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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%3:59 PM EST

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To: Jim McMannis who wrote (50432)3/10/1998 7:04:00 PM
From: Jim Patterson  Read Replies (2) of 186894
 
re: Intel must have something up their sleeve with the celery-wrong

They do, Move the market to Slot 1 and cut off AMD's socket 7 motherboard sources.

Think about it, if INTC succeeds at this, no more AMD, Cyrix or even Winchip.
If they Fail, They could loose 15-25% of the market to 100Mhz socket-7 AMD K-# Boxes at the low end. This assumes of course that AMD, with the help of IBM, can deliver 10-20 million chips in 12 months. (It is doable, but they need to get things fixed fast)

There is no reason for slot one, from what I understand, Just that INTC wants proprietary for all of their chips.
For the record, proprietary dies not work well in the open PC business.

With the performance differential, AMD may even be able to charge more for their chips than INTC. Now that is a switch.

Jim
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