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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (63762)6/29/1999 10:51:00 PM
From: Charles R   of 1576020
 
Well, I have heard every angle (almost) about the VIA deal now.

Burstiner at TheStreet.com says "Only this time, it's looking like Cyrix is a pawn in a gambit to stop Rambus (RMBS:Nasdaq) chip designs from taking over the memory market. "
and
"VIA is partly owned by Formosa Plastics of Taiwan, which also partly owns Taiwanese motherboard maker First International Computer. Intel is the only company now that makes all three -- motherboards, microprocessors and chipsets -- giving it a cost advantage over competitors such as Advanced Micro Devices (AMD:NYSE).
With Cyrix, VIA could also compete directly with Intel in the market for low-priced chips, says Linley Gwennap, vice president of tech research firm MicroDesign Resources. "

Tomorrow should be an interesting day for the micro and memory stocks. Let's see.

Chuck
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