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DewDiligence

02/12/03 1:31 PM

#4038 RE: wbmw #4035

>> I expect [Centrino] to quickly proliferate to many different markets, probably quicker than Compal realizes. <<

That Compal guy is not offering an opinion about Centrino, he is saying that his company is not going to buy Centrino for consumer laptops because they won’t be able to make money doing it.

It doesn’t matter what you or I think – but it does matter a lot what people like Ray Chen think.