Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: yard_man who wrote (73235)	2/9/1999 3:15:00 PM
From: Tenchusatsu	of 186894

<Where (high end or low end) are sales growing the fastest? Where does INTC have their highest margins?> Sales are growing the fastest in the high end, where the highest margins are also to be found. So what? Does that mean Intel should ignore the low end, even if it's worth only peanuts? <Why is INTC "taking back the low end?" Can they take back something they haven't lost?> Intel has decided long ago when the sub-$1000 market was new that gaining back marketshare was more important than maintaining high margins. You are arguing that because Intel is trying to take back the low-end, their high margins are going to suffer. I think if Intel doesn't take steps to regain lost marketshare in the low-end, other market segments including the high-end will be invaded by the competition. And that threatens the entire revenue stream. I don't know what you are talking about when you ask "Can they take back something they haven't lost?" <What do you think the odds are that DELL starts using AMD chips at the "low end?"> Not that great, especially now since the Celeron is so cheap. What's your point here? Tenchusatsu

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