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Technology Stocks : Intel Corporation (INTC)
INTC 46.47-4.5%Jan 30 9:30 AM EST

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To: Paul Engel who wrote (1954)6/25/1996 6:45:00 PM
From: Robert Florin   of 186894
 
Don't joke about things like this. It may give him some ideas he hasn't thought about before.

I would however not mind if other OEMS would evaluate the cost performance differences between Intel p-166 and Intel p-200 and the equivalent Cyrix chips, and since there is little difference between the two, give some business to CYRX to maintain some vestige of alternative in the x86 architecture. I have watched the chip wars for years and I do not think that there has ever been any real competition for INTC unitl CYRX. Two years ago Byte mag compared the architectures of the Pentium and the Cyrix M series. It seemed clear to me that Cyrix had a better design. I think that is why INTC has brought the p-200 out at $599 instead of $750 like they did with the p-166. Either that, or there is market saturation. I am not sure Cyrx is out of the picture quite yet. Posts on the CYRX board quote the 6x86 p-166+ for $250 from two 1-800 mail order companies. I think that is substantially below the Intel p-166 price, unless it has also come down drastically in the past few weeks. What effect will these recent price cuts have on INTC 2nd and 3rd qtr? Is this in the anticipated "flat 2nd qtr" but with increase in margins? Cyrx may have turned out to be not just an innocous flea crushed by INTC, but a mesquito carrying malaria. Something which will give stockholders and INTC recurrent shivers and maybe a persistent and debilitating illness.
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