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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Steve Porter who wrote (27153)	6/7/1998 12:27:00 AM
From: Craig Freeman	Read Replies (2) of 33344

Steve, when Mendocino hits the streets, no one will remember the June 7 price cuts. In the near future, Intel's offerings will include the Celeron/300, Mendocino/333 and PIIs at 400MHz+ ... covering the home, office, and server/workstation markets nicely. IMHO, the current price cuts are a short-term marketing move to make certain AMD doesn't get too good a foothold with the K6-3D. Since it costs far less to make a new PII/450 at 0.25u than the original PII/233 at 0.35u, Intel's margins will depend more on their product mix than the price of any one chip. Craig

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