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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Kashish King who wrote (26909)12/18/1997 8:01:00 PM
From: kash johal  Respond to of 1573954
 
I think very highly of Intel's management and I am sure they will leverage their newest chip sets,740 graphics, AGP etc to the max.

My concern is if the bottom falls out of the CPU market as 0.25 micron
fabs from intel, AMD, Cyrix, IBM, IDT et al start pumping out parts.

IMHO NSM is the best psoitioned as they can survive very well without selling a single CPU chip next year and they can treat this business as incremental revenue to a large extent.

Best regards,

Kash



To: Kashish King who wrote (26909)12/18/1997 8:46:00 PM
From: Investor A  Read Replies (1) | Respond to of 1573954
 
Rod,

That has been very interesting of you mentioning SIII. I have been thinking about SIII the other day as I have the feeling that Intel might step into the same fate as SIII that INTC falls below its book value.

Both of them have been the leaders of their core businesses, and then, failed to keep up with competitors in technology innovations. SIII is a good mirror of Intel.


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