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Technology Stocks : Intel Corporation (INTC)
INTC 41.12-3.5%3:59 PM EST

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To: Tenchusatsu who wrote (79266)4/15/1999 2:49:00 PM
From: Scumbria   of 186894
 
Ten,

Scumbria, if your prediction comes true, and $299 PC's start to dominate the market, who is going to be positioned for this shift? AMD who lost a ton of money on K6-2 and is now putting their hopes onto the high-end K7? Cyrix who's pretty much a no-show? Or Intel, who's only starting the low-end assault with the new Whitney integrated chipset, and will continue with Timna and its follow-ons?

Cyrix is clearly in the best position because they want it to happen, and have planned for it. Intel has the ability to play there, but only reluctantly.

AMD will have to team up with a vendor to make sure they have a competitive integrated chipset available for their product line.

Scumbria
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