Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.00

+3.3%

12:46 PM EST

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To: Jim McMannis who wrote (46980)	2/2/1998 7:26:00 PM
From: Road Walker	Read Replies (2) of 186894

Jim, re: AMD= "It's a page from the Japanese business plan...market share at all costs." I won't say that that is a bad strategy, because it has worked in certain product categories. However, to take on a company with Intel's technology, share and execution ablities, with this strategy is a major strategic error. "At all costs" is precisly what AMD has practiced, a chart of their stock price represents the "cost" to their owners. A good strategic plan OVER-estimates the abilities of competitors. John

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