Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

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To: John Chalker who wrote (4325)	1/6/1998 11:29:00 AM
From: Mason Barge	Read Replies (1) of 10921

<< If sub $1,000 PCs increase market penetration significantly, and INTC has a special chip for that box, it will be hard for AMD to keep up given their yield problems.>> It's only a matter of time. If AMD doesn't get their famous yield problems corrected, Cyrix will. And if Cyrix doesn't, IDTI will. And so on. Personally, I think that INTC is going to let them have their market share in a market segment with constantly diminishing margins feeding into a growing market, i.e. mass consumer production. They need their human capital (and other resources, although less critical) to keep their edge in the high-margin markets, where they are still King Kong. In a few years, 166mz Socket 9 chips are going to be selling like 16mb DRAM chips or TFI hard drives today, i.e. oversupply and no margin at all. I just can't see Intel putting a lot of its future into the low-end market. The big money's still on the cutting edge. Why would Tiffany's try to compete with Friedman's when they're making more money selling high-margin custom jewelry?

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