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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Barry A. Watzman who wrote (48952)	2/26/1998 9:07:00 PM
From: henry tan	Read Replies (1) of 186894

Barry, IMO,long term, the future of K6 will depend on VIA technology. VIA will manufactre 100 mhz motherboards for K6.AMD will aslo need enough ISP to support the new motherboards. INTEL will be hit if AMD draw more ISP support on thier new 100 mhz motherboard then INTEL's (440BX). We shall tell by how many box makers and ISPs line up when INTEL launch 350 mhz PII next month. I also feel that financial troubled AMD come to IBM is in a similar situation as SAMSUM comes to INTEL for help . By May, we will see Pentium 266 (Covinton) sell below $800. P II sell close to $1000. Plus they will be built with graphic card support direct AGp. This doesn't look like much space left for AMD. (see Message 3539499 ) -Henry

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