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

To: Scumbria who wrote (63940)	9/4/1998 3:10:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Scumbria - Re: 'Intel's chipset business is under siege now too. " I think this is a potentially very positive development for Intel. With SIS AND Intel offering integrated graphics chip sets for the Pentium II/Celeron market, the net result will be to EXPAND the market for Intel's Pentium II/Celeron line. If Intel can sell MORE Pentium II's and Celerons at HIGH margins, without having to manufacture and sell all the chip sets at LOW MARGINS, Intel should see their gross margin percentage INCREASE. You will also note that SIS is seeking a license from Intel - and expecting to PAY INTEL for the privilege of taking Intel out of the low margin business. Think of that - a royalty stream from SIS without having to make a single chip set - while increasing sales of Pentium II's and Celerons ! This is a very positive development for Intel. Paul

To: Scumbria who wrote (63940)	9/4/1998 4:34:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Intel's chipset business is under siege now too. Um, Scum, SiS has always been a competitor to Intel's chipset business. The article you posted hardly suggests that Intel's chipset business is in trouble just because SiS will release a graphics-on-chipset solution before Intel. In fact, SiS's presence is healthy for Intel's chipset business. It doesn't pose much of a threat, but it still keeps Intel's chipset designers from become lazy. Plus, SiS is considering licensing Intel's technology. This is very good news both for Intel and for SiS. Tenchusatsu