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Technology Stocks : Intel Corporation (INTC)

INTC 35.56

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11:26 AM EST

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To: JDN who wrote (75863)	3/9/1999 10:00:00 AM
From: gnuman	Read Replies (2) of 186894

JDN, re: "Have you given consideration to those box companies who stuck their necks out to take on AMD product and NOW the product will NOT be available on time?" Actually, I've given that consideration since mid ‘97. The makers have had and have experienced that risk ever since they chose to go with AMD in some of their products. I've long felt that the major PC makers, (especially Compaq), have wanted someone like AMD in their pocket as a bargaining tool. Would there be a sub-0 market with it's increased penetration if it weren't for AMD? Would we have seen the steep price learning curves had it not been for AMD? Pure conjecture, but I think not. My opinion has always been that some of the big makers will do what they can to keep AMD viable. And it's all been great for the consumer. Gene

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