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Technology Stocks : MMC Networks Inc (MMCN) -- Ignore unavailable to you. Want to Upgrade?

To: Lewis M. Carroll who wrote (374)	4/22/1999 12:57:00 PM
From: Taro	Respond to of 507

I buy that one, fully agree.

To: Lewis M. Carroll who wrote (374)	4/28/1999 6:12:00 PM
From: cecil	Read Replies (1) \| Respond to of 507

Lewis, With respect to the market that INTC is targetting I have to disagree with you. INTC purchase of DEC got them an octal 10/100 Ethernet MAC device - 21440 is part#, I just designed with this part and it works well - no bugs. But, this is a commodity market, and INTC is trying to establish a presence in the market where they can sell high ASP specialty parts. You bring in all those fast Ethernet ports and you need a fat pipe to transport them - high speed ATM networks. I think this is the logical market for them to target and the DEC strongarm processor is the perfect platform to start with. Just my opinion. What market are you talking about when you say they are targetting more of the low-end 10/100 and 1G Ethernet? Doing what with 10/100 and 1G ? Layer 2 ? Layer 3 processing ? Bridging ? Routing ? I'd like to get a better understanding of what you are referring to, because I see this as a direct assault on MMCN and Broadcom. I do agree that short term it should not impact MMCN business, but long term impact can be significant. By the way, I'm not short MMCN, I trade it on its swings, but always long. Right now I'm on the sidelines, sold at 16 and hoping to buy back on a dip.