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Technology Stocks : Intel Corporation (INTC)
INTC 48.80+5.0%Feb 2 3:59 PM EST
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To: Jeff Fox who wrote (60459)7/15/1998 10:29:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Jeff,
RE:"Come on Jim, AMD is real competition. It is just that Intel responds so well to competition. Did you catch the bit about lowered cost? This is the mark of a great company. Intel is the lowest cost supplier, plain and simple. NSM and AMD are taking the deep dive trying to keep up.

Now Jeff, seems to me the last time Intel had any srious competition was when the AMD had the 396-40 and Intel had a 386-33. How can you consider a company competition when they are several speed grades behind, yielding half of what Intel does and lost .45/share last quarter?
All this talk about Intel squashing the competition is phooey. Intel Just makes their paln and then executes it.
When you think of competition think more like Ford vs GM vs Chrysler...or Coke and Pepsi.

Jim
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