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

To: Jim McMannis who wrote (41629)	12/6/1997 11:11:00 AM
From: Yousef	Read Replies (2) \| Respond to of 186894

Jim, Re: "What's saved Intel so far is their great process technology, ability to yield chips at high speed ratings and the ability to stay one step ahead of the competion with the Pentium II ..." Well Jim, you finally have gotten it right ... Intel not only has the best process technology and yield, but is also the lowest cost producer. I would much rather have Intel continue to focus on maintaining these "core competencies" than chase the <$1000 market. Intel will stay 2 speed bins ahead of AMD/Cyrix due to their IC process dominance ... make excellent margins on the highend desktop, notebook and server markets. These are the markets that AMD is trying to reach ... and can't due to their poor execution and poor process technology/yield. I think the worst thing that can happen to AMD/Cyrix is for Intel to decide to own the <$1000 market, because Intel can actually "Make It So". Make It So, Yousef