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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (63894)	9/4/1998 12:42:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Scumbria - Re: "Sorry Paul. The Cyrix thread is getting too slow." That response answers one of your questions to Badger - "There are lots and lots of companies jumping into the CPU business. If Intel can find a way to grow earnings in the midst of this morass, it will be one of the great marketing accomplishments of all time." Cyrix/NSM is in a near-death spiral and Intel will begin to show earnings growth this quarter. The little "tire biters" are starting to fail - and your precious IDT/WinCHIP will soon be added to that list. Paul

To: Scumbria who wrote (63894)	9/4/1998 1:15:00 AM
From: carl a. mehr	Read Replies (1) \| Respond to of 186894

Scumbria, Re: - "There are lots and lots of companies jumping into the CPU business." Specifics please. I only see two companies, and here they are: tscn.com Regards, humble carl

To: Scumbria who wrote (63894)	9/9/1998 12:55:00 PM
From: Badger	Respond to of 186894

Scumbria, Answering as best I can: 1) No. 2) Maybe. Not on the desktop end, to be sure, but at least holding their own on the server side. 3) First time computer buyers buy what's available. Probably 90 percent of computer shelf space these days include an Intel processor of some sort. I'm not sure but, if I had to guess, I'd say Intel is more likely to have the resources and pull to get product to foreign countries than any of its' competitors. My take is that competing desktop chips like AMD and such are sacrificing margin for market share. That's be OK if there were an end in sight - Microsoft used this tactic after competing software was eliminated, and they raised their prices - but Intel isn't going anywhere. In the CPU biz, earnings might not be as extraordinary as they've been in the past, but I think Intel will still be head of the class. Happy hunting! Badger