Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.48

-3.6%

Feb 12 3:59 PM EST

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To: Joey Smith who wrote (59561)	7/9/1998 3:22:00 AM
From: gnuman	Read Replies (1) of 186894

Joey Smith, re: "Intel controls pricing, not AMD." If Intel controls pricing, they're doing a crummy job. Using your theory it was Intel that created the sub-0 phenomena not Compaq/Cyrix/Amd. And I have to assume you believe Intel had always planned to ramp ASP's and margins down this steep learning curve. And that they planned flat Y/Y revenue growth with declining earnings, even while unit volume is increasing. Well, I think Intel is losing control of pricing. And the guy's gaining control are the major box makers, using the clone makers as the lever. And that's why I remain convinced the big guys will make sure AMD is a survivor.

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