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Technology Stocks : Intel Corporation (INTC)

INTC 41.14

-3.4%

Jan 8 3:59 PM EST

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To: Joseph Pareti who wrote (61769)	8/4/1998 2:42:00 PM
From: Paul Engel	of 186894

Re: "will this model spill over to the semiconductor world? Is this the next "inflection point ?" If I interpret your question properly, this has already happened many years ago with "Fabless" semiconductor houses. These houses design chips and use outside "foundry" fabs to process the wafers. Some companies are very successful - Level III, Altera, Xilinx, etc. Cyrix was also a fabless company before being acquired by NSM. They have been a failure both ways. Paul

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