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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

Nov 24 3:59 PM EST

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To: gnuman who wrote (52451)	4/8/1998 8:11:00 PM
From: Paul Engel	Read Replies (2) of 186894

Gene - Re: "Have they made the right adjustments?" I think so. Intel is establishing a technology (Pentium II) that AMD and Cyrix can't compete in - Slot 1/2. Intel HAS matched AMD and Cyrix in price cuts pn Pentium MMMX chips - who do you think has 60%+ of the sub $1000 PC market (probably more since several sources have claimed increasing AMD share despite FLAT K6 sales!). And what do we have today? AMD - HUGE LOSSES! Cyrix - Huge losses and next quarter NSM will be UNPROFITABLE due to the Cyrix Albatross. As the Slot 1 per centage of PCs increases - and you know its increasing - the TAM for Cyrix and AMD shrinks. At some point, the support infrastructure - Chop Set manufacturers and MB makers - will pull back their socket 7 efforts and AMD/Cyrix will be fighting a war amongst themselves that Intel has already won - and moved on to the next battle. AMD's substantial losses and NSM's impending losses and near total lack of new design activity with MediaGX and 6x86MX are the measure of how the war is progressing. Intel's profit machine is wounded - BUT STILL FUNCTIONAL - AND PROFITABLE. So, you may think it's a victory for "Clones R Us" - a pyrrhic victory at best. They yell and shout CHEAP PCs - Cheap PCs - Cheap CPUs - and they lose lose lose lose lose money. Hold on to your AMD and NSM stock - if you like the color red! Paul

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