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Technology Stocks : Intel Corporation (INTC)

INTC 36.34

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3:59 PM EST

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To: tcmay who wrote (138693)	7/5/2001 8:32:24 PM
From: t2	Read Replies (2) of 186894

tcmay, Great points. I also see the EU blocking as good news for Intel and even Microsoft. Monti is supposed to be pro-competition by European standards and probably does not like being labelled anti-business. It is just that GE did not want HON badly enough to allow the EU to save face..all they needed was a bit of movement and it would have been a done deal. My hunch is that they've decided the overall economic downturn gives them adequate "cover" to run AMD to ground. Who can fault them for introducing new products, meeting AMD's "always lower than Intel's" prices, and adding new fabs? Maybe the market share in terms of numbers of CPU shipped puts Intel far enough from away being labelled a monopoly. That gives them lots of room to make business difficult for AMD. There might be concern if the number gets to 90% Intel but below that they should be OK, especially with Transmeta out there as well. The last I recall, Intel did not make much in the low end anyways and that is where AMD competes with them..unless something has changed recently. There is no way AMD is going to crack the corporate market unless the price difference is huge. Corporations just don't like taking any chances with potential incompatibilities no matter how small the odds. One problem with a PC that requires internal staff to give attention to the problem, and there goes the savings on the cheaper CPU. It is just the power of the Intel brand name. Could be subliminal messages in those Intel TV commercials.<g> Intel's strategy seems to parallel that of Dell. Dell is trying to put the small PC maker out of businesses and also take market share from the bigger ones. Doing it ahead of a major hardware upgrade cycle coming this winter (Windows XP) is the best time.

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