Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

3:59 PM EST

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To: Paul Engel who wrote (46966)	2/2/1998 4:55:00 PM
From: Road Walker	Read Replies (3) of 186894

Paul, From my business experience, Intel would have more fear of AMD/Cyrix if they were selling 1/3 of their current volume, but they were selling at a profit. You don't build an end-user franchise selling at a loss, it's a dead end strategy. If I were an AMD/Cyrix shareholder, I would suggest that they raise their prices to profitable levels and compete on performance and service and the fact that they are an alternative. They could then build a business (more slowly) based on sound finances. At least if you lose that battle, you have taken the high road. (I don't know if I would own Apple, but you have to respect their current focus on selling profitable, deferentiated product, maybe too late). The street seems to have caught on, based on AMD/Cyrix current stock prices. John

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