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Politics : Ask Michael Burke

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To: wlheatmoon who wrote (45749)	2/4/1999 8:41:00 PM
From: Mary Cluney	Read Replies (1) of 132070

MKC, >>>Intel can win the price war. It won't be pretty for anyone, but in the long run, I'd bet on INTC. It'll be nice to buy INTC around 60 again. (GG) <<< What price war? Even if Intel gave away for free a microprocessor for each one that AMD is to build (eg 15M @ 100.00ea. = $1.5B) Intel would still have net profits of over $4.5B. But, I think that might cause problems with DOJ - so instead Intel will be forced to sell Celerons with gross margins around 57% and still undercut AMD. You will only be able to buy Intel at 60 only after Intel splits again after April 12. Don't hold your breath. Mary

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