Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: Barry A. Watzman who wrote (50781)	3/18/1998 10:00:00 PM
From: StockMan	Read Replies (1) of 186894

Barry, Re -- and lowers CPU prices, IBM wins.. How does IBM win? IBM's cost structure does not permit it to play in the low cost PC game, as evidence of their slowly losing market share. If you mean more PC demand, will somehow increase IBM's revenue in other areas in any significant sense, you need to show how (IBM is still a mainframe company). If you mean IBM will win just because Intel loses (and this would be a long drawn battle). I dont think IBM is where its at with such a strategy. Thus even the possibility of IBM doing the x86 chip thing is very very remote, and would be because IBM has somehow figured out a way to make money out of it. Stockman

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