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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: Paul Engel who wrote (63935)9/4/1998 4:27:00 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
Paul,

Today, the IDT WinCHIP is much lower power than Intel's Pentium II Mobile chips - and MUCH MUCM MUCH cheaper - yet there doesn't seem to be any WinCHIP notebooks on the market - perhaps few no-name ones - maybe.

How do you explain this ?


Uh, like I said before, it's a lot easier in theory than in practice?

Look, even Intel is paying a lot of attention to present and future competition, unlike before. I'm just arguing that Intel can't afford to just wish these competitors away, even if they aren't doing as well as they had originally expected. The reason is that there is a possibility, however remote, that one of the competitors will actually get it right and execute properly. Who will it be? I don't know, and even if I did know, I wouldn't bet on that company until there are some real signs of mid-term growth.

No one's there yet, but someone could have easily made it. Intel knows it, too, thanks to their mentality of "Only the paranoid survive." Knowing this is the first step in adapting to a tough new market.

Tenchusatsu
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