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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: AK2004 who wrote (52691)4/10/1998 3:40:00 PM
From: Gary Kao  Read Replies (2) of 186894
 
Come on, Albert, I know you can do the math. Intel has 85-90% of the overall CPU market. The remainder is divided between AMD and Cyrix. So what if AMD has X% of the low end market. Everyone it has ZERO percent of the profits being made. And this is not going to change for a long while (remember that balloon payment that AMD must make in May on the Dresden plant --I can easily see the whole deal collapsing).

Gary
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