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Technology Stocks : Intel Corporation (INTC)
INTC 40.23-0.8%1:53 PM EST
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To: Bill Jackson who wrote (87910)9/7/1999 8:33:00 AM
From: f.simons  Read Replies (2) of 186894
 
I understand that Intel made virtually 100% of all the profits that were made in the processor industry. There are limits as to how much any company can affect the environment around it. Intel has played in a very tough environment and has been the only processor company to thrive while its competitors lose money and/or get out of the business. Intel cannot control AMD in AMD's pricing strategy. But Intel does have to play in a world where AMD is doing what it is doing. Certainly, AMD's policies have affected Intel's profits. So what? Intel DOES have profits, huge ones.
Compaq's move into sub 1k computers certainly had as much an affect on the chip industry as chip price wars. Did't work out too well for Compaq. AMD's pricing hasn't worked well for them either.
To point at Intel and deride its reduced profits from what they would have been in a perfect world is dumb. That's all I was trying to say.
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