Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Ibexx who wrote (14627)	3/18/1997 5:55:00 PM
From: Andy Riedel	of 186894

I think it has more to do with the fact that AMD has no real chance to compete with Intel. The stock has moved up on buying by momentum players (including brokerage houses owning big chunks) and will soon fall back to reality. I compare their situation to that of Borland with respect to Microsoft. It is virtually impossible to compete with a company that 1) defines the technology, 2) implements it in precise, incremental, steps, and 3) has reserves of cash and market share to quickly switch directions as needed. AMD came up with the clever moniker of K6 to somehow imply that their chip is better than the P5 (Pentium). The K6, however, is esentially Pentium I technology which has been superceded by the P6 (Pentium Pro) and now the P7 (Pentium II). AMD would have a much better chance of survival by switching their business model to one that offers some REAL advantages to the technology arena rather than this ridiculous catch up game. Andy

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