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Technology Stocks : Intel Corporation (INTC)
INTC 39.96-1.5%12:18 PM EST

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To: Steve Porter who wrote (59750)7/12/1998 12:17:00 PM
From: DownSouth  Read Replies (2) of 186894
 
>the market is a bloody (literally) mess.. why? All because of AMD..

Good posting.

The long term view could be argued thusly: The pricing wars has brought a whole new segment of users into the market sooner that could have been predicted without the wars. The sub $1000 PC buyer.

As the chip wars inevitably will result in further shakeout, with AMD an others falling by the wayside of the mainstream, INTC is left with a larger set of computer users ready to upgrade to the latest technology in a year or two.

So the consumer use of PCs has been accelerated and INTC will be the ultimate benefactor (and MSFT and CSCO).

IMHO, of course.
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