Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (27690)	6/29/1998 3:51:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Bob - Re: "Most PCs will be sold for less than $1K and this is not too wild an idea." Most data show that sub-zeros account for 20% to 40% of the U.S. RETAIL market (varies by month). The US RETAIL market itself is about 20% +/- 5% of the US market. If they are, Intel will still make money on them. AMD and Cyrix haven't been profitable in a year - and as prices drop - they will become more unprofitable. As for Intel, their XEON product family will boost margins at the high end, and faster Pentium II's, Katmais, Dixons, etc will help maintain profits in the mid - range. Paul