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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST

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To: alex pierson who wrote (66902)10/16/1998 9:45:00 PM
From: Fred Fahmy  Read Replies (2) of 186894
 
Alex,

Market share can be expressed in terms of volume, revenue, or profit. You can lose volume share without losing revenue or profit share if your ASP's are higher. At any rate, under ideal circumstances you wouldn't want to lose any market share of any kind but it's all relative. At any given time there is X amount of profit in the CPU industry. To date, Intel has virtually 100% profit share.

Anyone can gain volume share, or revenue share for that matter, if they are willing to sell at a loss. How long do you think you can stay in business using this model?? Have you looked at AMD's balance sheet lately? Definitely not a pretty sight.

FF
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