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Technology Stocks : Intel Corporation (INTC)
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To: Jim McMannis who wrote (46922)2/2/1998 1:16:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Jim - Re :"After all they are changing FABs"

Changing fabs?

According to the Cyrix cognescenti, they are ADDING fabs.

IBM is still a manufacturer, are they not, of Cyrix processors until the end of 1999?

Then, NSM has their development center making products - remember the press release from one or two weeks ago?

The "rumor" is that TSMC will ALSO be making Cyrix processors.

And then their is NSM's Portland 8 inch MegaFab nearing completion.

It doesn't sound like "changing" fabs is a good excuse.

Paul
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