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Non-Tech : Amati investors
AMTX 1.435+0.7%12:24 PM EST
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To: Trey McAtee who wrote (29345)11/25/1997 12:31:00 AM
From: Cliff Wood  Read Replies (1) of 31386
 
<INTC and Commodities> If INTC had not done a good job of marketing, there portfolio would be closer to commodity status than it is. But, there is a great more involved in the position intc enjoys than simply the good marketing. AMD and CYRX exist only so long as INTC allows them to. Things might get more interesting if TXN were to acquire CYRX. However, I believe the people that founded CYRX are former TXN employees so TXN might have a hard time swallowing that pill. Cliff
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