Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-2.3%

12:35 PM EST

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To: Joey Smith who wrote (59561)	7/9/1998
From: kash johal	of 186894

I agree with you on the large OEMS, who want a balance and carefully choose suppliers. The small shops which are on razor margins don't care what they sell. My comment is that the LOW end is commodity. AT the high end INTEL has no competition. AMD has bet the company on K6 success, and as an intel investor you should be concerned about a kamikaze competitor. Both NSM and IDTI could defocus from the x86 segment (and their stcok prices) would probably rise. AMD does not have that option. Regards

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