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To: Time Traveler who wrote (5300)	3/27/1998 12:39:00 PM
From: Harold Engstrom	Read Replies (2) \| Respond to of 6843

John, you can't possibly believe that Intel's margins are not coming under some serious pressure. I also think that you are too smart to believe that Slot 1 doesn't qualify as proprietary. And, with processor power no longer being the primary bottleneck for processing speed, the x86 market is becoming a commodity market. I am an IDTI investor and wish that it was not so - the huge margins would be great to capitalize on. If Intel were to develop a PC on a chip then it would rule again. As it is I think they are a solid company that finds itself the head of a growing group of IC manufacturers that can meet the soup-to-nuts needs of box makers and manufacturers that compete in the communications arena. Intel still rules the roost, and I hope your investment pays off, but denying that the market mentality about processors has changed doesn't change the fact that it has.