Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

3:59 PM EST

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To: Mary Cluney who wrote (41106)	11/28/1997 10:18:00 AM
From: Paul Fiondella	Read Replies (2) of 186894

Mary I'm not looking for a comparison with AMD As in how can you criticize Intel, that great company, you beast!! For example you wouldn't compare Volvo with GM saying the two companies both have a chance to dominate the auto industry. This is not a comparison of Intel and AMD in that sense. However each company has a marketing strategy. I understand AMD's (and they will be happy with a 30% market share), what's Intels now that the game has changed? ================================ It seems to me that their business model can't remain the same. I refer you back to Ali Chen who pointed out that system performance may no longer be the selling point. You know IBM went this route once, then along came this underpowered PC that the slide rule boys said nobody would accept. And I know these guys because they were all wedded to their "safe" jobs and would never take a chance and go against the mother corp by going out on their own. They were all working for the monopoly of the time while I was out there in the PC industry taking my chances. (Incidentally I have made money off both companies. I just think Intel is overvalued.)

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