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To: Brian Hutcheson who wrote (3481)	1/6/1998 3:37:00 AM
From: greg nus	Respond to of 6843

Brian, Information on Intel is emerging confirming my earlier conculsions that Intel is deadmoney for ost of 98. AMD may stand a better chance of making some money above -0- Than Intel to increase over $4.00 @ contracting pe to 15 puts intel at $60.. on a years recovery from $50.00 after the eminent 97 year end disapointment.

To: Brian Hutcheson who wrote (3481)	1/6/1998 10:38:00 AM
From: Robert Walter	Respond to of 6843

Brain & All, Here are several article that you might find interesting. I'll leave a preview and a URL. COMPUTERS & CHIPS After two years of bumpy results, executives in the computer and semiconductor industries were looking forward to a resurgence in 1998. But that was before Asia's economic sniffles turned into a bad case of the flu. Now, next year's businessweek.com:80/1998/02/b3560102.htm Cyrix to debut 200MHz MediaGX for low-cost notebooks By Lisa DiCarlo, PC Week Online 01.06.98 9:40 am ET zdnet.com Intel To Spend $5.4 Billion On Chip Gear ( 1/06/98; 10:28 a.m. EST) By J. Robert Lineback, Semiconductor Business News Intel is expected to increase its spending on semiconductor capital equipment by 20 percent to $5.4 billion in 1998 compared with $4.5 billion in 1997, techweb.com Robert