Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.35

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1:13 PM EST

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To: mauser96 who wrote (43649)	1/3/1998 11:51:00 AM
From: Jim McMannis	of 186894

Lucius, RE:"To: +Gene Parrott (43610 ) From: +Lucius M. Lamar Friday, Jan 2 1998 6:54PM EST Reply # of 43703 Maybe I'm missing something, but a high cost producer (AMD) can't buy market share from a low cost producer (INTC) for long. Increased volume doesn't help if you lose money on each item you sell. Without it's attempts to outspend Intel, AMD would be a very profitable company.AMD leadership probably has a finite time period to start making profits on it's microprocessors. Eventually, the board of directors will insist that AMD drop this drag on earnings if it becomes apparent that there is little hope that it can be made profitable. Of course there is always the chance that AMD can sell enough to make money on them, but the window of opportunity is getting smaller as time passes." Well said... Jim

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