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

To: Dale J. who wrote (27768)	7/1/1998 10:56:00 PM
From: Yousef	Read Replies (1) \| Respond to of 33344

Dale, Re: "NSM and AMD are already swimming underwater. Well Intel will simply hold them underwater until they stop moving." Very accurate, Dale ... Did you by chance happen to work for Intel. Make It So, Yousef

To: Dale J. who wrote (27768)	7/2/1998 3:05:00 AM
From: FJB	Read Replies (2) \| Respond to of 33344

Perhaps you should ask yourself some questions about your Intel "investment". First, is a company(Intel) in the midst of layoffs and plant closures in a position lower ASPs far enough to affect the competition? Second, do you think the Intel layoffs and plant closures are related to 8 of the top 10 PC manufacturers jumping ship to other MPU suppliers in the last year and a half? Lastly and most importantly, can Intel maintain their business model by competing in the sub-$100 MPU market? A 10% return on Intel stock is very good these days. Just ask some of the people that may have bought at close to $100. Don't get greedy. news.com