SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel: Short Term Stock and Option Trading/Strategies
INTC 40.16-2.9%3:59 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RayW who wrote (187)3/29/1997 2:03:00 AM
From: Loren Winzeler   of 220
 
Ray,

Please provide backup for your vague statements: "GATE and DELL will stick with Intel CPU and will lose significant market share to Compaq in the next two years. The biggest losers will be the technlogy loser: Intel and those box makers sticked with Intel."

AMD and Cyrix probably can't produce enough cpus to satisfy all of Compaq's sales. You people read reports about a suped-up K6 machine outpacing a Pentium II chip and get all freaked out. The semiconductor game is won in manufacturing, capacity and chip yields. (Of course, a little P&G style marketing never hurt. When was the last time you saw a AMD tv ad?)

Compaq is at the greatest risk as it tries to move in the direct sales area. They must win market share while not eating into their existing sales channels. When big companies adopt new strategies, they usually misstep.

Cheers,

Loren
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News