Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Ibexx who wrote (29649)	8/18/1997 9:07:00 PM
From: henry tan	of 186894

Ibexx, I think Aptiva K6 gives IBM more cards to negotitate with Cyrix. Since Cyrix will soon need not IBM to make Cyrix CPUs, IBM need to find a leverage...(Cyrix had to make consseesions on the table because it has no fabs in the past)I guees the latest announcement will most effect the existing market shares between Cyrix and AMD. NSM doesn't have a sell channel, Cyrix will still need CPQ and IBM. This will be a good stratgey for IBM. But IBM will have to leave end users to decide what PC to buy. -Henry

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