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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (37169)	10/21/1997 4:00:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Yousef, I wasn't really talking about processes and speed bins...but that looking forward I like Cyrix's road map a whole lot better than AMD's. It's very hard for Intel to tough Cyrix/NSM at the low end and with any intergrated chip. They may be able to carve a new niche whereas AMD is destined to buck up entirely against Intel. No impossible but a harder road to hoe. There are two ways to gain market share vis a vis similar products. One, make it cheaper and make it better. AMD has a good chip but it's similar to Intel's...Cyrix/NSM on the other hand is looking for some new territory where the competition isn't quite as heavy. Jim