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To: Joe NYC who wrote (32071)5/6/1999 10:20:00 AM
From: Steve Porter  Respond to of 33344
 
Joe,

Well I firmly believe that this may be the beginign of the end of National. Either that or they will very soon drop this information appliance idea. They won't make money on this thing without their own fab. They'll be compete with StrongARM on an Intel fab that will sell for half the price. And we've all seen what that does to profts.

Regards,

Steve