Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: vip who wrote (24408)	6/11/1997 2:34:00 PM
From: Joey Smith	of 186894

Vip, very significant article. If true, AND Intel is able to maintain 60+- margins for the rest of the year, this will be VERY BAD news for Cyrix and Amd. Intel has been emphasizing lately that the clones are NOT taking away mkt. share, and that their profit margins will not be hurt by competition. I don't think they would go thru with these kinds of price cuts, if it significantly hurt margind/earnings. plus, its too early in the game for a price war. Therefore, if Intel can achieve huge economies of scale/size/substitution (like they stated in the article), these price cuts will be good for Intel, very BAD for AMD/CYRIX. I just hope they can convince Wall St. of their efficieny gains. Never a dull moment in the chip game :-) joey

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