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

To: Steve Porter who wrote (27904)	7/5/1998 9:20:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 33344

Steve, Actually mufflers are supposed to improve performance, but other than that ;-) Well, ok throw that analogy away, but my point is Intel would buy them just to shut them down. .. Well 600M is a real low ball number. Besides would the DOJ/FTC _LET_ Intel buy the patents. Right 600M is low, considering the billions Intel has lost due to price erosion from Cyrix and AMD. BTW: You live in Canada right? Do you get American TV shows, CNN, American sports coverage, American political coverage etc.. Dale

To: Steve Porter who wrote (27904)	7/5/1998 9:25:00 PM
From: Elmer	Read Replies (1) \| Respond to of 33344

Re: ". Besides would the DOJ/FTC _LET_ Intel buy the patents. " Intel and NSM already have extensive cross licensing agreements so I don't think Intel needs to buy them. EP

To: Steve Porter who wrote (27904)	7/10/1998 6:02:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 33344

Steve, AMAT, etc. really don't look like they will do that well because if a glut happens production will be cut back and they will suffer. Nice call, it looks like that is what happened. See Briefing.com below. How do you think this will affect the chip stocks? AMAT specifically cited the DRAM glut. Dale Applied Materials Inc. (AMAT) 29 1/2 +1/2: semiconductor wafer fabrication equipment manufacturer is warning that it expects fiscal Q3 net of $0.15 to $0.18 a share, below the First Call estimate of $0.21 a share, on sales of $850 mln to $885 mln; cites DRAM overcapacity, lower prices and delayed orders from Asia for earnings shortfall; also expects new orders in Q3 and Q4 to be significantly below its Q2 level; see press release..... Briefing.com