Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 160.55

-4.9%

Dec 12 3:59 PM EST

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To: Zeev Hed who wrote (7618)	2/2/1999 11:10:00 PM
From: Jim Oravetz	of 10921

Its nice to have INTC on your team. They certainly can afford to spend some dough. However, the latest news I had seen on low cost PC sales showed that INTC share had fallen from 70+ to 49% of the CPU market. AMD 23% and Cyrix 12-13%. Intel will certainly sell enough of their front line CPU's to make some more $ (especially at those margins). What % of the applications really need that horsepower? Your avg. Joe office worker doesn't need the latest Intel offering to run wordproc/sprdsht programs. Corporations would be had pressed to spend more than $1300-1400 for a huge increase in machine functionality. IDTI sells a Pentium Jr., the WinChip, for $30 in the 200-240 MHz clock range. Socket 7 designs are less expensive than Slot1 or SlotX. Motherboard bus speeds are increasing to 100Mhz with the chips from AMD and others. IDTI/AMD/Cyrix CPU's have extra 3DNow video technology. What out INTC. (I wish I owned some.) I do not own RMBS, but have looked briefly at it once. Jim

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