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Technology Stocks : CYRIX / NSM

NSM 18.27

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Jul 31 5:00 PM EST

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To: Paul Engel who wrote (27477)	6/17/1998 12:47:00 AM
From: Scumbria	Read Replies (1) of 33344

Paul, Intel has very good processors which they need to sell at unsustainable margins to keep their investors happy. The company is trapped between a rock and a hard place. What is Intel going to do when Mendocino/Whitney runs Winstone faster than PII? They will have a choice of ceding the low end or cannibalizing themselves. Scumbria

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