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

To: Steve Porter who wrote (27854)	7/4/1998 1:02:00 PM
From: James F. Hopkins	Respond to of 33344

Well put Steve; <G> <eom>

To: Steve Porter who wrote (27854)	7/4/1998 9:31:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 33344

Steve, Look at the Celeron line. That is a joke and has done more harm to Intel's public image than the "big" (sic) floating point bug a couple of years ago. Every salesman at _EVERY_ local computer store that I have talked to mocks the chip and say something like "I'm not cruel enough to recommend one of those" (one actually said that to me!). If Intel keeps this crap up, the only ones they will hurt are themselves. I agree. The Celeron was poorly thought out. The name is poor and it will now have stigma attached to it. Intel will have to do better and they will with the next version. Both are at that run-rate now. Intel may be trying to destroy them, but if either is going to go under they will be bought by someone even bigger. Companies like Acer, STM, NEC, etc. all have extremely deep pockets, cheap sources of labour in over-seas fab plants and all have expressed interest in entering the market. Do you like the thought of Intel competeing with Acer or NEC.. I know if I owned Intel share I would like to keep things the way they are. I don't think the US government would allow the sale of AMD or NSM to NEC or any foreign company. The technology is just to important to the US economy and other US interests. What US company would buy AMD with its losses and its deteriorating outlook? I realize AMD and NSM produce many chips besides the x86, but I wouldn't be surprised if Intel makes trouble for them even in non x86 markets. But I don't want to incite a riot on the NSM thread it's JMO. If AMD and NSM continue on the path it will not be pleasant for anyone including Intel. I would recommend caution for all in the semi-stocks (including Intel). Dale