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

To: puborectalis who wrote (66995)	10/18/1998 7:56:00 PM
From: John O'Neill	Respond to of 186894

Does anyone have the details on the INTC/MU deal?? Is it $500 mil in exchange for the right to buy new stock at a certain price.??? Comments appreciated

To: puborectalis who wrote (66995)	10/18/1998 10:58:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Stephen - Re: NSM/Cyrix, IDT and AMD. NSM is wounded - maybe mortally. They haven's had a competitive part in over 18 months. IDTi is completely uncompetitive - they are the walking dead. AMD has to keep dropping their prices as Intel introduces newer, faster processors and cuts the prices on its existing ones. This leaves AMD in a war of attrition with Intel. If Intel's Katmai instructions become the industry favorite for enhanced video, 3D, rendering and voice-recognition software developers, AMD will be caught with incompatible CPUs that will have to be FURTHER discounted to essentially unprofitable levels. And, AMD's K7 - the "FUTURE" of AMD, requires a totally NEW mechanical and electrical interface - different from anything currently existing in the x86 world. The K-7 will have to offer twice the performance of an Intel CPU at half the price just to be CONSIDERED by a customer. Remember - the K-7 is a SOLE SOURCE PART and with AMD's history, what reputable server or workstation manufacturer will commit to a SOLE-SOURCED device - made in just one AMD wafer fab? Intel on the other hand has MULTIPLE wafer fabs producing their parts, providing virtual multiple-sourced CPUs - and will continue to do so, giving their customers an extra margin of safety when it comes to CPU availability and delivery. Paul