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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: Paul Engel who wrote (33520)10/2/1997 12:52:00 AM
From: Mike Taylor   of 186894
 
I'm a Cyrix/NSM stock holder. I hold no positions in INTC or AMD.

These are my views on these three chip makers:

1) INTC, good strong company, but will be experiencing pricing
pressure for low end MPU (Cyrix MediaGX).
2) AMD, lousy management,executions, possible takeover candidate for MOT.
3) Cyrix, no cash, no capacity, no marketing, good cheap designs, just need NSM.

I believe Cyrix/NSM or AMD/MOT (if it happens) will pose serious challenges to Intel during the next couple years.

I like to hear Intel's views on why this will never happen.

Mike
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