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

To: Scumbria who wrote (27790)	7/2/1998 8:12:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 33344

Scumbria, As soon as one of Intel's competitors gets their manufacturing capabilities up to speed (i.e. competitive MHz and yield,) Intel's bottom line is toast. The only thing that has protected Intel so far, has been the ongoing problems at the AMD fabs. NSM is entering the picture with their own fabs, and IBM is showing a willingness to provide state of the art technologies to Intel's competitors. Well that is what is scaring the jaheebees out of investors in the semi stocks. If you take a longer term view of the situation, it becomes obvious that: 1. NSM, AMD, IDT, Rise, Metaflow, etc. are not going away. IBM will make sure of that. Well the commercial banks, investors, employees etc will pull the plug at some point if losses continue. 2. Low priced PC's are not going away. true. the gennie is out of the bottle. 3. Intel can not keep their margins up. From this point on they might with Xeon servers. 4. There is very little upside potential for INTC. It depends on how insane AMD and NSM are with continuing the losses. Dale