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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Harry Landsiedel who wrote (56084)	5/27/1998 1:20:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Harry - Re: " Do you have any ideas about which competitors get hurt by the arrival of this new piece of silicon? In the NIC card area, I assume it's 3Com." NSM - which was a big seller of LAN chips in the early 1990's is and will suffer the most. Last week's upcoming LOSS warning by NSM described the dire straights that their LAN business is in - courtesy of Intel! AMD also is in that business and it appears that Intel's new chip will continue to make inroads in that area of AMD's business. As for 3COM, they make their own LAN chips through ASICs (LSI I believe) and they will continue to use their own chips on their NICs. However, Intel's new chip will permit lower prices, so that will squeeze ASPs for 3COM - and INTEL - but Intel will have somewhat reduced costs. Paul