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.
Cheers,
Ed
> ----------
> From: jay.hoge@uk.jdsunph.com[SMTP:jay.hoge@uk.jdsunph.com]
> 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
>
>