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Technology Stocks : Intel Corporation (INTC)

INTC 39.96

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12:18 PM EST

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To: Tenchusatsu who wrote (63911)	9/4/1998 12:29:00 PM
From: Paul Engel	of 186894

Tenschsatsu - Re: " I wouldn't count out the niche players. If they can fill in the gaps that Intel (and perhaps AMD) leave, they can find a nice small little fortune. " Who is counting them out ? They are COUNTING THEMSELVES OUT ! Cyrix is near dead in the water - uncompetitive in performance and their low ball pricing isn't attracting any significant customers. As for IDT - yes, they have a low power CPU - but low performance - and once again, they have attracted no significant customers. Both NSM and IDT are piling up significant losses - as is AMD. You cannot discount this fact - these losses are going to result in fewer resources available to them to continue to "wage war" with Intel. NSM and IDT have essentially eliminated themselves. As for Rise - huh? And just what are they going to bring to the table that is any better than NSM and IDT and AMD. Perhaps RISE will use IBM for a foundry - a guaranteed ticket to vast fortunes - aka - Cyrix ! Paul

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