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To: Black-Scholes who wrote (80983)	5/16/1999 2:08:00 AM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

BS, Re: NEVER, EVER, EVER, EVER worry about cannibalizing your own sales - because if you don't, some wolf outside the pack will do it for you. That is true. But you won't add jacuzzi to your kitchen sink. Gary

To: Black-Scholes who wrote (80983)	5/16/1999 4:33:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "NEVER, EVER, EVER, EVER worry about cannibalizing your own sales - because if you don't, some wolf outside the pack will do it for you." Intel is one of the leaders at the principle of cannibalization, evident with each wave of new chips. The decision criteria for putting/not putting dedicated MPEG hardware onto a CPU has nothing to do with either the ability or inability to cannibalize the consumer pull-through-demand for CPU processing power to do MPEG. The tradeoffs are real estate (higher processing power helps conserve real estate), new features, bus degradation, the price-point the market could bear, etc. RE: "quite a few savvy portfolio managers and venture capital boys and girls see." This statement becomes credible once you list the firms. Please name the firms. Regards, Amy J