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Technology Stocks : Intel Corporation (INTC)
INTC 48.80+5.0%3:59 PM EST

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To: Riskmgmt who wrote (7566)1/7/1997 8:23:00 PM
From: Monica Detwiler   of 186894
 
Ray - What is wrong with this picture??

Bob florin told all of us what's wrong with his cyrix post ***

To: Fred Fahmy (7320 )
From: Robert Florin
Jan 5 1997 12:52PM EST
Reply #7359 of 7567

Why isn't GW2000, Micron E and Dell selling Cyrix machines? There must
be something wrong with Cyrix. I guess I'll buy Intel because I can count on
them. Haven't they been producing all the chips that run those PC's? There
must be some error in my assessment, otherwise why would everyone else
be buying 'Intel Inside' when 'Cyrix Instead' is $900-$110 less for equal or
better performance.

Kidding aside, how long do you think one can keep relying on this kind of
analysis before the house of cards falls in?

My current position is long Cyrix, no current position, either short or long,
in Intel and AMD. I will now don my hard hat for all the flak that I expect to
receive for this post.:-)

****
clearly - the house of cards is collapsing! Intel is up $13 in 3 days.

Way to kick butt, Bob! how's your cyrix doin', guy?
monica
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