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Politics : Formerly About Advanced Micro Devices
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To: StockMan who wrote (27305)12/30/1997 6:34:00 PM
From: Profits  Read Replies (4) of 1574439
 
StockMoron,

I have to agree that Intel is in no danger of losing money this quarter. They control the high-end of the market and will continue to reap huge profits from their monopolistic position at the high-end. However, Intel and their shareholders are used to an incredibly high profit margin. Any price drops from Intel will go straight to their bottom line. I don't know if you're aware of what is going on in the PC market, but the sub $1000 PC is here to stay. And the $2000 Pentium II machines are not selling too well. The K6 is well positioned to win in the sub $1000 market. With 80% marketshare, the majority of the pain from price drops will be felt by Intel. The days of $1.5B in profits are over and it will be painfully evident in their quarterly report and even more painfully evident in their stock price in Q198. An Intel stock price of $60 in Q198 is very realistic, and $50 is more likely by the end of 1998.

Profits
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