Intel Corporation (INTC) Message Board

STOCKTALK

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 Corporation (INTC)

INTC 48.05

-1.1%

12:39 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Robert Florin who wrote (5232)	11/15/1996 1:03:00 AM
From: Joey Smith	of 186894

Robert, totally disagree with you. If you were a major OEM in 1Q97, would you consider investing in either cyrx or AMD given: 1). there is the risk consumers might not want these chips & want the "pentium" name. 2). there is the risk that they will not have manufact. capacity to meet demand. 3). these co. are in some financial trouble 4). there is the risk with quality of these chips as well 5). cyrx/amd track records have been poor, eratic, etc. What's the upside for the OEM? they may save a little bit of money and might have a little bit of perf. advantage. IMHO, just way too much risk for a major OEM to jump the intc ship. I think the OEMs will try to differentiate themselves in other ways, but I don't think boasting a cyrx or AMD chip will benefit the OEM. I do see AMD possibly taking away Tier 2 accounts from cyrx, but INTC margins will not be hurt in 1997. The only way INTC will be threatened is when AMD and CYRX can prove they can produce a high quality prdt. on time, in sufficient quantities, etc. This wont be in 1997, believe me. joey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next