Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.06

+1.6%

10:59 AM EST

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To: Dan3 who wrote (171242)	9/26/2002 12:39:02 AM
From: BelowTheCrowd	Read Replies (1) of 186894

I would suggest that that can work only in a growth business. In a slower growth environment, if you stop investment in new products, you never give customers a reason to upgrade. They have even LESS reason to buy stuff at your high prices. I suspect that in a no-competition world, we would have somewhat slower progress and somewhat higher prices, but the imperative to move volume would still force the prices down and capabilities up over time. Arguably, things have moved a lot faster than most consumers care about anyway, so it might not be such a bad thing. (I know my position on this is controversial, but I'll stand by it, at least with regards to the vast majority of business PCs out there.) mg

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