Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 48.32

-0.8%

Jan 15 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tcmay who wrote (135559)	5/20/2001 1:10:10 PM
From: Dan3	Read Replies (1) of 186894

Re: Betting the company For Intel, I'd include dropping all memory options except Rambus based only upon another company's technology when that technology was at a powerpoint slide level. Intel's 3 year "affair" with Rambus has allowed AMD to grow to the point that Intel no longer has monopoly power in its key markets. It remains the dominant player in the market, but has lost both pricing power, and just as important, timing power in its key markets. Intel must now release its key products at prices heavily influenced by AMD pricing - shown by the recent halving of its price structure. Intel must also release its products on a schedule heavily influenced by AMD. The result is more rapid depreciation of plant, and much more rapid erosion of the prices of leading edge products. Absent the "Rambus Affair", there's a good chance Intel wouldn't have lost control of its markets. For AMD, I'd include their construction of the copper FAB at Dresden in the late 90's while the company was nearly bankrupt. Had Dresden been a failure, AMD could literally have been wiped out.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next