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To: freeus who wrote (46405)	6/5/1998 4:02:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176388

OT Freeus, some thoughts regarding Intel: I think that Intel has suffered from a certain amount of self-inflicted pain. It was clear a couple of years ago that a major direction in the retail market would be a cheaper CPU. Intel countered this by attempting to create a brand identity for a commodity with the phrase "Intel Inside". Clearly, this marketing ploy did not work on the low end, and the company created an opportunity for Cyrix and AMD with their low-end MMX offerings. The Celeron chip may be too little, too late. Frankly, I would avoid Intel. Year 2000 thoughts: There are several companies that are pure Y2k plays, but I would avoid them because they may well be one trick ponies. CA is doing a lot of Y2K remediation. An interesting alternative is to look at companies who sell software that is Y2k compliant. The reason is that many customers will prefer to replace aging software that marginally meets their needs with new software that is more flexible and better meets their needs. The companies that come to mind are the ERP outfits such as PSFT and SAP (I own PSFT). Y2K remediation efforts also must address themselves to embedded chips. The one company I know of in this area is TAVA. TTFN, CTC