Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

-7.4%

3:59 PM EST

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To: ed who wrote (50371)	3/10/1998 3:08:00 AM
From: Paul Engel	Read Replies (2) of 186894

Ed - Re: " So, INTEL has a lot to cut, and CPQ is right. If INTEL will not cut, then AMD and CYRX will cut for it. " Compaq should not concern themselves with Intel's profit margins - except for the fact that because Intel has great margins, they are capable of developing new technology, ramping that technology into production, and investing in new fabs to manufacture CPUs in the volume that Compaq needs. If Compaq's goal is to buy from AMD or Cyrix because they have extremely low margins, then Compaq will make sure that these companies are not viable as long term players in the semiconductor microprocessor business. Development and Expansion take money and money comes from profits. Take away the profits, and what do you have? You have AMD and Cyrix. Do you want your company's future success to depend on these two perennial losers? Paul

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