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Technology Stocks : Intel Corporation (INTC)

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2:25 PM EST

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To: RayW who wrote (12740)	2/28/1997 3:31:00 PM
From: Kashish King	of 186894

Besides crashing the system and forcing Microsoft into releasing an operating system patch to disable certain caching features, there is nothing compelling about Cyrix' products. They are developing their toy-end system for Compaq and they will be happy with that until the realization that Intel will be offering Pentium 200 on the low-end hits home. As for AMD, we have to wait and see how much of a slice of the low-end Pentium market they can achieve in volumen shipments with high quality and high yield. None of that is a given and if Intel is going to drop the hammer on prices, AMD will be crushed. As for the prospects for Intel under those conditions, they make the lions' share of their money from the high-end and they are redefining what that is as we speak. So let AMD and Cyrix have the ultra-low margin end of the business if they can get it. If you had a line of systems using high-end Intel product throughout would you suddently decide to replace the low-end processor just to save a couple of bucks? Think of the ramifications of such behavior and tell me if it would really be worth it from a design, integration and testing standpoint.

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