Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Investor A who wrote (31041)	4/6/1998 2:03:00 PM
From: Steve Porter	Read Replies (5) of 1579928

All: With NSm going after the low-end and AMD going after everything else (apparently with IBM money now), we all know Intel will get hurt. However it seems that everyone is overlooking one company here.. IDTI, with the two press releases today, IDTI is basically SOL. They won't be able to compete in the integrated single chip extremely low cost market and won't possible be able to go up against an IBM/AMD and Intel.. IDTI investments are starting to look like tax write-offs to me. Steve Cyrix/NSM Rule! PS. Congrats to the AMD longs on the good news.

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