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To: Bonnie Bear who wrote (14622)3/4/1998 10:50:00 PM
From: Zeev Hed  Read Replies (3) | Respond to of 18056
 
Bonnie, I am not sure if it is competition, if it was, a 10% loss to INTC would have been a 50% to 100% gain in CPU sales for AMD and NSM, but both of these are still lingering near their lows (and NSM has a good chance of breaching it tomorrow). I think the weakness in genuine, final demand is a little pooped, not just just because of the removal of a major chunk of PC demand from the rim, but probably some leveling off here and Europe as well.

Zeev