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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

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Feb 6 9:30 AM EST

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To: Road Walker who wrote (33156)	9/30/1997 12:54:00 AM
From: Paul Engel	of 186894

John - Re:" your opinion about National Semi's potential vs. AMD." AMD has shown great potential with their K6 - but, alas, it has once again become an unrealized potential. The K6 is a good chip, competitive, but not an Intel killer. Unfortunately for AMD, they have not been able to capture significant customers (IBM seems the only real one) and their yield problems will scare away any other "serious" cutomer who was thinking of branching out from Mother Intel. I'm sure these folks have put the AMD/K6 plans BEHIND the back burner - where no one will see them. National made comments after the Cyrix acquisition announcement that they wanted to pursue "integrated CPU/system functions" and DID NOT want to go head to head against Intel at the high end. Bear in mind - Brian Halla - CEO at National - used to be an Intel executive many years ago. He left Intel to go to LSI Logic where he and another ex-Intel executive (Gene Hill - 80386 Program Manager) were trying to start up a RISC/SPARC (or MIPS ?) CPU endeavor to go head to head with Intel. That got them and LSI Logic nowhere and they both ended up leaving LSI with no significant inroads at all. So, Halla knows what challenging Intel at Intel's game means - guaranteed suicide. My guess is that he will roll the MediaGX into a commodity solution that will find applications in intelligent embedded solutions - dashboards of cars, heating/cooling/industrial HVAC applications - where value added electronics will be needed and he/NSM can operate in a free reign out from under the Intel gunsights. This will be high volume/moderate margin business - which is NSM's forte. Paul

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