Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

MSFT 517.82

-1.5%

Oct 31 3:59 PM EST

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To: Steve Porter who wrote (187)	9/24/1997 6:55:00 PM
From: Bill Jackson	of 328

Steve; This copper process combined with the .16 u will cut the heat and thus up the speed greatly, and yield twic as many chips per wafer(all other things equal) I AMD makes a deal with IBM to ship sand they could ramp up within 6 months to a threatening level. So I think that Intel will falter this fall(crash to 50-60%). But they are richer and smarter than me, maybe they see it coming too?. What advance defensive moves would Intel take in such a situation?(other than price cuts) 1 Marriage of DRAM, Chip set and CPU sales to control market? 2 Denial of this combo to betrayers(Companies who buy AMD/Cyrix) 3 Postponement of large fabs(on the quiet, look for lower construction activity) 4 Further integration into system making, to the point of becoming the major box maker, allowing virtually any box to be fabbed for via std motherboard footprint. 5 Strategic link to Dell etc, where the implement a ship to order for a number of standardized boxes. No stock/inventory etc for those allies, thus lower prices. 6 ?? Bill

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