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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST

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To: Joe NYC who wrote (102591)4/18/2000 10:24:00 PM
From: Barry Grossman  Read Replies (3) of 186894
 
Jozef,

Since Intel didn't lose market share, by not having additional capacity, Intel couldn't lower prices to compete any more aggressively than they did, so to that extent, you're right that they opened the door for AMD. When Intel has the additional capacity later this year, I don't anticipate that AMD will be allowed to gain any market share - in fact, the opposite may occur.

We shall see.

Barry
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