Gary, I wrote yet another extremely long reply to your letter, and of course, since I spent so much time on it, my (piece of crap) computer decided to lock-up when I tried to send it (I thought that problem was solved when I switched to Windows).
Anyway, to sum it all up (please excuse my grammar):
1) Commodity products are common, and there is lots of competition, with companies not having very much market share.
2) Intel has no competition that is on par with their technology, and they have >80% market share.
3) INTC will also crush the competitors with even faster chips, and price cuts.
Other Notes:
1) The P6-200 is now faster than a P-133 under 16-bit code.
2) CYRX and AMD still won't have their Pentium class chips shipping in mass volume for some time.
P.S. Memory chip (DRAM and SRAM) making is a highly competitive business. There are so many companies around the world, trying to make money. So, maybe the analysts are right in saying that memory chips are a commodity. But then again, the last time I checked, nobody was trading "commodity futures and options at the Chicago Mercantile Exchange." |
