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Technology Stocks : Compaq
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To: Kai-Uwe who wrote (8515)11/4/1997 8:27:00 PM
From: Douglas Perkins  Read Replies (2) of 97611
 
Kai,
Intel's hugh advantage is that they have the chip plants and production capacity to drive down prices. AMD is hurt as they can't make enough money to pay their debts and build the $1.5 billon plants that they need to compete. My bet is on Cyrix now that they are a part of National Semi. National has the chip plants one needs to compete with Intel. Others can produce better chips (ex. Alpha), but can they price compete?
Doug
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