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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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Dec 1 3:59 PM EST

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To: Barry A. Watzman who wrote (50728)	3/18/1998 6:36:00 AM
From: Dave	Read Replies (1) of 186894

Barry: I disagree. IBM could've made a counter offer for Cyrix. I think Cyrix would have been the logical choice b/c they don't have a fab, they have/had the Media Gx, and the 6x86 MX. I was surprised that IBM let NSM take Cyrix. Even Nexgen (both IBM fab customers), IBM let AMD steal it away. I feel IBM makes very good money on their foundary agreements with IDTI, AMD, and NSM/Cyrx. IBM's competitors would not buy chips from IBM b/c it helps IBM. One example is MWave. Aptiva's used it, but name another Tier 1/2 vendor which uses MWave? dave

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