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To: Pat Hughes who wrote (46465)	7/2/2000 10:31:06 PM
From: blake_paterson	Respond to of 93625

More rambushing by Peck, this time indirect: quote.com Reuters, 06/30/2000 11:03 RESEARCH ALERT-Intel seen losing share in chipset mkt NEW YORK, June 30 (Reuters) - SG Cowen analyst Drew Peck, an Intel Corp. bear, said Friday that he foresees a price war for microprocessors and expects Intel to lose significant chipset market share to Taiwan's Via Technologies Inc. -- said microprocessor inventories were loosening up and should be readily available by the second-half of the year, contrasting forecasts given by Intel Corp -- said he foresees a price war for microprocessors as inventories become more lax but it will not become evident till the fourth quarter and beyond as seasonal uptick in personal computer demand will keep demand high for the third quarter. -- Peck has a neutral on Intel. -- shares of Intel were down 1-5/16 at 130-7/16 Copyright 2000, Reuters News Service