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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Hippieslayer who wrote (7178)	3/4/1998 11:39:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 11555

RE"There is no indication that others are hurting intel's ability to sell uPs" The loss of the Compaq Presario line to AMD and Cyrix accounts for many millions of lost unit sales. Intel's press release stated that orders were lower than expected. AMD's earnings problems are because of production issues, not because of a lack of sales. There are a lot of indicators pointing to the competition taking business away from Intel. Andy Grove's nightmare is unfolding before his eyes. Scumbria