Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

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Jan 14 3:59 PM EST

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To: Jacob Snyder who wrote (48019)	6/16/2001 5:37:20 PM
From: Proud_Infidel	Read Replies (2) of 70976

Jacob, INTC is becoming a too-big conglomerate, whose core business is a commodity INTC's core business(MPU's) basically has two players controlling 95%+ of the market. A commodity by definition, is a market with low barriers to entry and thus many players competing for a piece of the pie. Given that the MPU business is mature(ing), how can you possibly call it a commodity business when other players have not successfully entered? IBM and Cyrix have tried although unsuccessfully. If it was truly a commoditized business, you would have many suppliers as you have in the DRAM space, where you could not count up all of the makers without using all of your fingers and toes. Even if someone wanted to enter the market and approached a TSMC with a design for a new MPU, in all liklihhood their chip would NEVER be adopted by any leading PC vendor, since AMD still has trouble getting adoption by some vendors. FWIW, I am long INTC primarily because I do NOT see them as a commodity player. BK

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