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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%3:59 PM EST

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To: Tony Viola who wrote (85384)7/13/1999 11:56:00 AM
From: Paul Jamerson  Read Replies (1) of 186894
 
I agree with you. Intel's greatest asset is it's fabs. This manufacturing capability allows it to be the only credible large supply of processors. The second greatest asset is Intel's ability to adapt. Intel does this better than any large company I know of. Intel has been criticized as "not as innovative and bureaucratic". This criticism, in part, is true, but their adaptability, resources and manufacturing cloat makes up for this. AMD keeps Intel honest by providing some competition. It also keeps the paranoia alive within Intel. K7 proves AMD could produce a faster processor (possibly a better) than Intel, but it will difficult for it to be a dominant player or will take away a significant market share from Intel. AMD will do what DEC did in the past, that is, it will always producing the fastest processor in the industry, but will find it difficult to make a profit.
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