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

To: Dan3 who wrote (88263)	9/14/1999 10:02:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

There are zero marginal costs associated with ordering your next desktop box with one CPU or another in it. If you switch databases, and screw up the migration, it can destroy you business. Switching is the not really the issue. It is a matter of new sales OR simply growth. There would obviously be less of a tendency to switch unless a company is really unhappy. That's why they've been dropping prices on them every two weeks, Intel just hates the thought of making money and so they've decided they aren't going to anymore The purpose is to prevent new or existing companies from gaining a strong footing in the market OR even think it. By being able to lower prices, they are setting an example of AMD for all to see. Intel wants to send the message that new entrants would face the same fate as AMD. Remember this is not software (unlike the MSFT or Oracle case). It would be much harder for a "netscape" to emerge in Intel's environment. You can't just put a bunch of programmers together and start producing CPUs. At the very least it is more difficult. BTW--No offense if AMD is a favorite of yours. I am just trying to make sense of the business conditions as they exist. Intel just seems to have such a tight grip over PC CPU business.