Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.48

+8.6%

Dec 2 3:59 PM EST

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To: Barry A. Watzman who wrote (50728)	3/17/1998 11:39:00 PM
From: StockMan	Read Replies (1) of 186894

Barry, Re -- IBM with ownership of the K-6 would be more trouble for Intel than any competitor to date. Very unlikely. They tried that before. The only place they could use the K6 would be in their own systems, and IBM has about 9% of the market share. Nobody else would buy chips which compete with their own systems. Furthermore its not clear if IBM can make the K6 any cheaper than Intel can (In fact I suspect it would be more expensive) in addition to the limitations of the K6, which will be hard pressed to operate at 300Mhz or better (the entry point by dec). The only reason anyone would buy AMD is because of their Fabs, which can be re-tooled more easily than building their own. However given the excess number of Fabs (excess semi supply) this also seems unlikely unless its a fire sale. Stockman

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