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To: Paul Engel who wrote (47650)	2/11/1998 8:00:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Re: " The investment community needs to realize that Intel isn't just a CPU manufacturer, and Flash manufacturer, and Chip Set manufacturer, and Mother Board manufacturer, and Networking product manufacturer and embedded controller manufacturer, and software developer and a system manufacturer." Yes, I used a few more words to explain the same idea to a guy on the LSI thread. The discussion was about camera chip sets, which Intel is getting into, initially for Polaroid: techstocks.com Tony

To: Paul Engel who wrote (47650)	2/11/1998 8:14:00 PM
From: Tony Viola	Respond to of 186894

Paul, maddening, I tried to drag and click the URL for the article I put on the LSI thread, but it kept putting the URL in for your article on product diversification. You've finally got 100% control of this thread! Anyway, FWIW, it is LSI article #9535. Tony

To: Paul Engel who wrote (47650)	2/11/1998 10:43:00 PM
From: Ibexx	Read Replies (3) \| Respond to of 186894

Paul, Henry and thread, More on the debut of i740: Intel to unveil first graphics chip SAN FRANCISCO, Feb 11 (Reuters) - Intel Corp is expected to unveil a graphics controller chip on Thursday, its first entry in the booming $1.4 billion market for chips that handle two- and three-dimensional graphics in personal computers. The chip, previously code-named Auburn, is called the i740 and will be targeted to mainstream PC users running Pentium II processors, analysts said. The chip is expected to be available later this quarter. "The i740 will make Intel a serious competitor in the graphics market," said Mike Feibus, principal analyst at Mercury Research in Scottsdale, Ariz. "The big question is whether they will take over the graphics market. Does this mean death and destruction to the other players? I don't think so," Feibus said. Even so, the impending entry of the world's largest semiconductor maker into a new market is causing some nervousness among investors in shares of graphics chips makers. Shares of 3Dlabs Inc Ltd TDDDF.O fell three to 28 on Wednesday and S3 Inc SIII.O, which has fallen behind its competitors in the high end, fell 1/4 to 6-3/8. Other players include ATI Technologies Inc ATY.TO and privately held Nvidia Corp. ____________ Glad I got out of NeoMagic and S3 last year. Ibexx