Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 9:30 AM EST

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To: Burt Masnick who wrote (55582)	5/15/1998 10:06:00 PM
From: Paul Engel	Read Replies (2) of 186894

Burt - Re: " All Intel has to do is control wafer starts and the "problem" goes away. " Kurlak mad an additional fundamental error (I posted one earlier). His assumption that production increases by AMD and Cyrix as well as Intel would result in a glut on the market. The reality is that there probably is not a huge overall demand for processors made by AMD and CERTAINLY THERE SEEMS TO BE LITTLE OR NO DEMAND FOR CYRIX PROCESSORS! In other words, he made the juvenile assumption that all processors are created equally! The obvious market preferences for Intel products will prevent a real glut - especially as Intel transitions to Slot 1 processors. The AMD and Cyrix CPUs may not find many homes due to their "lack of technological relevance". Paul

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