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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.3%

12:59 PM EST

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To: Steve Porter who wrote (58042)	6/15/1998 10:13:00 PM
From: Dale J.	Read Replies (1) of 186894

Steve, INtel has a lot more competition in that market than they do now. There is no one standard on the low-end CPU market. Yes Strong-arm has a good following, but SUN has their pico java chips, and there are others out there. Ya, I read just today that fujitsu is adopting the SUN Pico java chips. At the low end it seeems price is everything. Intel didn't enter the Windows CE arena, I suppose the low price chip was too low for them. I think the things delaying the ARM projects are: "Not invented here" and worse "Competes with something invented here".. (and if Paul is correct about the 960 being a descendant on the 432, which I don't doubt, then it is almost a sin to sell ARM at all). <VBG> I hear ya. Intel is at a crossroads. It will be interesting to see where they go from here. I am betting they will do ok, but price wars in the chip market can get pretty ugly. A quick look at the DRAM market can put some fear into any investor. Dale

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