundry,marketing and builds a huge barrier to entry and wins in a major way. Obvious example here is Intel in CPU's. My sense is that Intel is unlikely to become a gorilla in this new SOC market. To win you need/acquire: wireless,rf, CPU, DRAM, IP, ASIC,Flash, EDA capabilities. Regards, kash