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To: Foad who wrote (4371)	2/12/1998 2:13:00 AM
From: Robert Walter	Respond to of 6843

Foad, Thanks for the excellent Wall Street Journal article. Robert

To: Foad who wrote (4371)	2/12/1998 4:08:00 AM
From: greg nus	Respond to of 6843

Foad, Ditto robert on the WSJ Intel artical. Time to buy Idti! The mighty Kurlack has spoken Says sell all semiconductor companies. Kurlack ahs turned his back on Intel. How could this have happened? I see a pattern of conspericy developing. Last February Barton biggs a god friend of Alan Ableson of Barrons owned by Dow Jones, (Biggs alerted his customers to sell techs back then on a friday because equipments sales were backing up. Two days later, the following Sunday Ableson runs an article saying CPQ was in trouble and could not sell Boxes. Tecks sold off. Both reports were without merit but nervouse holders sold. Now Kurlack comes out with sell all semi's enen Intel and the WSJ says Intel missed the boat, is in denial on consumer digital offerings. There both wrong but for different reasons. The real story is no doubt that some of Merrill customers needs to get very long tech and can't get them. Kurlack is taling their position.. Stockless. Kurlack is thrying to get people to sell through fear as Merrill will be there collecting all the share for it's customers. Asia spooked many of the big name buyers into unloading techs, now the same institutions out there are back but the little guys bought all the stocks the big guys through out the window. There trying to talk the market down so they can load up....The market goes up big from right here. The big money names like Fidelity times thousands that dumped techs now realize they made a big mistake. The little guys have them by the balls and they must pay up! Here's proof offered in support! www3.techstocks.com If you have had any doubt about getting long the large cap techs don't miss this oppertunity! Nasad index could set a new high and go up another 20% from there. From the Nus News desk that is all!

To: Foad who wrote (4371)	2/12/1998 8:26:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 6843

Fuchi, Sounds like Intel may be headed for some serious long-term profit issues- I agree completely with this article. I have spent a lot of time writing on this thread about the absolute necessity of an extremely small, inexpensive die. The problem is that not only has Intel failed to meet this challenge, but so has Cyrix. Cyrix has been obsessed with "performance at any cost" CPU's since the inception of the M1. M2 and MXi come in the same category. The last product which Cyrix made any real money on was the 486 (three years ago.) Media GX is a good stab at integration, but the die size is too big to compete against C6 and other low cost CPU's being developed, (particularly in lieu of the fact that MediaGX has a 16K cache, and C6 has a 64K cache.) My fervent hope is that National will recognize this fact and do something about it. Maybe that is what the Israel site is all about?