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

To: AB who wrote (28096)	7/9/1998 10:07:00 PM
From: FJB	Respond to of 33344

Anthony, RE: BTW, given that AMD sold a lot more chips than expected, whose market share did they take, INTC or NSM? I'd guess a little of both, but there is no good data out there on this topic. Intel's report should help to clear things up a little, although it stinks they don't give info on units. I've never shorted a stock, so I sure haven't done so with Intel. I think they will disappoint and won't paint a positive picture for the next Q. Asia has thrown a real damper on semiconductor demand and I would be extremely surprised to see Intel unscathed. In fact, I hope they have something positive to say looking forward 'cuz it would help most of my long positions. I don't think Intel will have good things to say about business. Bob