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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

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Nov 26 3:59 PM EST

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To: SisterMaryElephant who wrote (57814)	6/12/1998 12:17:00 AM
From: Paul Engel	Read Replies (1) of 186894

Steve & Intel Investors - Brian Halla, NSM CEO, stated in their Earnings Conference call today that Taiwan PC board manufacturers were designing 90% of their new Mother boards for Slot 1 devices. The Taiwanese stated, according to Halla, that they did not think AMD, IDT, Cyrix, etc. could support the Socket 7 CPU volume requirements if Intel pulled out completely. Halla may have qualified the "90%" number, referring to motherboards destined for PCs costing >$1000. This information was obtained by Halla on a very recent trip to Taiwan where he met with quite a few PC Motherboard manufacturers. The NSM conference call replay can be heard at: 1-800-633-8284, Replay #4340823 Note - if there is a shred of truth to the 90% Slot 1 for new PC Motherboard Designs, Intel's CPU sales may be facing less competition as they convert more production to SLot 1 and Slot 2 devices. Paul

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