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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST

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To: Tenchusatsu who wrote (167848)7/9/2002 9:27:28 PM
From: Road Walker  Read Replies (1) of 186894
 
Ten,

re: One bad thing about the duel between Intel and AMD is that it locks both of them in a rat race for speed. And that's turning out to be no more than an expensive p!$$!ng contest, given that few people pay for performance anymore.

I don't know. How many folks buy the slowest processor available? Just like any other end user product, folks are willing to pay at least a few extra bucks for perceived value. If not, Intel's business model falls apart.

Everybody likes to call the microprocessor business a commodity business. There are no commodity businesses with ~50% GM's. It's still value added.

John
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