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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: Scumbria who wrote (67277)	10/23/1998 7:21:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

<1. Because they might be able to sell them at a high price. 2. MP capability, which may open up a new high margin market for them. AMD wants to get above the knee in the Intel price/performance curve.> Wait, previously you just said, "However, you do need a little bit of extra MHz to make money. Intel has severely skewed the price/performance curve to force this circumstance." Now you're being apologetic towards AMD for wanting to ride this same skewed price/performance curve. Competition is good for the industry, I'll agree. Mixed messages aren't. If AMD wants to fight Intel in other markets besides retail, then good luck to them. But you'll notice that even AMD is moving away from the sweeping generalization that you gave, which was, "You don't need that much power to run most software." It should be pretty obvious that AMD realizes what Intel has known all along: Performance Matters. Tenchusatsu

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