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To: shane forbes who wrote (10423)	3/3/1998 9:13:00 AM
From: Moonray	Read Replies (2) \| Respond to of 25814

PC focus blinded giant Intel in race to make cheaper chips Not only is Intel late to this party; also, no one wants to dance with it. Most makers of hand-held computers or digital telephones have shunned Intel microprocessors because they are at least several times more expensive than competitors' comparable chips. Chips from NEC Corp. Corp. and LSI Logic Inc. run the world's two most popular video-game players. The most glaring example of Intel's plight is the all-out bidding to supply chips for Tele-Communications Inc.'s order for five million digital set-top boxes, aimed at launching the age of interactive television. "They are behind in designing products specifically for the cable set-top market," says David Robinson, a vice president at General Instrument Inc., which is making the boxes for TCI. One cable official is more succinct: "Intel is running dead last." msnbc.com o~~~ O

To: shane forbes who wrote (10423)	3/3/1998 3:51:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Wizard, I liked that assessment.. Do you sometimes get the impression that certain analysts don't have a full grasp of the situation..like when they say things such as "Investors are turning a deaf ear..I think they are in denial..they don't want to hear any bad news". Might a less arrogant individual not think...hey, if the investment community is acting differently than I THINK they should...is there any possibility that it it I who might be wrong?...and that Shane could be right <g> The reduction in capacity...or even a reduction in the RATE OF INCREASE in capacity, surely has to give the old economic factors of supply and demand a fair chance to get operating again. Since the Koreans were perhaps the biggest violators of the rational investment considerations, it is sort of nice to see that it is THEY who head the list for a reduction in investment, no? TSO