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To: nigel bates who wrote (12680)3/11/1998 3:42:00 AM
From: Andrew Vance  Read Replies (6) | Respond to of 17305
 
*AV*--INTC has had a stronghold on the CPU business for years, much to the dismay of certain companies. It is no secret that on occasion, certain PC manufacturers have tried to port over to a different CPU chip manufacturer. I think this gives IDTI an additional edge.

Remember, it is just an opinion. We must temper this opinion with the fact that INTC is the 800 lb. gorilla of the industry and can pretty much bury anyone the choose to. I think they may want to and have to keep margins high with the higher end chips.

Andrew