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Technology Stocks : Intel Corporation (INTC)
INTC 36.16-0.5%9:30 AM EST

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To: Steve Porter who wrote (58748)6/25/1998 1:31:00 AM
From: Dale J.  Read Replies (1) of 186894
 
Steve,

If they are all competeing head to head and price keep falling everyone will lose a $hitload of cash.

Do you think we are headed the way of DRAM and the D Drives?

I myself don't believe we are, because unlike the DRAM and D Drives, Intel is significantly ahead of the competition (capacity,speed etc). I think Intel has also taken steps to move to a proprietary architecture (careful you know I aint technical). I think privately AMD and Cyrix have to be considering the futility of competing with Intel.

Dale
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