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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: Gary Kao who wrote (30545)	8/28/1997 12:11:00 AM
From: Paul Engel	of 186894

Gary - Re: Currency Meltdowns in SouthEast Asia I'm no big expert in this subject, but my simplistic view is that Thailand and other countries that have a major currency devaluation will inflict at least a short term disruption on PC sales. When discretionary income is wiped out and life-supporting necessities are required (food, shelter), many people will find they can put off a computer purchase quite easily if they have to feed, cloth and house their families. As for SOutheast Asia in general, China - Mainland & Taiwan -t are the big markets, and these countries have no experienced currency devaluations (at least that I know of). Since these represent the bulk of S.E. Asia computer purchases, Intel's CPU sales will suffer only minor problems in the short term. Re: "what's your opinion of Cyrix CPU recall? Is this a death-knell? " No - the real death knell occurred May 30 when they announced this 6x86MX Turkey. Cyrix was in deep doo-doo 3 months ago. This recall is just more doo-doo on the pile. In case you haven't noticed, Cyrix has not had Fuchi-loving Innovations in quite a while. National, in my opinion, doesn't give a hoot about the 6x86 junk that Cyrix has. NSM wants the MediaGX. Period. Yousef has been back for several days - check the AMD thread and Jack Dlugach and Albert Solzhenitsyn's posts. Paul

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