Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Paul Engel who wrote (50853)	3/20/1998 9:35:00 AM
From: gnuman	of 186894

Paul Engel, re: "Who needs AMD and Cyrx, (sic. IDT) I don't know, but maybe: IBM/Compaq et al, (maintaining a competitive environment). 100 MHz socket 7 chip set makers 100 MHZ socket 7 M/B makers $599 PC makers, (which I think are on the horizon). NC makers Low profile/low physical volume box makers Set-top box makers And the performance issues of Celeron are still not clear, at least to me. Hey, I'm not an AMD/Cyrix lover, but I am interested in their impact on Intel and the PC market. (Which seems to have been considerable over the last year). With the '98 consensus at $3.30, and '99 way down, taking a pragmatic approach to the competition seems wise.

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