Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: kapkan4u who wrote (86156)	7/26/1999 7:25:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

<Sure, just as AMD did, and lost a bunch of secondary accounts in the process.> Kap, I don't understand what you are trying to hint at here. Do you think Intel's customers will turn to AMD all of a sudden because of this chipset shortage? That seems unlikely given that the K6-2 is already headed into oblivion, the K6-III is virtually non-existent, and the K7 isn't going to ramp up to any meaningful volume until year 2000. Or maybe those customers will stick to Intel's processors, yet go with third-party chipsets. That's still fine by me; Intel gets higher margins from processors compared to chipsets. And meanwhile, Intel gets to sell everything they make, especially at slightly higher prices. In other words, what's your point? Tenchusatsu

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