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Politics : Ask Michael Burke
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To: gbh who wrote (55388)4/9/1999 1:05:00 PM
From: Don Lloyd  Read Replies (1) of 132070
 
Gary - (...but PCs, as you've stated, are fast becoming commoditized. But with the barriers to entry being so high on the component side (CPU, DRAM, HDD), if a component supplier or two (or ten) go belly up, the end product price will be driven higher.)

Intel is perfectly free to set any price it wants to its products, and its customers are equally free to pay that price or do without.

Intel's problem is not primarily competition, but rather supplying a product that customers value highly enough to support Intel's capacity investments and ROI requirements.

The thing that Intel investors should worry about is that commodity producers in the process of going bankrupt do not tend maintain firm prices as they are doing so. -g-

Regards, Don
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