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RE: PMD discussion

Good point Jay. I am not in favor of splitting up the pie anymore than we
have to. And speaking from a PMD supplier perspective, the fewer projects we
need to fund and resource the better for time to market and time to cost.


> ----------
> From: 	jay.hoge@xxxxxxxxxxxxxx[SMTP:jay.hoge@xxxxxxxxxxxxxx]
> Sent: 	Wednesday, May 31, 2000 10:58 AM
> To: 	Cornejo, Edward (Edward)
> Cc: 	'802.3ae'; 'Jack Jewell'
> Subject: 	RE: PMD discussion
> Ed,
> I agree with you for the most part. It's important to remember, however,
> that each time we split the pie by adding another PMD, the volume of each
> goes down and the price of each goes up. Price deltas are a slippery
> slope.
> Jay