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Technology Stocks : Intel Corporation (INTC)
INTC 49.25+0.9%3:59 PM EST
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To: Tiley who wrote (7333)1/5/1997 11:11:00 AM
From: Mark Brophy   of 186894
 
That's a good summary.

But, I have a few nits to pick.

Not to say that AMD cannot do well. If they deliver a competitive product, the market is big enough for them to do well. But I think Intel is safe for the Pentium-Pro generation at least (in terms of continuing to remain the dominant player).

I think Intel will always be the dominant player. They'd really have to screw up many times to lose that position.

But, they can still lose a chunk of the laptop market to AMD's superior product. The longer it takes Intel to develop a competitive part, the more market share AMD grabs.

The real battle will be with the next generation when AMD will have much more experience at the game (Merced/other). Maybe by then, there will be new tricks to learn.

The real battle will be creating new products to replace the commodities. The Pentium is in the process of becoming a commodity now and a year from now all profits from the part will evaporate. The Pentium Pro costs a lot more to make and only provides a 35% performance improvement, so all profits will evaporate there, too.

I think Intel realizes all of this and we've heard Andy grove say pretty much the same thing (that is they are concentrating on growing the overall market more than worrying about competitors).

He said that before AMD released the specs on the K6. I suspect Intel has now devoted more resources to developing a competitive low-power CPU. Ignoring the competition now would be foolish.
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