Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Jay M. Harris who wrote (4310)	1/6/1998 1:29:00 AM
From: John Chalker	Read Replies (2) of 10921

Jay, You have some excellent posts. I'd like to chew on a few. <<Intel will not be able to gain market share in 1998 with CYRX and AMD finally having decent product,>> I won't make that bet. If sub $1,000 PCs increase market penetration significantly, and INTC has a special chip for that box, it will be hard for AMD to keep up given their yield problems. In other words, if you are capacity constrained and the overall market grows, you are losing marketshare if you can't grow your production. <<Frankly, if NT 5.0 with wolfpack clustering was a 64 bit OS, I think Merced would have killed UNIX and the Sparc architechture by the end of the decade. I still believe WINTEL will prevail,>> SUNW can't produce enough SPARC chips to compete with INTC's Merced, SUNW saw that writing very clearly. Interesting, SUNW must support Merced to ensure its own long term survival. I think that's why they teamed up with them to work on a new OS, and it helps INTC put pressure on MSFT to get NT 5 and 6 out the door. Andy plays one against the other and picks up a new teammate. Your thoughts?? Chalks

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