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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (87081)8/22/1999 6:13:00 PM
From: Dan3  Read Replies (3) | Respond to of 186894
 
Re: Intel has been REDUCING PRICES on its products for 31 years

Not at this rate, they haven't. We both know they are reacting to AMD. The fact that they are aware of the risk and aren't ignoring it shows they have good management, it also shows they believe the company is facing serious competition.

You know the Intel history a lot better than I do. They were the first and most prominent processor with the the 8080, they become also rans when Zilog came out with the Z80 (beaten by the office supplies and typewriter division of exxon, for goodness sakes!) IBM saved them when it picked the 8088 over the (c'mon, admit it) superior 68000. They did benefit from the Z8000 being late to market, remember the Olivetti machine that did use the Z8000? What if, eh? Then intel got distracted with iAPX432 and would have been creamed by the 68020 except once again IBM saved them by going with the 80286 (aka "brain dead" processor). They did a nice job on the 486 and a terriffic job on Pentium - though it had a slow initial ramp up as I recall, just like Athlon. This time they got all tangled up with merced and dropped the ball a third time. I don't think IBM is going to bail them out this time, in fact, IBM looks as though it's pushing the other way, this time.

Intel has a far greater resource base this time and will do moderately well even if they run into some real trouble. But this is looking like strikeout number 3 coming up for the Intel microprocessor business, good thing they're looking at getting into the networking products game.

By the way, I got into AMD less than a month ago, I never thought it was worth holding until now.

Dan