Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 323.80

+1.8%

1:54 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: akidron who wrote (10854)	11/12/1997 8:26:00 PM
From: Big Bucks	Read Replies (2) of 70976

Akidron, You are correct, I stated that in one of my previous posts. They will likely find it advantageous to exploit it if they can produce it cheaper than they can manufacture PII and Merced. This is where Intel is caught between a rock and a hard place. They need to stay on the leading edge to maintain their dominance, the biggest factor they have in their favor is their huge manufacturing facilities. But if a competitor can produce better/faster chips at less cost at the high end, what will Intel be forced to do? 10 years ago DEC was the power house "high end" cpu manufacturer, is Intel going the same way DEC did? I don't think they will willingly let that happen. The play on this will be very interesting and competitive. BB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next